SEC 13F Intelligence

PDEXPRO-DEX INC COLO

CUSIP 74265M205 · Yahoo Finance ↗ · Google Finance ↗

Pro-Dex Inc Colo (PDEX) has 57 institutional holders in Filings Flow’s 13F database, together reporting 748.0K shares worth $37M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
57
Q1 2026
Reported Value
$37M
Ticker
PDEX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 18Q2 ’19Q3 ’19: 21Q4 ’19: 17Q1 ’20: 15Q2 ’20: 15Q2 ’20Q3 ’20: 19Q4 ’20: 20Q1 ’21: 22Q2 ’21: 21Q2 ’21Q3 ’21: 18Q4 ’21: 17Q1 ’22: 12Q2 ’22: 15Q2 ’22Q3 ’22: 14Q4 ’22: 15Q1 ’23: 15Q2 ’23: 16Q2 ’23Q3 ’23: 14Q4 ’23: 17Q1 ’24: 18Q2 ’24: 19Q2 ’24Q3 ’24: 19Q4 ’24: 35Q1 ’25: 37Q2 ’25: 52Q2 ’25Q3 ’25: 55Q4 ’25: 55Q1 ’26: 57filingsflow.com
Total reported value
Q2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $6MQ1 ’20: $4MQ2 ’20: $6MQ2 ’20Q3 ’20: $10MQ4 ’20: $12MQ1 ’21: $10MQ2 ’21: $10MQ2 ’21Q3 ’21: $8MQ4 ’21: $7MQ1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $10MQ4 ’24: $21MQ1 ’25: $30MQ2 ’25: $34MQ2 ’25Q3 ’25: $27MQ4 ’25: $28MQ1 ’26: $37Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BlackRock, Inc.$5.72T AUM0.00%$7M152.5KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$6M144.6KQ4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$5M111.3KQ1 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.17%$3M61.7KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$3M56.9KQ1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M48.3KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$2M46.7KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$2M33.1KQ1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$2M32.0KQ1 2026
D.A. DAVIDSON & CO.$16.5B AUM0.01%$882,57126.1KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.01%$736,11215.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$698,15014.2KQ1 2026
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$655,00015.0KQ2 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$650,05413.2KQ1 2026
NAVELLIER & ASSOCIATES INC$960M AUM0.07%$649,61519.2KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$641,90013.1KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$641,50713.1KQ1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$610,90512.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$568,51111.6KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$543,21911.1KQ1 2026
UBS Group AG$666.3B AUM0.00%$533,49210.9KQ1 2026
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.08%$532,21510.8KQ1 2026
BARD ASSOCIATES INC$398M AUM0.13%$519,00210.6KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$498,12610.1KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$490,51411.2KQ2 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$441,3929.0KQ1 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$318,9366.5KQ1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$310,7336.3KQ1 2026
CreativeOne Wealth, LLC$4.3B AUM0.01%$297,2766.8KQ2 2025OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.03%$287,3987.9KQ3 2025OLDER
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$220M AUM0.13%$285,6615.8KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$280,4265.7KQ1 2026
RITHOLTZ WEALTH MANAGEMENT$5.8B AUM0.00%$265,4445.4KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$245,4535.0KQ1 2026
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$213,7976.3KQ3 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$157,1043.6KQ2 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$118,0362.4KQ1 2026
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$93,3281.9KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$89,1041.8KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$71,0001.4KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$69,5721.8KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$69,0091.4KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$50,2991.0KQ1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$48,924996Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$38,4801.0KQ4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$37,135756Q1 2026
LSV ASSET MANAGEMENT$46.4B AUM0.00%$34,000685Q1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$31,289637Q1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$30,651624Q1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$29,680969Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$23,088600Q4 2025OLDER
AlphaQuest LLC$0 AUM0.00%$19,048495Q4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$15,915324Q1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$13,754280Q1 2026
FMR LLC$1.90T AUM0.00%$11,887242Q1 2026
Park Square Financial Group, LLC$13M AUM0.01%$10,910250Q2 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$10,610216Q1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$9,824200Q1 2026
Legal & General Group Plc$432.4B AUM0.00%$9,431192Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$8,728200Q2 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$7,699151Q1 2026
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$7,000168Q2 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$5,894120Q1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$5,041131Q4 2025OLDER
ORG Partners LLC$568M AUM0.00%$4,617120Q4 2025OLDER
ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM0.00%$4,364100Q2 2025OLDER
CWM, LLC$38.1B AUM0.00%$3,09563Q1 2026
AMALGAMATED BANK$13.1B AUM0.00%$3,00066Q4 2025OLDER
Hurley Capital, LLC$187M AUM0.00%$2,94760Q1 2026
GAMMA Investing LLC$2.7B AUM0.00%$88418Q1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$63913Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$49210Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$1705Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$992Q1 2026
Root Financial Partners, LLC$2.2B AUM0.00%$982Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$682Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$501Q1 2026
True Wealth Design, LLC$360M AUM0.00%$501Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$491Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$491Q1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$441Q2 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$381Q4 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.