OESX Institutional Ownership
Orion Energy Systems, Inc.
1W: -6.7%
1M: -34.2%
3M: +108.8%
YTD: +34.3%
1Y: +111.5%
3Y: +94.7%
5Y: -53.0%
$20.05
+0.49 (+2.51%)
Weekly Expected Move ±4.6%
$18
$19
$20
$21
$22
Credit Risk of going bust: higher than 67% of companies Debt: 7.4% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.17 (down 99.1%), Orion Energy Systems, Inc. would be worth roughly what it owes.
Total debt $6.6M against a stock market value of $82.0M.
Distance to default 3.65 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.9M (short-term plus half of long-term), stock volatility 95.2%; Altman Z 0.47. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.17 (down 99.1%), Orion Energy Systems, Inc. would be worth roughly what it owes.
Total debt $6.6M against a stock market value of $82.0M.
Distance to default 3.65 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.9M (short-term plus half of long-term), stock volatility 95.2%; Altman Z 0.47. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — OESX
43
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$21M
Total Invested
7
New Positions
15
Increased
11
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (45 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | North Star Investment Management Corp. | 526,952 | $11M | +1,400 | +0.3% | 4Q | SEC ↗ |
| 2 | Tieton Capital Management, LLC | 284,526 | $6M | +18,050 | +6.8% | 4Q | SEC ↗ |
| 3 | GRACE & WHITE INC /NY | 263,613 | $5M | +22,226 | +9.2% | 4Q | SEC ↗ |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 181,669 | $4M | +3,200 | +1.8% | 4Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 127,484 | $3M | +15,560 | +13.9% | 2Q | SEC ↗ |
| 6 | US BANCORP \DE | 70,155 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 7 | MARSHALL WACE, LLP | 61,342 | $1M | +4,418 | +7.8% | 3Q | SEC ↗ |
| 8 | SEI INVESTMENTS CO | 55,406 | $1M | -74,695 | -57.4% | 3Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 53,685 | $1M | +26,535 | +97.7% | 2Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 38,125 | $764K | -1,973 | -4.9% | 4Q | SEC ↗ |
| 11 | BlackRock, Inc. | 36,890 | $740K | +12,681 | +52.4% | 4Q | SEC ↗ |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31,140 | $624K | +7,200 | +30.1% | 2Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO | 22,796 | $457K | +5,484 | +31.7% | 2Q | SEC ↗ |
| 14 | ESSEX INVESTMENT MANAGEMENT CO LLC | 20,608 | $413K | +8,051 | +64.1% | 2Q | SEC ↗ |
| 15 | Quadrature Capital Ltd | 20,219 | $405K | +10,139 | +100.6% | 3Q | SEC ↗ |
| 16 | Farther Finance Advisors, LLC NEW | 9,700 | $194K | — | +0.0% | 1Q | SEC ↗ |
| 17 | MORGAN STANLEY | 1,747 | $35K | +870 | +99.2% | 4Q | SEC ↗ |
| 18 | IAG Wealth Partners, LLC | 1,700 | $34K | — | +0.0% | 4Q | SEC ↗ |
| 19 | Firsthand Capital Management, Inc. | 1,400 | $28K | — | +0.0% | 4Q | SEC ↗ |
| 20 | Axiom Investment Management LLC | 1,206 | $24K | — | +0.0% | 2Q | SEC ↗ |
| 21 | Vanguard Global Advisers, LLC | 722 | $14K | — | +0.0% | 2Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA NEW | 634 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO NEW | 591 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 378 | $8K | +250 | +195.3% | 3Q | SEC ↗ |
| 25 | UBS AM, a distinct business unit of UB | 344 | $7K | — | +0.0% | 2Q | SEC ↗ |
| 26 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 268 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 200 | $4K | — | +0.0% | 4Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 119 | $2K | — | +0.0% | 4Q | SEC ↗ |
| 29 | HARBOUR INVESTMENTS, INC. | 60 | $1K | +20 | +50.0% | 4Q | SEC ↗ |
| 30 | UBS Group AG | 41 | $1K | -379 | -90.2% | 4Q | SEC ↗ |
| 31 | SBI Securities Co., Ltd. | 31 | $1K | — | +0.0% | 4Q | SEC ↗ |
| 32 | Parallel Advisors, LLC | 19 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 33 | MERCER GLOBAL ADVISORS INC /ADV NEW | 15 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 34 | NATIONAL BANK OF CANADA /FI NEW | 15 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 35 | BARCLAYS PLC NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Trexquant Investment LP | 0 | $0K | -12,376 | -100.0% | 1Q | SEC ↗ |
| 37 | IFP Advisors, Inc | 0 | $0K | -3 | -100.0% | 3Q | SEC ↗ |
| 38 | Manatuck Hill Partners, LLC | 0 | $0K | -71,428 | -100.0% | 1Q | SEC ↗ |
| 39 | MYDA Advisors LLC | 0 | $0K | -133,505 | -100.0% | 1Q | SEC ↗ |
| 40 | XTX Topco Ltd | 0 | $0K | -11,194 | -100.0% | 1Q | SEC ↗ |
| 41 | BANK OF AMERICA CORP /DE | 0 | $0K | -2,027 | -100.0% | 2Q | SEC ↗ |
| 42 | NewEdge Advisors, LLC | 0 | $0K | -24,140 | -100.0% | 2Q | SEC ↗ |
| 43 | EverSource Wealth Advisors, LLC | 0 | $0K | -10 | -100.0% | 2Q | SEC ↗ |
| 44 | Tower Research Capital LLC (TRC) | 0 | $0K | -288 | -100.0% | 1Q | SEC ↗ |
| 45 | CITIGROUP INC | 0 | $0K | -1 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Farther Finance Advisors, LLC | 9,700 | $194K |
| ROYAL BANK OF CANADA | 634 | $13K |
| JPMORGAN CHASE & CO | 591 | $12K |
| COMPASS FINANCIAL MANAGEMENT LLC | 268 | $5K |
| NATIONAL BANK OF CANADA /FI | 15 | $0K |
| MERCER GLOBAL ADVISORS INC /ADV | 15 | $0K |
| BARCLAYS PLC | 1 | $0K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MYDA Advisors LLC | 133,505 | $3M |
| Manatuck Hill Partners, LLC | 71,428 | $1M |
| NewEdge Advisors, LLC | 24,140 | $484K |
| Trexquant Investment LP | 12,376 | $248K |
| XTX Topco Ltd | 11,194 | $224K |
| BANK OF AMERICA CORP /DE | 2,027 | $41K |
| Tower Research Capital LLC (TRC) | 288 | $6K |
| EverSource Wealth Advisors, LLC | 10 | $0K |
| IFP Advisors, Inc | 3 | $0K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +26,535 | +97.7% | 53,685 |
| GRACE & WHITE INC /NY | +22,226 | +9.2% | 263,613 |
| Tieton Capital Management, LLC | +18,050 | +6.8% | 284,526 |
| VANGUARD CAPITAL MANAGEMENT LLC | +15,560 | +13.9% | 127,484 |
| BlackRock, Inc. | +12,681 | +52.4% | 36,890 |
| Quadrature Capital Ltd | +10,139 | +100.6% | 20,219 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | +8,051 | +64.1% | 20,608 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +7,200 | +30.1% | 31,140 |
| VANGUARD FIDUCIARY TRUST CO | +5,484 | +31.7% | 22,796 |
| MARSHALL WACE, LLP | +4,418 | +7.8% | 61,342 |
| RENAISSANCE TECHNOLOGIES LLC | +3,200 | +1.8% | 181,669 |
| North Star Investment Management Co | +1,400 | +0.3% | 526,952 |
| MORGAN STANLEY | +870 | +99.2% | 1,747 |
| JONES FINANCIAL COMPANIES LLLP | +250 | +195.3% | 378 |
| HARBOUR INVESTMENTS, INC. | +20 | +50.0% | 60 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SEI INVESTMENTS CO | -74,695 | -57.4% | 55,406 |
| GEODE CAPITAL MANAGEMENT, LLC | -1,973 | -4.9% | 38,125 |
| UBS Group AG | -379 | -90.2% | 41 |