OSISNasdaqSemiconductors & Related DevicesFiscal year ends June 30
OSI SYSTEMS INC
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 21, 2026
$193.97−1.01 (-0.52%)
Close on Oct 19, 2026
- Market cap
- $3.27B
- P/E (TTM)
- 21.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
19M of 16M shares
Institutional holders
362
61 new, 58 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 5 sales
Net sold $16.91M
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 |
|---|---|---|---|---|
| JANUS HENDERSON GROUP Ltd. | 905,925 | 5.50% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 824,510 | 5.00% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 2,389,828 | 14.20% | 13G (passive) amendment | Jun 30, 2025 |
| Abigail P. Johnson | 2,084,415 | 12.60% | 13G (passive) amendment | Mar 31, 2026 |
| FMR LLC | 1,784,216 | 10.80% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 1,263,421 | 7.66% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OSIS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,552,027 | 16.01% | $558.13M | +22,404 | 0.01% |
| FMR LLC | 1,738,166 | 10.90% | $380.14M | −228,922 | 0.02% |
| Vanguard Portfolio Management LLC | 1,272,016 | 7.98% | $278.19M | +22,268 | 0.01% |
| Jupiter Topco LLC | 905,925 | 5.68% | $198.13M | New | 0.08% |
| Vanguard Capital Management LLC | 703,070 | 4.41% | $153.76M | +3,817 | 0.00% |
| State Street Corp | 674,053 | 4.23% | $147.42M | +11,912 | 0.00% |
| Capital International Investors | 596,331 | 3.74% | $130.42M | −23,148 | 0.03% |
| Geode Capital Management, LLC | 463,787 | 2.91% | $101.45M | +23,064 | 0.01% |
| UBS Asset Management Americas Inc | 452,547 | 2.84% | $98.97M | +21,986 | 0.02% |
| Channing Capital Management, LLC | 432,851 | 2.72% | $94.66M | +165,967 | 2.18% |
| Hood River Capital Management LLC | 414,304 | 2.60% | $90.61M | +42,230 | 0.66% |
| Dimensional Fund Advisors LP | 414,034 | 2.60% | $90.54M | +18,606 | 0.02% |
| William Blair Investment Management, LLC | 379,351 | 2.38% | $82.96M | +207,684 | 0.25% |
| Neuberger Berman Group LLC | 324,715 | 2.04% | $70.86M | +20,792 | 0.05% |
| Price T Rowe Associates Inc /Md/ | 314,717 | 1.97% | $68.83K | +55,172 | 0.01% |
| Millennium Management LLC | 298,480 | 1.87% | $65.28M | +254,870 | 0.02% |
| Invesco Ltd. | 263,207 | 1.65% | $57.56M | −110,067 | 0.00% |
| Primecap Management Co/Ca/ | 258,180 | 1.62% | $56.46M | +13,520 | 0.03% |
| American Century Companies Inc | 223,142 | 1.40% | $48.80M | +172,148 | 0.02% |
| Neumeier Poma Investment Counsel LLC | 222,515 | 1.40% | $48.66M | +31,085 | 3.33% |
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 | 362 | 19M | 100.0% | 61 / 128 | 133 / 58 | 3M | 2M |
| Q1 2026 | 368 | 19M | 100.0% | 50 / 123 | 144 / 34 | 3M | 1M |
| Q4 2025 | 358 | 19M | 100.0% | 63 / 131 | 109 / 45 | 2M | 2M |
| Q3 2025 | 349 | 19M | 100.0% | 57 / 107 | 136 / 42 | 2M | 2M |
| Q2 2025 | 339 | 19M | 100.0% | 63 / 116 | 124 / 26 | 2M | 2M |
| Q1 2025 | 308 | 19M | 100.0% | 55 / 97 | 115 / 48 | 3M | 1M |
| Q4 2024 | 307 | 18M | 100.0% | 63 / 108 | 99 / 29 | 3M | 1M |
| Q3 2024 | 275 | 17M | 100.0% | 34 / 106 | 85 / 22 | 4M | 1M |
| Q2 2024 | 265 | 16M | 98.3% | 42 / 97 | 92 / 26 | 1M | 1M |
| Q1 2024 | 250 | 16M | 98.7% | 46 / 65 | 103 / 22 | 1M | 1M |
| Q4 2023 | 227 | 16M | 98.9% | 29 / 79 | 79 / 37 | 1M | 1M |
| Q3 2023 | 237 | 15M | 94.6% | 37 / 70 | 89 / 10 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OSIS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 933,522 | 5.86% | $204.16M | 0.18% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 580,137 | 3.64% | $126.88M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 496,472 | 3.11% | $108.58M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 415,570 | 2.61% | $90.89M | 0.11% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 412,315 | 2.59% | $90.17M | 1.52% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 400,415 | 2.51% | $86.79M | 0.05% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 359,266 | 2.25% | $78.57M | 0.04% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 275,111 | 1.73% | $60.17M | 0.90% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 267,042 | 1.68% | $59.12M | 0.67% | Jul 31, 2026 |
| Janus Henderson Venture Fund | 262,977 | 1.65% | $57.51M | 1.59% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 261,400 | 1.64% | $57.87M | 1.06% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 227,486 | 1.43% | $49.75M | 0.07% | Jun 30, 2026 |
| Global X Defense Tech ETF | 214,927 | 1.35% | $46.59M | 0.58% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 177,767 | 1.12% | $38.88M | 0.04% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 177,008 | 1.11% | $38.71M | 0.39% | Jun 30, 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 |
|---|---|---|---|---|
| Ajay Mehra | PRESIDENT AND CEO, Director | 135,564 | 0.85% | Aug 25, 2026 |
| Michael Tropeano | PRESIDENT, RAPISCAN SYSTEMS | 5,102 | 0.03% | Aug 26, 2026 |
| Paul Keith Morben | PRES., OPTOELECTRONICS DIV | 11,386 | 0.07% | Aug 26, 2026 |
| Victor S. Sze | GENERAL COUNSEL | 115,994 | 0.73% | Aug 26, 2026 |
| Cary M. Okawa | CHIEF ACCOUNTING OFFICER | 4,304 | 0.03% | Aug 26, 2026 |
| Alan I. Edrick | EVP & CFO | 325,915 | 2.04% | Aug 25, 2026 |
| Glenn Grindstaff | CHIEF HUMAN RESOURCES OFFICER | 11,901 | 0.07% | Aug 25, 2026 |
| W. Paul Constantine | PRES., SPACELABS HEALTHCARE | 2,049 | 0.01% | Aug 4, 2026 |
| Shalabh Chandra | PRES., SPACELABS HEALTHCARE | 9,298 | 0.06% | Jan 2, 2025 |
| Manoocher M. Aliabadi | PRES., OPTOELECTRONICS DIV | 109,356 | 0.69% | Dec 13, 2024 |
| Deepak Chopra | Director | 274,218 | 1.72% | Aug 25, 2026 |
| Gerald M. Chizever | Director | 10,447 | 0.07% | Aug 21, 2026 |
| Kelli Bernard | Director | 10,781 | 0.07% | Aug 21, 2026 |
| James B. Hawkins | Director | 5,295 | 0.03% | Aug 21, 2026 |
| William Francis Ballhaus JR | Director | 29,475 | 0.18% | Jul 21, 2026 |
| Meyer/ Luskin | Director | 16,271 | 0.10% | Aug 22, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Cary M. Okawa CHIEF ACCOUNTING OFFICER | Aug 24, 2026 | Tax withholding | −460 | $206.73 | $95.10K | 4,304 |
| Cary M. Okawa CHIEF ACCOUNTING OFFICER | Aug 24, 2026 | Award | +908 | $206.73 | $187.71K | 4,764 |
| Victor S. Sze GENERAL COUNSEL | Aug 24, 2026 | Award | +16,845 | $206.73 | $3.48M | 110,606 |
| Victor S. Sze GENERAL COUNSEL | Aug 24, 2026 | Tax withholding | −14,999 | $206.73 | $3.10M | 95,607 |
| Michael Tropeano PRESIDENT, RAPISCAN SYSTEMS | Aug 24, 2026 | Award | +287 | $206.73 | $59.33K | 5,102 |
| Michael Tropeano PRESIDENT, RAPISCAN SYSTEMS | Aug 24, 2026 | Tax withholding | −99 | $206.73 | $20.47K | 5,003 |
| Paul Keith Morben PRES., OPTOELECTRONICS DIV | Aug 24, 2026 | Award | +1,083 | $206.73 | $223.89K | 11,386 |
| Paul Keith Morben PRES., OPTOELECTRONICS DIV | Aug 24, 2026 | Tax withholding | −1,331 | $206.73 | $275.16K | 9,915 |
| Deepak Chopra Director | Aug 24, 2026 | Award | +20,403 | $206.73 | $4.22M | 274,218 |
| Deepak Chopra Director | Aug 24, 2026 | Tax withholding | −23,540 | $206.73 | $4.87M | 250,194 |
| Alan I. Edrick EVP & CFO | Aug 24, 2026 | Award | +21,871 | $206.73 | $4.52M | 325,915 |
| Alan I. Edrick EVP & CFO | Aug 24, 2026 | Tax withholding | −19,377 | $206.73 | $4.01M | 306,538 |
| Ajay Mehra PRESIDENT AND CEO, Director | Aug 24, 2026 | Award | +20,073 | $206.73 | $4.15M | 131,881 |
| Ajay Mehra PRESIDENT AND CEO, Director | Aug 24, 2026 | Tax withholding | −19,986 | $206.73 | $4.13M | 111,895 |
| Glenn Grindstaff CHIEF HUMAN RESOURCES OFFICER | Aug 24, 2026 | Award | +1,969 | $206.73 | $407.05K | 11,901 |
| Glenn Grindstaff CHIEF HUMAN RESOURCES OFFICER | Aug 24, 2026 | Tax withholding | −1,708 | $206.73 | $353.09K | 10,193 |
| Cary M. Okawa CHIEF ACCOUNTING OFFICER | Aug 22, 2026 | Tax withholding | −118 | $206.73 | $24.39K | 3,856 |
| Gerald M. Chizever Director | Aug 20, 2026 | Tax withholding | −88 | $220.92 | $19.44K | 2,696 |
| Kelli Bernard Director | Aug 20, 2026 | Tax withholding | −78 | $220.92 | $17.23K | 10,781 |
| James B. Hawkins Director | Aug 20, 2026 | Tax withholding | −90 | $220.92 | $19.88K | 5,295 |
| Deepak Chopra Director | Aug 20, 2026 | Tax withholding | −153 | $220.92 | $33.80K | 253,815 |
| Kelli Bernard Director | Aug 14, 2026 | Tax withholding | −126 | $228.56 | $28.80K | 10,859 |
| Gerald M. Chizever Director | Aug 14, 2026 | Tax withholding | −141 | $228.56 | $32.23K | 2,914 |
| James B. Hawkins Director | Aug 14, 2026 | Tax withholding | −144 | $228.56 | $32.91K | 5,385 |
| Cary M. Okawa CHIEF ACCOUNTING OFFICER | Jul 31, 2026 | Award | +632 | $221.39 | $139.92K | 3,974 |
| W. Paul Constantine PRES., SPACELABS HEALTHCARE | Jul 31, 2026 | Award | +610 | $221.39 | $135.05K | 2,049 |
| Alan I. Edrick EVP & CFO | Jul 31, 2026 | Award | +8,514 | $221.39 | $1.88M | 304,044 |
| Michael Tropeano PRESIDENT, RAPISCAN SYSTEMS | Jul 31, 2026 | Award | +1,694 | $221.39 | $375.03K | 5,281 |
| Victor S. Sze GENERAL COUNSEL | Jul 31, 2026 | Award | +6,437 | $221.39 | $1.43M | 93,761 |
| Glenn Grindstaff CHIEF HUMAN RESOURCES OFFICER | Jul 31, 2026 | Award | +610 | $221.39 | $135.05K | 9,932 |
| Paul Keith Morben PRES., OPTOELECTRONICS DIV | Jul 31, 2026 | Award | +1,491 | $221.39 | $330.09K | 10,303 |
| Ajay Mehra PRESIDENT AND CEO, Director | Jul 31, 2026 | Award | +13,551 | $221.39 | $3.00M | 111,808 |
| Kelli Bernard Director | Jul 28, 2026 | Tax withholding | −149 | $217.30 | $32.38K | 10,985 |
| Gerald M. Chizever Director | Jul 28, 2026 | Tax withholding | −166 | $217.30 | $36.07K | 3,265 |
| James B. Hawkins Director | Jul 28, 2026 | Tax withholding | −170 | $217.30 | $36.94K | 5,544 |
| Kelli Bernard Director | Jul 20, 2026 | Award | +924 | $216.65 | $200.18K | 11,134 |
| Gerald M. Chizever Director | Jul 20, 2026 | Award | +924 | $216.65 | $200.18K | 3,679 |
| William Francis Ballhaus JR Director | Jul 20, 2026 | Award | +924 | $216.65 | $200.18K | 4,102 |
| James B. Hawkins Director | Jul 20, 2026 | Award | +924 | $216.65 | $200.18K | 5,714 |
| Deepak Chopra Director | Jul 20, 2026 | Award | +924 | $216.65 | $200.18K | 253,968 |
| Gerald M. Chizever Director | Jul 6, 2026 | Tax withholding | −231 | $221.76 | $51.23K | 2,755 |
| Kelli Bernard Director | Jul 6, 2026 | Tax withholding | −202 | $221.76 | $44.80K | 10,210 |
| James B. Hawkins Director | Jul 6, 2026 | Tax withholding | −231 | $221.76 | $51.23K | 4,790 |
| Paul Keith Morben PRES., OPTOELECTRONICS DIV | Jun 30, 2026 | Award | +75 | $140.61 | $10.55K | 8,690 |
| Ajay Mehra PRESIDENT AND CEO, Director | Jun 30, 2026 | Award | +75 | $140.61 | $10.55K | 98,257 |
| Cary M. Okawa CHIEF ACCOUNTING OFFICER | Jun 30, 2026 | Award | +28 | $185.90 | $5.21K | 3,342 |
| Michael Tropeano PRESIDENT, RAPISCAN SYSTEMS | Jun 30, 2026 | Award | +75 | $140.61 | $10.55K | 3,587 |
| W. Paul Constantine PRES., SPACELABS HEALTHCARE | Jun 30, 2026 | Award | +55 | $185.90 | $10.22K | 1,439 |
| Glenn Grindstaff CHIEF HUMAN RESOURCES OFFICER | Jun 30, 2026 | Award | +17 | $185.90 | $3.16K | 9,322 |
| Alan I. Edrick EVP & CFO | Jun 30, 2026 | Award | +75 | $140.61 | $10.55K | 295,530 |
| Victor S. Sze GENERAL COUNSEL | Jun 30, 2026 | Award | +75 | $140.61 | $10.55K | 87,324 |
| Deepak Chopra Director | May 4, 2026 | Sale(10b5-1 plan) | −20,000 | $281.84 | $5.64M | 253,044 |
| W. Paul Constantine PRES., SPACELABS HEALTHCARE | Apr 23, 2026 | Tax withholding | −65 | $292.52 | $19.01K | 1,384 |
| Deepak Chopra Director | Feb 2, 2026 | Sale(10b5-1 plan) | −20,000 | $250.91 | $5.02M | 273,044 |
| Deepak Chopra Director | Dec 31, 2025 | Award | +75 | $140.61 | $10.55K | 293,044 |
| Victor S. Sze GENERAL COUNSEL | Dec 31, 2025 | Award | +75 | $140.61 | $10.55K | 87,249 |
| Michael Tropeano PRESIDENT, RAPISCAN SYSTEMS | Dec 31, 2025 | Award | +75 | $140.61 | $10.55K | 3,512 |
| Paul Keith Morben PRES., OPTOELECTRONICS DIV | Dec 31, 2025 | Award | +75 | $140.61 | $10.55K | 8,615 |
| Ajay Mehra PRESIDENT AND CEO, Director | Dec 31, 2025 | Award | +75 | $140.61 | $10.55K | 98,182 |
| W. Paul Constantine PRES., SPACELABS HEALTHCARE | Dec 31, 2025 | Award | +55 | $192.73 | $10.60K | 1,449 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Family Trust U/A Dtd12/20/2004 Chopra Director, Officer | May 4, 2026 | 20,000 | $5.65M | May 4, 2026 | Performance Stock Units |
| Family Trust U/A Dtd12/20/2004 Chopra Director, Officer | Feb 2, 2026 | 20,000 | $5.00M | Feb 2, 2026 | Performance Stock Units |
| Family Trust U/A Dtd12/20/2004 Chopra Director, Officer | Nov 10, 2025 | 20,000 | $5.70M | Nov 10, 2025 | Performance Stock Units |
| Morben Paul Officer | Nov 7, 2025 | 416 | $116.11K | Nov 7, 2025 | Restricted stock vesting under a registered plan |
| Hawkins James Director | Nov 7, 2025 | 1,500 | $424.72K | Nov 7, 2025 | Restricted stock vesting under a registered plan |
| Family Trust U/A Dtd12/20/2004 Chopra Director, Officer | Oct 1, 2025 | 20,000 | $4.98M | Oct 1, 2025 | Performance Stock Units |
| Trust Ballhaus Director | Sep 12, 2025 | 562 | $133.66K | Sep 12, 2025 | Restricted stock vesting under a registered plan |
| Morben Paul Officer | Sep 4, 2025 | 1,671 | $395.63K | Sep 4, 2025 | Restricted stock vesting under a registered plan |
| Meyer/ Luskin Director | Jun 12, 2025 | 1,000 | $236.68K | Jun 12, 2025 | COMPENSATION |
| Trust Ballhaus Director | May 21, 2025 | 750 | $171.66K | May 21, 2025 | Restricted stock vesting under a registered plan |
| I. Edrick Alan Officer | May 13, 2025 | 20,000 | $4.58M | May 13, 2025 | Restricted stock vesting under a registered plan |
| Grindstaff Glenn Officer | May 8, 2025 | 688 | $154.72K | May 8, 2025 | Restricted Stock |
| Chopra Tteethe Deepika Chopra Trustu/A Dtd 07/17/1987 Deepak Officer | May 6, 2025 | 5,000 | $1.10M | May 6, 2025 | Founder Stock |
| Trust Ballhaus Director | May 6, 2025 | 933 | $205.05K | May 6, 2025 | Restricted stock vesting under a registered plan |
| Family Trust U/A Dtd 12/20/2004 Chopra Officer | May 5, 2025 | 20,000 | $4.50M | May 5, 2025 | Restricted Stock Units |