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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $49 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1 | $50 | 0.00% | +1 | New |
| Root Financial Partners, LLC | 2 | $98 | 0.00% | +2 | New |
| Allworth Financial LP | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $196 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10 | $492 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 13 | $639 | 0.00% | −1−7.1% | Reduced |
| GAMMA Investing LLC | 18 | $884 | 0.00% | −9−33.3% | Reduced |
| Hurley Capital, LLC | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 63 | $3.10K | 0.00% | +7+12.5% | Added |
| Golden State Equity Partners | 120 | $5.89K | 0.00% | +120 | New |
| Farther Finance Advisors, LLC | 151 | $7.70K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 192 | $9.43K | 0.00% | −43−18.3% | Reduced |
| Harbour Investments, Inc. | 200 | $9.82K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 216 | $10.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 242 | $11.9K | 0.00% | −413−63.1% | Reduced |
| Russell Investments Group, Ltd. | 280 | $13.8K | 0.00% | +50+21.7% | Added |
| Barclays PLC | 324 | $15.9K | 0.00% | −2,959−90.1% | Reduced |
| Tower Research Capital LLC (TRC) | 624 | $30.7K | 0.00% | +357+133.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 637 | $31.3K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 685 | $34.0K | 0.00% | +685 | New |
| Wells Fargo & Company | 756 | $37.1K | 0.00% | −1,558−67.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 996 | $48.9K | 0.00% | +34+3.5% | Added |
| Vanguard Global Advisers, LLC | 1,024 | $50.3K | 0.00% | +1,024 | New |
| Rhumbline Advisers | 1,405 | $69.0K | 0.00% | +21+1.5% | Added |
| Royal Bank of Canada | 1,442 | $71.0K | 0.00% | −2,638−64.7% | Reduced |
| Deutsche Bank AG | 1,814 | $89.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,900 | $93.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,403 | $118.0K | 0.00% | −2,906−54.7% | Reduced |
| Nuveen, LLC | 4,997 | $245.5K | 0.00% | +4,997 | New |
| Ritholtz Wealth Management | 5,404 | $265.4K | 0.00% | −1,700−23.9% | Reduced |
| First Trust Advisors LP | 5,709 | $280.4K | 0.00% | −66−1.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 5,808 | $285.7K | 0.13% | +339+6.2% | Added |
| O'Shaughnessy Asset Management, LLC | 6,326 | $310.7K | 0.00% | −3,017−32.3% | Reduced |
| Charles Schwab Investment Management Inc | 6,493 | $318.9K | 0.00% | −718−10.0% | Reduced |
| Citadel Advisors LLC | 8,986 | $441.4K | 0.00% | +8,986 | New |
| Goldman Sachs Group Inc | 10,141 | $498.1K | 0.00% | +10,141 | New |
| Bard Associates Inc | 10,566 | $519.0K | 0.13% | −23−0.2% | Reduced |
| Corsair Capital Management, L.P. | 10,835 | $532.2K | 0.08% | +10,835 | New |
| UBS Group AG | 10,861 | $533.5K | 0.00% | −7,504−40.9% | Reduced |
| Bank of New York Mellon Corp | 11,059 | $543.2K | 0.00% | −844−7.1% | Reduced |
| Advisor Group Holdings, Inc. | 11,574 | $568.5K | 0.00% | +140+1.2% | Added |
| Vanguard Portfolio Management LLC | 12,437 | $610.9K | 0.00% | +12,437 | New |
| LPL Financial LLC | 13,060 | $641.5K | 0.00% | +7,140+120.6% | Added |
| Vanguard Fiduciary Trust Co | 13,068 | $641.9K | 0.00% | +13,068 | New |
| BNP Paribas Arbitrage, SA | 13,234 | $650.1K | 0.00% | +3,881+41.5% | Added |
| Morgan Stanley | 14,213 | $698.1K | 0.00% | +10,241+257.8% | Added |
| Quadrature Capital Ltd | 14,986 | $736.1K | 0.01% | +9,262+161.8% | Added |
| JPMorgan Chase & Co | 32,036 | $1.52M | 0.00% | −1,919−5.7% | Reduced |
| State Street Corp | 33,114 | $1.63M | 0.00% | +1,577+5.0% | Added |
| Northern Trust Corp | 46,691 | $2.29M | 0.00% | −692−1.5% | Reduced |
| Geode Capital Management, LLC | 48,347 | $2.38M | 0.00% | −1,113−2.3% | Reduced |
| Dimensional Fund Advisors LP | 56,941 | $2.80M | 0.00% | −5,179−8.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 61,735 | $3.03M | 0.17% | +1,735+2.9% | Added |
| Vanguard Capital Management LLC | 111,330 | $5.47M | 0.00% | +111,330 | New |
| BlackRock, Inc. | 152,515 | $7.49M | 0.00% | −6,725−4.2% | Reduced |
| 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 |