StereotaxisSTXS

13F holders, Q4 2025 (December 31)
105holders +1
10new positions
12sold out
2famous investors
$2.30avg. 13F price*

At the end of Q4 2025, 105 institutions reported holding Stereotaxis Inc. (STXS) in their 13F filings, up 1 from Q3 2025. 10 opened new positions and 12 sold out. The largest holders were DAFNA Capital Management LLC ($31.5M), Lagoda Investment Management, L.P. ($11.2M) and BlackRock, Inc. ($9.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Stereotaxis Inc.
CUSIP
85916J409
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 81Q1 2024Q2 2024: 73Q2 2024Q3 2024: 84Q3 2024Q4 2024: 86Q4 2024Q1 2025: 88Q1 2025Q2 2025: 87Q2 2025Q3 2025: 104Q3 2025Q4 2025: 105Q4 2025Q1 2026: 115Q1 2026Q2 2026: 108Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$839K
Exits12$2.0M

All 13F filers, Q3 2025 → Q4 2025: 1,646,104 shares bought and 1,456,499 shares sold, net +189,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 105 holders

DAFNA Capital Management LLC 7.40% No change 13,680,554 $31.5M
Lagoda Investment Management, L.P. 6.47% Add +3.3% 4,861,200 $11.2M
BlackRock, Inc. 0.00% Add +1.2% 4,024,583 $9.3M
Vanguard Group Inc. 0.00% Add +7.3% 3,692,754 $8.5M
Arbiter Partners Capital Management LLC 3.57% Add +1.1% 2,883,856 $6.6M
Geode Capital Management, LLC 0.00% Add +3.7% 1,565,182 $3.6M
Essex Investment Management Co. LLC 0.55% Reduce -2.3% 1,562,019 $3.6M
Archon Capital Management LLC 1.60% No change 1,226,044 $2.8M
Warberg Asset Management LLC 8.12% Add +5.5% 1,107,657 $2.5M
Prescott Group Capital Management, L.L.C. 0.19% No change 901,252 $2.1M
State Street Corp. 0.00% Add +11.4% 891,886 $2.1M
AlphaCentric Advisors LLC 1.38% — 600,000 $1.4M
Legato Capital Management LLC 0.10% Add +9.6% 504,506 $1.2M
Northern Trust Corp. 0.00% Reduce -6.8% 473,455 $1.1M
Renaissance Technologies 0.00% Add +17.9% 448,400 $1.0M
Sei Investments Co. 0.00% New 248,441 $571K
UBS Group AG 0.00% Add +168.9% 225,609 $519K
Bridgeway Capital Management, LLC 0.01% Add +56.6% 221,475 $509K
Goldman Sachs Group Inc. 0.00% Add +6.9% 206,535 $475K
Bank of New York Mellon Corp 0.00% Reduce -2.1% 203,833 $469K
Independent Advisor Alliance 0.01% Add +4.0% 198,385 $456K
Morgan Stanley 0.00% Add +63.0% 191,848 $441K
Charles Schwab Investment Management Inc. 0.00% No change 190,387 $438K
Envestnet Asset Management Inc. 0.00% Add +24.9% 165,681 $381K
Royal Bank of Canada 0.00% Reduce -38.7% 158,849 $366K
Barclays PLC 0.00% Add +4.9% 150,246 $346K
Kovack Advisors, Inc. 0.02% Add +1.4% 139,718 $321K
Rhumbline Advisers 0.00% Reduce -5.0% 133,715 $308K
T. Rowe Price Associates Inc. 0.00% Add +12.0% 95,221 $220K
Bank of America Corp. 0.00% Add +43.6% 90,628 $208K
LPL Financial LLC 0.00% Reduce -15.0% 87,359 $201K
Susquehanna International Group, LLP 0.00% Reduce -17.6% 78,855 $181K
Leonteq Securities AG 0.01% No change 74,994 $172K
Nuveen, LLC 0.00% No change 73,990 $170K
Wealth Effects LLC 0.05% Reduce -8.0% 69,060 $159K
HSBC Holdings PLC 0.00% Reduce 0.0% 68,605 $156K
Two Sigma Investments, LP 0.00% Reduce -81.3% 67,729 $156K
Wells Fargo & Company 0.00% Add +73.4% 66,452 $153K
TCFG Wealth Management, LLC 0.06% Add +6.6% 65,015 $150K
Cherry Creek Investment Advisors, Inc. 0.06% Add +5.3% 57,567 $132K
Qube Research & Technologies Ltd 0.00% Reduce -44.9% 52,176 $120K
Deutsche Bank AG 0.00% Add +10.6% 51,584 $119K
Jane Street Group, LLC 0.00% Reduce -72.9% 48,182 $111K
Wellington Shields & Co., LLC 0.02% Reduce -1.1% 42,527 $98K
FMR LLC 0.00% Add +87.4% 41,147 $95K
Occudo Quantitative Strategies LP 0.01% Reduce -1.6% 40,202 $92K
Marshall Wace, LLP 0.00% Reduce -69.9% 37,898 $87K
AQR Capital Management 0.00% Reduce -5.4% 34,490 $79K
Z3 Capital Partners, LLC 0.02% — 34,000 $78K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.9% 28,181 $65K
Forum Financial Management, LP 0.00% No change 26,518 $61K
Invesco Ltd. 0.00% Add +0.9% 26,424 $61K
JPMorgan Chase & Co. 0.00% Reduce -0.7% 26,260 $60K
Intech Investment Management LLC 0.00% Reduce -12.8% 25,792 $59K
Thompson Davis & Co., Inc. 0.03% New 25,199 $57K
Abel Hall, LLC 0.01% New 22,957 $53K
Summit Asset Management, LLC 0.01% Add +7.1% 22,500 $52K
Verition Fund Management LLC 0.00% No change 22,000 $51K
Manufacturers Life Insurance Company, The 0.00% Reduce -9.5% 20,593 $47K
Equitable Holdings, Inc. 0.00% New 20,000 $46K
Raymond James Financial Inc. 0.00% Add +0.1% 19,043 $44K
HRT Financial LP 0.00% New 18,329 $42K
Police & Firemen's Retirement System of New Jersey 0.00% No change 17,997 $41K
Investors Research Corp 0.01% No change 17,950 $41K
Schonfeld Strategic Advisors LLC 0.00% Add +47.0% 17,801 $41K
Polar Capital Holdings Plc 0.00% No change 17,665 $41K
PNC Financial Services Group, Inc. 0.00% Reduce -38.9% 17,181 $40K
SG Americas Securities, LLC 0.00% New 14,463 $33K
BNP Paribas Financial Markets 0.00% Add +23.8% 14,186 $33K
Alliancebernstein L.P. 0.00% No change 13,780 $32K
Choreo, LLC 0.00% Add +5.5% 13,511 $31K
WealthPLAN Partners, LLC 0.00% New 12,665 $29K
Two Sigma Securities, LLC 0.00% Add +6.0% 12,360 $28K
ProShare Advisors LLC 0.00% Add +5.3% 11,065 $25K
Nisa Investment Advisors, LLC 0.00% Add +34.0% 11,023 $25K
Group One Trading LLC 0.00% Reduce -41.5% 10,588 $24K
Daytona Street Capital LLC 0.02% — 10,000 $23K
Roble, Belko & Company, Inc 0.00% No change 10,000 $23K
Tradewinds Capital Management, LLC 0.00% Add +300.0% 8,000 $18K
New York State Common Retirement Fund 0.00% No change 7,600 $17K
Russell Investments Group, Ltd. 0.00% Add +2.8% 6,027 $14K
Legal & General Group Plc 0.00% No change 5,608 $13K
Ameritas Investment Partners, Inc. 0.00% No change 5,370 $12K
Rockefeller Capital Management L.P. 0.00% Add +5.6% 4,750 $11K
Tower Research Capital LLC (TRC) 0.00% Add +0.4% 4,508 $10K
California State Teachers Retirement System 0.00% Reduce -6.1% 3,732 $9K
Smartleaf Asset Management LLC 0.00% Add +197.3% 3,511 $8K
Larson Financial Group LLC 0.00% No change 2,622 $6K
GAMMA Investing LLC 0.00% New 1,801 $4K
Amalgamated Bank 0.00% Add +0.5% 1,906 $4K
Cwm, LLC 0.00% Reduce -12.0% 1,880 $4K
Citigroup Inc. 0.00% Reduce -45.4% 1,704 $4K
MAI Capital Management 0.00% New 1,250 $3K
Jones Financial Companies LLLP 0.00% No change 750 $2K
Sterling Capital Management LLC 0.00% Add +57.6% 640 $1K
EverSource Wealth Advisors, LLC 0.00% No change 322 $740
CIBC Private Wealth Group LLC 0.00% No change 300 $690
Osaic Holdings, Inc. 0.00% Add +0.4% 261 $600
Arax Advisory Partners 0.00% Reduce -85.7% 101 $232
Clark Wealth Partners 0.00% No change 100 $230
True Wealth Design, LLC 0.00% No change 56 $129
Sunbelt Securities, Inc. 0.00% No change 43 $99
Allworth Financial LP 0.00% New 14 $33
Essential Partners LLC 0.00% Reduce -40.0% 9 $21
IFP Advisors, Inc 0.00% Reduce -36.4% 7 $16

"% of holder's portfolio" is STXS's weight in each manager's 13F, not the share of Stereotaxis Inc. the manager owns.