AZTANasdaqSpecial Industry Machinery, NECFiscal year ends September 30
Azenta, Inc.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$34.84+0.75 (+2.20%)
Close on Oct 19, 2026
- Market cap
- $1.58B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
50M of 44M shares
Institutional holders
249
45 new, 52 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $171.90K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Quentin Koffey | 4,611,752 | 9.40% | 13D (active) amendment | Nov 1, 2024 |
| Vanguard Portfolio Management | 2,466,192 | 5.35% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AZTA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,529,450 | 17.19% | $192.15M | +804,461 | 0.00% |
| Politan Capital Management LP | 4,622,450 | 10.55% | $117.96M | – | 46.26% |
| Vanguard Portfolio Management LLC | 2,493,844 | 5.69% | $63.64M | +43,352 | 0.00% |
| Vanguard Capital Management LLC | 1,870,174 | 4.27% | $47.73M | +41,883 | 0.00% |
| State Street Corp | 1,859,945 | 4.25% | $47.47M | +97,522 | 0.00% |
| Massachusetts Financial Services Co /Ma/ | 1,423,818 | 3.25% | $36.34M | −364,432 | 0.01% |
| D. E. Shaw & Co., Inc. | 1,341,164 | 3.06% | $34.23M | +662,009 | 0.02% |
| Morgan Stanley | 1,330,194 | 3.04% | $33.95M | +464,585 | 0.00% |
| Front Street Capital Management, Inc. | 1,301,398 | 2.97% | $33.21M | +412,389 | 3.77% |
| Dimensional Fund Advisors LP | 1,232,473 | 2.81% | $31.45M | −827,849 | 0.01% |
| Allspring Global Investments Holdings, LLC | 1,192,008 | 2.72% | $31.22M | −421,906 | 0.05% |
| Neuberger Berman Group LLC | 1,131,616 | 2.58% | $28.88M | +228,221 | 0.02% |
| Geode Capital Management, LLC | 1,100,849 | 2.51% | $28.10M | +91,272 | 0.00% |
| American Capital Management Inc | 1,061,490 | 2.42% | $27.09M | −234,534 | 1.21% |
| GW&K Investment Management, LLC | 988,429 | 2.26% | $25.23K | +15,173 | 0.20% |
| Royce & Associates LP | 891,419 | 2.03% | $22.75M | +368,111 | 0.18% |
| Snyder Capital Management L P | 872,544 | 1.99% | $22.27M | +839,350 | 0.38% |
| Victory Capital Management Inc | 854,005 | 1.95% | $21.79M | +17,298 | 0.01% |
| Ameriprise Financial Inc | 768,049 | 1.75% | $19.60M | +508,798 | 0.00% |
| Bank Of America Corp /De/ | 668,398 | 1.53% | $17.06M | +200,352 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 249 | 50M | 100.0% | 45 / 94 | 80 / 52 | 9M | 12M |
| Q1 2026 | 260 | 53M | 100.0% | 45 / 91 | 94 / 74 | 14M | 9M |
| Q4 2025 | 294 | 52M | 100.0% | 52 / 94 | 105 / 31 | 7M | 5M |
| Q3 2025 | 277 | 51M | 100.0% | 42 / 73 | 110 / 42 | 4M | 7M |
| Q2 2025 | 278 | 54M | 100.0% | 53 / 104 | 92 / 66 | 10M | 9M |
| Q1 2025 | 294 | 53M | 100.0% | 44 / 104 | 110 / 57 | 5M | 4M |
| Q4 2024 | 311 | 52M | 100.0% | 53 / 93 | 126 / 53 | 8M | 6M |
| Q3 2024 | 314 | 50M | 100.0% | 45 / 91 | 133 / 49 | 8M | 8M |
| Q2 2024 | 322 | 55M | 100.0% | 38 / 94 | 134 / 40 | 2M | 6M |
| Q1 2024 | 328 | 59M | 100.0% | 46 / 101 | 130 / 36 | 3M | 4M |
| Q4 2023 | 319 | 60M | 100.0% | 47 / 84 | 145 / 32 | 4M | 5M |
| Q3 2023 | 309 | 61M | 100.0% | 41 / 73 | 145 / 37 | 7M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AZTA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,472,054 | 5.64% | $63.09M | 0.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,321,722 | 3.02% | $33.73M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,098,311 | 2.51% | $28.03M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 950,375 | 2.17% | $24.25M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 602,659 | 1.38% | $15.38M | 0.02% | Jun 30, 2026 |
| MFS New Discovery Fund | 556,939 | 1.27% | $12.74M | 0.60% | May 31, 2026 |
| Allspring Special Small Cap Value Fund | 519,641 | 1.19% | $13.26M | 0.45% | Jun 30, 2026 |
| MFS New Discovery Value Fund | 503,524 | 1.15% | $11.52M | 0.46% | May 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 486,224 | 1.11% | $13.68M | 0.55% | Jul 31, 2026 |
| Tarkio Fund | 479,825 | 1.10% | $10.98M | 4.26% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 470,527 | 1.07% | $12.01M | 0.01% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 463,029 | 1.06% | $11.82M | 0.11% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 460,024 | 1.05% | $12.94M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 394,415 | 0.90% | $10.07M | 0.07% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 380,552 | 0.87% | $10.70M | 0.06% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Marotta | President and CEO, Director | 213,194 | 0.49% | Dec 3, 2025 |
| Martin D. Madaus | Interim CEO | 42,602 | 0.10% | Sep 23, 2026 |
| Lawrence Y. Lin | EVP, CFO and Treasurer | 110,199 | 0.25% | Sep 16, 2026 |
| Ephraim Starr | SVP, Gen Counsel & Secretary | 84,000 | 0.19% | Sep 16, 2026 |
| Olga Pirogova | SVP and CHRO | 47,225 | 0.11% | Sep 16, 2026 |
| William E. Martin Iii | President Multiomics | 33,062 | 0.08% | Sep 16, 2026 |
| Erik J. Bello | VP Chief Accounting Officer | 4,586 | 0.01% | Sep 16, 2026 |
| Ginger Zhou | SVP and GM, Multiomics | 38,755 | 0.09% | Nov 25, 2025 |
| Violetta Hughes | VP, Chief Accounting Officer | 9,603 | 0.02% | Feb 4, 2025 |
| David Dong Wang | SVP & GM, SMS | 23,974 | 0.05% | Dec 5, 2024 |
| Jason Joseph | SVP, General Counsel, Secy. | 112,564 | 0.26% | Nov 21, 2024 |
| Herman Cueto | EVP, Chief Financial Officer | 23,892 | 0.05% | Nov 21, 2024 |
| William L. Cornog | Director | 45,498 | 0.10% | May 19, 2026 |
| Quentin Koffey | Director | 4,622,450 | 10.55% | May 12, 2026 |
| Tina Susan Nova | Director | 15,772 | 0.04% | Feb 6, 2026 |
| Frank Casal | Director | 21,803 | 0.05% | Feb 6, 2026 |
| Dipal Doshi | Director | 9,703 | 0.02% | Feb 6, 2026 |
| Erica McLaughlin | Director | 22,521 | 0.05% | Feb 6, 2026 |
| Robyn C. Davis | Director | 33,627 | 0.08% | Feb 6, 2026 |
| Alan J. Malus | Director | 17,035 | 0.04% | Nov 14, 2025 |
| Didier Hirsch | Director | 3,465 | 0.01% | Nov 19, 2024 |
| Capital Partners GP LLC Politan | – | 4,611,752 | 10.53% | Nov 4, 2024 |
| Capital Management GP LLC Politan | – | – | – | Nov 4, 2024 |
| Capital Management LP Politan | – | – | – | Nov 4, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Martin D. Madaus Interim CEO | Sep 22, 2026 | Tax withholding | −1,456 | $34.28 | $49.91K | 42,602 |
| Erik J. Bello VP Chief Accounting Officer | Sep 15, 2026 | Award | +4,586 | – | – | 4,586 |
| Martin D. Madaus Interim CEO | Sep 14, 2026 | Award | +36,653 | – | – | 44,058 |
| William E. Martin Iii President Multiomics | Sep 14, 2026 | Award | +15,272 | – | – | 33,062 |
| Olga Pirogova SVP and CHRO | Sep 14, 2026 | Award | +15,272 | – | – | 47,225 |
| Ephraim Starr SVP, Gen Counsel & Secretary | Sep 14, 2026 | Award | +15,272 | – | – | 84,000 |
| Lawrence Y. Lin EVP, CFO and Treasurer | Sep 14, 2026 | Award | +30,544 | – | – | 110,199 |
| Olga Pirogova SVP and CHRO | Aug 9, 2026 | Tax withholding | −1,085 | $32.04 | $34.76K | 31,953 |
| Ephraim Starr SVP, Gen Counsel & Secretary | Jul 31, 2026 | Buy | +335 | $24.17 | $8.10K | 68,728 |
| William L. Cornog Director | May 18, 2026 | Buy | +10,000 | $16.38 | $163.80K | 19,703 |
| Ephraim Starr SVP, Gen Counsel & Secretary | May 15, 2026 | Tax withholding | −3,621 | $16.02 | $58.01K | 68,393 |
| William E. Martin Iii President Multiomics | Apr 28, 2026 | Award | +17,790 | $24.24 | $431.23K | 17,790 |
| Tina Susan Nova Director | Feb 6, 2026 | Award | +5,663 | $27.85 | $157.71K | 15,772 |
| Quentin Koffey Director | Feb 5, 2026 | Award | +5,663 | – | – | 10,698 |
| Frank Casal Director | Feb 5, 2026 | Award | +7,243 | $27.85 | $201.72K | 21,803 |
| Erica McLaughlin Director | Feb 5, 2026 | Award | +5,663 | $27.85 | $157.71K | 22,521 |
| Dipal Doshi Director | Feb 5, 2026 | Award | +5,663 | $27.85 | $157.71K | 9,703 |
| John Marotta President and CEO, Director | Nov 24, 2025 | Award | +118,194 | – | – | 213,194 |
| Lawrence Y. Lin EVP, CFO and Treasurer | Nov 24, 2025 | Award | +36,681 | – | – | 79,655 |
| Olga Pirogova SVP and CHRO | Nov 24, 2025 | Award | +16,303 | – | – | 33,038 |
| John Marotta President and CEO, Director | Nov 24, 2025 | Award | +122,269 | – | – | 217,269 |
| Ephraim Starr SVP, Gen Counsel & Secretary | Nov 24, 2025 | Award | +34,235 | – | – | 72,014 |
| Ginger Zhou SVP and GM, Multiomics | Nov 24, 2025 | Award | +13,042 | – | – | 38,755 |
| John Marotta President and CEO, Director | Nov 14, 2025 | Tax withholding | −10,980 | $29.75 | $326.66K | 95,000 |
| Ginger Zhou SVP and GM, Multiomics | Nov 14, 2025 | Tax withholding | −1,118 | $29.75 | $33.26K | 25,713 |
| Lawrence Y. Lin EVP, CFO and Treasurer | Nov 14, 2025 | Tax withholding | −3,039 | $29.75 | $90.41K | 42,974 |
| Olga Pirogova SVP and CHRO | Nov 14, 2025 | Tax withholding | −1,553 | $29.75 | $46.20K | 16,735 |
| John Marotta President and CEO, Director | Sep 10, 2025 | Sale | −316 | $29.41 | $9.29K | 105,980 |
| Olga Pirogova SVP and CHRO | Aug 12, 2025 | Sale | −1,085 | $28.54 | $30.97K | 18,288 |
| Ginger Zhou SVP and GM, Multiomics | Aug 12, 2025 | Sale | −1,085 | $28.54 | $30.97K | 26,831 |
| Olga Pirogova SVP and CHRO | Aug 12, 2025 | Returned to company | −1,085 | $28.54 | $30.97K | 18,288 |
| Ginger Zhou SVP and GM, Multiomics | Aug 12, 2025 | Returned to company | −1,085 | $28.54 | $30.97K | 26,831 |
| Lawrence Y. Lin EVP, CFO and Treasurer | Aug 11, 2025 | Buy | +2,500 | $27.96 | $69.90K | 46,013 |
| John Marotta President and CEO, Director | Jun 2, 2025 | Buy | +1,000 | $25.99 | $25.99K | 107,296 |
| John Marotta President and CEO, Director | Jun 2, 2025 | Award | +1,000 | $25.99 | $25.99K | 107,296 |
| Alan J. Malus Director | May 30, 2025 | Buy | +12,000 | $26.65 | $319.80K | 17,035 |
| Alan J. Malus Director | May 30, 2025 | Award | +12,000 | $26.65 | $319.80K | 17,035 |
| William L. Cornog Director | May 20, 2025 | Buy | +2,748 | $27.37 | $75.21K | 25,795 |
| William L. Cornog Director | May 20, 2025 | Award | +2,748 | $27.37 | $75.21K | 21,755 |
| William L. Cornog Director | May 19, 2025 | Buy | +4,152 | $26.98 | $112.02K | 23,047 |
| William L. Cornog Director | May 19, 2025 | Award | +4,152 | $26.98 | $112.02K | 19,007 |
| William L. Cornog Director | May 16, 2025 | Buy | +100 | $26.50 | $2.65K | 18,895 |
| William L. Cornog Director | May 16, 2025 | Award | +100 | $26.50 | $2.65K | 14,855 |
| Ephraim Starr SVP, Gen Counsel & Secretary | May 15, 2025 | Award | +37,779 | $26.71 | $1.01M | 37,779 |
| John Marotta President and CEO, Director | May 9, 2025 | Award | +1,796.17 | $27.49 | $49.38K | 106,296 |
| Lawrence Y. Lin EVP, CFO and Treasurer | May 9, 2025 | Award | +4,000 | $27.49 | $109.96K | 43,513 |
| John Marotta President and CEO, Director | May 9, 2025 | Award | +1,796.17 | $27.84 | $50.01K | 106,296 |
| John Marotta President and CEO, Director | May 8, 2025 | Award | +3,637.64 | $27.49 | $100.00K | 104,500 |
| Lawrence Y. Lin EVP, CFO and Treasurer | May 8, 2025 | Award | +2,000 | $27.67 | $55.34K | 39,513 |
| John Marotta President and CEO, Director | May 8, 2025 | Award | +3,637.64 | $27.49 | $100.00K | 102,658 |
| Lawrence Y. Lin EVP, CFO and Treasurer | Feb 11, 2025 | Award | +2,200 | $46.00 | $101.20K | 37,513 |
| Tina Susan Nova Director | Feb 7, 2025 | Award | +4,040 | $52.32 | $211.37K | 10,109 |
| Dipal Doshi Director | Feb 7, 2025 | Award | +4,040 | $52.32 | $211.37K | 4,040 |
| Erica McLaughlin Director | Feb 7, 2025 | Award | +4,040 | $52.32 | $211.37K | 16,858 |
| Quentin Koffey Director | Feb 7, 2025 | Award | +4,040 | – | – | 5,035 |
| Frank Casal Director | Feb 7, 2025 | Award | +5,168 | $52.32 | $270.39K | 14,560 |
| Robyn C. Davis Director | Feb 7, 2025 | Award | +4,040 | $52.32 | $211.37K | 33,627 |
| Alan J. Malus Director | Feb 7, 2025 | Award | +4,040 | $52.32 | $211.37K | 5,035 |
| Violetta Hughes VP, Chief Accounting Officer | Feb 3, 2025 | Sale | −317 | $52.97 | $16.79K | 9,603 |
| Ginger Zhou SVP and General Manager, Genom | Jan 31, 2025 | Buy | +417 | $45.88 | $19.13K | 27,916 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Joseph Jason Officer | Aug 1, 2024 | 1,000 | $62.05K | Aug 1, 2024 | Restricted Stock |
| Joseph Jason Officer | Jul 25, 2024 | 3,000 | $180.00K | Jul 25, 2024 | Performance Shares |
| Violetta Hughes Officer | May 20, 2024 | 584 | $29.99K | May 20, 2024 | RESTRICTED STOCK |
| Joseph Jason Officer | Apr 1, 2024 | 1,000 | $60.15K | Apr 1, 2024 | Performance Shares |
| Joseph Jason Officer | Mar 8, 2024 | 4,000 | $270.00K | Mar 8, 2024 | Restricted Stock |
| Joseph Jason Officer | Mar 7, 2024 | 9,000 | $586.00K | Mar 7, 2024 | Performance Shares |
| Dorothy E. Puhy Former Director | Feb 14, 2024 | 3,604 | $237.86K | Feb 14, 2024 | Equity Incentive Plan |
| R. Martin Revocable Trust dtd. 01/16/2024 Joseph Former Chairman; Trustee of Joseph R Martin Rev Tr | Feb 8, 2024 | 5,175 | $350.45K | Feb 8, 2024 | stock grant |
| Robin Vacha Officer | Dec 5, 2023 | 5,175 | $292.91K | Dec 5, 2023 | PERFORMANCE SHARES |
| David C. Gray Officer | Nov 17, 2023 | 5,179 | $254.60K | Nov 17, 2023 | PERFORMANCE SHARES |
| David C. Gray Officer | Aug 11, 2023 | 10,877 | $609.43K | Aug 11, 2023 | PERFORMANCE SHARES |
| Robin Vacha Officer | Aug 10, 2023 | 7,400 | $407.01K | Aug 10, 2023 | PERFORMANCE SHARES |
| David C. Gray Officer | Aug 10, 2023 | 10,732 | $604.40K | Aug 10, 2023 | PERFORMANCE SHARES |
| Ellen M. Zane Director | Aug 9, 2023 | 18,766 | $1.05M | Aug 9, 2023 | Award |
| R. Martin Joseph Chairman of the Board | Jun 5, 2023 | 2,400 | $103.99K | Jun 5, 2023 | STOCK GRANT |