undamentalytics Newsletter

Orion Energy Systems, Inc.: which funds bought and sold

Institutions that bought and sold Orion Energy Systems shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 20 institutions that filed 13F reports for both quarters added to or opened positions in Orion Energy Systems, and 11 cut or closed them. Together they sold a net 183K shares, −9.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 13K shares (+4.5%); index fund managers were net buyers of 32K shares (+16.4%). 5 opened a new position and 8 sold out entirely.

Bought, Q2 2026 20 institutions, 5 of them new holders Sold, Q2 2026 11 institutions, 8 of them sold out
Net change, all compared −183K shares (−9.2%)
Net change, active managers +13K shares (+4.5%), 4 bought, 1 sold

Buyers versus sellers

institutions compared, 41
Active managers and hedge funds 4 bought · 1 sold · +13K
Index fund managers 3 bought · 1 sold · +32K
Other institutions 13 bought · 9 sold · −227K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC +27K +97.7% 54K $627,578
Grace & White Inc +22K +9.2% 264K $3.1M
Tieton Capital Management, LLC +18K +6.8% 285K $3.3M
Vanguard Capital Management LLC Index funds +16K +13.9% 127K $1.5M
Blackrock, Inc. Index funds +13K +52.4% 37K $431,244
Quadrature Capital Ltd Hedge fund +10K +100.6% 20K $236,360
Farther Finance Advisors, LLC +9,700 New position 9,700 $113,393
Essex Investment Management Co LLC +8,051 +64.1% 21K $240,908
Bridgeway Capital Management, LLC Active manager +7,200 +30.1% 31K $364,027
Vanguard Fiduciary Trust Co Index funds +5,484 +31.7% 23K $266,485
Marshall Wace, LLP Hedge fund +4,418 +7.8% 61K $717,088
Renaissance Technologies LLC Hedge fund +3,200 +1.8% 182K $2.1M
North Star Investment Management Corp. +1,400 +0.3% 527K $6.2M
Morgan Stanley +870 +99.2% 1,747 $20,422
Royal Bank Of Canada +634 New position 634 $7,000
Jpmorgan Chase & Co +591 New position 591 $7,000
Jones Financial Companies LLLP +250 +195.3% 378 $4,279
Harbour Investments, Inc. +20 +50.0% 60 $701
National Bank Of Canada +15 New position 15 $174
Barclays PLC +1 New position 1 $12

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Myda Advisors LLC −134K Sold out 0 —
Sei Investments Co −75K −57.4% 55K $647,690
Manatuck Hill Partners, LLC −71K Sold out 0 —
Newedge Advisors, LLC −24K Sold out 0 —
Trexquant Investment LP Hedge fund −12K Sold out 0 —
Xtx Topco Ltd −11K Sold out 0 —
Geode Capital Management, LLC Index funds −1,973 −4.9% 38K $445,788
UBS Group AG −379 −90.2% 41 $479
Tower Research Capital LLC (TRC) −288 Sold out 0 —
Ifp Advisors, Inc −3 Sold out 0 —
Citigroup Inc −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Farther Finance Advisors, LLC 9,700 $113,393
Jpmorgan Chase & Co 591 $7,000
Royal Bank Of Canada 634 $7,000
National Bank Of Canada 15 $174
Barclays PLC 1 $12

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Myda Advisors LLC 134K $1.2M
Manatuck Hill Partners, LLC 71K $624,281
Newedge Advisors, LLC 24K $210,985
Trexquant Investment LPHedge fund 12K $108,166
Xtx Topco Ltd 11K $97,836
Tower Research Capital LLC (TRC) 288 $2,517
Ifp Advisors, Inc 3 $26
Citigroup Inc 1 $9

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
34
Ten largest holders
91.7%
of 13F-reported shares
Index fund managers
12.4%
of 13F-reported shares
Active managers and hedge funds
16.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 4 1 0 1 +13K +4.5%
Index fund managers 3 1 0 0 +32K +16.4%
Other institutions 13 9 5 7 −227K −14.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Orion Energy Systems, Inc. · Insiders · Politicians