13F

Stock

Optex Sys Hldgs Inc

Ticker not mapped · held by 34 managers

Reported value

$35M

Holders

34

+5 new · −11 exited

Holders’ est. mark

−$1.77M

Price effect on 26 books still in the name

Largest holder

$7.66M

Topline Capital Management, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Topline Capital Management, LLC579.4K$7.66M−$553.3KCut−$1.88M
WASATCH ADVISORS LP398.1K$5.27M−$253.8KAdded$1.5M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.323.5K$4.28M−$283.6KAdded$67.1K
LPL Financial LLC255.9K$3.38M−$43.6KAdded$2.74M
VANGUARD CAPITAL MANAGEMENT LLC198.8K$2.63MHeld
Archon Capital Management LLC195.6K$2.59M−$168.1KAdded$90.9K
MARSHALL WACE, LLP99K$1.31M−$87.2KAdded$19.9K
AMERIPRISE FINANCIAL INC73.6K$972.9K−$70.3KCut−$83K
Mink Brook Asset Management LLC64.8K$857.5KNew
GEODE CAPITAL MANAGEMENT, LLC62.7K$830.2K−$59.5KCut−$79.9K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC54.3K$717.8K−$51.8KCut−$314.5K
RITHOLTZ WEALTH MANAGEMENT40.4K$534.1K−$38.6KCut−$128.7K
BlackRock, Inc.35.5K$469.6K−$28.5KAdded$46.6K
VANGUARD FIDUCIARY TRUST CO34.5K$456.1KHeld
World Investment Advisors31.6K$417.9KNew
DIMENSIONAL FUND ADVISORS LP28.6K$378.2K−$20.7KAdded$73.7K
State Street25.9K$342K−$24.7KCut−$24.7K
ESSEX INVESTMENT MANAGEMENT CO LLC23.1K$305.8K−$22.1KCut−$22.1K
Citadel20.1K$266KNew
Beacon Pointe Advisors, LLC16.9K$223.5K−$13.4KAdded$24.3K
GOLDMAN SACHS GROUP INC16.5K$217.6K−$13.8KAdded$12.9K
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC16.1K$213.2K−$15.1KCut−$13.7K
Man Group plc14.1K$186.6KNew
NORTHERN TRUST CORP11.8K$155.5KNew
BRIDGEWAY CAPITAL MANAGEMENT, LLC11K$145.5K−$10.5KCut−$10.5K
OSAIC HOLDINGS, INC.5.12K$67.7K−$4.86KCut−$11.7K
IFP Advisors, Inc3.95K$52.2K−$3.77KCut−$3.77K
MORGAN STANLEY2.08K$27.5K−$1.99KCut−$10.7K
Vanguard Global Advisers, LLC1.64K$21.7KHeld
ROYAL BANK OF CANADA349$5K$186Added$5K
AdvisorNet Financial, Inc200$2.65K−$191Cut−$191
CWM, LLC100$1.32K$1.32KAdded$1.32K
Larson Financial Group LLC100$1.32K−$95Cut−$95
Fidelity54$720−$52Cut−$52

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.