SCHEDULE: Omega Flex Ownership Update: Kayne Anderson Rudnick Boosts Stake

Kayne Anderson Rudnick Investment Management and affiliates reported an 8.1% beneficial ownership stake in Omega Flex Inc. as of September 30, 2025.

Summary

• Kayne Anderson Rudnick Investment Management, LLC (KAR) beneficially owns 820,732 shares of Omega Flex Inc. common stock, representing 8.1% of the class.
• Virtus Investment Advisers, LLC (VIA) beneficially owns 562,663 shares, representing 5.6% of the class. These shares are also included in KAR's reported amount.
• Virtus Equity Trust (VET) on behalf of Virtus KAR Small-Cap Growth Fund beneficially owns 544,729 shares, representing 5.4% of the class. These shares are also included in VIA's reported amount.
• The filing is an Amendment No. 10 to a Schedule 13G, indicating an update to previously reported ownership.
• The reporting entities certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Omega Flex Inc.

Sentiment

Score: 5

Explanation: The filing is a standard beneficial ownership disclosure (Schedule 13G) and does not contain information that would inherently indicate positive or negative sentiment regarding the company's operational or financial performance. It merely reports an institutional investor's stake.

Positives

• Increased institutional ownership by a reputable investment management firm and its affiliates may signal confidence in Omega Flex Inc.'s long-term prospects.
• The filing indicates a passive investment intent, suggesting no immediate activist pressure or control changes.

Future Outlook

NA

Industry Context

This filing reflects a common practice among institutional investors to disclose significant ownership stakes in publicly traded companies. The aggregation of ownership by Kayne Anderson Rudnick and its affiliates, including Virtus Investment Advisers and Virtus Equity Trust, highlights their collective investment strategy in Omega Flex Inc. within the broader investment management landscape.

Comparison to Industry Standards

• Institutional ownership levels for small-cap companies like Omega Flex Inc. can vary widely. A combined 8.1% stake by a single investment group is a notable position, indicating a significant conviction in the company's value proposition.
• While specific comparable companies or projects are not detailed in this filing, such a stake is generally considered a substantial passive investment by a major asset manager.

Stakeholder Impact

• Shareholders: Increased institutional ownership may provide a level of stability and confidence, as large investors often conduct thorough due diligence.
• Company Management: Awareness of a significant institutional holder may influence strategic decisions, though the filing states a passive investment intent.

Key Dates

Keywords

Omega Flex Inc, OFX, Schedule 13G, beneficial ownership, institutional investment, Kayne Anderson Rudnick, Virtus Investment Advisers, Virtus Equity Trust, investment management, passive stake