ISSUER DIRECT CORP ACCS
COM NEW · Common Stock · CUSIP 46520M204
- SectorIndustrials
- IndustryServices-Management Consulting Services
- HeadquartersRaleigh, NC
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 3.8m as of 2026-08-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $6.50.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 23 |
| Q4 2022 | 27 |
| Q1 2023 | 24 |
| Q2 2023 | 22 |
| Q3 2023 | 23 |
| Q4 2023 | 24 |
| Q1 2024 | 22 |
| Q2 2024 | 18 |
| Q3 2024 | 18 |
| Q4 2024 | 24 |
| Q1 2025 | 25 |
| Q2 2025 | 20 |
| Q3 2025 | 19 |
| Q4 2025 | 17 |
| Q1 2026 | 18 |
| Q2 2026 | 16 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 8 | 4 |
| Q4 2024 | 8 | 6 |
| Q1 2025 | 8 | 9 |
| Q2 2025 | 6 | 10 |
| Q3 2025 | 6 | 7 |
| Q4 2025 | 6 | 8 |
| Q1 2026 | 8 | 5 |
| Q2 2026 | 2 | 9 |
Biggest buyers
| BlackRock, Inc. | Added | +3.1k |
| Tower Research Capital LLC (TRC) | New | +674 |
Biggest sellers
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -31.0k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | Sold out | -15.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -2.3k |
| BARD ASSOCIATES INC | Reduced | -1.6k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | -1.5k |
| UBS Group AG | Sold out | -658 |
| CITADEL ADVISORS LLC | Reduced | -119 |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -100 |
| Advisory Services Network, LLC | Sold out | -4 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Yorkmont Capital Partners, LP
13D · may seek influence
+0.9 pts · filed 2026-05-21
Stated purposeThe Reporting Persons originally acquired the Common Stock subject to this Schedule 13D for investment purposes. The Reporting Persons will review their investments in the Common Stock on a continuing basis, and, subject to applicable law and regulation and depending upon certain factors, including, without limitation, the financial performance of the Issuer, the availability and price of the Common Stock, and other general market and investment conditions, the Reporting Persons may determine to: - acquire additional Common Stock through open market purchases or otherwise; - sell Common Stock through the open market or otherwise; or - otherwise engage or participate in a transaction with the purpose or effect of changing or influencing the control of the Company. Such transactions may take… Full filing |
7.3% |
2717 Partners LP
13D · may seek influence
new · filed 2025-08-19
Stated purposeThe Reporting Person believes the securities of the Issuer are undervalued and represent an attractive investment opportunity. The Reporting Person will seek to engage in a dialogue with the Issuer's Board of Directors (the "Board") and/or management about strategic opportunities to maximize shareholder value, including transactions in which the Reporting Person may seek to participate and potentially engage in, as an acquirer, investor and/or financing source. The Reporting Person may also seek to communicate with shareholders and other third parties about such transactions. The Reporting Person may consider, explore and/or develop plans and/or make proposals (whether preliminary or final) with respect to, among other things, potential changes in the Issuer's operations, management, organ… Full filing |
5.5% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $18.4k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 2 | $36.5k | 0 | — | — |
| Q2 2026 | 3 | $236.4k | 0 | — | — |
| Q3 2026 | 3 | $138.7k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-24 | Rein Graeme P. Director | Bought | $29.7k6.0k shares |
| 2026-08-17 | Rein Graeme P. Director | Bought | $49.5k9.7k shares |
| 2026-08-14 | BALBIRNIE BRIAN R Director, CEO, director | Bought | $49.5k10.0k shares |
| 2026-08-14 | Pollard Wesley T Director | Bought | $10.0k2.0k shares |
| 2026-06-23 | BALBIRNIE BRIAN R Director, CEO, director | Bought | $11.7k1.8k shares |
| 2026-06-03 | Pollard Wesley T Director | Bought | $6.2k1.0k shares |
| 2026-05-27 | BALBIRNIE BRIAN R Director, CEO, director | Bought | $64.6k10.0k shares |
| 2026-05-26 | Rein Graeme P. Director | Bought | $45.9k7.3k shares |
| 2026-05-18 | Rein Graeme P. Director | Bought | $53.2k7.9k shares |
| 2026-05-15 | Rein Graeme P. Director | Bought | $47.8k7.0k shares |
| 2026-05-15 | Pollard Wesley T Director | Bought | $7.0k1.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Topline Capital Management, LLC 1.20% of their portfolio | 709.3k $4.6m | Unchanged |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio | 150.9k $981.2k | Reduced -1.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 138.6k $900.9k | Unchanged |
| BARD ASSOCIATES INC 0.18% of their portfolio | 127.2k $826.9k | Reduced -1.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 34.2k $222.5k | Reduced -31.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 29.2k $190.0k | Reduced -100 |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 22.0k $143.1k | Reduced -2.3k |
| Mink Brook Asset Management LLC 0.06% of their portfolio | 20.4k $132.6k | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 16.0k $103.7k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 15.6k $101.6k | Added +3.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.8k $70.3k | Reduced -119 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 909 $5.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 674 $4.4k | New |
| ADIRONDACK TRUST CO 0.00% of their portfolio | 320 $2.1k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 20 $130 | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 3 $21 | Unchanged |