Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PDEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 153K | $7.5M | -4.2% | 4.757% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 111K | $5.5M | β | 3.473% | 0.00% |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 62K | $3.0M | +2.9% | 1.926% | 0.17% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 57K | $2.8M | -8.3% | 1.776% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 48K | $2.4M | -2.3% | 1.508% | 0.00% |
| 6 | NORTHERN TRUST CORP | 47K | $2.3M | -1.5% | 1.456% | 0.00% |
| 7 | STATE STREET CORP | 33K | $1.6M | +5.0% | 1.033% | 0.00% |
| 8 | Quadrature Capital Ltd | 15K | $736K | +161.8% | 0.467% | 0.01% |
| 9 | MORGAN STANLEY | 14K | $698K | +257.8% | 0.443% | 0.00% |
| 10 | BNP PARIBAS ARBITRAGE, SA | 13K | $650K | +41.5% | 0.413% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 13K | $642K | β | 0.408% | 0.00% |
| 12 | LPL Financial LLC | 13K | $642K | +120.6% | 0.407% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12K | $611K | β | 0.388% | 0.00% |
| 14 | ADVISOR GROUP HOLDINGS, INC. | 12K | $569K | +1.2% | 0.361% | 0.00% |
| 15 | Bank of New York Mellon Corp | 11K | $543K | -7.1% | 0.345% | 0.00% |
| 16 | UBS Group AG | 11K | $533K | -40.9% | 0.339% | 0.00% |
| 17 | CORSAIR CAPITAL MANAGEMENT, L.P. | 11K | $532K | β | 0.338% | 0.08% |
| 18 | BARD ASSOCIATES INC | 11K | $519K | -0.2% | 0.330% | 0.13% |
| 19 | GOLDMAN SACHS GROUP INC | 10K | $498K | β | 0.316% | 0.00% |
| 20 | CITADEL ADVISORS LLC | 9K | $441K | β | 0.280% | 0.00% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6K | $319K | -10.0% | 0.202% | 0.00% |
| 22 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6K | $311K | -32.3% | 0.197% | 0.00% |
| 23 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6K | $286K | +6.2% | 0.181% | 0.19% |
| 24 | FIRST TRUST ADVISORS LP | 6K | $280K | -1.1% | 0.178% | 0.00% |
| 25 | RITHOLTZ WEALTH MANAGEMENT | 5K | $265K | -23.9% | 0.169% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PDEX β a direct measure of their conviction.
Filings activity in PDEX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 56 | +1.8% | 17.62% | +3.55 pp | $35M | +25% |
| Q4 2025 | 55 | +3.8% | 14.07% | +1.35 pp | $28M | +11% |
| Q3 2025 | 53 | +0.0% | 12.72% | 3.75 pp | $25M | 23% |
| Q2 2025 | 53 | +20% | 16.47% | +1.37 pp | $33M | +9.1% |
| Q1 2025 | 44 | +2.3% | 15.10% | +0.77 pp | $30M | +5.4% |
| Q4 2024 | 43 | +72% | 14.33% | +7.51 pp | $29M | +110% |
| Q3 2024 | 25 | 3.8% | 6.82% | +2.38 pp | $14M | +53% |
| Q2 2024 | 26 | β | 4.44% | β | $9M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PDEX stock.
Based on Q1 2026 13F filings, institutional ownership of Pro-Dex, Inc. stands at 17.6%, held across 56 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PDEX, with approximately 152,515 shares worth $0.01B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of PDEX, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for PDEX is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
12 institutions opened new positions in PDEX during Q1 2026, while 11 fully exited. 35 added to existing positions and 9 trimmed.
PDEX institutional ownership rose by 3.55 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 77.3% of all reported 13F value in PDEX, and the top 25 account for 97.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Pro-Dex, Inc. (PDEX) Institutional Ownership