Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stereotaxis Inc (STXS)

107 + Investors. Track Smart Money conviction in STXS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — STXS

Based on 108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STXS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
108 hedge funds hold STXS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

60 buying41 selling
Last quarter: 60 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 16 → 24 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 18% medium ■ 31% new
56 out of 108 hedge funds have held STXS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~14 new funds/quarter

7 → 19 → 16 → 24 → 14 new funds/Q
New funds entering each quarter: 19 → 16 → 24 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 31% newcomers

■ 54% veterans ■ 15% 1-2yr ■ 31% new
Entry-cohort mix of 109 holders: 59 (54%) are 2+ year veterans, 16 entered 1–2 years ago, and 34 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
31 of 108 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STXS

In 2026 Q2, 60 hedge funds were net buyers of STXS (14 opened a new position, 46 added to an existing one), while 41 reduced or exited (21 trimmed, 20 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 25% of total institutional value in STXS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 108.

Hedge Fund Ownership: STXS

How many hedge funds hold STXS — quarterly history vs. share price
Quarterly hedge fund ownership of STXS vs. share price

Market Analysis: STXS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STXS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: STXS
107 + Investors

Track Smart Money conviction in STXS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 107 114 -6.14%
13F Shares 40M 43M -6.53%
Total Value $69M $79M -12.72%
New Positions 14 24 -10
Increased Positions 45 20 +25
Closed Positions 21 15 +6
Reduced Positions 21 46 -25
Total Calls 1 3 -66.67%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: STXS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

107 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STXS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STXS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DAFNA Capital Management LLC 4.49% 13,680,554 $23.5M
2 Lagoda Investment Management, L.P. 3.90% 4,122,600 $7.1M
3 AlphaCentric Advisors LLC 0.87% 600,000 $1.0M
4 Archon Capital Management LLC 0.86% 1,226,044 $2.1M
5 Warberg Asset Management LLC 0.35% 1,108,889 $1.9M
6 Essex Investment Management Co LLC 0.34% 1,521,966 $2.6M
7 Legato Capital Management LLC 0.07% 512,907 $882K
8 TCFG Investment Advisors, LLC 0.04% 69,015 $119K
9 Prescott Group Capital Management, L.L.C. 0.04% 237,495 $408K
10 Wealth Effects LLC 0.03% 68,500 $118K
11 Cherry Creek Investment Advisors, Inc. 0.03% 42,602 $73K
12 Thompson Davis & CO., INC. 0.03% 27,999 $48K
13 Wellington Shields & Co., LLC 0.02% 40,079 $69K
14 R Squared Ltd 0.01% 13,727 $24K
15 Gmt Capital Corp 0.01% 126,581 $218K
16 Z3 Capital Partners, LLC 0.01% 25,000 $43K
17 Kovack Advisors, Inc. 0.01% 101,113 $179K
18 Independent Advisor Alliance 0.01% 208,485 $359K
19 Investors Research Corp 0.01% 17,950 $31K
20 Bridgeway Capital Management, LLC 0.01% 173,775 $299K
21 Summit Asset Management, LLC 0.00% 22,500 $39K
22 WealthPLAN Partners, LLC 0.00% 13,665 $24K
23 Leonteq Securities AG 0.00% 74,994 $129K
24 Benin Management CORP 0.00% 10,500 $18K
25 Sequoia Financial Advisors, LLC 0.00% 381,355 $656K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Stereotaxis Inc (STXS)

What does the Smart Money Trend signal show for STXS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STXS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STXS?

Slight buying edge — 59% buying: Last quarter: 60 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STXS holders?

Strong quality — 25% AUM from major funds: 31 of 108 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held STXS?

52% of holders stayed for 2+ years: 56 out of 108 hedge funds have held STXS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →