LUNA INNOVATIONS INC
COM · Common Stock · CUSIP 550351100
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 65 |
| Q4 2022 | 74 |
| Q1 2023 | 86 |
| Q2 2023 | 82 |
| Q3 2023 | 84 |
| Q4 2023 | 80 |
| Q1 2024 | 88 |
| Q2 2024 | 86 |
| Q3 2024 | 63 |
| Q4 2024 | 59 |
| Q1 2025 | 10 |
| Q2 2025 | 4 |
| Q3 2025 | 2 |
| Q4 2025 | 3 |
| Q1 2026 | 2 |
| Q2 2026 | 1 |
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 | 15 | 53 |
| Q4 2024 | 20 | 35 |
| Q1 2025 | 3 | 53 |
| Q2 2025 | 0 | 7 |
| Q3 2025 | 0 | 2 |
| Q4 2025 | 0 | 1 |
| Q1 2026 | 0 | 1 |
| Q2 2026 | 0 | 1 |
Biggest buyers
| None |
Biggest sellers
| Potomac Capital Management, Inc. | Sold out | -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.
| Holder | Stake |
|---|---|
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 13G · institution new · filed 2025-01-14 | 9.4% |
Fell to 5% or below in the last year: ROYCE & ASSOCIATES LP (3.3%, 2026-01-27)
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Geneos Wealth Management Inc. 0.00% of their portfolio | 182.6k $228.2k | Unchanged |