Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stereotaxis Inc (STXS)

113 + 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
↑ +9
Streak
3Q ▲
Buyers last Q
43%

Smart Money Signals — STXS

Based on 114 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added STXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
114 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 — +30% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+30% 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.
🟠

More sellers than buyers — 43% buying

46 buying61 selling
Last quarter: 61 funds reduced or exited vs 46 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new STXS position: 7 → 19 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 18% medium ■ 28% new
62 out of 114 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.
💎

Buying through price weakness — shares +0%, value -20%

Value
-19%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

11 → 7 → 19 → 16 → 24 new funds/Q
New funds entering each quarter: 7 → 19 → 16 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 30% newcomers

■ 59% veterans ■ 11% 1-2yr ■ 30% new
Entry-cohort mix of 116 holders: 68 (59%) are 2+ year veterans, 13 entered 1–2 years ago, and 35 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
30 of 112 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 46 hedge funds were net buyers of STXS (24 opened a new position, 22 added to an existing one), while 61 reduced or exited (46 trimmed, 15 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 114.

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.

Is It Too Late to Buy Stereotaxis Inc (STXS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STXS has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
STXS
+0.0%
XLV
+4.9%

STXS outperformed XLV by -4.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
STXS
-0.5%
XLV
+6.0%

Since the filing became public, STXS outperformed XLV by -6.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 2 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: STXS
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 105 7.62%
13F Shares 43M 43M 0.46%
Total Value $79M $98M -19.72%
New Positions 23 16 +7
Increased Positions 20 43 -23
Closed Positions 15 12 +3
Reduced Positions 46 26 +20
Total Calls 3 2 50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: STXS

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

113 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DAFNA Capital Management LLC 5.73% 13,680,554 $25.2M
2 Lagoda Investment Management, L.P. 4.94% 4,350,400 $8.0M
3 Arbiter Partners Capital Management LLC 3.04% 2,883,856 $5.3M
4 Archon Capital Management LLC 1.27% 1,226,044 $2.3M
5 AlphaCentric Advisors LLC 1.10% 600,000 $1.1M
6 Essex Investment Management Co LLC 0.46% 1,590,101 $2.9M
7 Warberg Asset Management LLC 0.34% 1,094,123 $2.0M
8 Legato Capital Management LLC 0.08% 497,523 $915K
9 Wealth Effects LLC 0.04% 68,500 $126K
10 TCFG Investment Advisors, LLC 0.04% 64,015 $118K
11 Tcfg Wealth Management, LLC 0.04% 64,015 $118K
12 Prescott Group Capital Management, L.L.C. 0.04% 237,495 $437K
13 Thompson Davis & CO., INC. 0.04% 29,999 $55K
14 Cherry Creek Investment Advisors, Inc. 0.03% 36,216 $67K
15 Wellington Shields & Co., LLC 0.02% 40,079 $74K
16 Z3 Capital Partners, LLC 0.02% 34,000 $78K
17 Daytona Street Capital LLC 0.01% 10,000 $19K
18 Kovack Advisors, Inc. 0.01% 108,904 $201K
19 Gmt Capital Corp 0.01% 126,581 $233K
20 Bridgeway Capital Management, LLC 0.01% 221,475 $408K
21 Investors Research Corp 0.01% 17,950 $33K
22 Summit Asset Management, LLC 0.01% 22,500 $41K
23 Leonteq Securities AG 0.01% 74,994 $138K
24 Tradewinds Capital Management, LLC 0.00% 13,600 $25K
25 WealthPLAN Partners, LLC 0.00% 13,665 $25K
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added STXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STXS?

More sellers than buyers — 43% buying: Last quarter: 61 funds reduced or exited vs 46 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for STXS holders?

Smaller funds dominant — 12% AUM from top-100: 30 of 112 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STXS?

54% of holders stayed for 2+ years: 62 out of 114 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.

Is it too late to buy Stereotaxis Inc (STXS) following the 2026 Q1 hedge fund 13F filings?

As of today, STXS has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -6.5%. Since the quarter end (March 31, 2026), STXS has gained +0.0% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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