PRO DEX INC - Common Stock, no par value (PDEX) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, no par value
Symbol
PDEX on Nasdaq
Shares outstanding
3,262,234
Price per share
$38.48
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
749,452
Total reported value
$25,386,514
% of total 13F portfolios
0%
Share change
-25,773
Value change
-$1,347,810
Number of holders
54
Price from insider filings
$38.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PRO DEX INC - Common Stock, no par value (PDEX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
AO Partners I, LP 31% $50,463,367 1,017,817 Swenson Nicholas John 02 Apr 2025
FARNAM STREET PARTNERS LP /MN 8.8% -10% $14,169,319 -$1,683,985 285,787 -11% CABILLOT RAYMOND E 25 Mar 2025

As of 30 Sep 2025, 54 institutional investors reported holding 749,452 shares of PRO DEX INC - Common Stock, no par value (PDEX). This represents 23% of the company’s total 3,262,234 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PRO DEX INC - Common Stock, no par value (PDEX) together control 23% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 4.8% 155,876 +4.1% 0% $5,276,402
VANGUARD GROUP INC 4.5% 146,137 -0.02% 0% $4,946,737
DIMENSIONAL FUND ADVISORS LP 1.9% 62,527 0% 0% $2,116,552
GEODE CAPITAL MANAGEMENT, LLC 1.5% 49,499 -4.2% 0% $1,675,819
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.5% 48,608 +42% 0.1% $1,645,381
NORTHERN TRUST CORP 1.5% 47,832 -11% 0% $1,619,113
JPMORGAN CHASE & CO 1.1% 34,420 -4.1% 0% $1,165,117
STATE STREET CORP 0.97% 31,754 +19% 0% $1,074,873
D.A. DAVIDSON & CO. 0.8% 26,073 +152% 0.01% $882,571
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.71% 23,284 -28% 0% $788,163
NAVELLIER & ASSOCIATES INC 0.59% 19,191 -15% 0.07% $649,615
RITHOLTZ WEALTH MANAGEMENT 0.45% 14,616 -31% 0.01% $494,752
Bank of New York Mellon Corp 0.36% 11,682 +6.4% 0% $395,436
BARD ASSOCIATES INC 0.32% 10,589 -0.07% 0.1% $358,438
UBS Group AG 0.3% 9,902 +26% 0% $335,182
GOLDMAN SACHS GROUP INC 0.25% 8,103 0% $274,287
OSAIC HOLDINGS, INC. 0.24% 7,894 +11% 0% $284,480
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% 7,211 0% 0% $244,092
AMERICAN CENTURY COMPANIES INC 0.19% 6,316 -38% 0% $213,797
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.17% 5,469 +33% 0.08% $185,126
BARCLAYS PLC 0.1% 3,108 -18% 0% $105,207
MORGAN STANLEY 0.08% 2,465 -42% 0% $83,440
AlphaQuest LLC 0.06% 2,085 0% $70,577
NEW YORK STATE COMMON RETIREMENT FUND 0.06% 1,900 -21% 0% $64,315
RHUMBLINE ADVISERS 0.06% 1,893 -16% 0% $64,072

Institutional Holders of PRO DEX INC - Common Stock, no par value (PDEX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 148 $5,695 +$1,960 $38.48 3
2025 Q3 749,452 $25,386,514 -$1,347,810 $33.85 54
2025 Q2 774,930 $33,817,646 +$3,273,260 $43.64 51
2025 Q1 686,266 $33,924,177 +$273,128 $49.58 42
2024 Q4 678,078 $31,699,817 +$6,964,321 $46.75 41
2024 Q3 534,796 $15,962,454 +$130,383 $29.85 24
2024 Q2 530,215 $10,412,993 +$15,380 $19.64 25
2024 Q1 43,497 $765,007 +$69,505 $17.60 5
2023 Q4 536,401 $9,372,876 +$4,072,334 $17.52 23
2023 Q3 34 $1,000 -$6,774 $29.41 1
2023 Q2 523,142 $9,979,163 +$117,709 $19.10 21
2023 Q1 517,006 $8,500,696 +$294,648 $16.41 21
2022 Q4 499,035 $7,896,576 +$272,578 $15.90 21
2022 Q3 481,987 $8,539,000 -$192,817 $17.72 19
2022 Q2 494,039 $7,906,000 -$1,117,244 $15.95 21
2022 Q1 562,022 $9,288,000 -$754,582 $16.52 21
2021 Q4 605,372 $14,217,000 -$558,536 $23.66 23
2021 Q3 628,707 $16,201,000 -$2,554,660 $25.70 25
2021 Q2 720,054 $22,007,000 -$1,088,252 $30.56 26
2021 Q1 759,757 $20,475,619 -$82,409 $26.95 26
2020 Q4 778,714 $24,113,000 +$3,244,011 $30.96 23
2020 Q3 673,154 $19,251,000 +$132,323 $28.60 22
2020 Q2 521,806 $9,298,000 +$1,931,806 $17.82 18
2020 Q1 421,408 $6,822,000 -$1,909,496 $16.20 19
2019 Q4 624,970 $10,968,000 +$211,717 $17.55 21
2019 Q3 623,815 $9,543,000 +$154,885 $15.30 26
2019 Q2 628,402 $8,156,000 +$2,072,187 $12.98 25
2019 Q1 42 $1,000 -$524,001 $23.81 1
2018 Q4 462,172 $5,581,000 +$1,922,156 $12.08 17
2018 Q3 315,100 $3,278,000 +$579,690 $10.40 16
2018 Q2 259,382 $1,732,000 -$82,440 $6.67 14
2018 Q1 271,730 $1,860,000 +$87,903 $6.85 13
2017 Q4 258,688 $1,766,000 +$669,650 $6.81 13
2017 Q3 160,680 $1,159,000 +$842,069 $7.20 12
2017 Q2 43,151 $265,000 -$29,664 $6.13 7
2017 Q1 50,593 $234,000 +$61,284 $4.66 9
2016 Q4 37,709 $177,000 -$175,085 $4.69 8
2016 Q3 721 $4,000 -$340 $5.76 2
2016 Q2 115 $1,000 -$227,002 $8.70 1
2016 Q1 132,102 $505,000 +$187,849 $3.83 5
2015 Q4 83,046 $201,000 +$47,000 $2.43 3
2015 Q3 63,514 $157,000 +$21,000 $2.47 3
2015 Q2 55,340 $129,000 +$7,000 $2.33 3
2015 Q1 52,340 $108,000 -$1,000 $2.05 2
2014 Q4 990 $2,000 +$2,000 $2.02 2
2014 Q3 57,235 $130,000 +$11,000 $2.28 3
2014 Q2 52,150 $110,000 -$29,000 $2.72 2
2014 Q1 66,850 $133,000 -$330,000 $1.99 2