Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Optex Sys Hldgs Inc (OPXS)

37 + 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
55%

Smart Money Signals — OPXS

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OPXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
38 hedge funds hold OPXS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+27% 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.
🟡

Slight buying edge — 55% buying

21 buying17 selling
Last quarter: 21 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 6 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

■ 18% conviction (2yr+) ■ 47% medium ■ 34% new
Only 7 funds (18%) 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.
📊

Peak discovery — momentum slowing

10 → 12 → 6 → 7 → 8 new funds/Q
New funds entering each quarter: 12 → 6 → 7 → 8. OPXS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 58% of holders entered in last year

■ 16% veterans ■ 26% 1-2yr ■ 58% new
Of 38 current holders: 22 (58%) entered in the past year, only 6 (16%) 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 — 18% AUM from top-100

18% from top-100 AUM funds
15 of 38 holders rank in the top 100 by AUM, but together hold only 18% 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 Q2, 21 hedge funds were net buyers of OPXS (8 opened a new position, 13 added to an existing one), while 17 reduced or exited (14 trimmed, 3 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 38.

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

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

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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
0.6
/ 10
conviction
Hedge Fund Positioning: OPXS
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 33 12.12%
13F Shares 3M 3M 5.45%
Total Value $39M $35M 11.76%
New Positions 7 7 -
Increased Positions 13 10 +3
Closed Positions 3 12 -9
Reduced Positions 14 8 +6
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 Q2)

37 + 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 OPXS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Topline Capital Management, LLC 1.63% 449,363 $6.3M
2 Archon Capital Management LLC 1.12% 196,124 $2.8M
3 Meros Investment Management, LP 0.42% 95,312 $1.3M
4 Mink Brook Asset Management LLC 0.39% 62,284 $874K
5 Punch & Associates Investment Management, INC. 0.24% 339,740 $4.8M
6 Morgan Dempsey Capital Management LLC 0.10% 16,798 $230K
7 Carlson Financial, INC. 0.08% 10,348 $147K
8 Wasatch Advisors LP 0.06% 634,671 $8.9M
9 Essex Investment Management Co LLC 0.04% 23,090 $324K
10 Ritholtz Wealth Management 0.01% 31,114 $437K
11 World Investment Advisors 0.01% 25,961 $364K
12 O'shaughnessy Asset Management, LLC 0.00% 44,702 $627K
13 Beacon Pointe Advisors, LLC 0.00% 15,000 $210K
14 Lavaca Capital LLC 0.00% 620 $9K
15 LPL Financial LLC 0.00% 225,007 $3.2M
16 Marshall Wace, LLP 0.00% 51,518 $723K
17 Wealth Enhancement Advisory Services, LLC 0.00% 24,075 $304K
18 IFP Advisors, Inc 0.00% 1,975 $28K
19 Man Group plc 0.00% 17,404 $244K
20 Ameriprise Financial Inc 0.00% 38,826 $545K
21 Vanguard Fiduciary Trust Co 0.00% 34,716 $487K
22 Osaic Holdings, INC. 0.00% 5,215 $73K
23 Vanguard Capital Management LLC 0.00% 218,622 $3.1M
24 Citadel Advisors LLC 0.00% 34,675 $486K
25 Larson Financial Group LLC 0.00% 100 $1K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OPXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OPXS?

Slight buying edge — 55% buying: Last quarter: 21 funds bought or added vs 17 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OPXS holders?

Smaller funds dominant — 18% AUM from top-100: 15 of 38 holders rank in the top 100 by AUM, but together hold only 18% 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 — 34% entered in last year: Only 7 funds (18%) 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.

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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