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Pro-Dex (PDEX) Institutional Ownership

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$65.66 -1.76 (-2.61%)
Closing price 11/13/2026 04:00 PM Eastern
Extended Trading
$67.78 +2.12 (+3.23%)
As of 11/13/2026 07:34 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)
19
Total
Institutional Inflows
(last 12 months)
$12.02M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.07M
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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
11/12/2026 First Trust Advisors LP7,487$517K0.0%+26.2%0.234%
11/12/2026 State Street Corp38,698$2.67M0.0%-38.2%1.209%
11/10/2026 Global Retirement Partners LLC78,901$5.44M0.1%+7,790.1%2.466%
11/6/2026 Russell Investments Group Ltd.11,191$772K0.0%+1,443.6%0.350%
11/5/2026 Ritholtz Wealth Management7,288$503K0.0%+57.7%0.228%
11/2/2026 Pekin Hardy Strauss Inc.22,800$1.57M0.1%+38.2%0.713%
10/23/2026 James Investment Research Inc.3,000$207K0.0%N/A0.093%
10/16/2026 Ellsworth Advisors LLC16,904$1.17M0.2%N/A0.523%
10/14/2026 Focus Financial Network Inc.3,000$207K0.0%N/A0.093%
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%
5/18/2026Royal Bank of Canada1,442$71K0.0%-64.7%0.045%
5/15/2026Corsair Capital Management L.P.10,835$532K0.1%N/A0.340%
5/15/2026Punch & 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%
5/7/2026Morgan 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%
2/18/2026Quadrature Capital Ltd5,724$220K0.0%N/A0.179%
2/17/2026 Osaic Holdings Inc.11,434$440K0.0%+44.8%0.356%
2/17/2026Punch & Associates Investment Management Inc.60,000$2.31M0.1%+23.4%1.869%
2/17/2026Royal Bank of Canada4,080$157K0.0%+603.4%0.127%
2/13/2026 First Trust Advisors LP5,775$222K0.0%N/A0.180%
2/13/2026Wells 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%
11/17/2025Punch & Associates Investment Management Inc.48,608$1.65M0.1%+42.1%1.490%
11/17/2025Morgan Dempsey Capital Management LLC5,469$185K0.1%+33.1%0.168%
11/17/2025Bank 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%
11/3/2025AlphaQuest LLC2,085$71K0.0%N/A0.064%
11/3/2025New 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%
URGENT: If you own a home, please review the map below. (Ad)

More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards urges homeowners to check the map and see whether one is near them. Families in Georgia have been forced to sell, entire Ohio neighborhoods are being torn down, and nearly 50,000 Lake Tahoe residents face losing power. Rickards advised the Pentagon and the U.S. intelligence community for decades. He says one man outside Washington can stop it.tc pixel

See the map and get the full details on what this means for you
9/4/2025 Osaic Holdings Inc.7,120$311K0.0%+23.6%0.218%
8/15/2025Bank of America Corp DE1,692$74K0.0%+173.3%0.052%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,155$50K0.0%N/A0.035%
8/13/2025New 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%
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%
7/29/2025Morgan Dempsey Capital Management LLC4,109$179K0.1%N/A0.126%
7/28/2025 Ritholtz Wealth Management21,102$921K0.0%+32.4%0.647%
6/27/2025Goldman 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%
URGENT: If you own a home, please review the map below. (Ad)

More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards urges homeowners to check the map and see whether one is near them. Families in Georgia have been forced to sell, entire Ohio neighborhoods are being torn down, and nearly 50,000 Lake Tahoe residents face losing power. Rickards advised the Pentagon and the U.S. intelligence community for decades. He says one man outside Washington can stop it.tc pixel

See the map and get the full details on what this means for you
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%


PDEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Pro-Dex. The most heavily invested institutionals were Global Retirement Partners LLC ($5.44M), Punch & Associates Investment Management Inc. ($3.03M), Acadian Asset Management LLC ($2.94M), Dimensional Fund Advisors LP ($2.80M), State Street Corp ($2.67M), Geode Capital Management LLC ($2.26M), and Northern Trust Corp ($1.67M).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 44 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: Global Retirement Partners LLC ($77.90K), Navellier & Associates Inc. ($27.57K), Punch & Associates Investment Management Inc. ($27.54K), Geode Capital Management LLC ($27.22K), D.A. Davidson & CO. ($26.07K), Ritholtz Wealth Management ($23.77K), and EAM Investors LLC ($22.40K).

Institutional investors have bought a total of 205,287 shares in the last 24 months. This purchase volume represents approximately $12.02M in transactions.

The following institutional investors have sold Pro-Dex stock in the last 24 months: State Street Corp ($23.92K), O Shaughnessy Asset Management LLC ($13.94K), Ritholtz Wealth Management ($9.21K), Dimensional Fund Advisors LP ($5.59K), Royal Bank of Canada ($2.64K), JPMorgan Chase & Co. ($1.46K), and Bank of New York Mellon Corp ($844.00).

Institutional investors have sold a total of 58,222 shares in the last 24 months. This volume of shares sold represents approximately $3.07M 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 11/12/2026. New 13F filings are added each quarter as they're published.
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