Pro-Dex
PDEX
58 hedge funds and large institutions have $36.7M invested in Pro-Dex in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
31% more capital invested
Capital invested by funds: $28.1M → $36.7M (+$8.63M)
4% more funds holding
Funds holding: 56 → 58 (+2)
0.97% more ownership
Funds ownership: 22.36% → 23.33% (+0.97%)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Corsair Capital Management
New York
|
+$466K |
| 2 |
Morgan Stanley
New York
|
+$441K |
| 3 |
Goldman Sachs
New York
|
+$436K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
+$399K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$323K |
| 2 |
BlackRock
New York
|
-$289K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$223K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$130K |
| 5 |
Barclays
London,
United Kingdom
|
-$127K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $492 | – | – | – |
|
|
EP
52
Essential Partners
Rancho Santa Fe,
California
| $196 | – | – | – |
|
|
AF
53
Allworth Financial
Folsom,
California
| $99 | – | – | – |
|
|
RFP
54
Root Financial Partners
Encinitas,
California
| $98 | +$86 | +2 | New |
|
|
TWD
55
True Wealth Design
Akron,
Ohio
| $50 | – | – | – |
|
|
MCM
56
MAI Capital Management
Independence,
Ohio
| $50 | +$43 | +1 | New |
|
|
EWA
57
EverSource Wealth Advisors
Birmingham,
Alabama
| $49 | – | – | – |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| $49 | – | – | – |
|
59
Bank of America
Charlotte,
North Carolina
| – | -$69.6K | -1,808 | Closed |
|
60
Los Angeles Capital Management
Los Angeles,
California
| – | -$29.7K | -969 | Closed |
|
|
A
61
AlphaQuest
New York
| – | -$19K | -495 | Closed |
|
62
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| – | -$5.04K | -131 | Closed |
|
|
AB
63
Amalgamated Bank
New York
| – | -$3K | -66 | Closed |
|
|
AAP
64
Arax Advisory Partners
Denver,
Colorado
| – | -$38 | -1 | Closed |
|
PDEX Hedge Fund Activity: Q1 2026 in Review
58 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Pro-Dex (PDEX) for Q1 2026, worth a combined $36.7M — up 31% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PDEX positions and 6 closed out — a net gain of 6 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was Corsair Capital Management, opening a new position worth an estimated $466K. The largest seller was UBS Group, cutting an estimated $323K.
- 58 institutional investors held Pro-Dex (PDEX) as of Q1 2026, up from 56 in Q4 2025.
- Funds reported $36.7M of Pro-Dex stock for Q1 2026, up 31% quarter-over-quarter.
- 12 funds opened new Pro-Dex positions in Q1 2026 and 6 closed out, a net change of +6 holders.
- The largest Pro-Dex buyer in Q1 2026 was Corsair Capital Management, an estimated $466K added.
- The largest Pro-Dex seller in Q1 2026 was UBS Group, an estimated $323K sold.
Based on aggregated 13F filings for Q1 2026.