EIM
OESX icon

Essex Investment Management’s Orion Energy Systems OESX Stock Holding History

Essex Investment Management’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$110K Buy
+12,557
New +$165K 0.02% 230
2016
Q2 		– Sell
-1,856
Closed -$26K – 335
2016
Q1 		$26K Sell
1,856
-21
-1% -$345 ﹤0.01% 311
2015
Q4 		$41K Sell
1,877
-356
-16% -$7.24K 0.01% 306
2015
Q3 		$40K Sell
2,233
-14,811
-87% -$313K 0.01% 312
2015
Q2 		$428K Sell
17,044
-2,947
-15% -$86.3K 0.06% 241
2015
Q1 		$628K Buy
19,991
+5,019
+34% +$206K 0.09% 214
2014
Q4 		$823K Sell
14,972
-2,372
-14% -$120K 0.12% 182
2014
Q3 		$928K Sell
17,344
-1,117
-6% -$54.4K 0.14% 166
2014
Q2 		$751K Sell
18,461
-3,716
-17% -$182K 0.11% 212
2014
Q1 		$1.61M Buy
22,177
+9,799
+79% +$616K 0.23% 134
2013
Q4 		$842K Buy
12,378
+666
+6% +$35.3K 0.12% 217
2013
Q3 		$440K Buy
+11,712
New +$399K 0.07% 269

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Essex Investment Management's OESX Position: Q1 2026 in Review

Essex Investment Management opened a new position in Orion Energy Systems (OESX) in Q1 2026: 12,557 shares worth $110K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings. This is a return to the name: Essex Investment Management previously reported a position in OESX as recently as Q1 2016.

Essex Investment Management first reported a position in OESX in Q3 2013 and has held it in 12 quarters since. The position peaked at $1.61M in Q1 2014. 36 funds tracked by Wall St. Rank hold OESX as of Q1 2026.

  • Essex Investment Management held 12,557 shares of Orion Energy Systems worth $110K as of Q1 2026.
  • Orion Energy Systems was a new Essex Investment Management position in Q1 2026.
  • Orion Energy Systems made up 0.02% of Essex Investment Management's portfolio in Q1 2026, its #230 holding.
  • Essex Investment Management first reported a position in Orion Energy Systems in Q3 2013 and has held it in 12 quarters since.
  • Essex Investment Management's Orion Energy Systems position peaked at $1.61M in Q1 2014.
  • 36 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.