Optex Systems Holdings Inc
Total Trades
22
Buys
4
Sells
16
Largest Trade
$1M+
Insiders
7
Institutional Funds
29
Inst. Value
$1M+
Activist Filings
11
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| SCHOENING DANNY ROBERT | Director | SELL | $500K+ | 57K | $13.75 | Jan 10, 2026 |
| SCHOENING DANNY ROBERT | Director | SELL | $500K+ | 54K | $13.57 | Jan 6, 2026 |
| Topline Capital Partners, LP | 10% Owner | SELL | $1M+ | 89K | $11.42 | Jun 30, 2025 |
| Topline Capital Management, LLC | Insider | SELL | $1M+ | 89K | $11.42 | Jun 30, 2025 |
| Malhotra R. Rimmy | Director | SELL | $100K–$500K | 15K | $11.01 | Jun 30, 2025 |
| Dayton Judd | Director | SELL | $100K–$500K | 18K | $9.27 | Jun 17, 2025 |
| Malhotra R. Rimmy | Director | SELL | $15K–$50K | 5K | $9.37 | Jun 11, 2025 |
| HAWKINS KAREN LEA | CFO | SELL | $100K–$500K | 12K | $9.21 | Jun 9, 2025 |
| Lehmann Dale E | Director | SELL | $100K–$500K | 26K | $9.28 | Jun 9, 2025 |
| SCHOENING DANNY ROBERT | President & CEO | SELL | $100K–$500K | 20K | $8.73 | Jun 4, 2025 |
| SCHOENING DANNY ROBERT | President & CEO | SELL | $15K–$50K | 2K | $8.07 | May 28, 2025 |
| SCHOENING DANNY ROBERT | President & CEO | SELL | $100K–$500K | 20K | $8.03 | May 23, 2025 |
| Lehmann Dale E | Director | SELL | $100K–$500K | 30K | $5.65 | Mar 12, 2025 |
| Topline Capital Management, LLC | Insider | SELL | $100K–$500K | 26K | $7.13 | Dec 31, 2024 |
| Topline Capital Partners, LP | 10% Owner | SELL | $100K–$500K | 26K | $7.13 | Dec 31, 2024 |
| Topline Capital Management, LLC | Insider | BUY | $50K–$100K | 17K | $2.99 | Apr 7, 2023 |
| Topline Capital Partners, LP | 10% Owner | BUY | $50K–$100K | 17K | $2.99 | Apr 7, 2023 |
| SCHOENING DANNY ROBERT | PRESIDENT & CEO | GRANT | $50K–$100K | 35K | $1.78 | Jan 24, 2022 |
| SCHOENING DANNY ROBERT | PRESIDENT & CEO | BUY | $1K–$15K | 5K | $1.63 | Jan 24, 2022 |
| HAWKINS KAREN LEA | CFO | GRANT | $15K–$50K | 23K | $1.84 | Jan 24, 2022 |
| HAWKINS KAREN LEA | CFO | BUY | $1K–$15K | 5K | $1.73 | Jan 24, 2022 |
| HAWKINS KAREN LEA | CFO | SELL | $1K–$15K | 6K | $1.56 | Jan 24, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 29 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| WASATCH ADVISORS LP | 266K | $1M+ | SH |
| Archon Capital Management LLC | 176K | $1M+ | SH |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 73K | $1M+ | SH |
| Informed Momentum Co LLC | 67K | $500K+ | SH |
| World Investment Advisors | 58K | $500K+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 52K | $500K+ | SH |
| RITHOLTZ WEALTH MANAGEMENT | 47K | $500K+ | SH |
| LPL Financial LLC | 46K | $500K+ | SH |
| SEI INVESTMENTS CO | 41K | $500K+ | SH |
| VANGUARD GROUP INC | 34K | $100K–$500K | SH |
| STATE STREET CORP | 26K | $100K–$500K | SH |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 23K | $100K–$500K | SH |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 16K | $100K–$500K | SH |
| DIMENSIONAL FUND ADVISORS LP | 16K | $100K–$500K | SH |
| GOLDMAN SACHS GROUP INC | 14K | $100K–$500K | SH |
| Beacon Pointe Advisors, LLC | 14K | $100K–$500K | SH |
| MARSHALL WACE, LLP | 10K | $100K–$500K | SH |
| JANE STREET GROUP, LLC | 8K | $100K–$500K | SH |
| IFP Advisors, Inc | 4K | $50K–$100K | SH |
| UBS Group AG | 2K | $15K–$50K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Punch & Associates Investment Management, Inc.
SC 13G/A · Aug 14, 2025
4.8%
331K shares
SC 13G/A · Jul 11, 2025
4.8%
330K shares
Punch & Associates Investment Management, Inc.
SC 13G/A · Feb 14, 2025
5.4%
373K shares
SC 13G/A · Feb 14, 2024
6.5%
439K shares
Topline Capital Management, LLC
SC 13G/A · Feb 12, 2024
11.8%
806K shares
SC 13G · Feb 13, 2023
6.5%
442K shares
Topline Capital Management, LLC
SC 13G/A · Dec 21, 2022
11.7%
789K shares
SC 13D/A · Oct 25, 2022
12.3%
829K shares
SC 13D/A · Sep 23, 2022
1.2%
83K shares
Topline Capital Management, LLC
SC 13G · Mar 11, 2022
5.9%
502K shares
SC 13G · Feb 16, 2022
5.0%
423K shares