PRO-DEX INC COLO PDEX
COM NEW · Common Stock · CUSIP 74265M205
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersIrvine, CA
- 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: 3.2m as of 2026-04-28, 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 ≈ $58.54.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 22 |
| Q4 2022 | 23 |
| Q1 2023 | 23 |
| Q2 2023 | 24 |
| Q3 2023 | 22 |
| Q4 2023 | 25 |
| Q1 2024 | 25 |
| Q2 2024 | 26 |
| Q3 2024 | 25 |
| Q4 2024 | 43 |
| Q1 2025 | 43 |
| Q2 2025 | 53 |
| Q3 2025 | 57 |
| Q4 2025 | 56 |
| Q1 2026 | 58 |
| Q2 2026 | 67 |
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 | 9 | 8 |
| Q4 2024 | 26 | 9 |
| Q1 2025 | 24 | 22 |
| Q2 2025 | 38 | 21 |
| Q3 2025 | 30 | 26 |
| Q4 2025 | 22 | 27 |
| Q1 2026 | 21 | 26 |
| Q2 2026 | 39 | 26 |
Biggest buyers
| Pekin Hardy Strauss, Inc. | New | +16.5k |
| JANE STREET GROUP, LLC | New | +13.6k |
| HRT FINANCIAL LP | New | +9.5k |
| GOLDMAN SACHS GROUP INC | Added | +8.6k |
| XTX Topco Ltd | New | +8.0k |
| NAVELLIER & ASSOCIATES INC | New | +5.5k |
| MARSHALL WACE, LLP | New | +5.2k |
| BAILARD, INC. | New | +5.0k |
| MILLENNIUM MANAGEMENT LLC | New | +4.8k |
| Nuveen, LLC | Added | +4.2k |
Biggest sellers
| NORTHERN TRUST CORP | Reduced | -31.1k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -29.0k |
| Quadrature Capital Ltd | Sold out | -15.0k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | -9.0k |
| CITADEL ADVISORS LLC | Sold out | -9.0k |
| UBS Group AG | Reduced | -6.2k |
| MORGAN STANLEY | Reduced | -5.5k |
| OSAIC HOLDINGS, INC. | Reduced | -2.5k |
| STATE STREET CORP | Reduced | -1.8k |
| CITIGROUP INC | Reduced | -1.4k |
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 |
|---|---|
Swenson Nicholas John
13D · may seek influence
filed 2026-06-26
Stated purposeThe AO Partners Group acquired shares of Common Stock because it believes that the Common Stock is undervalued. The AO Partners Group's intent is to influence the policies of the Issuer and assert shareholder rights, with a goal of maximizing the value of the Common Stock. The Reporting Persons previously reported the transfer of shares of Common Stock to Groveland DST. This transfer was effected solely for tax and estate planning purposes, and for income tax purposes was a transfer between Mr. Swenson, individually, and an entity owned by Mr. Swenson. The Reporting Persons may make further purchases of shares of Common Stock. The Reporting Persons may dispose of any or all the shares of Common Stock held by them. To the extent the actions described herein may be deemed to constitute… Full filing |
31.9% |
AO Partners I, LP
13D · may seek influence
filed 2025-04-04
Stated purposeThe AO Partners Group acquired shares of Common Stock because it believes that the Common Stock is undervalued. The AO Partners Group's intent is to influence the policies of the Issuer and assert shareholder rights, with a goal of maximizing the value of the Common Stock. The Reporting Persons previously reported the transfer of shares of Common Stock to Groveland DST. This transfer was effected solely for tax and estate planning purposes, and for income tax purposes was a transfer between Mr. Swenson, individually, and an entity owned by Mr. Swenson. The Reporting Persons may make further purchases of shares of Common Stock. The Reporting Persons may dispose of any or all the shares of Common Stock held by them. To the extent the actions described herein may be deemed to con… Full filing |
31.2% |
FARNAM STREET PARTNERS LP /MN
13D · may seek influence
-1.0 pts · filed 2025-03-27
Stated purposeAll of the shares of the Company owned by the Farnam Fund were, at the time of their purchase, acquired for investment purposes in the ordinary course of business. Farnam Capital may from time to time purchase additional shares of the Company's stock or dispose of all or some of the shares. Except as noted in this Schedule 13D, none of the Reporting Persons has any plans or proposals, which relate to, or would result in, any of the matters referred to in paragraphs (b) through (j), inclusive of Item (4) of Schedule 13D. Mr. Cabillot, individually, beneficially owns the 6,000 shares of Common Stock issuable upon the exercise of options that are exercisable as of the date of this Schedule 13D/A; these stock options were granted to Mr. Cabillot for his service on the Board of Directors of th… Full filing |
8.8% |
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 | — | 1 | $40.0k | — |
| Q1 2025 | 0 | — | 1 | $3.8m | $3.8m |
| Q2 2025 | 0 | — | 2 | $363.2k | $363.2k |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $47.1k | — |
| Q2 2026 | 0 | — | 1 | $626.2k | $626.2k |
| Q3 2026 | 0 | — | 2 | $1.4m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-11 | Van Kirk Richard Lee Jr Chief Executive Officer, director | Sold plan | $45.4k765 shares |
| 2026-09-09 | Van Kirk Richard Lee Jr Chief Executive Officer, director | Sold plan | $1.2m19.2k shares |
| 2026-09-09 | Charlton Alisha Chief Financial Officer | Sold | $141.0k2.3k shares |
| 2026-05-22 | Van Kirk Richard Lee Jr Chief Executive Officer, director | Sold plan | $257.4k4.1k shares |
| 2026-05-21 | Van Kirk Richard Lee Jr Chief Executive Officer, director | Sold plan | $368.8k5.9k 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 |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 153.2k $9.0m | Added +663 |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 82.3k $4.8m | Reduced -29.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 57.1k $3.3m | Added +120 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.15% of their portfolio | 52.7k $3.1m | Reduced -9.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 49.6k $2.9m | Added +1.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 32.3k $1.9m | Added +251 |
| STATE STREET CORP 0.00% of their portfolio | 31.3k $1.8m | Reduced -1.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 18.7k $1.1m | Added +8.6k |
| Pekin Hardy Strauss, Inc. 0.09% of their portfolio | 16.5k $966.1k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 15.9k $933.6k | Added +2.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 15.6k $914.3k | Reduced -31.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 14.3k $839.1k | Added +1.9k |
| LPL Financial LLC 0.00% of their portfolio | 14.3k $837.1k | Added +1.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 13.6k $798.5k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 13.3k $778.7k | Added +232 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 11.6k $678.4k | Added +528 |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.08% of their portfolio | 10.8k $634.4k | Unchanged |
| BARD ASSOCIATES INC 0.13% of their portfolio | 9.8k $573.7k | Reduced -767 |
| HRT FINANCIAL LP 0.00% of their portfolio | 9.5k $557.0k | New |
| Nuveen, LLC 0.00% of their portfolio | 9.2k $541.4k | Added +4.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 9.1k $530.5k | Reduced -2.5k |
| MORGAN STANLEY 0.00% of their portfolio | 8.7k $507.3k | Reduced -5.5k |
| XTX Topco Ltd 0.01% of their portfolio | 8.0k $465.5k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 7.1k $414.6k | Added +588 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 6.7k $393.7k | Added +908 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 5.9k $347.4k | Added +225 |
| NAVELLIER & ASSOCIATES INC 0.03% of their portfolio | 5.5k $321.8k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 5.2k $301.9k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 5.1k $297.5k | Reduced -1.2k |
| BAILARD, INC. 0.01% of their portfolio | 5.0k $290.1k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 4.8k $279.7k | New |
| UBS Group AG 0.00% of their portfolio | 4.6k $271.2k | Reduced -6.2k |
| RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio | 4.6k $270.5k | Reduced -784 |
| Greenhaven Road Investment Management, L.P. 0.14% of their portfolio | 3.6k $209.9k | New |
| Virtu Financial LLC 0.01% of their portfolio | 3.5k $206.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.9k $110.7k | Added +1.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 1.8k $107.2k | Added +17 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.5k $87.9k | Added +97 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.3k $77.0k | Reduced -132 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.1k $63.8k | Reduced -810 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 1.0k $60.0k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 1.0k $58.5k | First filing |
| CITIGROUP INC 0.00% of their portfolio | 973 $57.0k | Reduced -1.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 955 $55.9k | Reduced -41 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 725 $42.4k | Added +445 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 637 $37.3k | Unchanged |
| Lavaca Capital LLC 0.00% of their portfolio | 353 $20.7k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 350 $20.5k | Reduced -274 |
| BARCLAYS PLC 0.00% of their portfolio | 305 $17.9k | Reduced -19 |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 259 $15.0k | New |
| FMR LLC 0.00% of their portfolio | 256 $15.0k | Added +14 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 216 $12.6k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 211 $12.4k | New |
| Legal & General Group Plc 0.00% of their portfolio | 192 $11.2k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 100 $5.9k | Reduced -100 |
| Hurley Capital, LLC 0.00% of their portfolio | 60 $3.5k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 29 $1.7k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 26 $1.5k | Added +16 |
| GAMMA Investing LLC 0.00% of their portfolio | 18 $1.1k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 16 $937 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 11 $644 | Reduced -140 |
| Sterling Capital Management LLC 0.00% of their portfolio | 7 $410 | Reduced -6 |
| Essential Partners LLC 0.00% of their portfolio | 7 $410 | Added +3 |
| Allworth Financial LP 0.00% of their portfolio | 6 $352 | Added +4 |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 4 $235 | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 3 $176 | Added +2 |
| True Wealth Design, LLC 0.00% of their portfolio | 1 $59 | Unchanged |