Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orion Energy Sys Inc (OESX)

34 + Investors. Track Smart Money conviction in OESX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
69%

Smart Money Signals — OESX

Based on 34 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 69% of 3.0Y high

69% of all-time peak
Only 34 funds hold OESX today versus a peak of 49 funds at 2023 Q3 — just 69% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold OESX compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 69% buying

22 buying10 selling
Last quarter: 22 funds were net buyers (7 opened a brand new position + 15 added to an existing one). Only 10 were sellers (3 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 12 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 21% new
21 out of 34 hedge funds have held OESX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+23% value, -8% shares)

Value
+23%
Shares
-8%
Last quarter: total value of institutional OESX holdings rose +23% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~7 new funds/quarter

1 → 3 → 5 → 12 → 7 new funds/Q
New funds entering each quarter: 3 → 5 → 12 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 21% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 34 holders: 24 (71%) are 2+ year veterans, 3 entered 1–2 years ago, and 7 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
10 of 34 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OESX

In 2026 Q2, 22 hedge funds were net buyers of OESX (7 opened a new position, 15 added to an existing one), while 10 reduced or exited (3 trimmed, 7 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 34.

Hedge Fund Ownership: OESX

How many hedge funds hold OESX — quarterly history vs. share price
Quarterly hedge fund ownership of OESX vs. share price

Market Analysis: OESX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OESX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: OESX
34 + Investors

Track Smart Money conviction in OESX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 34 34 -
13F Shares 2M 2M -8.04%
Total Value $21M $17M 22.99%
New Positions 7 12 -5
Increased Positions 15 10 +5
Closed Positions 7 4 +3
Reduced Positions 3 3 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OESX

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Financial Highlights

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Institutional Holders (2026 Q2)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OESX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OESX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 0.96% 284,526 $3.3M
2 Grace & White Inc /Ny 0.49% 263,613 $3.1M
3 North Star Investment Management Corp. 0.33% 526,952 $6.2M
4 Essex Investment Management Co LLC 0.03% 20,608 $241K
5 Firsthand Capital Management, Inc. 0.03% 1,400 $16K
6 Axiom Investment Management LLC 0.01% 1,206 $14K
7 Bridgeway Capital Management, LLC 0.01% 31,140 $364K
8 Renaissance Technologies LLC 0.00% 181,669 $2.1M
9 Quadrature Capital Ltd 0.00% 20,219 $236K
10 IAG Wealth Partners, LLC 0.00% 1,700 $20K
11 US Bancorp \de\ 0.00% 70,155 $820K
12 Farther Finance Advisors, LLC 0.00% 9,700 $113K
13 Sei Investments Co 0.00% 55,406 $648K
14 Marshall Wace, LLP 0.00% 61,342 $717K
15 Compass Financial Management LLC 0.00% 268 $3K
16 Vanguard Fiduciary Trust Co 0.00% 22,796 $266K
17 Jane Street Group, LLC 0.00% 53,685 $628K
18 Vanguard Capital Management LLC 0.00% 127,484 $1.5M
19 Harbour Investments, INC. 0.00% 60 —
20 SBI Securities Co., Ltd. 0.00% 31 —
21 BlackRock, Inc. 0.00% 36,890 $431K
22 Parallel Advisors, LLC 0.00% 19 —
23 Jones Financial Companies Lllp 0.00% 378 $4K
24 Osaic Holdings, INC. 0.00% 119 $1K
25 Morgan Stanley 0.00% 1,747 $20K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Orion Energy Sys Inc (OESX)

What does the Smart Money Trend signal show for OESX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for OESX?

More buyers than sellers — 69% buying: Last quarter: 22 funds were net buyers (7 opened a brand new position + 15 added to an existing one). Only 10 were sellers (3 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OESX holders?

Smaller funds dominant — 4% AUM from top-100: 10 of 34 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OESX?

62% of holders stayed for 2+ years: 21 out of 34 hedge funds have held OESX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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