Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orion Energy Sys Inc (OESX)

33 + 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
↑ +8
Streak
1Q ▲
Buyers last Q
76%

Smart Money Signals — OESX

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OESX 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.
🔻

Below peak — only 67% of 3.0Y high

67% of all-time peak
Only 34 funds hold OESX today versus a peak of 51 funds at 2023 Q2 — just 67% 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 — 15% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold OESX compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 76% buying

22 buying7 selling
Last quarter: 22 funds were net buyers (12 opened a brand new position + 10 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new OESX position: 1 → 3 → 5 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 18% new
19 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.
💎

Buying through price weakness — shares +40%, value -20%

Value
-20%
Shares
+40%
Last quarter: funds added +40% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

2 → 1 → 3 → 5 → 12 new funds/Q
New funds entering each quarter: 1 → 3 → 5 → 12. A growing number of institutions are discovering OESX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 79% veterans vs 12% newcomers

■ 79% veterans ■ 9% 1-2yr ■ 12% new
Entry-cohort mix of 34 holders: 27 (79%) are 2+ year veterans, 3 entered 1–2 years ago, and 4 (12%) 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
8 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.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — 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 Q1, 22 hedge funds were net buyers of OESX (12 opened a new position, 10 added to an existing one), while 7 reduced or exited (3 trimmed, 4 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +8 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy Orion Energy Sys Inc (OESX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OESX 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 · 83d ago
OESX
+10.8%
XLI
+12.3%

OESX outperformed XLI by -1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
OESX
+4.3%
XLI
+5.9%

Since the filing became public, OESX outperformed XLI by -1.6% .

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.

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

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 26 26.92%
13F Shares 2M 1M 39.87%
Total Value $17M $22M -20.51%
New Positions 11 5 +6
Increased Positions 10 6 +4
Closed Positions 4 5 -1
Reduced Positions 3 7 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OESX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

33 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 0.78% 266,476 $2.3M
2 Grace & White Inc /Ny 0.37% 241,387 $2.1M
3 North Star Investment Management Corp. 0.28% 525,552 $4.6M
4 MYDA Advisors LLC 0.19% 133,505 $1.2M
5 Manatuck Hill Partners, LLC 0.17% 71,428 $624K
6 Firsthand Capital Management, Inc. 0.03% 1,400 $12K
7 Essex Investment Management Co LLC 0.02% 12,557 $110K
8 Axiom Investment Management LLC 0.01% 1,206 $11K
9 Bridgeway Capital Management, LLC 0.00% 23,940 $209K
10 Renaissance Technologies LLC 0.00% 178,469 $1.6M
11 XTX Topco Ltd 0.00% 11,194 $98K
12 IAG Wealth Partners, LLC 0.00% 1,700 $15K
13 Sei Investments Co 0.00% 130,101 $1.1M
14 Quadrature Capital Ltd 0.00% 10,080 $88K
15 Trexquant Investment LP 0.00% 12,376 $108K
16 US Bancorp \de\ 0.00% 70,155 $613K
17 Marshall Wace, LLP 0.00% 56,924 $498K
18 Tower Research Capital LLC (TRC) 0.00% 288 $3K
19 Vanguard Fiduciary Trust Co 0.00% 17,312 $151K
20 Jane Street Group, LLC 0.00% 27,150 $237K
21 Vanguard Capital Management LLC 0.00% 111,924 $978K
22 SBI Securities Co., Ltd. 0.00% 31 —
23 Harbour Investments, INC. 0.00% 40 —
24 BlackRock, Inc. 0.00% 24,209 $212K
25 Parallel Advisors, LLC 0.00% 19 —
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OESX 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 OESX?

More buyers than sellers — 76% buying: Last quarter: 22 funds were net buyers (12 opened a brand new position + 10 added to an existing one). Only 7 were sellers (3 trimmed + 4 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: 8 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?

56% of holders stayed for 2+ years: 19 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.

Is it too late to buy Orion Energy Sys Inc (OESX) following the 2026 Q1 hedge fund 13F filings?

As of today, OESX has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.9% for the XLI sector ETF — an outperformance of -1.6%. Since the quarter end (March 31, 2026), OESX has gained +10.8% vs +12.3% 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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