GlobeNewswire Inc.T3·19d ago
OSS One Stop Systems, Inc. Common Stock
XNAS 5.98 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
OSS
$5.98
—
Key stats
$5.98
Pre-market
$6.18
+3.34%
- 52-Week Range
- $4.17 – $20.88
- YTD
- -12.06%
- IV Rank (30D)
- 49.8
- Straddle Price
- $1.35
- P/C Vol Ratio
- 0.35
- Market Cap
- $0.1B
- Open
- $5.97
- Day Range
- $5.73 – $6.12
- Volume
- 734,699
- Prev Close
- $5.91
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.96% |
| Beta vs SPY | 1.19 |
| Cost of Equity (CAPM) | 11.48% (VRP-adj) |
| WACC | 11.61% |
| Volatility Risk Premium | +158.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -19.6% |
| Book / Price | 27.0% |
| Gross Margin (TTM) | 40.1% |
| FCF Margin (TTM) | -15.2% |
| Debt / Equity | 0.00 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $8.94 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $7.22 |
| Bollinger Width / SMA20 | 845.9% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $0B |
Peers used for multiples: AMD, CRWD, DDOG, DELL, FTNT, INTC, MRVL, MU
Blended Fair Value
$13.84
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 77.8× · 7 peers |
| Peer EV/EBITDA | n/a | 0% | median 58.4× · 8 peers |
| Peer P/B | $20.29 | 16% | median 12.6× · 7 peers |
| Peer P/S | $28.74 | 16% | median 19.0× · 8 peers |
| Market Anchor (SMA50) | $8.94 | 69% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | $5.84 | 0% | 8 strikes · skew +0.20 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- ELECTRONIC COMPUTERS (3571) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 57
- List Date
- 2018-02-01
- CIK
- 0001394056
- Next Earnings
- 2026-11-04 (After-Close)
- EPS Forecast
- ($0.03) (1 est.)
- Headquarters
- Escondido, CA
- Homepage
- https://www.onestopsystems.comz
One Stop Systems Inc designs, manufactures, and markets specialized rugged high-performance compute ("HPC"), high-speed switch fabrics, and storage systems, which are designed to target edge applications for artificial intelligence ("AI") / machine learning ("ML"), sensor processing, sensor fusion, and autonomy.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -1.57% | -11.04% | 16.89% | -1.69% | 1.67% | 45.44% | 8.28% |
| Feb | 65.81% | 2.47% | -16.52% | 62.69% | -10.80% | -13.56% | 15.02% |
| Mar | -28.52% | -5.45% | -14.19% | -4.68% | -17.73% | -12.23% | -13.80% |
| Apr | -21.19% | 20.20% | -1.20% | -10.97% | -0.86% | 30.72% | 2.78% |
| May | 4.88% | -8.14% | 2.45% | -23.57% | 16.60% | 81.26% | 12.25% |
| Jun | 1.22% | -7.29% | 7.49% | 11.06% | 27.24% | -4.11% | 5.93% |
| Jul | 6.02% | 1.03% | -1.05% | -0.45% | 38.21% | -33.02% | 1.79% |
| Aug | -9.87% | 0.26% | -38.20% | 15.21% | 20.69% | -20.21% | -5.35% |
| Sep | -14.60% | -14.67% | -5.61% | 0.42% | -7.11% | -12.44% | -9.00% |
| Oct | -1.38% | -1.53% | 7.98% | 2.22% | -4.76% | -33.33%* | -5.13% |
| Nov | -1.16% | -4.85% | 2.49% | 2.60% | 18.71% | -- | 3.56% |
| Dec | 0.41% | -1.63% | 0.00% | 38.43% | 21.28% | -- | 11.70% |
| Total | -22.04% | -29.71% | -41.80% | 92.65% | 133.16% | -21.78% | 18.41% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $7.22
SMA 50: $8.94
SMA 200: $11.35
Current: $5.98
EMA 12: $6.50
EMA 26: $7.45
MACD: -0.9465 | Signal: -0.0301
BEARISH
ADX (14): 49.65
STRONG TREND
+DI: 8.51
−DI: 36.42
Momentum Oscillators
RSI (14): 24.35
OVERSOLD
Stoch %K: 6.74
Stoch %D: 6.56
Williams %R: -89.67
Volume & Volatility
BB Upper: $9.43
BB Lower: $5.02
NEUTRAL
OBV: 58,730,999
Vol SMA 20: 931,608
Vol ROC: -23.47%
ATR: $0.45
True Range: $0.39
HV 20: 58.6%
HV 30: 56.8%
HV 60: 61.4%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Technical indicators suggest a range-bound market with a slight bias towards bearish momentum
- News sentiment is overwhelmingly positive, which may contradict technical signals
- Options market indicates low volatility and bullish sentiment
Primary Risks:
- High volatility may lead to significant price movements
- Earnings data absence creates uncertainty
- Market narrative may shift if news headlines diverge from technical signals
Investment Thesis:
OSS is a high-risk stock with potential for significant moves. The positive news sentiment and options market indicate a bullish bias, but the technical indicators suggest a range-bound market. A cautious approach with stop-loss levels and position sizing considerations is advised.
Recent News Sentiment Impact:
The recent headlines highlight OSS's innovative solutions in AI computing and energy nodes, which may drive future growth. However, this positive news sentiment needs to be balanced against the technical signals, which indicate a range-bound market.
Technical Analysis
Trend Direction: Range-bound (Short-term), Neutral (Medium-term), Bearish (Long-term)
Support/Resistance Levels:
- SMA 20: $12.80
- SMA 50: $14.81
- Upper Bollinger Band: $14.31
Momentum Signals:
- RSI interpretation: Neutral (52.13)
- MACD signal: Bearish (-0.32 / Signal: 0.24)
- Bollinger Bands position: Squeeze (width: 23.59)
Volume Analysis:
- Volume SMA 20: 1006097.25
- On-Balance Volume (OBV): 74561222.23
News & Sentiment Analysis
Recent Headlines Summary: Positive news sentiment surrounding OSS's AI computing and energy node solutions.
Sentiment Assessment: POSITIVE (4/5)
Catalyst Identification:
- Upcoming events: Navy League's Sea-Air-Space Exposition on April 19-22
- Regulatory changes: Government initiatives supporting alternative energy
Market Narrative: The positive news sentiment needs to be balanced against the technical signals, which indicate a range-bound market.
Risk & Volatility Assessment
Risk Interpretation: High (Beta: 3.59)
Volatility Regime: Current volatility is higher than historical levels.
Options Market Signals:
- IV rank: Low (3.0%)
- Put/call ratios: Bullish sentiment
Downside Protection:
- Support levels: SMA 20 ($12.80), Lower Bollinger Band ($11.29)
- Risk management considerations: Stop-loss levels and position sizing
Market Context & Positioning
Sector Performance: Relative strength vs sector/market
Institutional Activity: Volume patterns suggesting institutional interest
Correlation Analysis:
- Correlation with SPY: 0.40 (moderate correlation)
Relative Valuation: Position within trading range
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $12.80
- SMA 50: $14.81
- Upper Bollinger Band: $14.31
Breakout/Breakdown Levels:
- Lower Bollinger Band ($11.29) - potential breakdown level
- SMA 200 ($10.62) - potential long-term support level
Time-Sensitive Catalysts:
- Earnings dates: None available
- FDA approvals: None available
- Product launches: Navy League's Sea-Air-Space Exposition on April 19-22
Risk Management:
- Stop-loss levels: $12.80, $11.29
- Position sizing considerations: 2% to 5% of total portfolio
Generated
News
All OSS news →
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Page 1 of 5
Earnings History
7 of 8 under expected move
Avg Expected Move
19.99%
Avg Actual Move
6.34%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2022-08-11 | After-Close | 2.53% | 3.80% | 1.50x | Exceeded |
| 2023-05-11 | After-Close | 12.96% | 5.19% | 0.40x | Within |
| 2023-11-09 | After-Close | 26.90% | 2.03% | 0.08x | Within |
| 2024-03-21 | After-Close | 36.94% | 2.70% | 0.07x | Within |
| 2024-08-08 | After-Close | 24.19% | 9.68% | 0.40x | Within |
| 2024-11-06 | Pre-Market | 15.56% | 4.89% | 0.31x | Within |
| 2025-03-19 | Pre-Market | 26.14% | 20.92% | 0.80x | Within |
| 2026-05-06 | After-Close | 14.68% | 1.50% | 0.10x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
OSS Options Activity & IV Rank
OSS IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 94.2%
7-DTE IV: —
Expected Move: $1.35
7-DTE Move: $1.35
Days to Exp: 25 (2026-11-20)
Options Flow
Call Volume: 134
Put Volume: 47
P/C Volume: 0.351
BULLISH
Call OI: 16,147
Put OI: 832
P/C OI: 0.052
Total OI: 16,979
ATM Options Pricing
ATM Call: $1.18
ATM Put: $0.17
Call %: 19.6%
Put %: 2.9%
Chain Summary
Chain Volume: 904
Chain OI: 31,100
Last Updated: 10/26/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 20th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
20%
vs own history
GEX tilt
-0.20
OI-weighted, today
Vanna tilt
+0.22
δ-sensitivity to IV
Charm tilt
-0.20
δ-decay vs time
? What is this?
· 7 ATM contracts, 1k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · ATM 94.2% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)49.8MediumOct 26
Straddle Price (30 DTE)$1.35Oct 26
Beta Analysis
Risk Metrics
Beta: 3.7021
Alpha: 21.75%
Correlation: 0.4193
R-Squared: 17.6%
Stock Volatility: 112.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own OSS
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $7.4M | #1222 of 3138 | +56.9% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $6.1M | #1927 of 3716 | -15.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $1.3M | #3399 of 6285 | -80.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
OSS Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 23,892,171 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
9 filers$28.44M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $6.84M | 24.07% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $5.08M | 17.88% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $4.88M | 17.16% | 2026-06-30 |
| 4 | PEAK6 LLC | $3.63M | 12.77% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $3.28M | 11.52% | 2026-06-30 |
| 6 | GROUP ONE TRADING LLC Custodian | $2.25M | 7.90% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $1.50M | 5.28% | 2026-06-30 |
| 8 | Point72 Asset Management, L.P. | $874.46K | 3.07% | 2026-06-30 |
| 9 | Wolverine Trading, LLC Custodian | $101.00K | 0.36% | 2025-09-30 |
8 filers$31.76M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $14.95M | 47.05% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $7.72M | 24.30% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $2.33M | 7.33% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $2.13M | 6.72% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $2.10M | 6.62% | 2026-06-30 |
| 6 | Simplex Trading, LLC Custodian | $1.52M | 4.80% | 2026-06-30 |
| 7 | LMR Partners LLP | $619.94K | 1.95% | 2026-06-30 |
| 8 | Point72 Asset Management, L.P. | $390.87K | 1.23% | 2026-06-30 |
OSS Insider Trading (Form 4)
Latest: 2026-09-04Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-04 | Daniel G. Gabel | Chief Financial Officer | Tax (F) | −3,832 | $13.32 | -$51.0K | EDGAR |
| 2026-09-04 | Michael Knowles | Chief Executive Officer | Tax (F) | −17,242 | $13.46 | -$232.2K | EDGAR |
| 2026-06-12 | Michael Knowles | Chief Executive Officer | Tax (F) | −19,675 | $16.89 | -$332.3K | EDGAR |
| 2026-05-28 | Daniel G. Gabel | Chief Financial Officer | Tax (F) | −1,613 | $15.68 | -$25.3K | EDGAR |
| 2026-05-26 | David George Bassett | Director | Mixed | +24,984 | $17.64 | -$141.1K | EDGAR |
| 2026-05-26 | Gregory W Matz | Director | Mixed | +3,984 | $17.52 | -$140.2K | EDGAR |
| 2026-05-26 | Michael J. Dumont | Director | Award (A) | +11,984 | — | EDGAR | |
| 2026-05-26 | Mitchell H Herbets | Director | Mixed | +6,984 | $17.62 | -$88.1K | EDGAR |
| 2026-03-27 | Michael Knowles | Chief Executive Officer | Award (A) | — | — | EDGAR | |
| 2026-03-02 | Michael Knowles | Chief Executive Officer | Tax (F) | −19,948 | $9.06 | -$180.7K | EDGAR |
| 2026-03-02 | James Ison | CPO | Mixed | +24,647 | $9.07 | -$87.6K | EDGAR |
| 2026-03-02 | Daniel G. Gabel | Chief Financial Officer | Tax (F) | −7,799 | $9.24 | -$72.1K | EDGAR |
| 2026-02-11 | Daniel G. Gabel | Chief Financial Officer | Award (A) | +55,239 | — | EDGAR | |
| 2026-02-11 | Michael Knowles | Chief Executive Officer | Award (A) | +101,862 | — | EDGAR | |
| 2026-01-12 | Daniel G. Gabel | Chief Financial Officer | Tax (F) | −3,215 | $7.18 | -$23.1K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
OSS Insider Holdings
7 insiders · @ $5.98
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Michael Knowles | Chief Executive Officer | 590,141 | $3.53M | $2.0K | 12 | 2026-09-04 |
| 2 | James Ison | CPO | 367,962 | $2.20M | -$175.4K | 59 | 2026-03-02 |
| 3 | Michael J. Dumont | Director | 206,682 | $1.24M | $0 | 3 | 2026-05-26 |
| 4 | Daniel G. Gabel | Chief Financial Officer | 150,064 | $897.4K | $0 | 7 | 2026-09-04 |
| 5 | Gregory W Matz | Director | 89,414 | $534.7K | -$130.0K | 9 | 2026-05-26 |
| 6 | Mitchell H Herbets | Director | 48,984 | $292.9K | -$88.1K | 3 | 2026-05-26 |
| 7 | David George Bassett | Director | 24,984 | $149.4K | -$141.1K | 1 | 2026-05-26 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
OSS Board & Officers
As of SEC filings through Sep 4, 2026Directors 5
- Gregory W Matz · since Jun 3, 2020
- Michael J. Dumont · since Sep 30, 2023
- Mitchell H Herbets · since Nov 27, 2023
- Michael Knowles · listed since Jun 2024
- David George Bassett · since May 14, 2025
Officers 3
- Michael Knowles · Chief Executive Officer · since Jun 5, 2023
- Daniel G. Gabel · Chief Financial Officer · since Nov 11, 2024
- James Ison · Cpo · listed since Aug 2023
Changes in the last 10 years (42)
| May 14, 2025 | David George Bassett became a director |
| May 7, 2025 | The company announced the departure of Kenneth F Potashner from the board in an SEC filing |
| Apr 16, 2025 | The company announced the departure of Joseph M. Manko Jr. from the board in an SEC filing |
| Apr 12, 2025 | The company announced the departure of Gioia Messinger from the board in an SEC filing |
| Nov 11, 2024 | John W Morrison Jr. left as Chief Financial Officer, per their own SEC filing |
| Nov 11, 2024 | Daniel G. Gabel became Chief Financial Officer |
| Jun 18, 2024 | Michael Knowles first listed as a director in an SEC filing |
| Nov 27, 2023 | Mitchell H Herbets became a director |
| Nov 10, 2023 | Joseph M. Manko Jr. became a director |
| Sep 30, 2023 | Michael J. Dumont became a director |
| Aug 18, 2023 | James Ison listed as Cpo (previously Cpo, Cm&so) in SEC filings |
| Jun 5, 2023 | Michael Knowles became Chief Executive Officer |
| Mar 20, 2023 | James Ison listed as Cpo, Cm&so (previously Chief Sales/Marketing Officer) in SEC filings |
| Feb 9, 2023 | The company announced the departure of David Raun as President and CEO in an SEC filing |
| Apr 1, 2021 | James M Reardon reported in an SEC filing no longer being President, CDI |
| Jun 25, 2020 | David Raun listed as President and CEO (previously Interim President/CEO) in SEC filings |
| Jun 24, 2020 | Steve D Cooper no longer listed as a director in SEC filings |
| Jun 3, 2020 | Teresita M. Lowman became a director |
| Jun 3, 2020 | Gregory W Matz became a director |
| Jun 3, 2020 | Gioia Messinger became a director |
| Mar 6, 2020 | David Raun first listed as Interim President/CEO in an SEC filing |
| Feb 18, 2020 | Steve D Cooper no longer listed as President, CEO in SEC filings |
| Feb 13, 2020 | James Ison listed as Chief Sales/Marketing Officer (previously VP of Sales and Marketing) in SEC filings |
| Nov 4, 2019 | Barbara D'Amato became a director |
| Apr 15, 2019 | James Ison listed as VP of Sales and Marketing (previously Vice President of Sales) in SEC filings |
| Mar 21, 2019 | Randy G Jones no longer listed as a 10% owner in SEC filings |
| Jan 31, 2019 | Kimberly C. Sentovich became a director |
| Oct 31, 2018 | Josef Bressner became Managing Director, Bressner |
| Aug 31, 2018 | James M Reardon became President, CDI |
| Feb 9, 2018 | Cooper Revocable Trust dated April 25, 2001 first listed as a 10% owner in an SEC filing |
| Jan 31, 2018 | William Carpenter became a director |
| Jan 31, 2018 | Steve D Cooper became a director |
| Jan 31, 2018 | Steve D Cooper became a 10% owner |
| Jan 31, 2018 | Steve D Cooper became President, CEO |
| Jan 31, 2018 | Randy G Jones became a director |
| Jan 31, 2018 | Randy G Jones became a 10% owner |
| Jan 31, 2018 | Kenneth F Potashner became a director |
| Jan 31, 2018 | John W Morrison Jr. became Chief Financial Officer |
| Jan 31, 2018 | John Ralph Reardon became a director |
| Jan 31, 2018 | James Ison became Vice President of Sales |
| Jan 31, 2018 | Jack Harrison became a director |
| Jan 31, 2018 | David Raun became a director |
Not reported recently (11)
- David Raun · Last reported as a director in an SEC filing dated Apr 3, 2024
- Steve D Cooper · Last reported as a 10% owner in an SEC filing dated Jan 24, 2024
- Jack Harrison · Last reported as a director in an SEC filing dated Mar 24, 2023
- Kimberly C. Sentovich · Last reported as a director in an SEC filing dated Mar 24, 2023
- Teresita M. Lowman · Last reported as a director in an SEC filing dated Mar 24, 2023
- Cooper Revocable Trust dated April 25, 2001 · Last reported as a 10% owner in an SEC filing dated Sep 2, 2020
- Josef Bressner · Last reported as Managing Director, Bressner in an SEC filing dated Sep 1, 2020
- John Ralph Reardon · Last reported as a director in an SEC filing dated Mar 6, 2020
- Barbara D'Amato · Last reported as a director in an SEC filing dated Nov 8, 2019
- Randy G Jones · Last reported as a director in an SEC filing dated Apr 16, 2019
- William Carpenter · Last reported as a director in an SEC filing dated Mar 13, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
OSS Proposed Insider Sales (Form 144)
Latest: 2026-05-26
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | Matz Gregory W | Director | 8,000 | $137.8K | 2026-05-26 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-26 | MITCHELL HERBETS | Director | 5,000 | $88.1K | 2026-05-26 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-05-26 | BASSETT DAVID GEORGE | Director | 8,000 | $142.9K | 2026-05-26 | Charles Schwab Corp. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
22 ETFs hold OSS
22 shown · $15.91M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $6.1M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.00% | $3.5M | $74.6B | 2026-10-23 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $2.2M | — | 2026-09-30 |
| 4 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.01% | $1.2M | $13.7B | 2026-10-23 |
| 5 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.1M | — | 2026-09-30 |
| 6 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.04% | $674,556 | — | 2026-10-23 |
| 7 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.03% | $378,677 | $1.2B | 2026-10-23 |
| 8 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $280,359 | — | 2026-10-23 |
| 9 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.01% | $200,371 | — | 2026-09-30 |
| 10 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $77,894 | $3.2B | 2026-10-23 |
| 11 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $72,900 | — | 2026-10-23 |
| 12 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $65,296 | — | 2026-10-26 |
| 13 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $50,525 | — | 2026-10-23 |
| 14 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $37,523 | — | 2026-10-23 |
| 15 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $18,747 | $2.4B | 2026-10-23 |
| 16 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $16,255 | — | 2026-09-30 |
| 17 | AVUC Avantis U.S. Core Equity ETF | Avantis | 0.00% | $7,683 | $361.4M | 2026-10-23 |
| 18 | ITWO ProShares Russell 2000 High Income ETF | ProShares | 0.00% | $7,224 | — | 2026-10-26 |
| 19 | URTY ProShares UltraPro Russell2000 | ProShares | 0.00% | $5,543 | — | 2026-10-26 |
| 20 | UWM ProShares Ultra Russell2000 | ProShares | 0.00% | $3,887 | — | 2026-10-26 |
| 21 | HDG ProShares Hedge Replication ETF | ProShares | 0.00% | $155 | — | 2026-10-26 |
| 22 | RB ProShares Russell 2000 Dynamic Buffer ETF | ProShares | 0.00% | $54 | — | 2026-10-26 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$-0.30
TTM Revenue
$36.17M
TTM Net Income
$-7.58M
TTM Op. Cash Flow
$-5.42M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $9.35M | $-7.32M | $-0.29 | $5.41M |
| Q1 '26 | 2026-03-31 | $8.07M | $-519.86K | $-0.02 | $-6.04M |
| Q4 '25 | 2025-12-31 | $-12.91M | $8.86M | $0.39 | $-1.36M |
| Q3 '25 | 2025-09-30 | $18.76M | $263.49K | $0.01 | $-3.42M |
| Q2 '25 | 2025-06-30 | $5.76M | $-2.02M | $-0.09 | $-2.24M |
| Q1 '25 | 2025-03-31 | $5.21M | $-2.02M | $-0.09 | $-533.74K |
| Q4 '24 | 2024-12-31 | $15.14M | $-3.13M | $-0.15 | $-2.25M |
| Q3 '24 | 2024-09-30 | $13.70M | $-6.82M | $-0.32 | $916.80K |
| Q2 '24 | 2024-06-30 | $13.20M | $-2.34M | $-0.11 | $-816.64K |
| Q1 '24 | 2024-03-31 | $12.65M | $-1.34M | $-0.06 | $2.04M |
| Q4 '23 | 2023-12-31 | $13.16M | $-277.56K | $0.00 | $-665.15K |
| Q3 '23 | 2023-09-30 | $13.75M | $-3.64M | $-0.18 | $-1.82M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
3.70
P/S
3.95
EV/EBITDA
—
EV/Sales
3.47
ROE
-19.6%
ROA
-13.6%
Div Yield
0.00%
FCF Yield
-3.79%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$142.88M
as of 2026-10-26
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
4.48M
SI % of Float
23.50%
Days to Cover
6.97
Short Vol Ratio
62.4%
Free Float
19.07M
Float %
76.5%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-09-22