OFLXNasdaqHeating Equip, Except Elec & Warm Air; & Plumbing FixturesFiscal year ends December 31
Omega Flex, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$25.44−0.18 (-0.70%)
Close on Oct 19, 2026
- Market cap
- $256.79K
- P/E (TTM)
- 21.4
- Dividend yield
- 5.35%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
30.7%
3M of 10M shares
Institutional holders
110
9 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
8 buys · 0 sales
Net bought $207.14K
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 |
|---|---|---|---|---|
| Stewart B. Reed | 5,672,678 | 56.20% | 13D (active) amendment | Mar 22, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OFLX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 457,181 | 4.53% | $14.35M | −118,261 | 0.04% |
| BlackRock, Inc. | 277,611 | 2.75% | $8.71M | +26,830 | 0.00% |
| Ameriprise Financial Inc | 228,673 | 2.27% | $7.18M | +25,926 | 0.00% |
| Dimensional Fund Advisors LP | 192,656 | 1.91% | $6.05M | +1,995 | 0.00% |
| Principle Wealth Partners LLC | 192,275 | 1.90% | $6.04M | – | 0.30% |
| Vanguard Capital Management LLC | 155,246 | 1.54% | $4.87M | +1,778 | 0.00% |
| Aqr Capital Management LLC | 146,681 | 1.45% | $4.60M | +45,287 | 0.00% |
| Geode Capital Management, LLC | 96,488 | 0.96% | $3.03M | +3,501 | 0.00% |
| State Street Corp | 76,187 | 0.75% | $2.42M | −2,661 | 0.00% |
| Hunter Associates Investment Management LLC | 73,653 | 0.73% | $2.32K | – | 0.27% |
| Goldman Sachs Group Inc | 67,960 | 0.67% | $2.13M | +14,104 | 0.00% |
| Two Sigma Investments, LP | 67,853 | 0.67% | $2.13M | +13,514 | 0.00% |
| Harber Asset Management LLC | 64,212 | 0.64% | $2.02M | +47,624 | 1.21% |
| Punch & Associates Investment Management, Inc. | 60,515 | 0.60% | $1.90M | +17,015 | 0.09% |
| Wells Fargo & Company/Mn | 60,403 | 0.60% | $1.90M | −3,789 | 0.00% |
| Quantinno Capital Management LP | 55,224 | 0.55% | $1.73M | +29,707 | 0.00% |
| Bank of New York Mellon Corp | 55,022 | 0.55% | $1.73M | +1,701 | 0.00% |
| Cardinal Capital Management | 53,895 | 0.53% | $1.71M | +8,290 | 0.21% |
| Renaissance Technologies LLC | 49,180 | 0.49% | $1.54M | −2,300 | 0.00% |
| Millennium Management LLC | 47,369 | 0.47% | $1.49M | +6,414 | 0.00% |
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 | 110 | 3M | 30.7% | 9 / 43 | 36 / 5 | 0M | 0M |
| Q1 2026 | 109 | 3M | 29.5% | 17 / 40 | 32 / 10 | 0M | 0M |
| Q4 2025 | 104 | 3M | 29.4% | 17 / 29 | 46 / 15 | 0M | 0M |
| Q3 2025 | 105 | 3M | 31.7% | 12 / 38 | 35 / 10 | 0M | 0M |
| Q2 2025 | 104 | 3M | 32.1% | 17 / 43 | 32 / 12 | 0M | 0M |
| Q1 2025 | 99 | 3M | 32.4% | 19 / 39 | 29 / 15 | 0M | 0M |
| Q4 2024 | 96 | 3M | 32.6% | 12 / 41 | 25 / 13 | 0M | 0M |
| Q3 2024 | 97 | 3M | 33.1% | 18 / 35 | 25 / 14 | 1M | 0M |
| Q2 2024 | 95 | 3M | 33.9% | 19 / 30 | 30 / 15 | 0M | 1M |
| Q1 2024 | 92 | 4M | 36.2% | 9 / 22 | 38 / 10 | 0M | 0M |
| Q4 2023 | 93 | 4M | 36.5% | 9 / 27 | 38 / 10 | 0M | 0M |
| Q3 2023 | 94 | 4M | 36.5% | 15 / 30 | 31 / 12 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OFLX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Virtus KAR Small-Cap Growth Fund | 216,833 | 2.15% | $6.81M | 1.10% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 160,586 | 1.59% | $4.73M | 0.19% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 111,611 | 1.11% | $3.50M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 83,758 | 0.83% | $2.63M | 0.00% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 57,373 | 0.57% | $1.69M | 0.02% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 42,796 | 0.42% | $1.26M | 0.00% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 39,163 | 0.39% | $1.23M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 35,415 | 0.35% | $1.11M | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 29,870 | 0.30% | $879.97K | 0.01% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 29,748 | 0.29% | $933.79K | 0.04% | Jun 30, 2026 |
| JNL Multi-Manager Small Cap Growth Fund | 29,194 | 0.29% | $916.40K | 0.04% | Jun 30, 2026 |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | 29,011 | 0.29% | $910.66K | 0.20% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 23,801 | 0.24% | $701.18K | 0.00% | Jul 31, 2026 |
| Column Small Cap Fund | 22,676 | 0.22% | $685.50K | 0.13% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 19,553 | 0.19% | $591.09K | 0.00% | May 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 |
|---|---|---|---|---|
| Edwin B. Moran | President, Director | 2,285 | 0.02% | Sep 14, 2026 |
| Dean W. Rivest | Chief Executive Officer, Director | 3,487 | 0.03% | Mar 13, 2026 |
| Kevin R. Hoben | Executive Chairman, Director | 898,873 | 8.90% | Jun 12, 2025 |
| Matthew Francis Unger | Vice President - CFO | 1,000 | 0.01% | Sep 14, 2026 |
| Susan B. Asch | VP, General Counsel, Secretary | 0 | – | Feb 19, 2026 |
| Stewart B. Reed | Director, 10% owner | 3,953,487 | 39.17% | Dec 12, 2025 |
| David K. Evans | Director | 2,210 | 0.02% | Dec 12, 2025 |
| Stephen M. Shea | Director | 3,750 | 0.04% | Dec 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Edwin B. Moran President, Director | Sep 14, 2026 | Buy | +790 | $25.43 | $20.09K | 1,790 |
| Matthew Francis Unger Vice President - CFO | Sep 14, 2026 | Buy | +1,000 | $25.42 | $25.42K | 1,000 |
| Dean W. Rivest Chief Executive Officer, Director | Mar 11, 2026 | Buy | +1,000 | $29.50 | $29.50K | 1,000 |
| Matthew Francis Unger Vice President - CFO | Feb 22, 2026 | Option exercise | +395 | – | – | 395 |
| Matthew Francis Unger Vice President - CFO | Feb 22, 2026 | Returned to company | −395 | $37.55 | $14.83K | 0 |
| Edwin B. Moran President, Director | Feb 22, 2026 | Option exercise | +494 | – | – | 494 |
| Edwin B. Moran President, Director | Feb 22, 2026 | Returned to company | −494 | $37.55 | $18.55K | 0 |
| Dean W. Rivest Chief Executive Officer, Director | Feb 22, 2026 | Returned to company | −593 | $37.55 | $22.27K | 0 |
| Dean W. Rivest Chief Executive Officer, Director | Feb 22, 2026 | Option exercise | +593 | – | – | 593 |
| Stewart B. Reed Director, 10% owner | Dec 10, 2025 | Gift | −4,000 | – | – | 496,394 |
| David K. Evans Director | Dec 10, 2025 | Buy | +142 | $30.67 | $4.36K | 1,384 |
| David K. Evans Director | Dec 10, 2025 | Buy | +242 | $30.62 | $7.41K | 1,242 |
| Stephen M. Shea Director | Dec 5, 2025 | Buy | +2,350 | $28.47 | $66.90K | 3,750 |
| Stephen M. Shea Director | Dec 4, 2025 | Buy | +1,400 | $28.44 | $39.82K | 1,400 |
| Edwin B. Moran President, Director | Nov 24, 2025 | Buy | +500 | $27.29 | $13.65K | 1,000 |
| Kevin R. Hoben Executive Chairman, Director | Jun 12, 2025 | Sale | −972 | $31.55 | $30.67K | 898,533 |
| Edwin B. Moran President, Director | May 2, 2025 | Buy | +500 | $29.72 | $14.86K | 500 |
| Edwin B. Moran President, Director | Feb 18, 2025 | Returned to company | −402 | $38.62 | $15.53K | 0 |
| Edwin B. Moran President, Director | Feb 18, 2025 | Option exercise | +402 | – | – | 402 |
| Dean W. Rivest Chief Executive Officer, Director | Feb 18, 2025 | Returned to company | −603 | $38.62 | $23.29K | 0 |
| Dean W. Rivest Chief Executive Officer, Director | Feb 18, 2025 | Option exercise | +603 | – | – | 603 |
| Stewart B. Reed Director, 10% owner | Dec 30, 2024 | Gift | −2,500 | – | – | 500,394 |
| Stewart B. Reed Director, 10% owner | Mar 22, 2024 | Inheritance | +2,079,008 | – | – | 2,673,899 |
| Stewart B. Reed Director, 10% owner | Mar 22, 2024 | Inheritance | −2,079,008 | – | – | 0 |
| Estate of John E. Reed 10% owner | Mar 22, 2024 | Inheritance | −2,079,008 | – | – | 0 |
| Edwin B. Moran President, Director | Feb 28, 2024 | Returned to company | −750 | $70.59 | $52.94K | 0 |
| Edwin B. Moran President, Director | Feb 28, 2024 | Option exercise | +750 | – | – | 750 |
| Dean W. Rivest Chief Executive Officer, Director | Feb 28, 2024 | Returned to company | −750 | $70.59 | $52.94K | 0 |
| Dean W. Rivest Chief Executive Officer, Director | Feb 28, 2024 | Option exercise | +750 | – | – | 750 |
| Stewart B. Reed Director, 10% owner | Dec 14, 2023 | Gift | −1,250 | – | – | 767,637 |
| Kevin R. Hoben Chairman and CEO, Director | Jun 5, 2023 | Gift | −850 | – | – | 900,844 |
| Kevin R. Hoben Chairman and CEO, Director | Jun 5, 2023 | Gift | −850 | – | – | 900,844 |
| Stewart B. Reed Director, 10% owner | Mar 27, 2023 | Gift | −1,000 | – | – | 768,887 |
| Dean W. Rivest President | Feb 15, 2023 | Option exercise | +930 | – | – | 930 |
| Dean W. Rivest President | Feb 15, 2023 | Returned to company | −930 | $123.30 | $114.67K | 0 |
| Edwin B. Moran Executive Vice President | Feb 15, 2023 | Option exercise | +930 | – | – | 930 |
| Edwin B. Moran Executive Vice President | Feb 15, 2023 | Returned to company | −930 | $123.30 | $114.67K | 0 |
| Timothy P. Scanlan Secretary | Feb 15, 2023 | Returned to company | −930 | $123.30 | $114.67K | 250 |
| Timothy P. Scanlan Secretary | Feb 15, 2023 | Option exercise | +930 | – | – | 1,180 |
| Mark F. Albino Director | Aug 19, 2022 | Sale | −3,199 | $120.00 | $383.88K | 192,501 |
| Mark F. Albino Director | Aug 19, 2022 | Sale | −126 | $120.50 | $15.18K | 192,275 |
| Mark F. Albino Director | Aug 19, 2022 | Sale | −100 | $120.25 | $12.03K | 192,401 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −13 | $120.03 | $1.56K | 196,295 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −7 | $120.12 | $841 | 196,308 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −1 | $120.13 | $120 | 196,315 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −200 | $120.00 | $24.00K | 196,316 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −100 | $120.02 | $12.00K | 196,516 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −46 | $120.03 | $5.52K | 196,616 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −1,741 | $120.00 | $208.92K | 196,662 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −94 | $120.05 | $11.28K | 196,201 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −100 | $120.22 | $12.02K | 195,800 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −200 | $120.11 | $24.02K | 196,000 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −100 | $120.01 | $12.00K | 195,900 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −1 | $120.05 | $120 | 196,200 |
| Mark F. Albino Director | Aug 18, 2022 | Sale | −100 | $120.23 | $12.02K | 195,700 |
| Mark F. Albino Director | Aug 17, 2022 | Sale | −196 | $120.00 | $23.52K | 198,403 |
| Mark F. Albino Director | Aug 16, 2022 | Sale | −16 | $118.01 | $1.89K | 199,917 |
| Mark F. Albino Director | Aug 16, 2022 | Sale | −100 | $118.03 | $11.80K | 199,817 |
| Mark F. Albino Director | Aug 16, 2022 | Sale | −100 | $118.07 | $11.81K | 199,717 |
| Mark F. Albino Director | Aug 16, 2022 | Sale | −100 | $118.08 | $11.81K | 199,617 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.