LTRXNasdaqComputer Communications EquipmentFiscal year ends June 30
LANTRONIX INC
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 27, 2026
$5.76+0.15 (+2.67%)
Close on Oct 19, 2026
- Market cap
- $242.86M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
60.0%
28M of 47M shares
Institutional holders
121
39 new, 22 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
1 buys · 1 sales
Net sold $12.14K
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 |
|---|---|---|---|---|
| Needham Investment Management L.L.C. | 3,150,000 | 7.10% | 13G (passive) | Jun 18, 2026 |
| Strider Capital, LLC | 2,552,359 | 5.50% | 13G (passive) | Jun 30, 2026 |
| George McCabe | 2,405,785 | 5.15% | 13G (passive) | Oct 6, 2026 |
| Bruscha Bernhard | 2,347,925 | 6.00% | 13D (active) amendment | Dec 1, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LTRX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Needham Investment Management LLC | 3,150,000 | 6.74% | $18.52M | New | 0.56% |
| BlackRock, Inc. | 2,220,337 | 4.75% | $13.06M | +1,920,103 | 0.00% |
| Vanguard Capital Management LLC | 1,550,312 | 3.32% | $9.12M | +84,434 | 0.00% |
| State Street Corp | 1,380,831 | 2.96% | $8.12M | +1,128,430 | 0.00% |
| AWM Investment Company, Inc. | 1,250,000 | 2.68% | $7.35M | New | 0.64% |
| Royce & Associates LP | 1,216,086 | 2.60% | $7.15M | +389,760 | 0.06% |
| Heartland Advisors Inc | 900,000 | 1.93% | $5.29M | – | 0.24% |
| Geode Capital Management, LLC | 897,115 | 1.92% | $5.28M | +497,805 | 0.00% |
| Two Sigma Investments, LP | 838,158 | 1.79% | $4.93M | +313,756 | 0.00% |
| Dimensional Fund Advisors LP | 815,064 | 1.75% | $4.79M | +16,946 | 0.00% |
| Citadel Advisors LLC | 786,904 | 1.68% | $4.63M | +512,531 | 0.00% |
| Renaissance Technologies LLC | 764,888 | 1.64% | $4.50M | +74,694 | 0.01% |
| Jacobs Levy Equity Management, Inc | 738,721 | 1.58% | $4.34M | +335,076 | 0.02% |
| Acadian Asset Management LLC | 682,656 | 1.46% | $4.01K | +315,482 | 0.00% |
| Manatuck Hill Partners, LLC | 677,267 | 1.45% | $3.98M | +186,667 | 1.32% |
| Essex Investment Management Co LLC | 662,070 | 1.42% | $3.89M | +319,581 | 0.51% |
| Soviero Asset Management, LP | 580,000 | 1.24% | $3.41M | −70,000 | 1.43% |
| Deutsche Bank AG\ | 565,750 | 1.21% | $3.33M | +35,356 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 559,450 | 1.20% | $3.29M | −385,575 | 0.00% |
| Morgan Stanley | 546,205 | 1.17% | $3.21M | +78,637 | 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 | 121 | 28M | 60.0% | 39 / 50 | 16 / 22 | 15M | 3M |
| Q1 2026 | 104 | 17M | 36.3% | 36 / 35 | 20 / 10 | 7M | 3M |
| Q4 2025 | 79 | 14M | 30.2% | 22 / 29 | 15 / 9 | 3M | 2M |
| Q3 2025 | 69 | 13M | 26.8% | 25 / 23 | 14 / 6 | 3M | 2M |
| Q2 2025 | 51 | 11M | 23.1% | 9 / 14 | 15 / 14 | 1M | 2M |
| Q1 2025 | 56 | 12M | 25.7% | 6 / 18 | 20 / 23 | 2M | 2M |
| Q4 2024 | 73 | 12M | 25.7% | 12 / 25 | 21 / 18 | 2M | 3M |
| Q3 2024 | 79 | 13M | 27.0% | 15 / 27 | 19 / 13 | 3M | 2M |
| Q2 2024 | 78 | 12M | 26.4% | 8 / 28 | 20 / 15 | 2M | 4M |
| Q1 2024 | 85 | 14M | 30.3% | 17 / 30 | 17 / 9 | 2M | 3M |
| Q4 2023 | 77 | 14M | 30.9% | 19 / 25 | 13 / 9 | 4M | 0M |
| Q3 2023 | 68 | 12M | 25.5% | 14 / 17 | 16 / 4 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LTRX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Needham Aggressive Growth Fund | 2,400,000 | 5.14% | $14.11M | 0.54% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,132,593 | 2.42% | $6.66M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 917,204 | 1.96% | $5.39M | 0.01% | Jun 30, 2026 |
| Heartland Value Fund | 900,000 | 1.93% | $5.29M | 0.45% | Jun 30, 2026 |
| Needham Small Cap Growth Fund | 750,000 | 1.61% | $4.41M | 1.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 660,330 | 1.41% | $3.88M | 0.14% | Jun 30, 2026 |
| Royce Small-Cap Opportunity Fund | 574,481 | 1.23% | $3.38M | 0.24% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 411,666 | 0.88% | $2.21M | 0.08% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 389,659 | 0.83% | $2.10M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 381,724 | 0.82% | $2.24M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 333,606 | 0.71% | $1.96M | 0.01% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P Kensho Future Security ETF | 238,895 | 0.51% | $1.40M | 0.93% | Jun 30, 2026 |
| 1290 Essex Small Cap Growth Fund | 224,732 | 0.48% | $1.21M | 1.04% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 175,793 | 0.38% | $945.77K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 173,686 | 0.37% | $1.31M | 0.00% | May 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 |
|---|---|---|---|---|
| Saleel Awsare | President & CEO, Director | 453,381 | 0.97% | Sep 9, 2026 |
| Mathi Gurusamy | Chief Product & Strategy Ofcr | 99,233 | 0.21% | Sep 3, 2026 |
| Kurt W. Hoff | Chief Revenue Officer | 81,030 | 0.17% | Sep 3, 2026 |
| Brent Michael Stringham | Chief Financial Officer | 128,877 | 0.28% | Sep 3, 2026 |
| Hoshi Printer | Director | 229,564 | 0.49% | Aug 26, 2026 |
| James Chris Auker | Director | 18,927 | 0.04% | May 5, 2026 |
| Kevin S. Palatnik | Director | 48,139 | 0.10% | May 5, 2026 |
| Narbeh Derhacobian | Director | 43,139 | 0.09% | May 5, 2026 |
| Sailesh Chittipeddi | Director | 32,291 | 0.07% | May 5, 2026 |
| Philip G. Brace | Director | 88,178 | 0.19% | Nov 13, 2024 |
| Jason Cohenour | Director | 50,877 | 0.11% | Nov 6, 2024 |
| Phu Hoang | Director | 29,877 | 0.06% | Nov 6, 2024 |
| Christa Steele | Director | 21,962 | 0.05% | Nov 6, 2024 |
| Bernhard Bruscha | 10% owner | 7,514,396 | 16.09% | Dec 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Saleel Awsare President & CEO, Director | Sep 9, 2026 | Buy | +15,000 | $5.18 | $77.70K | 453,381 |
| Saleel Awsare President & CEO, Director | Sep 1, 2026 | Award | +14,428 | – | – | 432,271 |
| Saleel Awsare President & CEO, Director | Sep 1, 2026 | Award | +5,825 | – | – | 417,843 |
| Saleel Awsare President & CEO, Director | Sep 1, 2026 | Tax withholding | −9,852 | $5.15 | $50.74K | 422,419 |
| Saleel Awsare President & CEO, Director | Sep 1, 2026 | Award | +31,083 | – | – | 453,502 |
| Saleel Awsare President & CEO, Director | Sep 1, 2026 | Tax withholding | −15,121 | $5.15 | $77.87K | 438,381 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Sep 1, 2026 | Option exercise | +7,118 | – | – | 99,233 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Sep 1, 2026 | Tax withholding | −8,452 | $5.15 | $43.53K | 90,781 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Sep 1, 2026 | Option exercise | +15,335 | – | – | 106,116 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Sep 1, 2026 | Tax withholding | −7,035 | $5.15 | $36.23K | 99,081 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Sep 1, 2026 | Option exercise | +7,975 | – | – | 92,115 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Sep 1, 2026 | Option exercise | +3,334 | – | – | 84,140 |
| Kurt W. Hoff Chief Revenue Officer | Sep 1, 2026 | Tax withholding | −6,992 | $5.15 | $36.01K | 81,030 |
| Kurt W. Hoff Chief Revenue Officer | Sep 1, 2026 | Option exercise | +3,468 | – | – | 67,566 |
| Kurt W. Hoff Chief Revenue Officer | Sep 1, 2026 | Option exercise | +7,118 | – | – | 74,684 |
| Kurt W. Hoff Chief Revenue Officer | Sep 1, 2026 | Option exercise | +5,200 | – | – | 79,884 |
| Kurt W. Hoff Chief Revenue Officer | Sep 1, 2026 | Tax withholding | −7,197 | $5.15 | $37.06K | 72,687 |
| Kurt W. Hoff Chief Revenue Officer | Sep 1, 2026 | Option exercise | +15,335 | – | – | 88,022 |
| Brent Michael Stringham Chief Financial Officer | Sep 1, 2026 | Tax withholding | −8,101 | $5.15 | $41.72K | 128,877 |
| Brent Michael Stringham Chief Financial Officer | Sep 1, 2026 | Option exercise | +18,463 | – | – | 136,978 |
| Brent Michael Stringham Chief Financial Officer | Sep 1, 2026 | Tax withholding | −5,415 | $5.15 | $27.89K | 118,515 |
| Brent Michael Stringham Chief Financial Officer | Sep 1, 2026 | Option exercise | +8,571 | – | – | 123,930 |
| Brent Michael Stringham Chief Financial Officer | Sep 1, 2026 | Option exercise | +3,224 | – | – | 115,359 |
| Brent Michael Stringham Chief Financial Officer | Sep 1, 2026 | Option exercise | +551 | – | – | 112,135 |
| Hoshi Printer Director | Aug 25, 2026 | Gift | −58,016 | – | – | 136,990 |
| Hoshi Printer Director | Aug 25, 2026 | Gift | +58,016 | – | – | 92,574 |
| Hoshi Printer Director | Aug 7, 2026 | Gift | −34,558 | – | – | 195,006 |
| Hoshi Printer Director | Aug 7, 2026 | Gift | +34,558 | – | – | 34,558 |
| Saleel Awsare President & CEO, Director | Jul 11, 2026 | Tax withholding | −26,520 | $5.60 | $148.51K | 412,018 |
| Saleel Awsare President & CEO, Director | Jul 11, 2026 | Award | +56,849 | – | – | 438,538 |
| Brent Michael Stringham Chief Financial Officer | Jul 11, 2026 | Tax withholding | −14,818 | $5.60 | $82.98K | 111,584 |
| Brent Michael Stringham Chief Financial Officer | Jul 11, 2026 | Option exercise | +33,770 | – | – | 126,402 |
| Kurt W. Hoff Chief Revenue Officer | Jul 11, 2026 | Tax withholding | −12,788 | $5.60 | $71.61K | 64,098 |
| Kurt W. Hoff Chief Revenue Officer | Jul 11, 2026 | Option exercise | +28,046 | – | – | 76,886 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Jul 11, 2026 | Tax withholding | −10,062 | $5.60 | $56.35K | 80,806 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Jul 11, 2026 | Option exercise | +28,046 | – | – | 90,868 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Jun 1, 2026 | Option exercise | +7,975 | – | – | 66,879 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Jun 1, 2026 | Option exercise | +3,335 | – | – | 58,904 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Jun 1, 2026 | Tax withholding | −4,057 | $7.58 | $30.75K | 62,822 |
| Kurt W. Hoff Chief Revenue Officer | Jun 1, 2026 | Option exercise | +5,201 | – | – | 52,792 |
| Kurt W. Hoff Chief Revenue Officer | Jun 1, 2026 | Option exercise | +3,469 | – | – | 47,591 |
| Kurt W. Hoff Chief Revenue Officer | Jun 1, 2026 | Tax withholding | −3,952 | $7.58 | $29.96K | 48,840 |
| Brent Michael Stringham Chief Financial Officer | Jun 1, 2026 | Tax withholding | −1,466 | $7.58 | $11.11K | 92,632 |
| Brent Michael Stringham Chief Financial Officer | Jun 1, 2026 | Option exercise | +3,223 | – | – | 94,098 |
| Brent Michael Stringham Chief Financial Officer | Jun 1, 2026 | Option exercise | +550 | – | – | 90,875 |
| Saleel Awsare President & CEO, Director | Jun 1, 2026 | Tax withholding | −3,124 | $7.58 | $23.68K | 381,689 |
| Saleel Awsare President & CEO, Director | Jun 1, 2026 | Award | +5,824 | – | – | 384,813 |
| Narbeh Derhacobian Director | May 4, 2026 | Option exercise | +8,540 | – | – | 43,139 |
| Sailesh Chittipeddi Director | May 4, 2026 | Option exercise | +8,540 | – | – | 32,291 |
| Kevin S. Palatnik Director | May 4, 2026 | Option exercise | +8,540 | – | – | 48,139 |
| James Chris Auker Director | May 4, 2026 | Option exercise | +8,540 | – | – | 18,927 |
| Hoshi Printer Director | May 4, 2026 | Option exercise | +8,540 | – | – | 229,564 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Mar 13, 2026 | Sale | −14,467 | $6.21 | $89.84K | 55,569 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Mar 1, 2026 | Tax withholding | −4,655 | $5.98 | $27.84K | 70,036 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Mar 1, 2026 | Option exercise | +7,974 | – | – | 74,691 |
| Mathi Gurusamy Chief Product & Strategy Ofcr | Mar 1, 2026 | Option exercise | +3,334 | – | – | 66,717 |
| Kurt W. Hoff Director | Mar 1, 2026 | Tax withholding | −3,149 | $5.98 | $18.83K | 44,122 |
| Kurt W. Hoff Director | Mar 1, 2026 | Option exercise | +5,200 | – | – | 47,271 |
| Kurt W. Hoff Director | Mar 1, 2026 | Option exercise | +3,469 | – | – | 42,071 |
| Brent Michael Stringham Chief Financial Officer | Mar 1, 2026 | Option exercise | +550 | – | – | 88,655 |
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 |
|---|---|---|---|---|---|
| Mathi Gurusamy Officer | Mar 23, 2026 | 13,917 | $86.45K | Mar 13, 2026 | RSU Grant Vest |
| Heidi Nguyen Member of immediate family of any of the foregoing | Sep 2, 2025 | 22,993 | $114.16K | Sep 2, 2025 | Compensation |
| Whitaker Jeremy Officer | Jun 10, 2024 | 50,000 | $188.50K | Jun 10, 2024 | Exercise of employee stock option |
| Investment GMBH TL 10% Shareholder | Feb 6, 2024 | 770,000 | $4.79M | Feb 6, 2024 | Founder Shares, purchase |
| Whitaker Jeremy Officer | May 22, 2023 | 100,000 | $488.00K | May 22, 2023 | Exercise of employee stock option |