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Wasatch Advisors reports 398,148 shares in Optex Systems (NASDAQ: OPXS)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Optex Systems Holdings Inc beneficial ownership filing shows Wasatch Advisors holds 398,148 shares of common stock, representing 5.7% of the class. The filing lists 347,669 shares as sole voting power and 398,148 shares as sole dispositive power. The submission is signed by Mike Yeates, CEO, dated 04/22/2026.

Positive

  • None.

Negative

  • None.

Insights

Wasatch Advisors reports a 5.7% passive stake in Optex Systems.

Wasatch Advisors is recorded as beneficially owning 398,148 shares, with 347,669 shares under sole voting power. The position size is disclosed on a Schedule 13G-style filing and represents a visible institutional holding above common 5% reporting thresholds.

Future filings may show whether the position changes; cash-flow treatment and intent (passive vs active) are not specified in the excerpt.

Beneficial ownership 398,148 shares Amount beneficially owned as reported
Percent of class 5.7% Percent of common stock reported
Sole voting power 347,669 shares Shares with sole power to vote
Schedule 13G regulatory
"Ownership filing shows Wasatch Advisors filed a Schedule 13G-style report"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned financial
"Item 4 states Amount beneficially owned: 398,148"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power regulatory
"Item 4 lists Sole power to dispose: 398,148"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.





68384X209

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Wasatch Advisors LP
Signature:Mike Yeates
Name/Title:CEO
Date:04/22/2026

FAQ

What stake does Wasatch Advisors report in OPXS?

Wasatch Advisors reports beneficial ownership of 398,148 shares, equal to 5.7% of Optex Systems' common stock, as stated in the filing signed on 04/22/2026. The filing lists sole voting and dispositive powers for the named shares.

Who is the filer reporting the OPXS holdings?

The filer is Wasatch Advisors, with an address at 505 Wakara Way, Salt Lake City. The filing lists citizenship as Delaware and identifies the securities as common stock, CUSIP 68384X209.

How many shares does Wasatch Advisors have voting control over?

The filing shows Wasatch Advisors has sole voting power over 347,669 shares of Optex Systems common stock and shared voting power of 0 shares, per the disclosed ownership table in the filing.

When was the Schedule 13G for OPXS signed and by whom?

The filing excerpt is signed by Mike Yeates, CEO, with a signature date of 04/22/2026. The cover records the reporting date tied to the ownership information as 03/31/2026.