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OESX — ORION ENERGY SYS INC

Reported value held$5.78M
Funds holding (latest)11
SectorConsumer Discretionary
Funds holding (Q2 2026)8
Institutional value$3.75M · 320.61K sh
New / Add / Cut / Exit1 / 4 / 2 / 1
Top-5 / Top-10 concentration99.7% / 100.0%
Institutional holdings change Accumulating +6.4% (+19.41K sh)
Institutional value change Up +42.4%

As of Q2 2026, 8 SEC-registered investment managers reported holding OESX (ORION ENERGY SYS INC) in their latest 13F filings, with a combined reported value of $3.75M across 320.61K shares. That is +6.4% by share count (+19.41K shares) versus the previous quarter, while reported value moved +42.4%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

OESX is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 8 funds

FundSharesValuePortfolio WeightChange
Renaissance Technologies history 181.67K $2.12M 0.00% Add
Marshall Wace history 61.34K $717.09K 0.00% Add
Geode Capital Management history 38.12K $445.79K 0.00% Reduce
BlackRock Inc history 36.89K $431.24K 0.00% Add
Morgan Stanley history 1.75K $20.42K 0.00% Add
JPMorgan Chase & Co history 591 $7.00K 0.00% New
Wells Fargo & Co history 200 $2.34K 0.00% Hold
UBS Group AG history 41 $479 0.00% Reduce

Q1 2026 — 8 funds

FundSharesValuePortfolio WeightChange
Renaissance Technologies history 178.47K $1.56M 0.00% Add
Marshall Wace history 56.92K $497.52K 0.00% Add
Geode Capital Management history 40.10K $350.53K 0.00% Add
BlackRock Inc history 24.21K $211.59K 0.00% Hold
Morgan Stanley history 877 $7.67K 0.00% Hold
UBS Group AG history 420 $3.67K 0.00% Add
Wells Fargo & Co history 200 $1.75K 0.00% Hold
Citigroup Inc history 1 $9 0.00% Hold

Q4 2025 — 10 funds

FundSharesValuePortfolio WeightChange
Renaissance Technologies history 134.78K $2.07M 0.00% Hold
Vanguard Group history 129.96K $2.00M 0.00% Add
Marshall Wace history 45.90K $705.88K 0.00% New
Geode Capital Management history 34.99K $538.29K 0.00% Reduce
BlackRock Inc history 24.21K $372.33K 0.00% Hold
Bank of America Corp history 2.03K $31.18K 0.00% Hold
Morgan Stanley history 877 $13.49K 0.00% Add
Wells Fargo & Co history 200 $3.08K 0.00% Hold
UBS Group AG history 184 $2.83K 0.00% Reduce
Citigroup Inc history 1 $15 0.00% Hold

Q3 2025 — 9 funds

FundSharesValuePortfolio WeightChange
Renaissance Technologies history 134.27K $1.18M 0.00% New
Vanguard Group history 125.52K $1.10M 0.00% New
Geode Capital Management history 38.09K $332.95K 0.00% New
BlackRock Inc history 24.21K $212.07K 0.00% New
Bank of America Corp history 2.03K $17.76K 0.00% New
Morgan Stanley history 468 $4.10K 0.00% New
UBS Group AG history 355 $3.11K 0.00% New
Wells Fargo & Co history 200 $1.75K 0.00% New
Citigroup Inc history 1 $9 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 11 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025
Renaissance Technologies 181.67K 178.47K 134.78K 134.27K
Marshall Wace 61.34K 56.92K 45.90K —
Geode Capital Management 38.12K 40.10K 34.99K 38.09K
BlackRock Inc 36.89K 24.21K 24.21K 24.21K
Morgan Stanley 1.75K 877 877 468
JPMorgan Chase & Co 591 — — —
Wells Fargo & Co 200 200 200 200
UBS Group AG 41 420 184 355
Bank of America Corp — — 2.03K 2.03K
Citigroup Inc — 1 1 1
Vanguard Group — — 129.96K 125.52K

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