Vault-13

STEREOTAXIS INC STXS

COM NEW · Common Stock · CUSIP 85916J409 · ISIN US85916J4094

American medical robotics company

88 institutional holders -1 vs Q1 2025
40,931,35640.9m shares reported held*
45.2% of all shares outstanding*
$86.8mreported value*
7 new 26 added 28 reduced 8 sold out net bought ≈ $3.1m (+1.4m 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 ($38.2k this quarter). Holder counts are more reliable. Shares outstanding: 90.7m as of 2025-07-31, 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 ≈ $2.12. Options: 5 managers hold calls ($117.7k notional), 3 hold puts ($47.1k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 72Q4 22: 75Q1 23: 69Q2 23: 60Q3 23: 59Q4 23: 62Q1 24: 82Q2 24: 74Q3 24: 85Q4 24: 87Q1 25: 89Q2 25: 8888Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202272
Q4 202275
Q1 202369
Q2 202360
Q3 202359
Q4 202362
Q1 202482
Q2 202474
Q3 202485
Q4 202487
Q1 202589
Q2 202588

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 22 bought or addedQ3 23: 23 cut or sold outQ4 23: 33 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 46 bought or addedQ1 24: 22 cut or sold outQ2 24: 39 bought or addedQ2 24: 42 cut or sold outQ2 24Q3 24: 41 bought or addedQ3 24: 26 cut or sold outQ4 24: 44 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 41 bought or addedQ1 25: 30 cut or sold outQ2 25: 33 bought or addedQ2 25: 36 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232223
Q4 20233319
Q1 20244622
Q2 20243942
Q3 20244126
Q4 20244421
Q1 20254130
Q2 20253336

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ3 24 calls: $284.2kQ3 24 puts: $44.0kQ3 24P/C 0.15Q4 24 calls: $821.6kQ4 24 puts: $32.1kQ4 24P/C 0.04Q1 25 calls: $195.8kQ1 25 puts: $81.1kQ1 25P/C 0.41Q2 25 calls: $117.7kQ2 25 puts: $47.1kQ2 25P/C 0.40
Numbers
QuarterCallsPutsP/C
Q3 2024$284.2k$44.0k0.15
Q4 2024$821.6k$32.1k0.04
Q1 2025$195.8k$81.1k0.41
Q2 2025$117.7k$47.1k0.40

Biggest buyers

Warberg Asset Management LLC Added +867,878+867.9k
ROYAL BANK OF CANADA Added +370,902+370.9k
Prescott Group Capital Management, L.L.C. Added +350,600+350.6k
Lagoda Investment Management, L.P. Added +307,450+307.4k
RHUMBLINE ADVISERS Added +102,916+102.9k
BlackRock, Inc. Added +94,097+94.1k
LPL Financial LLC Added +86,788+86.8k
BARCLAYS PLC Added +39,933+39.9k
JANE STREET GROUP, LLC New +36,791+36.8k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +35,876+35.9k

Biggest sellers

VANGUARD GROUP INC Reduced -231,682-231.7k
CITADEL ADVISORS LLC Sold out -97,903-97.9k
ENVESTNET ASSET MANAGEMENT INC Sold out -89,937-89.9k
GOLDMAN SACHS GROUP INC Reduced -88,070-88.1k
State of Wyoming Reduced -78,513-78.5k
RENAISSANCE TECHNOLOGIES LLC Reduced -78,309-78.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -68,237-68.2k
STATE STREET CORP Reduced -35,459-35.5k
Corebridge Financial, Inc. Sold out -27,680-27.7k
Diametric Capital, LP Reduced -25,602-25.6k

Biggest calls

SIMPLEX TRADING, LLC Reduced $38.0k18.1k shares
GROUP ONE TRADING LLC Added $33.3k15.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $25.0k11.8k shares
CITADEL ADVISORS LLC Reduced $21.4k10.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $39.4k18.6k shares
GROUP ONE TRADING LLC Unchanged $7.6k3.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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
Kaufman Daniel Louis 13G · passive investor new · filed 2026-08-19 5.9% new 6.0m≈ $10.2m 2026-08-19

Fell to 5% or below in the last year: Lagoda Investment Management, L.P. (4.5%, 2026-05-15)

Insider purchases and sales in Q2 2025

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)

BuyingSelling
101Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 1 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 1 buyingQ2 24: 0 sellingQ2 24Q3 24: 1 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 1 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$173.6k0——
Q4 20231$131.5k0——
Q1 20240—0——
Q2 20241$32.2k0——
Q3 20241$17.7k0——
Q4 20240—0——
Q1 20251$113.6k0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DAFNA Capital Management LLC 8.01% of their portfolio LOS ANGELES, CA 13,680,55413.7m $29.0m $29.0m 8.01% Unchanged
2 Lagoda Investment Management, L.P. 5.63% of their portfolio NEW YORK, NY 4,687,9004.7m $9.9m $9.9m 5.63% Added +307.4k +307,450
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,885,5613.9m $8.2m $8.2m 0.00% Added +94.1k +94,097
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,302,6093.3m $7.0m $7.0m 0.00% Reduced -231.7k -231,682
5 Arbiter Partners Capital Management LLC 5.37% of their portfolio NEW YORK, NY 2,853,8562.9m $6.1m $6.1m 5.37% Unchanged
6 ESSEX INVESTMENT MANAGEMENT CO LLC 0.60% of their portfolio BOSTON, MA 1,544,7561.5m $3.3m $3.3m 0.60% Reduced -11.3k -11,338
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,478,2011.5m $3.1m $3.1m 0.00% Added +13.9k +13,891
8 Archon Capital Management LLC 2.23% of their portfolio Seattle, WA 1,283,8971.3m $2.7m $2.7m 2.23% Unchanged
9 Warberg Asset Management LLC 0.62% of their portfolio WINNETKA, IL 1,201,5001.2m $2.5m $2.5m 0.62% Added +867.9k +867,878
10 Prescott Group Capital Management, L.L.C. 0.29% of their portfolio Tulsa, OK 1,139,2521.1m $2.4m $2.4m 0.29% Added +350.6k +350,600
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 804,224804.2k $1.7m $1.7m 0.00% Reduced -35.5k -35,459
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 526,820526.8k $1.1m $1.1m 0.00% Added +370.9k +370,902
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 483,030483.0k $1.0m $1.0m 0.00% Reduced -3.1k -3,068
14 Legato Capital Management LLC 0.12% of their portfolio San Francisco, CA 460,299460.3k $975.8k $975.8k 0.12% Reduced -1.1k -1,128
15 State of Wyoming 0.10% of their portfolio CHEYENNE, WY 392,567392.6k $832.2k $832.2k 0.10% Reduced -78.5k -78,513
16 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 190,572190.6k $404.0k $404.0k 0.00% Reduced -3.1k -3,098
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 189,197189.2k $401.1k $401.1k 0.00% Added +35.9k +35,876
18 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 188,695188.7k $400.0k $400.0k 0.01% Reduced -3.0k -3,000
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 183,022183.0k $388.0k $388.0k 0.00% Reduced -19.8k -19,778
20 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 148,913148.9k $315.7k $315.7k 0.00% Added +102.9k +102,916
21 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 143,907143.9k $305.1k $305.1k 0.00% Added +39.9k +39,933
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 141,400141.4k $299.8k $299.8k 0.01% Unchanged
23 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 133,960134.0k $284.0k $284.0k 0.03% Added +178 +178
24 GMT Capital Corp 0.01% of their portfolio ATLANTA, GA 126,581126.6k $268.4k $268.4k 0.01% Unchanged
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 111,980112.0k $237.4k $237.4k 0.00% Reduced -88.1k -88,070
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 104,395104.4k $221.3k $221.3k 0.00% Reduced -68.2k -68,237
27 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 98,93898.9k $209.7k $209.7k 0.00% Added +86.8k +86,788
28 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 84,98685.0k $181.0k $181.0k 0.00% Added +5.0k +4,974
29 Diametric Capital, LP 0.09% of their portfolio BOSTON, MA 81,64481.6k $173.1k $173.1k 0.09% Reduced -25.6k -25,602
30 WEALTH EFFECTS LLC 0.06% of their portfolio BOSTON, MA 75,06075.1k $159.1k $159.1k 0.06% Reduced -3.5k -3,500
31 Leonteq Securities AG 0.01% of their portfolio ZURICH, V8 74,99475.0k $159.0k $159.0k 0.01% Unchanged
32 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 73,99074.0k $156.9k $156.9k 0.00% Unchanged
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 70,38270.4k $149.2k $149.2k 0.00% Added +34.6k +34,646
34 TCFG WEALTH MANAGEMENT, LLC 0.07% of their portfolio LAGUNA NIGUEL, CA 68,41568.4k $145.0k $145.0k 0.07% Unchanged
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 56,37256.4k $119.5k $119.5k 0.00% Reduced -6.5k -6,509
36 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 46,63646.6k $98.9k $98.9k 0.00% Unchanged
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 46,18346.2k $97.9k $97.9k 0.00% Added +1.8k +1,833
38 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 43,80043.8k $92.9k $92.9k 0.00% Reduced -78.3k -78,309
39 Wellington Shields & Co., LLC 0.03% of their portfolio NEW YORK, NY 42,99343.0k $91.1k $91.1k 0.03% Reduced -1.8k -1,800
40 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 41,54741.5k $89.7k $89.7k 0.00% Reduced -991 -991
41 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,79136.8k $78.0k $78.0k 0.00% New
42 Cherry Creek Investment Advisors, Inc. 0.04% of their portfolio ENGLEWOOD, CO 35,86635.9k $76.0k $76.0k 0.04% Reduced -5.0k -5,000
43 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 35,79535.8k $75.9k $75.9k 0.00% New
44 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 33,32133.3k $70.6k $70.6k 0.00% Added +22.1k +22,087
45 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 32,75932.8k $69.4k $69.4k 0.00% Reduced -90 -90
46 PRELUDE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 31,94331.9k $67.7k $67.7k 0.01% Reduced -10.0k -10,016
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 30,04530.0k $63.7k $63.7k 0.00% Added +2.5k +2,523
48 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 28,78928.8k $61.0k $61.0k 0.00% Reduced -11.3k -11,328
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,73728.7k $60.9k $60.9k 0.00% Reduced -10.4k -10,369
50 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 28,11928.1k $59.6k $59.6k 0.00% Added +37 +37
51 Forum Financial Management, LP 0.00% of their portfolio LOMBARD, IL 26,51826.5k $56.2k $56.2k 0.00% Unchanged
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 25,97126.0k $55.1k $55.1k 0.00% Reduced -54 -54
53 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 23,10423.1k $49.0k $49.0k 0.00% Reduced -5.0k -4,991
54 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 22,00022.0k $46.6k $46.6k 0.00% Unchanged
55 FMR LLC 0.00% of their portfolio BOSTON, MA 21,77821.8k $46.2k $46.2k 0.00% Added +16.6k +16,566
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 21,02521.0k $44.6k $44.6k 0.00% Reduced -19.6k -19,603
57 Summit Asset Management, LLC 0.01% of their portfolio MEMPHIS, TN 21,00021.0k $44.5k $44.5k 0.01% Added +1.3k +1,300
58 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 17,99718.0k $38.2k $38.2k 0.00% Unchanged
59 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 17,95017.9k $38.1k $38.1k 0.01% Unchanged
60 Polar Capital Holdings Plc 0.00% of their portfolio London, X0 17,66517.7k $37.5k $37.5k 0.00% Reduced -18.1k -18,135
61 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 17,15417.2k $36.4k $36.4k 0.00% Added +9.5k +9,507
62 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 12,08112.1k $25.6k $25.6k 0.00% Added +979 +979
63 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 11,74311.7k $24.9k $24.9k 0.00% Reduced -489 -489
64 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 10,78010.8k $22.9k $22.9k 0.00% New
65 WOLVERINE TRADING, LLC 0.00% of their portfolio CHICAGO, IL 10,33510.3k $23.7k $23.7k 0.00% New
66 Roble, Belko & Company, Inc 0.00% of their portfolio SEWICKLEY, PA 10,00010.0k $21.0k $21.0k 0.00% Unchanged
67 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 8,2298.2k $17.4k $17.4k 0.00% New
68 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 7,6007.6k $16.1k $16.1k 0.00% Unchanged
69 Legal & General Group Plc 0.00% of their portfolio London, X0 5,9556.0k $12.6k $12.6k 0.00% Unchanged
70 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 5,5515.6k $11.8k $11.8k 0.00% Added +2.2k +2,238
71 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 5,3705.4k $11.4k $11.4k 0.00% Unchanged
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 3,9724.0k $8.4k $8.4k 0.00% Unchanged
73 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 1,8971.9k $4.0k $4.0k 0.00% Unchanged
74 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,7401.7k $4.0k $4.0k 0.00% Added +996 +996
75 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 1,4391.4k $3.1k $3.1k 0.00% Unchanged
76 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1,2321.2k $2.6k $2.6k 0.00% Reduced -103 -103
77 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 760760 $1.6k $1.6k 0.00% Unchanged
78 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 750750 $1.7k $1.7k 0.00% New
79 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 501501 $1.1k $1.1k 0.00% New
80 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 331331 $702 $702 0.00% Added +231 +231
81 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 300300 $636 $636 0.00% Unchanged
82 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 267267 $566 $566 0.00% Unchanged
83 Compass Planning Associates Inc 0.00% of their portfolio GREENFIELD, MA 244244 $517 $517 0.00% Unchanged
84 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 196196 $416 $416 0.00% Added +70 +70
85 Clark Wealth Partners 0.00% of their portfolio O'FALLON, IL 100100 $212 $212 0.00% Unchanged
86 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 5656 $119 $119 0.00% Added +10 +10
87 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 99 $19 $19 0.00% First filing
88 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged