StereotaxisSTXS

13F holders, Q1 2026 (March 31)
115holders +10
19new positions
12sold out
3famous investors
$1.84avg. 13F price*

At the end of Q1 2026, 115 institutions reported holding Stereotaxis Inc. (STXS) in their 13F filings, up 10 from Q4 2025. 19 opened new positions and 12 sold out. The largest holders were DAFNA Capital Management LLC ($25.2M), Lagoda Investment Management, L.P. ($8.0M) and BlackRock, Inc. ($7.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$2.7M
Exits12$666K

All 13F filers, Q4 2025 → Q1 2026: 2,114,059 shares bought and 2,205,872 shares sold, net −91,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 115 holders

DAFNA Capital Management LLC 5.80% No change 13,680,554 $25.2M
Lagoda Investment Management, L.P. 4.94% Reduce -10.5% 4,350,400 $8.0M
BlackRock, Inc. 0.00% Reduce -1.7% 3,956,243 $7.3M
Vanguard Capital Management LLC 0.00% — 2,998,044 $5.5M
Arbiter Partners Capital Management LLC 3.60% No change 2,883,856 $5.3M
Geode Capital Management, LLC 0.00% Add +7.0% 1,675,408 $3.1M
Essex Investment Management Co. LLC 0.46% Add +1.8% 1,590,101 $2.9M
Archon Capital Management LLC 1.27% No change 1,226,044 $2.3M
Warberg Asset Management LLC 4.14% Reduce -1.2% 1,094,123 $2.0M
State Street Corp. 0.00% Add +7.4% 957,768 $1.8M
AlphaCentric Advisors LLC 1.10% No change 600,000 $1.1M
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 540,529 $995K
Vanguard Fiduciary Trust Co. 0.00% — 529,870 $975K
Sei Investments Co. 0.00% Add +108.9% 518,884 $955K
Legato Capital Management LLC 0.08% Reduce -1.4% 497,523 $915K
Northern Trust Corp. 0.00% Add +5.0% 496,926 $914K
Sequoia Financial Advisors, LLC 0.00% New 380,652 $700K
Renaissance Technologies 0.00% Reduce -16.9% 372,600 $686K
Vanguard Portfolio Management LLC 0.00% — 368,629 $678K
Goldman Sachs Group Inc. 0.00% Add +30.3% 269,046 $495K
Prescott Group Capital Management, L.L.C. 0.04% Reduce -73.7% 237,495 $437K
UBS Group AG 0.00% Add +5.2% 237,278 $437K
Bridgeway Capital Management, LLC 0.01% No change 221,475 $408K
Captrust Financial Advisors 0.00% New 221,020 $407K
Independent Advisor Alliance 0.00% Add +1.3% 200,985 $370K
Bank of New York Mellon Corp 0.00% Reduce -3.9% 195,976 $361K
Charles Schwab Investment Management Inc. 0.00% Reduce -9.3% 172,747 $318K
Royal Bank of Canada 0.00% Add +1.5% 161,183 $297K
Envestnet Asset Management Inc. 0.00% Reduce -18.1% 135,772 $250K
Rhumbline Advisers 0.00% Reduce -1.0% 132,353 $244K
Morgan Stanley 0.00% Reduce -31.8% 130,803 $241K
GMT Capital Corp 0.01% New 126,581 $233K
T. Rowe Price Associates Inc. 0.00% Add +22.8% 116,921 $216K
Kovack Advisors, Inc. 0.01% Reduce -22.1% 108,904 $201K
Leonteq Securities AG 0.01% No change 74,994 $138K
Nuveen, LLC 0.00% No change 73,990 $136K
Millennium Management 0.00% New 68,616 $126K
Wealth Effects LLC 0.04% Reduce -0.8% 68,500 $126K
HSBC Holdings PLC 0.00% No change 68,605 $125K
Barclays PLC 0.00% Reduce -54.9% 67,826 $125K
AQR Capital Management 0.00% Add +89.3% 65,271 $120K
TCFG Wealth Management, LLC 0.04% Reduce -1.5% 64,015 $118K
TCFG Investment Advisors, LLC 0.04% — 64,015 $118K
Susquehanna International Group, LLP 0.00% Reduce -36.1% 50,384 $93K
Bank of America Corp. 0.00% Reduce -45.1% 49,747 $92K
XTX Topco Ltd 0.00% New 44,576 $82K
Wellington Shields & Co., LLC 0.02% Reduce -5.8% 40,079 $74K
Cherry Creek Investment Advisors, Inc. 0.03% Reduce -37.1% 36,216 $67K
Vanguard Global Advisers, LLC 0.00% — 34,392 $63K
Z3 Capital Partners, LLC 0.02% No change 34,000 $63K
Wealthspire Advisors, LLC 0.00% New 31,500 $58K
Thompson Davis & Co., Inc. 0.04% Add +19.1% 29,999 $55K
FMR LLC 0.00% Reduce -29.6% 28,960 $53K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.5% 28,901 $53K
Qube Research & Technologies Ltd 0.00% Reduce -46.3% 28,015 $52K
Forum Financial Management, LP 0.00% No change 26,518 $49K
Invesco Ltd. 0.00% Reduce -0.0% 26,418 $49K
JPMorgan Chase & Co. 0.00% Add +3.9% 27,291 $49K
Squarepoint Ops LLC 0.00% New 23,908 $44K
Wells Fargo & Company 0.00% Reduce -66.0% 22,627 $42K
Summit Asset Management, LLC 0.01% No change 22,500 $41K
Verition Fund Management LLC 0.00% No change 22,000 $40K
Manufacturers Life Insurance Company, The 0.00% Reduce -6.4% 19,267 $35K
Raymond James Financial Inc. 0.00% Reduce -0.1% 19,033 $35K
Police & Firemen's Retirement System of New Jersey 0.00% No change 17,997 $33K
Investors Research Corp 0.01% No change 17,950 $33K
Polar Capital Holdings Plc 0.00% No change 17,665 $33K
Alliancebernstein L.P. 0.00% No change 13,780 $32K
PNC Financial Services Group, Inc. 0.00% No change 17,181 $32K
Intech Investment Management LLC 0.00% Reduce -35.0% 16,768 $31K
BNP Paribas Financial Markets 0.00% Add +1.8% 14,434 $27K
WealthPLAN Partners, LLC 0.00% Add +7.9% 13,665 $25K
Tradewinds Capital Management, LLC 0.01% Add +70.0% 13,600 $25K
Choreo, LLC 0.00% Reduce -0.2% 13,480 $25K
Tower Research Capital LLC (TRC) 0.00% Add +169.7% 12,158 $22K
LPL Financial LLC 0.00% Reduce -87.5% 10,900 $20K
Abel Hall, LLC 0.00% Reduce -52.8% 10,826 $20K
Benin Management CORP 0.00% New 10,500 $19K
Daytona Street Capital LLC 0.01% No change 10,000 $19K
Roble, Belko & Company, Inc 0.00% No change 10,000 $18K
New York State Common Retirement Fund 0.00% No change 7,600 $14K
Russell Investments Group, Ltd. 0.00% Reduce -2.7% 5,865 $11K
Ameritas Investment Partners, Inc. 0.00% No change 5,370 $10K
Cwm, LLC 0.00% Add +165.3% 4,988 $9K
Legal & General Group Plc 0.00% Reduce -15.6% 4,733 $9K
Rockefeller Capital Management L.P. 0.00% Reduce -6.3% 4,450 $8K
Farther Finance Advisors, LLC 0.00% New 3,851 $7K
Smartleaf Asset Management LLC 0.00% Reduce -0.9% 3,480 $6K
Citigroup Inc. 0.00% Add +96.0% 3,339 $6K
California State Teachers Retirement System 0.00% Reduce -12.1% 3,282 $6K
Nisa Investment Advisors, LLC 0.00% Reduce -74.7% 2,794 $5K
Group One Trading LLC 0.00% Reduce -74.1% 2,742 $5K
Clayton Financial Group LLC 0.00% New 2,700 $5K
Larson Financial Group LLC 0.00% No change 2,622 $5K
Hickory Point Bank & Trust 0.00% New 1,500 $3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,261 $2K
Deutsche Bank AG 0.00% Reduce -98.0% 1,016 $2K
Jones Financial Companies LLLP 0.00% No change 750 $1K
Avion Wealth 0.00% New 1,000 $1K
Sterling Capital Management LLC 0.00% Reduce -21.7% 501 $922

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

Show all 115 holders