Marshall Wace’s Orion Energy Systems OESX Stock Holding History

Marshall Wace’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	$498K	Buy	56,924 +11,028	+24%	+$145K	﹤0.01%	2459
2025 Q4	$706K	Buy	+45,896	New	+$586K	﹤0.01%	2098
2022 Q2	–	Sell	-8,117	Closed	-$227K	–	3720
2022 Q1	$227K	Sell	8,117 -15,417	-66%	-$495K	﹤0.01%	3058
2021 Q4	$851K	Buy	23,534 +13,883	+144%	+$536K	﹤0.01%	2547
2021 Q3	$375K	Buy	9,651 +8,488	+730%	+$392K	﹤0.01%	2544
2021 Q2	$67K	Buy	+1,163	New	+$70.6K	﹤0.01%	2559

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's OESX Position: Q1 2026 in Review

Marshall Wace increased its Orion Energy Systems (OESX) stake by 24% in Q1 2026, buying an estimated $145K and bringing the position to 56,924 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Marshall Wace first reported a position in OESX in Q2 2021 and has held it in 6 quarters since. The position peaked at $851K in Q4 2021. 36 funds tracked by Wall St. Rank hold OESX as of Q1 2026.

Marshall Wace held 56,924 shares of Orion Energy Systems worth $498K as of Q1 2026.
Marshall Wace bought 11,028 Orion Energy Systems shares in Q1 2026, an estimated $145K.
Orion Energy Systems made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2459 holding.
Marshall Wace first reported a position in Orion Energy Systems in Q2 2021 and has held it in 6 quarters since.
Marshall Wace's Orion Energy Systems position peaked at $851K in Q4 2021.
36 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.