PDEXNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends June 30
PRO DEX INC
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 3, 2026
$57.70−0.56 (-0.96%)
Close on Oct 19, 2026
- Market cap
- $193.98M
- P/E (TTM)
- 14.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
22.9%
1M of 3M shares
Institutional holders
67
17 new, 7 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 20 sales
Net sold $2.03M
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 |
|---|---|---|---|---|
| Farnam Street Partners LP /Mn | 319,752 | 9.80% | 13D (active) amendment | Jan 27, 2025 |
| Cabillot Raymond E | 285,787 | 8.80% | 13D (active) amendment | Mar 25, 2025 |
| Swenson Nicholas John | 1,017,817 | 31.88% | 13D (active) amendment | Jun 24, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PDEX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 153,178 | 4.78% | $8.97M | +663 | 0.00% |
| Vanguard Capital Management LLC | 82,283 | 2.57% | $4.82M | −29,047 | 0.00% |
| Dimensional Fund Advisors LP | 57,061 | 1.78% | $3.34M | +120 | 0.00% |
| Punch & Associates Investment Management, Inc. | 52,735 | 1.65% | $3.09M | −9,000 | 0.15% |
| Geode Capital Management, LLC | 49,636 | 1.55% | $2.91M | +1,289 | 0.00% |
| JPMorgan Chase & Co | 32,287 | 1.01% | $1.89M | +251 | 0.00% |
| State Street Corp | 31,310 | 0.98% | $1.83M | −1,804 | 0.00% |
| Goldman Sachs Group Inc | 18,711 | 0.58% | $1.10M | +8,570 | 0.00% |
| Pekin Hardy Strauss, Inc. | 16,500 | 0.52% | $966.08K | New | 0.09% |
| Bnp Paribas Arbitrage, Snc | 15,945 | 0.50% | $933.58K | +2,711 | 0.00% |
| Northern Trust Corp | 15,615 | 0.49% | $914.26K | −31,076 | 0.00% |
| Vanguard Portfolio Management LLC | 14,332 | 0.45% | $839.14K | +1,895 | 0.00% |
| LPL Financial LLC | 14,297 | 0.45% | $837.09K | +1,237 | 0.00% |
| Jane Street Group, LLC | 13,638 | 0.43% | $798.51K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 13,300 | 0.42% | $778.72K | +232 | 0.00% |
| Bank of New York Mellon Corp | 11,587 | 0.36% | $678.42K | +528 | 0.00% |
| Corsair Capital Management, L.P. | 10,835 | 0.34% | $634.39K | – | 0.08% |
| Bard Associates Inc | 9,799 | 0.31% | $573.73K | −767 | 0.13% |
| Hrt Financial LP | 9,514 | 0.30% | $557 | New | 0.00% |
| Nuveen, LLC | 9,247 | 0.29% | $541.41K | +4,250 | 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 | 67 | 1M | 22.9% | 17 / 23 | 19 / 7 | 0M | 0M |
| Q1 2026 | 58 | 1M | 23.4% | 12 / 13 | 20 / 6 | 0M | 0M |
| Q4 2025 | 56 | 1M | 22.8% | 6 / 16 | 20 / 7 | 0M | 0M |
| Q3 2025 | 57 | 1M | 24.7% | 15 / 15 | 16 / 10 | 0M | 0M |
| Q2 2025 | 52 | 1M | 24.2% | 23 / 16 | 8 / 13 | 0M | 0M |
| Q1 2025 | 42 | 1M | 21.4% | 11 / 13 | 12 / 10 | 0M | 0M |
| Q4 2024 | 42 | 1M | 21.4% | 19 / 9 | 8 / 1 | 0M | 0M |
| Q3 2024 | 24 | 1M | 17.5% | 2 / 8 | 6 / 2 | 0M | 0M |
| Q2 2024 | 25 | 1M | 17.3% | 3 / 6 | 7 / 2 | 0M | 0M |
| Q1 2024 | 24 | 1M | 18.8% | 1 / 7 | 10 / 1 | 0M | 0M |
| Q4 2023 | 24 | 1M | 17.9% | 3 / 8 | 6 / 0 | 0M | 0M |
| Q3 2023 | 21 | 1M | 16.3% | 0 / 7 | 5 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PDEX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 60,523 | 1.89% | $3.54M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 53,550 | 1.67% | $3.14M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 22,677 | 0.71% | $1.33M | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 21,926 | 0.68% | $1.28M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 20,554 | 0.64% | $1.20M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 19,706 | 0.62% | $1.15M | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 10,648 | 0.33% | $689.67K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 9,341 | 0.29% | $605.02K | 0.00% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 8,195 | 0.26% | $479.82K | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 7,809 | 0.24% | $457.37K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 6,982 | 0.22% | $408.80K | 0.03% | Jun 30, 2026 |
| First Trust Dow Jones Select MicroCap Index Fund | 5,934 | 0.19% | $347.44K | 0.13% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 5,165 | 0.16% | $302.51K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 1 Portfolio | 5,042 | 0.16% | $295.31K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 2 Portfolio | 4,857 | 0.15% | $284.47K | 0.00% | 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 |
|---|---|---|---|---|
| Kirk Richard Lee Van Jr | Chief Executive Officer, Director | 79,703 | 2.49% | Sep 14, 2026 |
| Alisha Charlton | Chief Financial Officer | 22,670 | 0.71% | Sep 10, 2026 |
| Angelita Rebamontan Domingo | Director | 18,798 | 0.59% | Jul 24, 2026 |
| Katrina Marie Kramer Philp | Director | 19,796 | 0.62% | Nov 24, 2025 |
| David Hovda | Director | 4,300 | 0.13% | Nov 21, 2025 |
| Raymond E. Cabillot | Director, 10% owner | 272,846 | 8.52% | Nov 21, 2025 |
| William James Farrell III | Director | 7,100 | 0.22% | Nov 21, 2025 |
| Nicholas John Swenson | Director, 10% owner | 1,024,343 | 31.98% | Nov 21, 2025 |
| Street Partners Lp /Mn Farnam | 10% owner | 298,594 | 9.32% | Apr 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 11, 2026 | Sale(10b5-1 plan) | −290 | $58.94 | $17.09K | 79,703 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 11, 2026 | Sale(10b5-1 plan) | −475 | $59.62 | $28.32K | 79,228 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −935 | $62.93 | $58.84K | 88,011 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −806 | $58.66 | $47.28K | 84,761 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −300 | $64.70 | $19.41K | 85,567 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −2,144 | $63.85 | $136.89K | 85,867 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −4,768 | $59.45 | $283.46K | 79,993 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −1,157 | $61.88 | $71.60K | 88,946 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −4,274 | $60.72 | $259.52K | 90,103 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −2,691 | $59.84 | $161.03K | 94,377 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Sep 9, 2026 | Sale(10b5-1 plan) | −2,160 | $58.92 | $127.27K | 97,068 |
| Alisha Charlton Chief Financial Officer | Sep 9, 2026 | Sale | −1,500 | $61.05 | $91.58K | 22,670 |
| Alisha Charlton Chief Financial Officer | Sep 9, 2026 | Sale | −800 | $61.76 | $49.41K | 21,870 |
| Angelita Rebamontan Domingo Director | Jul 23, 2026 | Award | +19 | $33.25 | $632 | 18,798 |
| Angelita Rebamontan Domingo Director | Jul 1, 2026 | Award | +6,800 | – | – | 22,265 |
| Angelita Rebamontan Domingo Director | Jul 1, 2026 | Tax withholding | −2,488 | $62.74 | $156.10K | 19,777 |
| Alisha Charlton Chief Financial Officer | Jul 1, 2026 | Tax withholding | −3,897 | $62.74 | $244.50K | 24,170 |
| Alisha Charlton Chief Financial Officer | Jul 1, 2026 | Award | +10,800 | – | – | 28,067 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Jul 1, 2026 | Award | +14,800 | – | – | 104,507 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Jul 1, 2026 | Tax withholding | −5,279 | $62.74 | $331.20K | 99,228 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | May 22, 2026 | Sale(10b5-1 plan) | −50 | $63.63 | $3.18K | 89,707 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | May 22, 2026 | Sale(10b5-1 plan) | −1,254 | $62.93 | $78.91K | 89,757 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | May 22, 2026 | Sale(10b5-1 plan) | −2,824 | $62.09 | $175.34K | 91,011 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | May 21, 2026 | Sale(10b5-1 plan) | −3,404 | $62.96 | $214.32K | 94,385 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | May 21, 2026 | Sale(10b5-1 plan) | −1,918 | $62.22 | $119.34K | 97,789 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | May 21, 2026 | Sale(10b5-1 plan) | −550 | $63.92 | $35.16K | 93,835 |
| Angelita Rebamontan Domingo Director | Mar 16, 2026 | Sale | −998 | $47.24 | $47.15K | 18,779 |
| Angelita Rebamontan Domingo Director | Jan 22, 2026 | Award | +18 | $34.36 | $618 | 15,465 |
| Katrina Marie Kramer Philp Director | Nov 21, 2025 | Award | +2,200 | $32.70 | $71.94K | 16,896 |
| Katrina Marie Kramer Philp Director | Nov 21, 2025 | Award | +900 | $32.73 | $29.46K | 2,900 |
| Alisha Charlton Chief Financial Officer | Nov 20, 2025 | Award | −1,000 | – | – | 17,267 |
| Alisha Charlton Chief Financial Officer | Nov 20, 2025 | Tax withholding | −72 | $30.83 | $2.22K | 16,267 |
| Kirk Richard Lee Van Jr Chief Executive Officer, Director | Nov 20, 2025 | Tax withholding | −72 | $30.83 | $2.22K | 99,707 |
| Raymond E. Cabillot Director, 10% owner | Nov 20, 2025 | Award | +1,000 | – | – | 2,000 |
| Katrina Marie Kramer Philp Director | Nov 20, 2025 | Award | +1,000 | – | – | 2,000 |
| William James Farrell III Director | Nov 20, 2025 | Award | +1,000 | – | – | 2,000 |
| Nicholas John Swenson Director, 10% owner | Nov 20, 2025 | Award | +1,000 | – | – | 97,613 |
| David Hovda Director | Nov 20, 2025 | Award | +1,000 | – | – | 4,300 |
| Angelita Rebamontan Domingo Director | Nov 20, 2025 | Tax withholding | −72 | $30.83 | $2.22K | 14,447 |
| Angelita Rebamontan Domingo Director | Nov 20, 2025 | Award | +1,000 | – | – | 15,447 |
| Angelita Rebamontan Domingo Director | Jul 24, 2025 | Award | +15 | $42.34 | $635 | 14,519 |
| Nicholas John Swenson Director, 10% owner | Apr 2, 2025 | Sale | −1,891 | – | – | 924,839 |
| Nicholas John Swenson Director, 10% owner | Apr 2, 2025 | Sale | −2,635 | – | – | 922,204 |
| Raymond E. Cabillot Director, 10% owner | Apr 1, 2025 | Sale(10b5-1 plan) | −7,263 | $50.01 | $363.22K | 270,846 |
| Raymond E. Cabillot Director, 10% owner | Mar 31, 2025 | Sale(10b5-1 plan) | −836 | $50.00 | $41.80K | 278,109 |
| Raymond E. Cabillot Director, 10% owner | Mar 28, 2025 | Sale(10b5-1 plan) | −842 | $50.00 | $42.10K | 278,945 |
| Raymond E. Cabillot Director, 10% owner | Mar 26, 2025 | Sale(10b5-1 plan) | −3,096 | $50.13 | $155.20K | 279,787 |
| Raymond E. Cabillot Director, 10% owner | Mar 25, 2025 | Sale(10b5-1 plan) | −452 | $51.08 | $23.09K | 282,883 |
| Raymond E. Cabillot Director, 10% owner | Mar 25, 2025 | Sale(10b5-1 plan) | −12,475 | $50.25 | $626.87K | 283,335 |
| Raymond E. Cabillot Director, 10% owner | Mar 24, 2025 | Sale(10b5-1 plan) | −2,784 | $50.00 | $139.20K | 295,810 |
| Street Partners Lp /Mn Farnam 10% owner | Mar 20, 2025 | Sale(10b5-1 plan) | −1,101 | $50.00 | $55.05K | 298,594 |
| Street Partners Lp /Mn Farnam 10% owner | Mar 19, 2025 | Sale(10b5-1 plan) | −1,000 | $50.00 | $50.00K | 299,695 |
| Raymond E. Cabillot Director, 10% owner | Mar 14, 2025 | Sale(10b5-1 plan) | −5,151 | $50.00 | $257.55K | 300,695 |
| Raymond E. Cabillot Director, 10% owner | Mar 11, 2025 | Sale(10b5-1 plan) | −5,132 | $45.06 | $231.25K | 305,846 |
| Raymond E. Cabillot Director, 10% owner | Mar 10, 2025 | Sale(10b5-1 plan) | −7,674 | $45.00 | $345.33K | 310,978 |
| Street Partners Lp /Mn Farnam 10% owner | Jan 30, 2025 | Sale(10b5-1 plan) | −1,100 | $45.01 | $49.51K | 318,652 |
| Raymond E. Cabillot Director, 10% owner | Jan 28, 2025 | Sale(10b5-1 plan) | −5,381 | $41.64 | $224.06K | 319,752 |
| Raymond E. Cabillot Director, 10% owner | Jan 27, 2025 | Sale(10b5-1 plan) | −8,077 | $41.62 | $336.16K | 325,133 |
| Street Partners Lp /Mn Farnam 10% owner | Jan 24, 2025 | Sale(10b5-1 plan) | −1,436 | $41.44 | $59.51K | 333,210 |
| Angelita Rebamontan Domingo Director | Jan 23, 2025 | Award | +15 | $41.11 | $617 | 14,504 |
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 |
|---|---|---|---|---|---|
| Kirk Richard Lee Van Jr Officer, Director | Sep 9, 2026 | 20,000 | $1.29M | Sep 9, 2026 | STOCK OPTION EXERCISE |
| Charlton Alisha Chief Financial Officer | Sep 8, 2026 | 2,300 | $168.84K | Sep 9, 2026 | vesting of Performance Awards |
| Kirk Richard Lee Van Jr Officer, Director | May 21, 2026 | 10,000 | $628.42K | May 21, 2026 | STOCK OPTION EXERCISES ON: 9/10/21 & 8/30/22 |
| Nicholas John Swenson Director | Apr 2, 2025 | 4,526 | $232.64K | Apr 2, 2025 | Open Market Purchase |
| Street Partners Lp /Mn Farnam Director | Mar 14, 2025 | 35,000 | $1.56M | Mar 14, 2025 | Open Market Purchase |
| Street Partners Lp /Mn Farnam Director | Mar 11, 2025 | 5,000 | $221.85K | Mar 11, 2025 | Open Market Purchase |
| Street Partners Lp /Mn Farnam Director | Jan 28, 2025 | 10,000 | $412.90K | Jan 28, 2025 | Open Market Purchase |
| Street Partners Lp /Mn Farnam Director | Jan 21, 2025 | 20,000 | $881.20K | Jan 21, 2025 | Open Market Purchase |
| Street Partners Lp /Mn Farnam Director | Jan 17, 2025 | 10,000 | $443.50K | Jan 17, 2025 | Open Market Purchase |
| Street Partners Lp /Mn Farnam Director | Jan 10, 2025 | 10,000 | $477.50K | Jan 10, 2025 | Open Market Purchase |