Vault-13

LUNA INNOVATIONS INC

COM · Common Stock · CUSIP 550351100

1 institutional holders -1 vs Q1 2026
182,600182.6k shares reported held*
$228.2kreported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $577.2k (-461.8k shares)

* 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. Implied quarter-end price ≈ $1.25.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 65Q4 22: 74Q1 23: 86Q2 23: 82Q3 23: 84Q4 23: 80Q1 24: 88Q2 24: 86Q3 24: 63Q4 24: 59Q1 25: 10Q2 25: 4Q3 25: 2Q4 25: 3Q1 26: 2Q2 26: 11Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202265
Q4 202274
Q1 202386
Q2 202382
Q3 202384
Q4 202380
Q1 202488
Q2 202486
Q3 202463
Q4 202459
Q1 202510
Q2 20254
Q3 20252
Q4 20253
Q1 20262
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 15 bought or addedQ3 24: 53 cut or sold outQ4 24: 20 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 53 cut or sold outQ2 25: 0 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 2 cut or sold outQ4 25: 0 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 1 cut or sold outQ2 26: 0 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241553
Q4 20242035
Q1 2025353
Q2 202507
Q3 202502
Q4 202501
Q1 202601
Q2 202601

Biggest buyers

None

Biggest sellers

Potomac Capital Management, Inc. Sold out -461,770-461.8k

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.

HolderStakeChangeShares Last filed
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 13G · institution new · filed 2025-01-14 9.4% new 3.3m 2025-01-14

Fell to 5% or below in the last year: ROYCE & ASSOCIATES LP (3.3%, 2026-01-27)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 182,600182.6k $228.2k $228.2k 0.00% Unchanged