OESXNasdaqElectric Lighting & Wiring EquipmentFiscal year ends March 31
ORION ENERGY SYSTEMS, INC.
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$22.80+0.28 (+1.24%)
Close on Oct 19, 2026
- Market cap
- $94.91M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
44.4%
2M of 4M shares
Institutional holders
34
6 new, 8 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
5 buys · 0 sales
Net bought $351.37K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| North Star Investment Management Corporation | 526,952 | 12.99% | 13G (passive) amendment | Jul 2, 2026 |
| Tieton Capital Management, LLC | 266,746 | 6.60% | 13G (passive) amendment | Mar 31, 2026 |
| Connors Kathleen Marie | 2,657,620 | 7.50% | 13G (passive) | Jul 16, 2024 |
| Grace & White, Inc. | 223,847 | 6.34% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OESX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 526,952 | 12.89% | $6.16M | +1,400 | 0.33% |
| Tieton Capital Management, LLC | 284,526 | 6.96% | $3.33K | +18,050 | 0.00% |
| Grace & White Inc /Ny | 263,613 | 6.45% | $3.08M | +22,226 | 0.49% |
| Renaissance Technologies LLC | 181,669 | 4.44% | $2.12M | +3,200 | 0.00% |
| Vanguard Capital Management LLC | 127,484 | 3.12% | $1.49M | +15,560 | 0.00% |
| US Bancorp \de\ | 70,155 | 1.72% | $820.11K | – | 0.00% |
| Marshall Wace, Llp | 61,342 | 1.50% | $717.09K | +4,418 | 0.00% |
| Sei Investments Co | 55,406 | 1.35% | $647.69K | −74,695 | 0.00% |
| Jane Street Group, LLC | 53,685 | 1.31% | $627.58K | +26,535 | 0.00% |
| Geode Capital Management, LLC | 38,125 | 0.93% | $445.79K | −1,973 | 0.00% |
| BlackRock, Inc. | 36,890 | 0.90% | $431.24K | +12,681 | 0.00% |
| Bridgeway Capital Management, LLC | 31,140 | 0.76% | $364.03K | +7,200 | 0.01% |
| Vanguard Fiduciary Trust Co | 22,796 | 0.56% | $266.49K | +5,484 | 0.00% |
| Essex Investment Management Co LLC | 20,608 | 0.50% | $240.91K | +8,051 | 0.03% |
| Quadrature Capital Ltd | 20,219 | 0.49% | $236.36K | +10,139 | 0.00% |
| Farther Finance Advisors, LLC | 9,700 | 0.24% | $113.39K | New | 0.00% |
| Morgan Stanley | 1,747 | 0.04% | $20.42K | +870 | 0.00% |
| IAG Wealth Partners, LLC | 1,700 | 0.04% | $19.87K | – | 0.00% |
| Firsthand Capital Management, Inc. | 1,400 | 0.03% | $16.37K | – | 0.03% |
| Axiom Investment Management LLC | 1,206 | 0.03% | $14.10K | – | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 34 | 2M | 44.4% | 6 / 15 | 3 / 8 | 0M | 0M |
| Q1 2026 | 36 | 2M | 48.8% | 13 / 11 | 3 / 2 | 1M | 0M |
| Q4 2025 | 26 | 1M | 34.4% | 5 / 7 | 5 / 4 | 0M | 0M |
| Q3 2025 | 25 | 1M | 33.6% | 25 / 0 | 0 / 0 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OESX | Value | % of fund | As of |
|---|---|---|---|---|---|
| North Star Opportunity Fund | 295,000 | 7.21% | $2.80M | 1.89% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 84,610 | 2.07% | $989.09K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 40,033 | 0.98% | $467.99K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Fund | 31,140 | 0.76% | $364.03K | 0.37% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 19,208 | 0.47% | $182.48K | 0.00% | May 31, 2026 |
| Acuitas US Microcap Fund | 13,600 | 0.33% | $158.98K | 0.13% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 11,904 | 0.29% | $139.16K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 7,078 | 0.17% | $67.24K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 5,070 | 0.12% | $48.17K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 2,841 | 0.07% | $33.21K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 2,538 | 0.06% | $24.11K | 0.00% | May 31, 2026 |
| Firsthand Alternative Energy Fund | 1,400 | 0.03% | $16.37K | 0.10% | Jun 30, 2026 |
| Dimensional US Sustainability Core 1 ETF | 1,295 | 0.03% | $13.08K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 1,150 | 0.03% | $11.62K | 0.00% | Jul 31, 2026 |
| U.S. Sustainability Core 1 Portfolio | 1,121 | 0.03% | $11.32K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sally A. Washlow | Chief Executive Officer, Director | 61,359 | 1.50% | Aug 12, 2026 |
| Michael H. Jenkins | Chief Executive Officer, Director | 1,246,254 | 30.48% | Feb 26, 2025 |
| Scott A. Green | President and COO | 293,421 | 7.18% | Aug 12, 2026 |
| J. Per Brodin | EVP, CFO, CAO & Treasurer | 85,263 | 2.09% | Aug 12, 2026 |
| Heather L. Wishart-Smith | Director | 13,007 | 0.32% | Aug 24, 2026 |
| Ellen B. Richstone | Director | 35,897 | 0.88% | Aug 12, 2026 |
| Richard A. Shapiro | Director | 9,219 | 0.23% | Aug 12, 2026 |
| Anthony L. Otten | Director | 25,973 | 0.64% | Aug 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Heather L. Wishart-Smith Director | Aug 20, 2026 | Buy | +1,054 | $18.96 | $19.98K | 11,405 |
| Richard A. Shapiro Director | Aug 11, 2026 | Award | +2,532 | – | – | 9,219 |
| Scott A. Green President and COO | Aug 11, 2026 | Award | +9,000 | – | – | 129,678 |
| Ellen B. Richstone Director | Aug 11, 2026 | Award | +2,532 | – | – | 35,897 |
| Heather L. Wishart-Smith Director | Aug 11, 2026 | Award | +2,532 | – | – | 10,351 |
| Anthony L. Otten Director | Aug 11, 2026 | Award | +2,532 | – | – | 25,973 |
| Sally A. Washlow Chief Executive Officer, Director | Aug 11, 2026 | Award | +12,000 | – | – | 61,259 |
| J. Per Brodin EVP, CFO, CAO & Treasurer | Aug 11, 2026 | Award | +9,000 | – | – | 85,263 |
| Sally A. Washlow Chief Executive Officer, Director | Jun 24, 2026 | Buy | +1,780 | $9.47 | $16.86K | 49,259 |
| Sally A. Washlow Chief Executive Officer, Director | Jun 23, 2026 | Buy | +955 | $9.50 | $9.07K | 47,479 |
| J. Per Brodin EVP, CFO, CAO & Treasurer | Feb 27, 2026 | Buy | +500 | $11.07 | $5.54K | 92,811 |
| Sally A. Washlow Chief Executive Officer, Director | Nov 19, 2025 | Buy | +21,166 | $14.17 | $299.92K | 46,524 |
| Scott A. Green President and COO | Jul 1, 2025 | Award | +150,000 | – | – | 1,372,262 |
| Richard A. Shapiro Director | Jul 1, 2025 | Award | +20,000 | – | – | 66,878 |
| Ellen B. Richstone Director | Jul 1, 2025 | Award | +20,000 | – | – | 333,658 |
| Sally A. Washlow Chief Executive Officer, Director | Jul 1, 2025 | Award | +200,000 | – | – | 253,580 |
| Heather L. Wishart-Smith Director | Jul 1, 2025 | Award | +20,000 | – | – | 78,198 |
| Anthony L. Otten Director | Jul 1, 2025 | Award | +20,000 | – | – | 234,412 |
| J. Per Brodin EVP, CFO, CAO & Treasurer | Jul 1, 2025 | Award | +100,000 | – | – | 923,113 |
| Michael H. Jenkins Chief Executive Officer, Director | Feb 25, 2025 | Buy | +5,682 | $0.88 | $5.00K | 1,246,254 |
| Sally A. Washlow Director | Feb 21, 2025 | Buy | +1,000 | $0.91 | $910 | 1,000 |
| Sally A. Washlow Director | Feb 21, 2025 | Buy | +1,000 | $0.92 | $920 | 49,750 |
| Ellen B. Richstone Director | Feb 21, 2025 | Buy | +20,000 | $0.91 | $18.20K | 313,658 |
| Ellen B. Richstone Director | Feb 20, 2025 | Buy | +874 | $0.88 | $769 | 293,658 |
| Ellen B. Richstone Director | Feb 19, 2025 | Buy | +13,000 | $0.84 | $10.92K | 292,784 |
| Anthony L. Otten Director | Feb 18, 2025 | Buy | +5,000 | $0.83 | $4.15K | 214,412 |
| Ellen B. Richstone Director | Feb 18, 2025 | Buy | +13,000 | $0.84 | $10.92K | 279,784 |
| Heather L. Wishart-Smith Director | Feb 14, 2025 | Buy | +7,000 | $0.80 | $5.60K | 16,025 |
| Ellen B. Richstone Director | Feb 14, 2025 | Buy | +10,000 | $0.82 | $8.20K | 266,784 |
| Anthony L. Otten Director | Nov 18, 2024 | Buy | +5,000 | $0.86 | $4.30K | 209,412 |
| Sally A. Washlow Director | Jun 28, 2024 | Buy | +1,080 | $1.24 | $1.34K | 53,580 |
| Sally A. Washlow Director | Jun 27, 2024 | Buy | +1,200 | $1.22 | $1.46K | 52,500 |
| Sally A. Washlow Director | Jun 24, 2024 | Buy | +1,550 | $1.42 | $2.20K | 51,300 |
| Ellen B. Richstone Director | Jun 14, 2024 | Buy | +20,000 | $1.15 | $23.00K | 256,784 |
| Heather L. Wishart-Smith Director | Jun 12, 2024 | Buy | +9,025 | $1.11 | $10.02K | 9,025 |
| Anthony L. Otten Director | Jun 12, 2024 | Buy | +5,000 | $1.09 | $5.45K | 204,412 |
| Heather L. Wishart-Smith Director | Jun 12, 2024 | Buy | +9,025 | $1.11 | $10.02K | 67,223 |
| Heather L. Wishart-Smith Director | Jun 11, 2024 | Award | +27,523 | – | – | 58,198 |
| Richard A. Shapiro Director | Jun 11, 2024 | Award | +27,523 | – | – | 46,878 |
| Anthony L. Otten Director | Jun 11, 2024 | Award | +27,523 | – | – | 199,412 |
| Sally A. Washlow Director | Jun 11, 2024 | Award | +27,523 | – | – | 48,750 |
| Heather L. Wishart-Smith Director | Jun 11, 2024 | Award | +27,523 | – | – | 58,198 |
| J. Per Brodin EVP, CFO, CAO & Treasurer | Jun 11, 2024 | Award | +235,321 | – | – | 666,232 |
| J. Per Brodin EVP, CFO, CAO & Treasurer | Jun 11, 2024 | Award | +156,881 | – | – | 823,113 |
| Ellen B. Richstone Director | Jun 11, 2024 | Award | +27,523 | – | – | 236,784 |
| Michael H. Jenkins Chief Executive Officer, Director | Jun 11, 2024 | Award | +233,945 | – | – | 1,240,572 |
| Michael H. Jenkins Chief Executive Officer, Director | Jun 11, 2024 | Award | +350,917 | – | – | 1,006,627 |
| Scott A. Green President-Orion Services Group | Jun 11, 2024 | Award | +156,881 | – | – | 986,941 |
| Scott A. Green President-Orion Services Group | Jun 11, 2024 | Award | +235,321 | – | – | 1,222,262 |
| Heather L. Wishart-Smith Director | Feb 12, 2024 | Award | +5,461 | – | – | 30,675 |
| J. Per Brodin EVP, CFO, CAO & Treasurer | Dec 1, 2023 | Buy | +5,000 | $0.91 | $4.55K | 430,911 |
| Scott A. Green President-Orion Services Group | Nov 30, 2023 | Buy | +53,300 | $0.92 | $49.04K | 830,060 |
| Ellen B. Richstone Director | Nov 29, 2023 | Buy | +30,000 | $0.93 | $27.90K | 209,261 |
| Michael H. Jenkins Chief Executive Officer, Director | Nov 29, 2023 | Buy | +10,000 | $0.92 | $9.20K | 655,710 |
| Anthony L. Otten Director | Nov 29, 2023 | Buy | +2,500 | $0.92 | $2.30K | 171,889 |
| Heather L. Wishart-Smith Director | Nov 10, 2023 | Award | +5,859 | $0.96 | $5.62K | 25,214 |
| Anthony L. Otten Director | Aug 25, 2023 | Buy | +2,000 | $1.46 | $2.92K | 169,389 |
| Heather L. Wishart-Smith Director | Aug 15, 2023 | Award | +19,355 | – | – | 19,355 |
| Anthony L. Otten Director | Aug 15, 2023 | Award | +19,355 | – | – | 167,389 |
| Ellen B. Richstone Director | Aug 15, 2023 | Award | +19,355 | – | – | 179,261 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.