Ironwood-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NFBK",
  "INDI",
  "SPSC",
  "MQ",
  "PGY",
  "QRVO",
  "SPT",
  "AES",
  "ARW",
  "HBM",
  "SMCI",
  "ZS",
  "TNC",
  "KSS",
  "SHOO",
  "FRPT",
  "GOOGL",
  null,
  "VYX",
  null,
  "AMRC",
  "APAM",
  "MODG",
  "ENOV",
  "EVH",
  "CAT",
  "MYRG",
  "SONO",
  "AUPH",
  "FITB",
  "ALTG",
  "BW",
  "AVD",
  "ANIK",
  "HPQ",
  "DLTH",
  "FNV",
  "EMXC",
  "ICE",
  "PI",
  "META",
  "KALV",
  "LXU",
  "MEI",
  "MRCY",
  "MCRB",
  "SUP",
  "UIS",
  "STKL",
  "UNFI",
  "VALN",
  null,
  null,
  null,
  "ACCO",
  null,
  "MSFT",
  "GE",
  "THG",
  "FAST",
  "IWD",
  "IWF",
  "PEP",
  "PGR",
  null,
  "AAPL",
  "GS",
  "HPE",
  "LDOS",
  "PFE",
  "MRK",
  "MKC",
  null,
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "TGT",
  "PNFP",
  "RBBN",
  "SM",
  "NATL",
  "TTEC",
  "VICR",
  "IRBT",
  "VWO",
  "ASYS",
  "IWV",
  "TCBK",
  "BBSI",
  "ATRO",
  "GT",
  "GPI",
  "GFF",
  "HWC",
  "GM",
  "WTS",
  "DRRX",
  "EVLV",
  "EXTR",
  "GEOS",
  "KOP",
  "NVO",
  "ACIW",
  "TPH",
  "V",
  "WSM",
  "WPM",
  "WSFS",
  "ZETA",
  "DY",
  null,
  "NOG",
  "AEM",
  "FLR",
  "UFPI",
  "TTMI",
  "TPC",
  "OTIS",
  "CRM",
  "RPRX",
  "TDY",
  "ORI",
  "PBI",
  "MCK",
  "PEGA",
  "ADP",
  "BAC",
  "BANC",
  "BK",
  "BHLB",
  "BDC",
  "BA",
  "BMY",
  "BHR",
  "BBIO",
  "CBT",
  "CADE",
  "CARG",
  "CRI",
  "CHD",
  "CSCO",
  "C",
  "COHR",
  "COLB",
  "CMP",
  "CVGI",
  "CBRL",
  "DHR",
  "CYTK",
  "DAR",
  "DNLI",
  "EFA",
  "IWM",
  "DIS",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 163
Total Value: 183375166
Accession Number: 0001376474-25-000466
Form Type: 13F-HR
CIK: ironwood-investment-management
Manager Name: Ironwood-Investment-Management

Data Enrichment

90% identified

147 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

163 positions • $183.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Leidos Holdings, Inc.

LDOS|525327102

Shares:5.5K

Value:$735.4K

% of Portfolio:0.4% ($735.4K/$183.4M)

TTM TECHNOLOGIES INC

TTMI|87305R109

Shares:35.5K

Value:$729.1K

% of Portfolio:0.4% ($729.1K/$183.4M)

Denali Therapeutics Inc.

DNLI|24823R105

Shares:49.3K

Value:$670.3K

% of Portfolio:0.4% ($670.3K/$183.4M)

BERKSHIRE HILLS BANCORP INC

BHLB|084680107

Shares:25.7K

Value:$670.1K

% of Portfolio:0.4% ($670.1K/$183.4M)

Pagaya Technologies Ltd.

PGY|M7S64L123

Shares:59.7K

Value:$625.4K

% of Portfolio:0.3% ($625.4K/$183.4M)

TRICO BANCSHARES /

TCBK|896095106

Shares:15.6K

Value:$622.7K

% of Portfolio:0.3% ($622.7K/$183.4M)

Commercial Vehicle Group, Inc.

CVGI|202608105

Shares:534.5K

Value:$614.7K

% of Portfolio:0.3% ($614.7K/$183.4M)

SunOpta Inc.

STKL|8676EP108

Shares:125.8K

Value:$611.2K

% of Portfolio:0.3% ($611.2K/$183.4M)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:7.6K

Value:$591.4K

% of Portfolio:0.3% ($591.4K/$183.4M)

Enovis CORP

ENOV|194014502

Shares:14.9K

Value:$569.4K

% of Portfolio:0.3% ($569.4K/$183.4M)

Artisan Partners Asset Management Inc.

APAM|04316A108

Shares:14.0K

Value:$545.6K

% of Portfolio:0.3% ($545.6K/$183.4M)

921943809

Shares:32.6K

Value:$532.9K

% of Portfolio:0.3% ($532.9K/$183.4M)

TENNANT CO

TNC|880345103

Shares:6.6K

Value:$528.0K

% of Portfolio:0.3% ($528.0K/$183.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.6K

Value:$521.8K

% of Portfolio:0.3% ($521.8K/$183.4M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:939

Value:$513.0K

% of Portfolio:0.3% ($513.0K/$183.4M)

LSB INDUSTRIES, INC.

LXU|502160104

Shares:76.7K

Value:$505.5K

% of Portfolio:0.3% ($505.5K/$183.4M)

BANC OF CALIFORNIA, INC.

BANC|05990K106

Shares:34.4K

Value:$487.6K

% of Portfolio:0.3% ($487.6K/$183.4M)

Qorvo, Inc.

QRVO|74736K101

Shares:6.6K

Value:$481.4K

% of Portfolio:0.3% ($481.4K/$183.4M)

WSFS FINANCIAL CORP

WSFS|929328102

Shares:9.3K

Value:$480.8K

% of Portfolio:0.3% ($480.8K/$183.4M)

PITNEY BOWES INC /DE/

PBI|724479100

Shares:52.6K

Value:$475.9K

% of Portfolio:0.3% ($475.9K/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Leidos Holdings, Inc.(LDOScusip525327102)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$735.4K	0.4% ($735.4K/$183.4M)	QoQ NEW(+$735.4K) YoY NEW(+$735.4K)
TTM TECHNOLOGIES INC(TTMIcusip87305R109)	35.5K	QoQ -0.39% (-141) YoY -82.83% (-171.5K)	All Managers (Combined)	$729.1K	0.4% ($729.1K/$183.4M)	QoQ -17.45% (-$154.2K) YoY -77.50% (-$2.5M)
Denali Therapeutics Inc.(DNLIcusip24823R105)	49.3K	QoQ +34.91% (-12.8K) YoY +36.71% (-13.2K)	All Managers (Combined)	$670.3K	0.4% ($670.3K/$183.4M)	QoQ -10.00% (-$74.5K) YoY -9.42% (-$69.7K)
BERKSHIRE HILLS BANCORP INC(BHLBcusip084680107)	25.7K	QoQ +60.32% (+9.7K) YoY +64.32% (+10.1K)	All Managers (Combined)	$670.1K	0.4% ($670.1K/$183.4M)	QoQ +47.13% (+$214.6K) YoY +87.05% (+$311.9K)
Pagaya Technologies Ltd.(PGYcusipM7S64L123)	59.7K	QoQ +92.22% (+28.6K) YoY NEW(+59.7K)	All Managers (Combined)	$625.4K	0.3% ($625.4K/$183.4M)	QoQ +116.84% (+$337.0K) YoY NEW(+$625.4K)
TRICO BANCSHARES /(TCBKcusip896095106)	15.6K	QoQ -0.57% (-90) YoY +2.40% (+366)	All Managers (Combined)	$622.7K	0.3% ($622.7K/$183.4M)	QoQ -9.06% (-$62.0K) YoY +11.28% (+$63.2K)
Commercial Vehicle Group, Inc.(CVGIcusip202608105)	534.5K	QoQ +1.94% (-10.2K) YoY -7.58% (-43.9K)	All Managers (Combined)	$614.7K	0.3% ($614.7K/$183.4M)	QoQ -52.72% (-$685.6K) YoY -83.47% (-$3.1M)
SunOpta Inc.(STKLcusip8676EP108)	125.8K	QoQ -5.35% (-7.1K) YoY -4.51% (-5.9K)	All Managers (Combined)	$611.2K	0.3% ($611.2K/$183.4M)	QoQ -40.26% (-$411.9K) YoY -32.45% (-$293.6K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	7.6K	QoQ -0.30% (-23) YoY -0.65% (-50)	All Managers (Combined)	$591.4K	0.3% ($591.4K/$183.4M)	QoQ +37.61% (-$161.7K) YoY +63.64% (-$230.0K)
Enovis CORP(ENOVcusip194014502)	14.9K	QoQ +5.28% (-748) YoY +119.87% (+8.1K)	All Managers (Combined)	$569.4K	0.3% ($569.4K/$183.4M)	QoQ -8.32% (-$51.7K) YoY +34.52% (+$146.2K)
Artisan Partners Asset Management Inc.(APAMcusip04316A108)	14.0K	QoQ -0.39% (-56) YoY +2.86% (-389)	All Managers (Combined)	$545.6K	0.3% ($545.6K/$183.4M)	QoQ -9.53% (-$57.5K) YoY -12.12% (-$75.3K)
(cusip921943809)✕	32.6K	QoQ +0.46% (+150) YoY +3.19% (+1.0K)	All Managers (Combined)	$532.9K	0.3% ($532.9K/$183.4M)	QoQ +6.87% (+$34.3K) YoY +4.73% (+$24.1K)
TENNANT CO(TNCcusip880345103)	6.6K	QoQ +0.54% (-36) YoY +2.92% (-188)	All Managers (Combined)	$528.0K	0.3% ($528.0K/$183.4M)	QoQ -1.64% (-$8.8K) YoY -32.50% (-$254.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.6K	QoQ 0.00% (+0) YoY -1.84% (-49)	All Managers (Combined)	$521.8K	0.3% ($521.8K/$183.4M)	QoQ +20.00% (+$87.0K) YoY +11.92% (-$55.6K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	939	QoQ 0.00% (-0) YoY -53.94% (-1.1K)	All Managers (Combined)	$513.0K	0.3% ($513.0K/$183.4M)	QoQ -4.59% (-$24.7K) YoY -39.76% (-$338.7K)
LSB INDUSTRIES, INC.(LXUcusip502160104)	76.7K	QoQ -2.18% (-1.7K) YoY -7.27% (-6.0K)	All Managers (Combined)	$505.5K	0.3% ($505.5K/$183.4M)	QoQ -15.06% (-$89.7K) YoY -30.40% (-$220.8K)
BANC OF CALIFORNIA, INC.(BANCcusip05990K106)	34.4K	QoQ -0.44% (-153) YoY -0.19% (-67)	All Managers (Combined)	$487.6K	0.3% ($487.6K/$183.4M)	QoQ -8.62% (-$46.0K) YoY -6.88% (-$36.1K)
Qorvo, Inc.(QRVOcusip74736K101)	6.6K	QoQ 0.00% (+0) YoY -3.48% (-240)	All Managers (Combined)	$481.4K	0.3% ($481.4K/$183.4M)	QoQ +3.54% (+$16.5K) YoY -39.13% (-$309.6K)
WSFS FINANCIAL CORP(WSFScusip929328102)	9.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$480.8K	0.3% ($480.8K/$183.4M)	QoQ -2.37% (-$11.7K) YoY +14.90% (+$62.4K)
PITNEY BOWES INC /DE/(PBIcusip724479100)	52.6K	QoQ 0.00% (+0) YoY -40.92% (-36.4K)	All Managers (Combined)	$475.9K	0.3% ($475.9K/$183.4M)	QoQ +24.99% (+$95.2K) YoY +23.46% (-$90.5K)