IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pro-Dex Inc (PDEX)

CUSIP: 74265M205 | NYSE | Healthcare · Medical Instruments & Supplies | Micro Cap | 162 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ASwenson Nicholas John
with AO Partners I, L.P., AO Partners, LLC, Groveland DST LLC
1,017,81731.9%New 5%+ stakeJun 24, 2026No 13F filer matched
13D/ASwenson Nicholas John1,017,817
31.9% of class · Jun 24, 2026New 5%+ stake
with AO Partners I, L.P., AO Partners, LLC, Groveland DST LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP62,633
0.0% of portfolio›$4.3M
Pekin Hardy Strauss, Inc.22,800
0.1% of portfolio›$1.6M
Ellsworth Advisors, LLC16,904
0.2% of portfolio›$1.2M
Bank of New York Mellon Corp15,530
0.0% of portfolio›$1.1M
Ritholtz Wealth Management7,288
0.0% of portfolio›$502.9K
Strs Ohio4,100
0.0% of portfolio›$282.9K
James Investment Research, Inc.3,000
0.0% of portfolio›$207.0K
Focus Financial Network, Inc.3,000
0.0% of portfolio›$207.0K
Citigroup Inc1,264
0.0% of portfolio›$87.2K
Ascentis Independent Advisors120
0.0% of portfolio›$8.3K
Sterling Capital Management LLC68
0.0% of portfolio›$4.7K
Hurley Capital, LLC60
0.0% of portfolio›$4.1K
SJS Investment Consulting Inc.33
0.0% of portfolio›$2.3K
Gamma Investing LLC18
0.0% of portfolio›$1.2K
Root Financial Partners, LLC12
0.0% of portfolio›$828
Farther Finance Advisors, LLC10
0.0% of portfolio›$690
Physician Wealth Advisors, Inc.9
0.0% of portfolio›$621
Essential Partners LLC7
0.0% of portfolio›$483
EverSource Wealth Advisors, LLC2
0.0% of portfolio›$138
True Wealth Design, LLC1
0.0% of portfolio›$69
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
62,633$4.3M0.0%IndexLowAustin, TX2026-11-04
Pekin Hardy Strauss, Inc.
22,800$1.6M0.1%ValueMediumChicago, IL2026-11-02
Ellsworth Advisors, LLC
16,904$1.2M0.2%GARPHighHudson, OH2026-10-15
Bank of New York Mellon Corp
15,530$1.1M0.0%CoreLowNew York, NY2026-11-05
Ritholtz Wealth Management
7,288$502.9K0.0%IndexLowNew York, NY2026-11-05
Strs Ohio
4,100$282.9K0.0%CoreMediumColumbus, OH2026-10-30
James Investment Research, Inc.
3,000$207.0K0.0%CoreLowAlpha, OH2026-10-22
Focus Financial Network, Inc.
3,000$207.0K0.0%ETFLowMinneapolis, MN2026-10-14
Citigroup Inc
1,264$87.2K0.0%CoreMediumNew York, NY2026-11-04
Ascentis Independent Advisors
120$8.3K0.0%ETFLowDallas, TX2026-11-03
Sterling Capital Management LLC
68$4.7K0.0%GARPMediumCharlotte, NC2026-10-22
Hurley Capital, LLC
60$4.1K0.0%GARPMediumNew York, NY2026-11-05
SJS Investment Consulting Inc.
33$2.3K0.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
18$1.2K0.0%IndexVery LowFoster City, CA2026-10-08
Root Financial Partners, LLC
12$8280.0%ETFMediumEncinitas, CA2026-10-21
Farther Finance Advisors, LLC
10$6900.0%IndexLowSan Francisco, CA2026-10-08
Physician Wealth Advisors, Inc.
9$6210.0%ETFMediumMidvale, UT2026-10-20
Essential Partners LLC
7$4830.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
2$1380.0%CoreMediumBirmingham, AL2026-11-04
True Wealth Design, LLC
1$690.0%ETFMediumAkron, OH2026-10-13