Simplex Trading
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Simplex Trading’s Orion Energy Systems OESX Stock Holding History

Simplex Trading’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
2022
Q4 		– Sell
-1,090
Closed -$17K – 10052
2022
Q3 		$17K Sell
1,090
-2,740
-72% -$48.6K ﹤0.01% 7690
2022
Q2 		$76K Buy
3,830
+680
+22% +$16.7K ﹤0.01% 5945
2022
Q1 		$88K Buy
3,150
+2,540
+416% +$81.6K ﹤0.01% 6331
2021
Q4 		$22K Buy
610
+550
+917% +$21.3K ﹤0.01% 8263
2021
Q3 		$3K Hold
60
– – ﹤0.01% 9446
2021
Q2 		$3K Buy
+60
New +$3.64K ﹤0.01% 9631
2021
Q1 		– Sell
-2
Closed -$187 – 8472
2020
Q4 		$18K Buy
+2
New +$173 ﹤0.01% 7042
2020
Q3 		– Hold
0
– – – 7582
2020
Q2 		– Sell
-2
Closed -$7K – 8124
2020
Q1 		$7K Sell
2
-1
-33% -$44 ﹤0.01% 6678
2019
Q4 		$9K Sell
3
-1
-25% -$30 ﹤0.01% 6441
2019
Q3 		$12K Buy
+4
New +$114 ﹤0.01% 6150
2016
Q1 		– Sell
-1
Closed -$3K – 6040
2015
Q4 		$3K Hold
1
– – ﹤0.01% 4268
2015
Q3 		$3K Sell
1
-3
-75% -$63 ﹤0.01% 4387
2015
Q2 		$9K Buy
+4
New +$117 ﹤0.01% 3163

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Simplex Trading's OESX Position: Q2 2025 in Review

Simplex Trading sold out of Orion Energy Systems (OESX) in Q2 2025, closing a stake of 56 shares — an estimated $380 sold.

Simplex Trading first reported a position in OESX in Q1 2015 and held it in 22 quarters. The position peaked at $192K in Q3 2020. 37 funds tracked by Wall St. Rank hold OESX as of Q2 2025.

  • Simplex Trading reported no remaining Orion Energy Systems position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 56 Orion Energy Systems shares in Q2 2025, an estimated $380.
  • Simplex Trading first reported a position in Orion Energy Systems in Q1 2015 and held it in 22 quarters.
  • Simplex Trading's Orion Energy Systems position peaked at $192K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.