DOSSIER · 13F Holders · Q2 2026
STXS

STEREOTAXIS INC

118 institutions still hold STEREOTAXIS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 85916J409·118 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$67M
visible holders
Holders
118
filers reporting
Concentration
34.87%
DAFNA Capital Management LLC #1
top holder share
AI Holders Summary · Q2 2026

Stereotaxis Inc (STXS), the St. Louis–based surgical robotics company whose Niobe magnetic navigation system competes in the electrophysiology suite, carries roughly $77 million in institutional ownership spread across 112 filers — a small but concentrated register in which DAFNA Capital Management's $25.2 million position represents more than a third of the total institutional book and has not budged in a full quarter, a rare stand-pat vote of confidence from a shop that trades frequently. The quarter's more notable activity is on the other side of the ledger: Renaissance Technologies cut its position by roughly $345,000 and 76,000 shares, while Prescott Group Capital Management drew down its stake by roughly two-thirds (from 901,000 to 237,000 shares), suggesting two well-known quant or multi-manager shops were repricing the name after its recent institutional build-up. Against that outflow, SEI Investments added roughly $383,000 and Goldman Sachs initiated a new $495,000 stake — neither dramatically large in isolation, but together signaling that the name continues to find fresh buyers even as some established institutional holders step away.

The most interesting Q/Q movement is the simultaneous trimming at Renaissance Technologies and Prescott Group. Renaissance — a name whose quant edge tends to favor liquidity and predictable factor loadings — reduced its STXS position by roughly 17% in value and approximately 76,000 shares, from 448,000 to 372,500. Prescott was more decisive, reducing by approximately 74% in share terms, from 901,000 to 237,500 shares. Neither action is necessarily a fundamental sell thesis; both managers rotate aggressively. But two cuts of this size in one quarter, in a name with only 112 institutional holders, materially changes the overhang structure.

Offsetting that outflow were three additions worth noting. SEI Investments built its position by approximately $383,000 (roughly +154% in shares, from 248,000 to 519,000) and Goldman Sachs opened a new $495,000 stake — modest in absolute terms but symbolically relevant: Goldman's name tends to appear when a stock has cleared enough liquidity and analyst-coverage threshold that a systematic or fundamental allocation becomes structurally feasible. Vanguard Capital Management also filed a new $5.5 million passive-style entry, although the shape — large round lot, no prior position — reads like an ETF or index-product rebalance rather than a discretionary decision; Vanguard Fiduciary Trust Co filed a smaller new entry at the same time, reinforcing that a chunk of this name's institutional presence is mechanical.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DAFNA Capital Management LLC
CIK 0001389933
$24M13.7M4.49%Q2 2026
02
BlackRock, Inc.
CIK 0002012383
$8M4.4M0.00%Q2 2026
03
Lagoda Investment Management, L.P.
CIK 0001632108
$7M4.1M3.90%Q2 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$5M3.0M0.00%Q2 2026
05
Arbiter Partners Capital Management LLC
CIK 0001513193
$5M2.9M1.31%Q2 2026
06
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$3M1.9M0.00%Q2 2026
07
ESSEX INVESTMENT MANAGEMENT CO LLC
CIK 0000201772
$3M1.5M0.34%Q2 2026
08
Archon Capital Management LLC
CIK 0001398825
$2M1.2M0.86%Q2 2026
09
Warberg Asset Management LLC
CIK 0001597506
$2M1.1M0.35%Q2 2026
10
STATE STREET CORP
CIK 0000093751
$2M917K0.00%Q2 2026
11
AlphaCentric Advisors LLC
CIK 0001913464
$1M600K0.87%Q2 2026
12
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$1M589K0.00%Q2 2026
13
Bank Julius Baer & Co. Ltd, Zurich
CIK 0001544599
$930K541K0.00%Q2 2026
14
NORTHERN TRUST CORP
CIK 0000073124· Index
$911K530K0.00%Q2 2026
15
Legato Capital Management LLC
CIK 0001442641
$882K513K0.07%Q2 2026
16
Vanguard Portfolio Management
CIK 0002100121· Index
$797K464K0.00%Q2 2026
17
Sequoia Financial Advisors, LLC
CIK 0001599900
$656K381K0.00%Q2 2026
18
MORGAN STANLEY
CIK 0000895421
$571K332K0.00%Q2 2026
19
UBS Group AG
CIK 0001610520
$432K251K0.00%Q2 2026
20
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
CIK 0001166152
$408K237K0.04%Q2 2026
Page 1 of 6
98 more holders available. Log in →
Insiders at STEREOTAXIS INC
Peery Kimberly R.Isaac Paul JMenawat Arun SwarupFischel NathanLevin Ross BBenfer DavidShamir NachumCuret Myriam