Pro Dex Inc
PDEX- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0000788920
In the last 90 days, Pro Dex Inc insiders filed 0 open-market purchases and 4 sales; 66 institutions reported holding it in 13F filings for Q2 2026, worth $43.0M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Pro Dex Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 58
- +6 vs. Q4 2025
- Shares held
- 748.1K
- +164.9K (+28.3%) vs. Q4 2025
- Total value
- $36.7M
- +$14.3M (+63.6%) vs. Q4 2025
- New holders
- 12
- 13 more added
- Sold out
- 6
- 20 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 66 | $43.0M |
| Q1 2026 | 58 | $36.7M |
| Q4 2025 | 56 | $28.1M |
| Q3 2025 | 57 | $25.7M |
| Q2 2025 | 52 | $33.8M |
| Q1 2025 | 42 | $33.9M |
| Q4 2024 | 42 | $32.0M |
| Q3 2024 | 24 | $16.0M |
| Q2 2024 | 25 | $10.4M |
| Q1 2024 | 24 | $9.53M |
| Q4 2023 | 24 | $9.37M |
| Q3 2023 | 21 | $8.21M |
| Q2 2023 | 23 | $9.98M |
| Q1 2023 | 22 | $8.50M |
| Q4 2022 | 22 | $7.90M |
| Q3 2022 | 21 | $8.55M |
| Q2 2022 | 23 | $7.91M |
| Q1 2022 | 22 | $9.29M |
| Q4 2021 | 25 | $14.2M |
| Q3 2021 | 26 | $16.2M |
| Q2 2021 | 28 | $22.1M |
| Q1 2021 | 28 | $20.6M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Pro Dex Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 152,515 | $7.49M | 0.00% | −6,725−4.2% | Reduced |
| Vanguard Capital Management LLC | 111,330 | $5.47M | 0.00% | +111,330 | New |
| Punch & Associates Investment Management, Inc. | 61,735 | $3.03M | 0.17% | +1,735+2.9% | Added |
| Dimensional Fund Advisors LP | 56,941 | $2.80M | 0.00% | −5,179−8.3% | Reduced |
| Geode Capital Management, LLC | 48,347 | $2.38M | 0.00% | −1,113−2.3% | Reduced |
| Northern Trust Corp | 46,691 | $2.29M | 0.00% | −692−1.5% | Reduced |
| State Street Corp | 33,114 | $1.63M | 0.00% | +1,577+5.0% | Added |
| JPMorgan Chase & Co | 32,036 | $1.52M | 0.00% | −1,919−5.7% | Reduced |
| Quadrature Capital Ltd | 14,986 | $736.1K | 0.01% | +9,262+161.8% | Added |
| Morgan Stanley | 14,213 | $698.1K | 0.00% | +10,241+257.8% | Added |
| BNP Paribas Arbitrage, SA | 13,234 | $650.1K | 0.00% | +3,881+41.5% | Added |
| Vanguard Fiduciary Trust Co | 13,068 | $641.9K | 0.00% | +13,068 | New |
| LPL Financial LLC | 13,060 | $641.5K | 0.00% | +7,140+120.6% | Added |
| Vanguard Portfolio Management LLC | 12,437 | $610.9K | 0.00% | +12,437 | New |
| Advisor Group Holdings, Inc. | 11,574 | $568.5K | 0.00% | +140+1.2% | Added |
| Bank of New York Mellon Corp | 11,059 | $543.2K | 0.00% | −844−7.1% | Reduced |
| UBS Group AG | 10,861 | $533.5K | 0.00% | −7,504−40.9% | Reduced |
| Corsair Capital Management, L.P. | 10,835 | $532.2K | 0.08% | +10,835 | New |
| Bard Associates Inc | 10,566 | $519.0K | 0.13% | −23−0.2% | Reduced |
| Goldman Sachs Group Inc | 10,141 | $498.1K | 0.00% | +10,141 | New |
| Citadel Advisors LLC | 8,986 | $441.4K | 0.00% | +8,986 | New |
| Charles Schwab Investment Management Inc | 6,493 | $318.9K | 0.00% | −718−10.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,326 | $310.7K | 0.00% | −3,017−32.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 5,808 | $285.7K | 0.13% | +339+6.2% | Added |
| First Trust Advisors LP | 5,709 | $280.4K | 0.00% | −66−1.1% | Reduced |
| Ritholtz Wealth Management | 5,404 | $265.4K | 0.00% | −1,700−23.9% | Reduced |
| Nuveen, LLC | 4,997 | $245.5K | 0.00% | +4,997 | New |
| Citigroup Inc | 2,403 | $118.0K | 0.00% | −2,906−54.7% | Reduced |
| New York State Common Retirement Fund | 1,900 | $93.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,814 | $89.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,442 | $71.0K | 0.00% | −2,638−64.7% | Reduced |
| Rhumbline Advisers | 1,405 | $69.0K | 0.00% | +21+1.5% | Added |
| Vanguard Global Advisers, LLC | 1,024 | $50.3K | 0.00% | +1,024 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 996 | $48.9K | 0.00% | +34+3.5% | Added |
| Wells Fargo & Company | 756 | $37.1K | 0.00% | −1,558−67.3% | Reduced |
| LSV Asset Management | 685 | $34.0K | 0.00% | +685 | New |
| Police & Firemen's Retirement System of New Jersey | 637 | $31.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 624 | $30.7K | 0.00% | +357+133.7% | Added |
| Barclays PLC | 324 | $15.9K | 0.00% | −2,959−90.1% | Reduced |
| Russell Investments Group, Ltd. | 280 | $13.8K | 0.00% | +50+21.7% | Added |
| FMR LLC | 242 | $11.9K | 0.00% | −413−63.1% | Reduced |
| Ameritas Investment Partners, Inc. | 216 | $10.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $9.82K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 192 | $9.43K | 0.00% | −43−18.3% | Reduced |
| Farther Finance Advisors, LLC | 151 | $7.70K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 120 | $5.89K | 0.00% | +120 | New |
| CWM, LLC | 63 | $3.10K | 0.00% | +7+12.5% | Added |
| Hurley Capital, LLC | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 18 | $884 | 0.00% | −9−33.3% | Reduced |
| Sterling Capital Management LLC | 13 | $639 | 0.00% | −1−7.1% | Reduced |
| The PNC Financial Services Group, Inc. | 10 | $492 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $196 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $98 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $50 | 0.00% | +1 | New |
| IFP Advisors, Inc | 1 | $49 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 0 | $0 | 0.00% | −1,808−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |