Companies / Optex Systems Holdings Inc

Optex Systems Holdings Inc

Nasdaq: OPXSCIK 1397016RICHARDSON, TX

Financials · FY2025

Revenue$41.34M
Net income$5.15M
Total debt—
Cash$6.17M
Diluted EPS$0.74
Shares outstanding7.0M

Ownership

7.0M shares outstanding · as of Aug 10, 2026
11.4%Insiders
Ownership
Insiders11.45%796,730
10%+ / strategic5.72%398,148
Institutions33.84%2,355,036
Public float48.99%3,409,959

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 2

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Insider% of sharesShares
Schoening Danny RobertDirector · 10% owner
11.45%796,730
George Chad MichaelCEOCEO and President · Director
0.00%0

Institutional holders 39

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HolderValue% of shares
Topline Capital Management, LLC$9.54M9.67%
Punch & Associates Investment Management, Inc.$4.28M4.65%
Wasatch Advisors LP$3.77M3.82%
LPL Financial LLC$3.16M3.23%
Vanguard Group Inc$2.83M2.87%
Archon Capital Management LLC$2.59M2.81%
Marshall Wace, LLP$1.31M1.42%
Ameriprise Financial Inc$1.06M1.07%
O'Shaughnessy Asset Management, LLC$1.03M1.05%
Informed Momentum Co LLC$948.1K0.96%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Jan 2, 2026Schoening Danny Robert
Director
SellCOMMON STOCK$415.4K-30K
-3.29%
873,161
12.55% of shares
medium
Jan 7, 2026Schoening Danny Robert
Director
SellCOMMON STOCK$375.6K-28K
-3.27%
825,654
11.86% of shares
medium
Jan 8, 2026Schoening Danny Robert
Director
SellCOMMON STOCK$368.4K-26K
-3.17%
796,730
11.45% of shares
medium
Jan 6, 2026Schoening Danny Robert
Director
SellCOMMON STOCK$183.1K-14K
-1.62%
853,600
12.26% of shares
medium
Mar 11, 2026George Chad Michael
CEO
SellCOMMON STOCK$95.8K-7K
-100.00%
0
0.00% of shares
low
Jan 5, 2026Schoening Danny Robert
Director
SellCOMMON STOCK$71.9K-5K
-0.63%
867,666
12.47% of shares
low
Jan 2, 2026Schoening Danny Robert
Director
SellCOMMON STOCK$58.3K-4K
-0.49%
902,857
12.97% of shares
low
Jan 8, 2026Schoening Danny Robert
Director
SellCOMMON STOCK$38.1K-3K
-0.34%
822,839
11.82% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Wasatch Advisors LPPassive13G—398,148—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
OPXS——68384X209—