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Pro-Dex, Inc. (PDEX) institutional ownership

Market cap$108M SectorHealthcare
Funds holding · Q1 2026
48
reported PDEX position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
21 buyers · 27 sellers

Pro-Dex, Inc. (PDEX) price and institutional activity

Dates

Q1 2026

$0 bought by 21 investors
Corsair Capital Management, L.P.Morgan Stanley +19 more
$0 sold by 27 investors
UBS Group AGBlackRock +25 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

Pro-Dex, Inc. (PDEX) institutional activity · 48

Investor Type Est. change Change Δ Own Date
Corsair Capital Management, L.P. · New
Change +11K Date Q1 2026
Corsair Capital Management, L.P. New· Q1 2026 +11K Q1 2026
Morgan Stanley · Added
Change +10K Date Q1 2026
Morgan Stanley Added· Q1 2026 +10K Q1 2026
Goldman Sachs Group Inc · New
Change +10K Date Q1 2026
Goldman Sachs Group Inc New· Q1 2026 +10K Q1 2026
Quadrature Capital Ltd · Added
Change +9K Date Q1 2026
Quadrature Capital Ltd Added· Q1 2026 +9K Q1 2026
Citadel Advisors LLC New· Q1 2026 +9K Q1 2026
UBS Group AG · Reduced
Change −8K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −8K Q1 2026
Lpl Financial LLC · Added
Change +7K Date Q1 2026
Lpl Financial LLC Added· Q1 2026 +7K Q1 2026
BlackRock · Reduced
Change −7K Date Q1 2026
BlackRock Reduced· Q1 2026 −7K Q1 2026
Vanguard · Reduced
Change −7K Date Q1 2026
Vanguard Reduced· Q1 2026 −7K Q1 2026
Dimensional · Reduced
Change −5K Date Q1 2026
Dimensional Reduced· Q1 2026 −5K Q1 2026
Nuveen, LLC · New
Change +5K Date Q1 2026
Nuveen, LLC New· Q1 2026 +5K Q1 2026
BNP Paribas Financial Markets · Added
Change +4K Date Q1 2026
BNP Paribas Financial Markets Added· Q1 2026 +4K Q1 2026
O'Shaughnessy Asset Management, LLC · Reduced
Change −3K Date Q1 2026
O'Shaughnessy Asset Management, LLC Reduced· Q1 2026 −3K Q1 2026
Barclays PLC · Reduced
Change −3K Date Q1 2026
Barclays PLC Reduced· Q1 2026 −3K Q1 2026
Citigroup Inc · Reduced
Change −3K Date Q1 2026
Citigroup Inc Reduced· Q1 2026 −3K Q1 2026
Data through Q1 2026 · filed May 21, 2026
15 of 48

Famous investor activity in Pro-Dex, Inc. (PDEX)

Pro-Dex, Inc. (PDEX) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Charlton Alisha · Officer Tax withholding or exercise payment (F) -$244K
Price $62.74 Qty -4K Owned 24K ΔOwn −13.9% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Charlton Alisha Officer Tax withholding or exercise payment (F) $62.74 -4K -$244K 24K −13.9% Jul 1, 2026 Jul 6, 2026
Charlton Alisha · Officer Grant (A) 11K
Owned 28K ΔOwn +62.5% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Charlton Alisha Officer Grant (A) 11K 28K +62.5% Jul 1, 2026 Jul 6, 2026
Domingo Angelita Rebamontan · Director Tax withholding or exercise payment (F) -$156K
Price $62.74 Qty -2K Owned 20K ΔOwn −11.2% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Domingo Angelita Rebamontan Director Tax withholding or exercise payment (F) $62.74 -2K -$156K 20K −11.2% Jul 1, 2026 Jul 6, 2026
Domingo Angelita Rebamontan · Director Grant (A) 7K
Owned 22K ΔOwn +44.0% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Domingo Angelita Rebamontan Director Grant (A) 7K 22K +44.0% Jul 1, 2026 Jul 6, 2026
Van Kirk Richard Lee Jr · Director Tax withholding or exercise payment (F) -$331K
Price $62.74 Qty -5K Owned 99K ΔOwn −5.1% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Van Kirk Richard Lee Jr Director Tax withholding or exercise payment (F) $62.74 -5K -$331K 99K −5.1% Jul 1, 2026 Jul 6, 2026
Van Kirk Richard Lee Jr · Director Grant (A) 15K
Owned 105K ΔOwn +16.5% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Van Kirk Richard Lee Jr Director Grant (A) 15K 105K +16.5% Jul 1, 2026 Jul 6, 2026
Van Kirk Richard Lee Jr · Director 3 operations −$257K
Price $62.09–$63.63 Qty −4K Owned 90K Trade date May 22, 2026 Filed date May 26, 2026
Van Kirk Richard Lee Jr Director 3 operations $62.09–$63.63 −4K −$257K 90K May 22, 2026 May 26, 2026
Van Kirk Richard Lee Jr · Director 3 operations −$369K
Price $62.22–$63.92 Qty −6K Owned 94K Trade date May 21, 2026 Filed date May 26, 2026
Van Kirk Richard Lee Jr Director 3 operations $62.22–$63.92 −6K −$369K 94K May 21, 2026 May 26, 2026
Domingo Angelita Rebamontan · Director Sell −$47K
Price $47.24 Qty −998 Owned 19K ΔOwn −5.0% Trade date Mar 16, 2026 Filed date Jul 14, 2026
Domingo Angelita Rebamontan Director Sell $47.24 −998 −$47K 19K −5.0% Mar 16, 2026 Jul 14, 2026
Domingo Angelita Rebamontan · Director Grant (A) $618
Price $34.36 Qty 18 Owned 15K Trade date Jan 22, 2026 Filed date Jan 23, 2026
Domingo Angelita Rebamontan Director Grant (A) $34.36 18 $618 15K Jan 22, 2026 Jan 23, 2026
Philp Katrina Marie Kramer · Director 2 operations $101K
Price $32.70–$32.73 Qty 3K Owned 17K Trade date Nov 21, 2025 Filed date Nov 24, 2025
Philp Katrina Marie Kramer Director 2 operations $32.70–$32.73 3K $101K 17K Nov 21, 2025 Nov 24, 2025
Van Kirk Richard Lee Jr · Director, Officer Tax withholding or exercise payment (F) -$2K
Price $30.83 Qty -72 Owned 100K Trade date Nov 20, 2025 Filed date Nov 21, 2025
Van Kirk Richard Lee Jr Director, Officer Tax withholding or exercise payment (F) $30.83 -72 -$2K 100K Nov 20, 2025 Nov 21, 2025
Swenson Nicholas John · Director, 10% Owner Grant (A) 1K
Owned 98K Trade date Nov 20, 2025 Filed date Nov 21, 2025
Swenson Nicholas John Director, 10% Owner Grant (A) 1K 98K Nov 20, 2025 Nov 21, 2025
Philp Katrina Marie Kramer · Director Grant (A) 1K
Owned 2K Trade date Nov 20, 2025 Filed date Nov 21, 2025
Philp Katrina Marie Kramer Director Grant (A) 1K 2K Nov 20, 2025 Nov 21, 2025
Hovda David · Director Grant (A) 1K
Owned 4K Trade date Nov 20, 2025 Filed date Nov 21, 2025
Hovda David Director Grant (A) 1K 4K Nov 20, 2025 Nov 21, 2025
15 of 22
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Pro-Dex, Inc. (PDEX) activist and large shareholders

What are Schedules 13D and 13G?

Dates
No Schedule 13D or 13G filing is available for PDEX in this range.

Pro-Dex, Inc. (PDEX) ownership FAQ

Who owns PDEX?

48 reporting institutions disclosed PDEX position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.