$PDEX

$63.19 +$0.92 (1.48%) Close

$PDEX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 3.2M shares outstanding

Who owns PDEX?

By type of holder

Institutions 22.9% Insiders 77.1% Everyone else 0.0%

Concentration Top 10 holders own 127.2%

Swenson Nicholas John 31.8% · AO Partners, LLC 28.8%

Institutional ownership

22.9%

-0.4 pts vs last qtr

Institutional holders

+8 vs last qtr

Net shares bought

−13.7K

by institutions in Q2 2026

New / sold out

16 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Pekin Hardy Strauss, Inc. NEW +16.5K
Jane Street Group, LLC NEW +13.6K

Biggest sellers in Q2 2026

Northern Trust Corp −31.1K
Vanguard Capital Management LLC −29.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.09M

3 notices from 2 people

Shares covered

32.3K

1.01% of the company

Arranged in advance

92%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Van Kirk Richard Lee Jr Officer 10b5-1 $1.92M
Alisha Charlton Chief financial officer $169K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−18.7%

−2.27% a year

Each share's claim on the business

+22.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$27M vs $5.31M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years67% 3–5 years4% 1–3 years10% Under 1 year19%

Quarterly turnover

14.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PDEX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	153.2K	4.78%	+663 (+0.4%)	≤2021	0.0%
Shares held by quarter Peak holding159.2K (Q4'25) Change over 8 quarters+114.4K Share of the company4.780% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	82.3K	2.57%	−29.0K (−26.1%)	≤2021	0.0%
Shares held by quarter Peak holding111.3K (Q1'26) Change over 8 quarters+82.3K Share of the company2.570% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

153.2K

% of company

4.78%

Change vs last qtr

+663 (+0.4%)

Held since

≤2021

Vanguard Capital Management LLC

82.3K

% of company

2.57%

Change vs last qtr

−29.0K (−26.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Pro-Dex Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PDEX on Form N-PORT; together they hold 10.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$3.54M	60.5K	1.89%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$3.14M	53.6K	1.67%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$3.54M

% of company

1.89%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$3.14M

% of company

1.67%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Pro-Dex Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SN Swenson Nicholas John 5%+ holder 13D · 31.9%	1.0M	31.77%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company31.770% Disclosed stake13D · 31.9% View the 13D/G filing →
AP AO Partners, LLC 5%+ holder 13D · 28.9%	922.2K	28.79%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company28.790% Disclosed stake13D · 28.9% View the 13D/G filing →

Swenson Nicholas John

5%+ holder13D · 31.9%

1.0M

% of company

31.77%

Change vs last qtr

—

Held since

—

AO Partners, LLC

5%+ holder13D · 28.9%

922.2K

% of company

28.79%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of Pro-Dex Inc.

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