Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OPTEX SYS HLDGS INC (OPXS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — OPXS

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OPXS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
33 funds currently hold this stock — 87% of the 3.0-year high of 38 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

17 buying20 selling
Last quarter: 20 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 12 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 42% entered in last year

■ 15% conviction (2yr+) ■ 42% medium ■ 42% new
Only 5 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

6 → 10 → 12 → 6 → 7 new funds/Q
New funds entering each quarter: 10 → 12 → 6 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 61% of holders entered in last year

■ 9% veterans ■ 30% 1-2yr ■ 61% new
Of 33 current holders: 20 (61%) entered in the past year, only 3 (9%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
11 of 33 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — OPXS

In 2026 Q1, 17 hedge funds were net buyers of OPXS (7 opened a new position, 10 added to an existing one), while 20 reduced or exited (8 trimmed, 12 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: OPXS

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

Market Analysis: OPXS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPXS

-- --

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

Is It Too Late to Buy OPTEX SYS HLDGS INC (OPXS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OPXS has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 65d ago
OPXS
-9.3%
XLI
+7.6%

OPXS outperformed XLI by -16.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 20d ago
OPXS
+11.3%
XLI
+1.5%

Since the filing became public, OPXS outperformed XLI by +9.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: OPXS
33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 38 -13.16%
13F Shares 3M 2M 11.21%
Total Value $35M $34M 3.72%
New Positions 7 6 +1
Increased Positions 10 16 -6
Closed Positions 12 6 +6
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OPXS

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Financial Highlights

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Institutional Holders (2026 Q1)

33 + investors

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

QUARTER:
Top 25 institutional holders of OPXS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Archon Capital Management LLC 1.46% 195,586 $2.6M
2 Topline Capital Management, LLC 1.27% 579,363 $7.7M
3 Mink Brook Asset Management LLC 0.48% 64,839 $857K
4 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.25% 323,475 $4.3M
5 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.10% 16,124 $213K
6 ESSEX INVESTMENT MANAGEMENT CO LLC 0.05% 23,126 $306K
7 WASATCH ADVISORS LP 0.03% 398,148 $5.3M
8 RITHOLTZ WEALTH MANAGEMENT 0.01% 40,383 $534K
9 World Investment Advisors 0.01% 31,603 $418K
10 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 54,273 $718K
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% 11,000 $145K
12 MARSHALL WACE, LLP 0.00% 98,976 $1.3M
13 Beacon Pointe Advisors, LLC 0.00% 16,900 $224K
14 IFP Advisors, Inc 0.00% 3,950 $52K
15 LPL Financial LLC 0.00% 255,872 $3.4M
16 Man Group plc 0.00% 14,109 $187K
17 AMERIPRISE FINANCIAL INC 0.00% 73,568 $973K
18 AdvisorNet Financial, Inc 0.00% 200 $3K
19 VANGUARD FIDUCIARY TRUST CO 0.00% 34,488 $456K
20 OSAIC HOLDINGS, INC. 0.00% 5,120 $68K
21 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 198,805 $2.6M
22 CITADEL ADVISORS LLC 0.00% 20,114 $266K
23 Larson Financial Group LLC 0.00% 100 $1K
24 GOLDMAN SACHS GROUP INC 0.00% 16,454 $218K
25 BlackRock, Inc. 0.00% 35,506 $470K
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 — OPTEX SYS HLDGS INC (OPXS)

What does the Smart Money Trend signal show for OPXS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OPXS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OPXS?

More sellers than buyers — 46% buying: Last quarter: 20 funds reduced or exited vs 17 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OPXS holders?

Smaller funds dominant — 19% AUM from top-100: 11 of 33 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OPXS?

Mostly new holders — 42% entered in last year: Only 5 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy OPTEX SYS HLDGS INC (OPXS) following the 2026 Q1 hedge fund 13F filings?

As of today, OPXS has moved +11.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLI sector ETF — an outperformance of +9.8%. Since the quarter end (March 31, 2026), OPXS has gained -9.3% vs +7.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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