Vault-13

STEREOTAXIS INC STXS

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

American medical robotics company

109 institutional holders -6 vs Q1 2026
43,060,46943.1m shares reported held*
43.0% of all shares outstanding*
$74.1mreported value*
13 new 45 added 22 reduced 16 sold out net bought ≈ $336.1k (+197.4k 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 ($4.4k this quarter). Holder counts are more reliable. Shares outstanding: 100.2m as of 2026-07-31, 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 ≈ $1.72. Options: 4 managers hold calls ($80.7k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 72Q4 22: 75Q1 23: 69Q2 23: 60Q3 23: 59Q4 23: 62Q1 24: 82Q2 24: 74Q3 24: 85Q4 24: 87Q1 25: 89Q2 25: 88Q3 25: 104Q4 25: 105Q1 26: 115Q2 26: 109109Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025104
Q4 2025105
Q1 2026115
Q2 2026109

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 54 bought or addedQ3 25: 26 cut or sold outQ4 25: 53 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 57 cut or sold outQ2 26: 58 bought or addedQ2 26: 38 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244126
Q4 20244421
Q1 20254130
Q2 20253336
Q3 20255426
Q4 20255338
Q1 20264157
Q2 20265838

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 25 calls: $170.9kQ3 25 puts: $98.1kQ3 25P/C 0.57Q4 25 calls: $222.6kQ4 25 puts: $106.7kQ4 25P/C 0.48Q1 26 calls: $253.9kQ1 26 puts: $34.2kQ1 26P/C 0.13Q2 26 calls: $80.7kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$170.9k$98.1k0.57
Q4 2025$222.6k$106.7k0.48
Q1 2026$253.9k$34.2k0.13
Q2 2026$80.7k$00.00

Biggest buyers

BlackRock, Inc. Added +440,592+440.6k
GEODE CAPITAL MANAGEMENT, LLC Added +219,835+219.8k
MORGAN STANLEY Added +201,304+201.3k
CITADEL ADVISORS LLC New +183,087+183.1k
AQR CAPITAL MANAGEMENT LLC Added +131,351+131.4k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +94,951+95.0k
BANK OF AMERICA CORP /DE/ Added +67,571+67.6k
DEUTSCHE BANK AG\ Added +66,521+66.5k
VANGUARD FIDUCIARY TRUST CO Added +59,240+59.2k
VANGUARD CAPITAL MANAGEMENT LLC Added +46,776+46.8k

Biggest sellers

RENAISSANCE TECHNOLOGIES LLC Reduced -357,200-357.2k
SEI INVESTMENTS CO Reduced -284,272-284.3k
Lagoda Investment Management, L.P. Reduced -227,800-227.8k
CAPTRUST FINANCIAL ADVISORS Sold out -221,020-221.0k
MILLENNIUM MANAGEMENT LLC Sold out -68,616-68.6k
ESSEX INVESTMENT MANAGEMENT CO LLC Reduced -68,135-68.1k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Reduced -47,700-47.7k
XTX Topco Ltd Sold out -44,576-44.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -44,194-44.2k
STATE STREET CORP Reduced -40,988-41.0k

Biggest calls

CITADEL ADVISORS LLC Added $45.8k26.6k shares
IMC-Chicago, LLC Reduced $25.8k15.0k shares
SIMPLEX TRADING, LLC Reduced $6.4k3.7k shares
GROUP ONE TRADING LLC Reduced $2.8k1.6k shares

Biggest puts

None

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 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)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20251$113.6k0——
Q2 20250—0——
Q3 20250—0——
Q4 20251$66.6k0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DAFNA Capital Management LLC 4.49% of their portfolio LOS ANGELES, CA 13,680,55413.7m $23.5m $23.5m 4.49% Unchanged
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,396,8354.4m $7.6m $7.6m 0.00% Added +440.6k +440,592
3 Lagoda Investment Management, L.P. 3.90% of their portfolio NEW YORK, NY 4,122,6004.1m $7.1m $7.1m 3.90% Reduced -227.8k -227,800
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 3,044,8203.0m $5.2m $5.2m 0.00% Added +46.8k +46,776
5 Arbiter Partners Capital Management LLC 1.37% of their portfolio NEW YORK, NY 2,883,8562.9m $5.0m $5.0m 1.37% Unchanged
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,895,2431.9m $3.3m $3.3m 0.00% Added +219.8k +219,835
7 ESSEX INVESTMENT MANAGEMENT CO LLC 0.34% of their portfolio BOSTON, MA 1,521,9661.5m $2.6m $2.6m 0.34% Reduced -68.1k -68,135
8 Archon Capital Management LLC 0.86% of their portfolio Seattle, WA 1,226,0441.2m $2.1m $2.1m 0.86% Unchanged
9 Warberg Asset Management LLC 0.57% of their portfolio WINNETKA, IL 1,108,8891.1m $1.9m $1.9m 0.57% Added +14.8k +14,766
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 916,780916.8k $1.6m $1.6m 0.00% Reduced -41.0k -40,988
11 AlphaCentric Advisors LLC 0.87% of their portfolio SAN JUAN, PR 600,000600.0k $1.0m $1.0m 0.87% Unchanged
12 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 589,110589.1k $1.0m $1.0m 0.00% Added +59.2k +59,240
13 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 540,530540.5k $929.7k $929.7k 0.00% Added +1 +1
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 529,695529.7k $911.1k $911.1k 0.00% Added +32.8k +32,769
15 Legato Capital Management LLC 0.07% of their portfolio San Francisco, CA 512,907512.9k $882.2k $882.2k 0.07% Added +15.4k +15,384
16 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 463,580463.6k $797.4k $797.4k 0.00% Added +95.0k +94,951
17 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 381,355381.4k $655.9k $655.9k 0.00% Added +703 +703
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 332,107332.1k $571.2k $571.2k 0.00% Added +201.3k +201,304
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 251,333251.3k $432.3k $432.3k 0.00% Added +14.1k +14,055
20 Prescott Group Capital Management, L.L.C. 0.04% of their portfolio Tulsa, OK 237,495237.5k $408.5k $408.5k 0.04% Unchanged
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 234,971235.0k $404.2k $404.2k 0.00% Reduced -34.1k -34,075
22 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 234,612234.6k $403.5k $403.5k 0.00% Reduced -284.3k -284,272
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 211,641211.6k $364.0k $364.0k 0.00% Added +15.7k +15,665
24 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 208,485208.5k $358.6k $358.6k 0.01% Added +7.5k +7,500
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 196,622196.6k $338.2k $338.2k 0.00% Added +131.4k +131,351
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 183,087183.1k $314.9k $314.9k 0.00% New
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 173,775173.8k $298.9k $298.9k 0.01% Reduced -47.7k -47,700
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 165,363165.4k $284.0k $284.0k 0.00% Added +4.2k +4,180
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 144,166144.2k $248.0k $248.0k 0.00% Reduced -28.6k -28,581
30 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 140,702140.7k $243.0k $243.0k 0.00% Added +23.8k +23,781
31 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 130,042130.0k $223.7k $223.7k 0.00% Reduced -2.3k -2,311
32 GMT Capital Corp 0.01% of their portfolio ATLANTA, GA 126,581126.6k $217.7k $217.7k 0.01% Unchanged
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 117,318117.3k $201.8k $201.8k 0.00% Added +67.6k +67,571
34 Kovack Advisors, Inc. 0.01% of their portfolio FT. LAUDERDALE, FL 101,113101.1k $179.0k $179.0k 0.01% Reduced -7.8k -7,791
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 91,57891.6k $157.5k $157.5k 0.00% Reduced -44.2k -44,194
36 Leonteq Securities AG 0.01% of their portfolio ZURICH, V8 74,99475.0k $129.0k $129.0k 0.01% Unchanged
37 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 73,99074.0k $127.3k $127.3k 0.00% Unchanged
38 TCFG Investment Advisors, LLC 0.04% of their portfolio LAGUNA NIGUEL, CA 69,01569.0k $118.7k $118.7k 0.04% Added +5.0k +5,000
39 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 68,60568.6k $116.6k $116.6k 0.00% Unchanged
40 WEALTH EFFECTS LLC 0.03% of their portfolio BOSTON, MA 68,50068.5k $117.8k $117.8k 0.03% Unchanged
41 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 67,53767.5k $116.2k $116.2k 0.00% Added +66.5k +66,521
42 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 66,94066.9k $115.1k $115.1k 0.00% Reduced -886 -886
43 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 62,19162.2k $107.0k $107.0k 0.00% Added +39.6k +39,564
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 50,55950.6k $87.0k $87.0k 0.00% Added +175 +175
45 Cherry Creek Investment Advisors, Inc. 0.03% of their portfolio ENGLEWOOD, CO 42,60242.6k $73.3k $73.3k 0.03% Added +6.4k +6,386
46 Wellington Shields & Co., LLC 0.02% of their portfolio NEW YORK, NY 40,07940.1k $68.9k $68.9k 0.02% Unchanged
47 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 38,57038.6k $66.3k $66.3k 0.00% Added +12.2k +12,152
48 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 35,00035.0k $60.2k $60.2k 0.00% Added +13.0k +13,000
49 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 34,39234.4k $59.2k $59.2k 0.00% Unchanged
50 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 31,99832.0k $55.0k $55.0k 0.00% Added +28.7k +28,659
51 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 31,39331.4k $54.0k $54.0k 0.00% Added +2.5k +2,492
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 30,29730.3k $52.4k $52.4k 0.00% Added +3.0k +3,006
53 THOMPSON DAVIS & CO., INC. 0.03% of their portfolio RICHMOND, VA 27,99928.0k $48.2k $48.2k 0.03% Reduced -2.0k -2,000
54 Forum Financial Management, LP 0.00% of their portfolio LOMBARD, IL 26,51826.5k $45.6k $45.6k 0.00% Unchanged
55 Z3 Capital Partners, LLC 0.01% of their portfolio RICHMOND, VA 25,00025.0k $43.0k $43.0k 0.01% Reduced -9.0k -9,000
56 FMR LLC 0.00% of their portfolio BOSTON, MA 24,80024.8k $42.7k $42.7k 0.00% Reduced -4.2k -4,160
57 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 24,00024.0k $41.3k $41.3k 0.00% Reduced -7.5k -7,500
58 Summit Asset Management, LLC 0.00% of their portfolio MEMPHIS, TN 22,50022.5k $38.7k $38.7k 0.00% Unchanged
59 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 21,78021.8k $40.1k $40.1k 0.00% Added +8.0k +8,000
60 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 19,23919.2k $33.1k $33.1k 0.00% Added +2.5k +2,471
61 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,03319.0k $32.7k $32.7k 0.00% Unchanged
62 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 17,99718.0k $31.0k $31.0k 0.00% Unchanged
63 Investors Research Corp 0.01% of their portfolio ATLANTA, GA 17,95017.9k $30.9k $30.9k 0.01% Unchanged
64 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 17,40817.4k $29.9k $29.9k 0.00% Added +11.5k +11,543
65 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 17,30417.3k $29.8k $29.8k 0.00% Added +123 +123
66 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 15,40015.4k $26.5k $26.5k 0.00% Reduced -357.2k -357,200
67 R Squared Ltd 0.01% of their portfolio HONG KONG, K3 13,72713.7k $23.6k $23.6k 0.01% New
68 WealthPLAN Partners, LLC 0.00% of their portfolio OMAHA, NE 13,66513.7k $23.5k $23.5k 0.00% Unchanged
69 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 13,57213.6k $23.3k $23.3k 0.00% New
70 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 13,05813.1k $22.5k $22.5k 0.00% Reduced -422 -422
71 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 11,59311.6k $19.9k $19.9k 0.00% Reduced -565 -565
72 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 11,15311.2k $19.2k $19.2k 0.00% Reduced -3.3k -3,281
73 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 10,93010.9k $18.8k $18.8k 0.00% Added +30 +30
74 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 10,70610.7k $18.4k $18.4k 0.00% New
75 Benin Management CORP 0.00% of their portfolio Redding, CT 10,50010.5k $18.1k $18.1k 0.00% Unchanged
76 Roble, Belko & Company, Inc 0.00% of their portfolio SEWICKLEY, PA 10,00010.0k $17.0k $17.0k 0.00% Unchanged
77 Pasadena Private Wealth, LLC 0.00% of their portfolio PASADENA, CA 10,00010.0k $17.2k $17.2k 0.00% New
78 Legal & General Group Plc 0.00% of their portfolio London, X0 7,8197.8k $13.4k $13.4k 0.00% Added +3.1k +3,086
79 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 7,6007.6k $13.1k $13.1k 0.00% Unchanged
80 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 5,3705.4k $9.2k $9.2k 0.00% Unchanged
81 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,9505.0k $8.5k $8.5k 0.00% Added +500 +500
82 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,0974.1k $7.0k $7.0k 0.00% Added +246 +246
83 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 3,4803.5k $6.0k $6.0k 0.00% Unchanged
84 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 2,9362.9k $5.0k $5.0k 0.00% Added +194 +194
85 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 2,8802.9k $5.0k $5.0k 0.00% New
86 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 2,7942.8k $4.8k $4.8k 0.00% Unchanged
87 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,6222.6k $4.5k $4.5k 0.00% Unchanged
88 Hickory Point Bank & Trust 0.00% of their portfolio DECATUR, IL 1,5001.5k $2.6k $2.6k 0.00% Unchanged
89 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,4201.4k $2.4k $2.4k 0.00% New
90 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,2611.3k $2.2k $2.2k 0.00% Unchanged
91 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,2601.3k $2.2k $2.2k 0.00% Added +1.2k +1,200
92 Avion Wealth 0.00% of their portfolio THE WOODLANDS, TX 1,0001.0k $1.0k $1.0k 0.00% Unchanged
93 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 871871 $1.5k $1.5k 0.00% Reduced -2.4k -2,411
94 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 590590 $1.0k $1.0k 0.00% Added +344 +344
95 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 550550 $946 $946 0.00% New
96 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 467467 $803 $803 0.00% New
97 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 312312 $537 $537 0.00% New
98 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 275275 $474 $474 0.00% Reduced -35 -35
99 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 200200 $344 $344 0.00% Added +119 +119
100 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 184184 $316 $316 0.00% Reduced -317 -317