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Stereotaxis, Inc. hedge fund holdings

STXSNYSE
$1.180.00 (0.00%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

STXS · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-64.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252823$5.24M$2.14M81Aug 14, 2025
Q3 20253721$6.82M$4.08M96Nov 14, 2025
Q4 20253629$3.17M$3.26M97Feb 14, 2026
Q1 20263140$3.06M$4.01M111May 15, 2026
Q2 20264529$3.11M$2.69M102Aug 14, 2026

Quarterly action breakdown

Q2 2026
102 filers
New position
12
$405K+235K sh
Increased
33
$2.7M+1.57M sh
Reduced
15
-$2.01M-1.17M sh
Out / sold
14
-$675K-392K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Lagoda Investment Management, L.P.Reduce 5.24%-$392K$7.09M3.90%Aug 14, 2026
Essex Investment Management Co LLCReduce 4.28%-$117K$2.62M0.34%Aug 6, 2026
Polar Capital Holdings PlcSell 100%-$32.5K$00.00%Aug 14, 2026
Legato Capital Management LLCAdded 3.09%+$26.5K$882K0.07%Aug 6, 2026
Tradewinds Capital Management, LLCSell 100%-$25K$00.00%Jul 24, 2026
R Squared LtdNew Buy+$23.6K$23.6K0.01%Aug 5, 2026
Daytona Street Capital LLCSell 100%-$18.9K$00.00%Aug 3, 2026
Pasadena Private Wealth, LLCNew Buy+$17.2K$17.2K0.00%Aug 11, 2026
Z3 Capital Partners, LLCReduce 26.47%-$15.5K$43K0.01%Jul 28, 2026
Kovack Advisors, Inc.Reduce 7.15%-$13.8K$179K0.01%Jul 29, 2026
Independent Advisor AllianceAdded 3.73%+$12.9K$359K0.01%Aug 12, 2026
Cherry Creek Investment Advisors, Inc.Added 17.63%+$11K$73.3K0.03%Jul 30, 2026
TCFG Investment Advisors, LLCAdded 7.81%+$8.6K$119K0.04%Jul 17, 2026
Clayton Financial Group LLCSell 100%-$4.97K$00.00%Jul 20, 2026
Sequoia Financial Advisors, LLCAdded 0.18%+$1.21K$656K0.00%Jul 17, 2026
MassMutual Private Wealth & Trust, FSBNew Buy+$803$8030.00%Jul 2, 2026
Choreo, LLCReduce 3.13%-$726$22.5K0.00%Aug 4, 2026
Rossby Financial, LCCNew Buy+$537$5370.00%Aug 4, 2026
Bank Julius Baer & Co. Ltd, ZurichAdded 0.00%+$2$930K0.00%Aug 10, 2026

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