STXSNYSEElectromedical & Electrotherapeutic ApparatusFiscal year ends December 31
Stereotaxis, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$1.01+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $101.03M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
43.0%
43M of 100M shares
Institutional holders
109
13 new, 16 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $66.60K
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 |
|---|---|---|---|---|
| Daniel Louis Kaufman | 5,956,714 | 5.90% | 13G (passive) | Aug 12, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STXS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| DAFNA Capital Management LLC | 13,680,554 | 13.65% | $23.53M | – | 4.49% |
| BlackRock, Inc. | 4,396,835 | 4.39% | $7.56M | +440,592 | 0.00% |
| Lagoda Investment Management, L.P. | 4,122,600 | 4.11% | $7.09M | −227,800 | 3.90% |
| Vanguard Capital Management LLC | 3,044,820 | 3.04% | $5.24M | +46,776 | 0.00% |
| Arbiter Partners Capital Management LLC | 2,883,856 | 2.88% | $4.96M | – | 1.31% |
| Geode Capital Management, LLC | 1,895,243 | 1.89% | $3.26M | +219,835 | 0.00% |
| Essex Investment Management Co LLC | 1,521,966 | 1.52% | $2.62M | −68,135 | 0.34% |
| Archon Capital Management LLC | 1,226,044 | 1.22% | $2.11M | – | 0.86% |
| Warberg Asset Management LLC | 1,108,889 | 1.11% | $1.91M | +14,766 | 0.35% |
| State Street Corp | 916,780 | 0.91% | $1.58M | −40,988 | 0.00% |
| AlphaCentric Advisors LLC | 600,000 | 0.60% | $1.03M | – | 0.87% |
| Vanguard Fiduciary Trust Co | 589,110 | 0.59% | $1.01M | +59,240 | 0.00% |
| Bank Julius Baer & Co. Ltd, Zurich | 540,530 | 0.54% | $929.71K | +1 | 0.00% |
| Northern Trust Corp | 529,695 | 0.53% | $911.08K | +32,769 | 0.00% |
| Legato Capital Management LLC | 512,907 | 0.51% | $882.20K | +15,384 | 0.07% |
| Vanguard Portfolio Management LLC | 463,580 | 0.46% | $797.36K | +94,951 | 0.00% |
| Sequoia Financial Advisors, LLC | 381,355 | 0.38% | $655.93K | +703 | 0.00% |
| Morgan Stanley | 332,107 | 0.33% | $571.23K | +201,304 | 0.00% |
| UBS Group AG | 251,333 | 0.25% | $432.29K | +14,055 | 0.00% |
| Prescott Group Capital Management, L.L.C. | 237,495 | 0.24% | $408.49K | – | 0.04% |
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 | 109 | 43M | 43.0% | 13 / 45 | 22 / 16 | 2M | 2M |
| Q1 2026 | 115 | 43M | 42.8% | 24 / 22 | 45 / 12 | 6M | 2M |
| Q4 2025 | 105 | 43M | 42.7% | 13 / 43 | 26 / 12 | 2M | 1M |
| Q3 2025 | 104 | 42M | 41.8% | 20 / 34 | 23 / 3 | 2M | 1M |
| Q2 2025 | 87 | 41M | 40.9% | 8 / 26 | 28 / 8 | 2M | 1M |
| Q1 2025 | 88 | 40M | 39.4% | 10 / 32 | 25 / 6 | 2M | 3M |
| Q4 2024 | 86 | 41M | 41.2% | 12 / 37 | 13 / 8 | 2M | 1M |
| Q3 2024 | 84 | 40M | 40.4% | 19 / 25 | 19 / 7 | 5M | 1M |
| Q2 2024 | 73 | 40M | 40.2% | 18 / 22 | 16 / 26 | 5M | 6M |
| Q1 2024 | 81 | 41M | 40.7% | 25 / 21 | 17 / 5 | 5M | 1M |
| Q4 2023 | 61 | 37M | 37.3% | 10 / 23 | 13 / 6 | 2M | 3M |
| Q3 2023 | 58 | 38M | 37.9% | 5 / 17 | 18 / 5 | 1M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STXS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,983,686 | 1.98% | $3.41M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,634,591 | 1.63% | $2.81M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 985,512 | 0.98% | $1.70M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 733,836 | 0.73% | $924.63K | 0.00% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 640,255 | 0.64% | $1.10M | 0.01% | Jun 30, 2026 |
| AlphaCentric Robotics and Automation Fund | 600,000 | 0.60% | $1.03M | 3.87% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 437,373 | 0.44% | $866.00K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 318,322 | 0.32% | $630.28K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 228,492 | 0.23% | $393.01K | 0.03% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 164,422 | 0.16% | $207.17K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 147,741 | 0.15% | $292.53K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 127,100 | 0.13% | $218.61K | 0.15% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 124,229 | 0.12% | $245.97K | 0.00% | May 31, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 109,607 | 0.11% | $188.52K | 0.00% | Jun 30, 2026 |
| Master Small Cap Index Series | 100,304 | 0.10% | $172.52K | 0.00% | Jun 30, 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 |
|---|---|---|---|---|
| Kimberly R. Peery | Chief Financial Officer | 3,317 | 0.00% | Apr 13, 2026 |
| Myriam Curet | Director | 435,161 | 0.43% | Jul 1, 2026 |
| Ross B. Levin | Director | 621,248 | 0.62% | Jul 1, 2026 |
| David Benfer | Director | 771,930 | 0.77% | Jul 1, 2026 |
| Arun Swarup Menawat | Director | 1,035,560 | 1.03% | Jul 1, 2026 |
| Nathan Fischel | Director, 10% owner | 14,401,329 | 14.37% | Jul 1, 2026 |
| Nachum Shamir | Director | 179,327 | 0.18% | Jul 1, 2026 |
| Paul J. Isaac | Director | 2,883,856 | 2.88% | Nov 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Arun Swarup Menawat Director | Jul 1, 2026 | Award | +43,103 | – | – | 1,035,560 |
| Myriam Curet Director | Jul 1, 2026 | Award | +43,103 | – | – | 435,161 |
| Nathan Fischel Director, 10% owner | Jul 1, 2026 | Award | +43,103 | – | – | 720,775 |
| Nachum Shamir Director | Jul 1, 2026 | Award | +43,103 | – | – | 179,327 |
| David Benfer Director | Jul 1, 2026 | Award | +43,103 | – | – | 558,975 |
| Ross B. Levin Director | Jul 1, 2026 | Award | +43,103 | – | – | 621,248 |
| Nathan Fischel Director, 10% owner | Jan 2, 2026 | Award | +46,948 | – | – | 677,672 |
| Myriam Curet Director | Jan 2, 2026 | Award | +46,948 | – | – | 392,058 |
| Arun Swarup Menawat Director | Jan 2, 2026 | Award | +46,948 | – | – | 992,457 |
| Nachum Shamir Director | Jan 2, 2026 | Award | +46,948 | – | – | 136,224 |
| David Benfer Director | Jan 2, 2026 | Award | +46,948 | – | – | 515,872 |
| Ross B. Levin Director | Jan 2, 2026 | Award | +46,948 | – | – | 578,145 |
| Paul J. Isaac Director | Nov 17, 2025 | Buy | +10,000 | $2.18 | $21.80K | 97,299 |
| Paul J. Isaac Director | Nov 14, 2025 | Buy | +20,000 | $2.24 | $44.80K | 2,786,557 |
| Nathan Fischel Director, 10% owner | Jul 1, 2025 | Award | +43,668 | – | – | 630,724 |
| Ross B. Levin Director | Jul 1, 2025 | Award | +43,668 | – | – | 531,197 |
| Arun Swarup Menawat Director | Jul 1, 2025 | Award | +43,668 | – | – | 945,509 |
| Nachum Shamir Director | Jul 1, 2025 | Award | +43,668 | – | – | 89,276 |
| David Benfer Director | Jul 1, 2025 | Award | +43,668 | – | – | 468,924 |
| Myriam Curet Director | Jul 1, 2025 | Award | +43,668 | – | – | 345,110 |
| Paul J. Isaac Director | Mar 10, 2025 | Buy | +38,000 | $1.81 | $68.78K | 87,299 |
| Paul J. Isaac Director | Mar 7, 2025 | Buy | +1,489 | $1.79 | $2.67K | 2,766,557 |
| Paul J. Isaac Director | Mar 6, 2025 | Buy | +23,299 | $1.81 | $42.17K | 49,066 |
| Nachum Shamir Director | Jan 2, 2025 | Award | +45,608 | – | – | 45,608 |
| David Benfer Director | Jan 2, 2025 | Award | +56,497 | – | – | 425,256 |
| Arun Swarup Menawat Director | Jan 2, 2025 | Award | +56,497 | – | – | 901,841 |
| Myriam Curet Director | Jan 2, 2025 | Award | +56,497 | – | – | 301,442 |
| Nathan Fischel Director, 10% owner | Jan 2, 2025 | Award | +56,497 | – | – | 587,056 |
| Ross B. Levin Director | Jan 2, 2025 | Award | +56,497 | – | – | 487,529 |
| Paul J. Isaac Director | Aug 20, 2024 | Buy | +442 | $1.88 | $831 | 2,768,068 |
| Paul J. Isaac Director | Aug 19, 2024 | Buy | +812 | $1.88 | $1.53K | 2,767,626 |
| Paul J. Isaac Director | Aug 15, 2024 | Buy | +8,095 | $1.90 | $15.38K | 2,766,814 |
| Nathan Fischel Director, 10% owner | Jul 1, 2024 | Award | +53,475 | – | – | 530,559 |
| Ross B. Levin Director | Jul 1, 2024 | Award | +53,475 | – | – | 431,032 |
| David Benfer Director | Jul 1, 2024 | Award | +53,475 | – | – | 368,759 |
| Arun Swarup Menawat Director | Jul 1, 2024 | Award | +53,475 | – | – | 845,344 |
| Myriam Curet Director | Jul 1, 2024 | Award | +53,475 | – | – | 244,945 |
| Paul J. Isaac Director | Jun 14, 2024 | Buy | +7,000 | $1.86 | $13.02K | 2,765,719 |
| Paul J. Isaac Director | May 31, 2024 | Buy | +1,000 | $1.96 | $1.96K | 2,758,719 |
| Paul J. Isaac Director | May 29, 2024 | Buy | +3,026 | $1.90 | $5.75K | 2,748,719 |
| Paul J. Isaac Director | May 28, 2024 | Buy | +6,000 | $1.91 | $11.46K | 2,745,693 |
| Arun Swarup Menawat Director | Jan 2, 2024 | Award | +64,935 | – | – | 791,869 |
| Ross B. Levin Director | Jan 2, 2024 | Award | +64,935 | – | – | 377,557 |
| David Benfer Director | Jan 2, 2024 | Award | +64,935 | – | – | 315,284 |
| Robert J. Messey Director | Jan 2, 2024 | Award | +64,935 | – | – | 518,402 |
| Nathan Fischel Director, 10% owner | Jan 2, 2024 | Award | +64,935 | – | – | 477,084 |
| Myriam Curet Director | Jan 2, 2024 | Award | +64,935 | – | – | 191,470 |
| Paul J. Isaac Director | Dec 15, 2023 | Buy | +11,060 | $1.72 | $19.02K | 2,739,693 |
| Paul J. Isaac Director | Nov 30, 2023 | Buy | +2,808 | $1.56 | $4.38K | 2,728,633 |
| Paul J. Isaac Director | Nov 22, 2023 | Buy | +18 | $1.50 | $27 | 2,725,825 |
| Paul J. Isaac Director | Nov 21, 2023 | Buy | +6,000 | $1.53 | $9.18K | 2,725,807 |
| Paul J. Isaac Director | Nov 20, 2023 | Buy | +6,000 | $1.54 | $9.24K | 2,719,807 |
| Paul J. Isaac Director | Nov 17, 2023 | Buy | +6,000 | $1.55 | $9.30K | 2,713,807 |
| Paul J. Isaac Director | Nov 16, 2023 | Buy | +15,000 | $1.51 | $22.65K | 2,707,807 |
| Paul J. Isaac Director | Nov 15, 2023 | Buy | +20,000 | $1.44 | $28.80K | 2,692,807 |
| Paul J. Isaac Director | Nov 14, 2023 | Buy | +10,000 | $1.45 | $14.50K | 2,672,807 |
| Paul J. Isaac Director | Nov 13, 2023 | Buy | +10,000 | $1.44 | $14.40K | 2,662,807 |
| Paul J. Isaac Director | Sep 15, 2023 | Buy | +16,000 | $1.63 | $26.08K | 2,652,807 |
| Paul J. Isaac Director | Sep 14, 2023 | Buy | +7,168 | $1.65 | $11.83K | 2,636,807 |
| Paul J. Isaac Director | Sep 13, 2023 | Buy | +6,305 | $1.68 | $10.59K | 2,629,639 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.