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Pro-Dex (PDEX) Institutional Ownership

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$60.70 -5.71 (-8.60%)
Closing price 09/9/2026 04:00 PM Eastern
Extended Trading
$60.90 +0.20 (+0.34%)
As of 09/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Pro-Dex (NASDAQ:PDEX)

Current
Institutional Ownership
Percentage
15.28%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$4.32M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.83M
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PDEX Institutional Buying and Selling by Quarter

Pro-Dex Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System1,698$99K0.0%N/A0.053%
8/19/2026 Navellier & Associates Inc.5,496$322K0.0%N/A0.172%
8/6/2026 Bank of New York Mellon Corp11,587$678K0.0%N/A0.363%
5/18/2026 Royal Bank of Canada1,442$71K0.0%-64.7%0.045%
5/15/2026 Corsair Capital Management L.P.10,835$532K0.1%N/A0.340%
5/15/2026 Punch & Associates Investment Management Inc.61,735$3.03M0.2%+2.9%1.935%
5/7/2026 Dimensional Fund Advisors LP56,941$2.80M0.0%-8.3%1.785%
5/7/2026 Morgan Dempsey Capital Management LLC5,808$286K0.1%+6.2%0.182%
5/5/2026 Bank of New York Mellon Corp11,059$543K0.0%-7.1%0.345%
4/20/2026 Ritholtz Wealth Management5,404$265K0.0%-23.9%0.168%
2/18/2026 Quadrature Capital Ltd5,724$220K0.0%N/A0.179%
2/17/2026 Osaic Holdings Inc.11,434$440K0.0%+44.8%0.356%
2/17/2026 Punch & Associates Investment Management Inc.60,000$2.31M0.1%+23.4%1.869%
2/17/2026 Royal Bank of Canada4,080$157K0.0%+603.4%0.127%
2/13/2026 First Trust Advisors LP5,775$222K0.0%N/A0.180%
2/13/2026 Wells Fargo & Company MN2,314$89K0.0%+65.4%0.072%
2/12/2026 Dimensional Fund Advisors LP62,120$2.39M0.0%-0.7%1.935%
2/11/2026 LPL Financial LLC5,920$228K0.0%N/A0.184%
2/11/2026 O Shaughnessy Asset Management LLC9,343$360K0.0%-59.9%0.291%
2/11/2026 Los Angeles Capital Management LLC969$37K0.0%N/A0.030%
1/23/2026 Ritholtz Wealth Management7,104$273K0.0%-51.4%0.218%
1/1/2026 JPMorgan Chase & Co.34,420$1.17M0.0%-4.1%1.056%
11/17/2025 Punch & Associates Investment Management Inc.48,608$1.65M0.1%+42.1%1.490%
11/17/2025 Morgan Dempsey Capital Management LLC5,469$185K0.1%+33.1%0.168%
11/17/2025 Bank of America Corp DE1,070$36K0.0%-36.8%0.033%
11/7/2025 JPMorgan Chase & Co.34,420$1.17M0.0%-4.1%1.055%
11/6/2025 Rhumbline Advisers1,893$64K0.0%-15.7%0.058%
11/6/2025 Navellier & Associates Inc.19,191$650K0.1%-14.6%0.588%
11/3/2025 AlphaQuest LLC2,085$71K0.0%N/A0.064%
11/3/2025 New York State Common Retirement Fund1,900$64K0.0%-20.8%0.058%
10/28/2025 Ritholtz Wealth Management14,616$495K0.0%-30.7%0.446%
10/22/2025 D.A. Davidson & CO.26,073$883K0.0%+152.3%0.795%
9/4/2025 Osaic Holdings Inc.7,120$311K0.0%+23.6%0.218%
8/15/2025 Bank of America Corp DE1,692$74K0.0%+173.3%0.052%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,155$50K0.0%N/A0.035%
8/13/2025 New York State Common Retirement Fund2,400$105K0.0%N/A0.074%
8/12/2025 CreativeOne Wealth LLC6,812$297K0.0%N/A0.209%
8/12/2025 American Century Companies Inc.10,159$443K0.0%-17.4%0.312%
8/12/2025 Hillsdale Investment Management Inc.3,600$157K0.0%N/A0.110%
8/12/2025 JPMorgan Chase & Co.35,877$1.57M0.0%+67.7%1.101%
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8/8/2025 Police & Firemen s Retirement System of New Jersey637$28K0.0%N/A0.020%
8/8/2025 Geode Capital Management LLC51,668$2.26M0.0%+93.2%1.585%
7/30/2025 D.A. Davidson & CO.10,335$451K0.0%N/A0.317%
7/29/2025 Morgan Dempsey Capital Management LLC4,109$179K0.1%N/A0.126%
7/28/2025 Ritholtz Wealth Management21,102$921K0.0%+32.4%0.647%
6/27/2025 Goldman Sachs Group Inc.5,876$291K0.0%-18.4%0.180%
5/21/2025Acadian Asset Management LLC59,276$2.94M0.0%+5.2%1.818%
5/19/2025Jane Street Group LLC6,483$321K0.0%N/A0.199%
5/16/2025Goldman Sachs Group Inc.5,876$291K0.0%-18.4%0.180%
5/16/2025Punch & Associates Investment Management Inc.54,000$2.68M0.2%-15.6%1.656%
5/15/2025Cubist Systematic Strategies LLC3,424$170K0.0%N/A0.105%
5/15/2025OMERS ADMINISTRATION Corp5,800$288K0.0%-13.4%0.178%
5/13/2025American Century Companies Inc.12,301$610K0.0%+3.0%0.377%
5/6/2025Navellier & Associates Inc.22,070$1.09M0.2%N/A0.677%
4/29/2025Bank of New York Mellon Corp6,415$318K0.0%+48.5%0.197%
4/17/2025Ritholtz Wealth Management15,944$791K0.0%+30.3%0.489%
2/17/2025OMERS ADMINISTRATION Corp6,700$313K0.0%N/A0.206%
2/17/2025Millennium Management LLC5,568$260K0.0%N/A0.171%
2/17/2025683 Capital Management LLC15,798$739K0.0%N/A0.485%
2/14/2025Northern Trust Corp35,754$1.67M0.0%+14.1%1.097%
2/14/2025Dimensional Fund Advisors LP58,469$2.73M0.0%-7.2%1.794%
2/13/2025Marshall Wace LLP9,260$433K0.0%N/A0.284%
2/13/2025EAM Investors LLC22,399$1.05M0.1%N/A0.687%
2/13/2025LSV Asset Management17,601$823K0.0%-22.7%0.540%
2/13/2025Renaissance Technologies LLC14,740$689K0.0%+8.1%0.452%
2/13/2025Russell Investments Group Ltd.6,999$327K0.0%N/A0.215%
2/13/2025Integrated Quantitative Investments LLC5,432$254K0.1%N/A0.167%
2/12/2025Trexquant Investment LP5,387$252K0.0%N/A0.165%
2/12/2025Geode Capital Management LLC26,937$1.26M0.0%-1.8%0.826%
2/12/2025O Shaughnessy Asset Management LLC21,277$995K0.0%N/A0.653%
2/12/2025Arrowstreet Capital Limited Partnership5,448$255K0.0%N/A0.167%
2/12/2025JPMorgan Chase & Co.22,052$1.03M0.0%-11.0%0.676%
2/11/2025American Century Companies Inc.11,946$558K0.0%N/A0.366%
2/4/2025Bank of New York Mellon Corp4,319$202K0.0%N/A0.132%
1/15/2025Ritholtz Wealth Management12,233$572K0.0%N/A0.375%
12/26/2024JPMorgan Chase & Co.24,790$740K0.0%+2.2%0.761%
11/16/2024Geode Capital Management LLC27,435$819K0.0%+9.1%0.842%
11/13/2024FMR LLC3,973$119K0.0%+34.9%0.122%
11/6/2024Bard Associates Inc.13,596$406K0.1%+17.6%0.417%
8/9/2024Renaissance Technologies LLC12,240$240K0.0%+7.9%0.358%
8/9/2024Dimensional Fund Advisors LP63,036$1.24M0.0%+5.1%1.844%
5/15/2024Perritt Capital Management Inc.6,000$106K0.1%+43.3%0.175%
5/6/2024LSV Asset Management22,782$400K0.0%-12.0%0.666%
2/6/2024LSV Asset Management25,881$450K0.0%-18.3%0.729%
11/13/2023Acadian Asset Management LLC61,699$968K0.0%-9.6%1.738%
10/26/2023Punch & Associates Investment Management Inc.69,610$1.09M0.1%+8.1%1.961%
5/2/2023LSV Asset Management31,681$524K0.0%-3.6%0.895%
11/7/2022LSV Asset Management32,881$583K0.0%-5.9%0.909%
8/4/2022Steward Partners Investment Advisory LLC2,243$36K0.0%-58.4%0.062%


PDEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Pro-Dex. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($3.03M), Acadian Asset Management LLC ($2.94M), Dimensional Fund Advisors LP ($2.80M), Geode Capital Management LLC ($2.26M), Northern Trust Corp ($1.67M), JPMorgan Chase & Co. ($1.17M), and EAM Investors LLC ($1.05M).Learn more on Pro-Dex's institutional investors.

15.28% of Pro-Dex's stock is owned by institutional investors. Learn more on PDEX's institutional investor holdings.

Of the 42 institutional investors that purchased Pro-Dex's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Navellier & Associates Inc. ($27.57K), Punch & Associates Investment Management Inc. ($27.54K), Geode Capital Management LLC ($27.22K), D.A. Davidson & CO. ($26.07K), EAM Investors LLC ($22.40K), O Shaughnessy Asset Management LLC ($21.28K), and Ritholtz Wealth Management ($21.10K).

Institutional investors have bought a total of 103,016 shares in the last 24 months. This purchase volume represents approximately $4.32M in transactions.

Of the 10 institutional investors that sold Pro-Dex's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ritholtz Wealth Management ($15.70K), O Shaughnessy Asset Management LLC ($13.94K), Dimensional Fund Advisors LP ($5.59K), Navellier & Associates Inc. ($3.27K), JPMorgan Chase & Co. ($2.91K), Royal Bank of Canada ($2.64K), and Bank of New York Mellon Corp ($844.00).

Institutional investors have sold a total of 46,365 shares in the last 24 months. This volume of shares sold represents approximately $1.83M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PDEX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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