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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NORTHERN OIL & GAS, INC.

NOG|665531307

Shares:6.7K

Value:$203.8K

% of Portfolio:0.1% ($203.8K/$183.4M)

HANCOCK WHITNEY CORP

HWC|410120109

Shares:3.9K

Value:$202.2K

% of Portfolio:0.1% ($202.2K/$183.4M)

METHODE ELECTRONICS INC

MEI|591520200

Shares:28.4K

Value:$181.2K

% of Portfolio:0.1% ($181.2K/$183.4M)

Northfield Bancorp, Inc.

NFBK|66611T108

Shares:15.4K

Value:$168.5K

% of Portfolio:0.1% ($168.5K/$183.4M)

Valneva SE

VALN|92025Y103

Shares:25.0K

Value:$167.9K

% of Portfolio:0.1% ($167.9K/$183.4M)

ALTA EQUIPMENT GROUP INC.

ALTG|02128L106

Shares:34.3K

Value:$160.7K

% of Portfolio:0.1% ($160.7K/$183.4M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:10.4K

Value:$159.8K

% of Portfolio:0.1% ($159.8K/$183.4M)

IROBOT CORP

IRBT|462726100

Shares:53.5K

Value:$144.5K

% of Portfolio:0.1% ($144.5K/$183.4M)

KalVista Pharmaceuticals, Inc.

KALV|483497103

Shares:11.5K

Value:$132.6K

% of Portfolio:0.1% ($132.6K/$183.4M)

DURECT CORP

DRRX|266605500

Shares:163.9K

Value:$131.5K

% of Portfolio:0.1% ($131.5K/$183.4M)

AMTECH SYSTEMS INC

ASYS|032332504

Shares:26.3K

Value:$127.0K

% of Portfolio:0.1% ($127.0K/$183.4M)

ACCO BRANDS Corp

ACCO|00081T108

Shares:25.1K

Value:$105.2K

% of Portfolio:0.1% ($105.2K/$183.4M)

775781206

Shares:10.2K

Value:$99.8K

% of Portfolio:0.1% ($99.8K/$183.4M)

Marqeta, Inc.

MQ|57142B104

Shares:24.1K

Value:$99.5K

% of Portfolio:0.1% ($99.5K/$183.4M)

TTEC Holdings, Inc.

TTEC|89854H102

Shares:25.0K

Value:$82.2K

% of Portfolio:0.0% ($82.2K/$183.4M)

Ribbon Communications Inc.

RBBN|762544104

Shares:19.2K

Value:$75.3K

% of Portfolio:0.0% ($75.3K/$183.4M)

AMERICAN VANGUARD CORP

AVD|030371108

Shares:15.2K

Value:$66.8K

% of Portfolio:0.0% ($66.8K/$183.4M)

DULUTH HOLDINGS INC.

DLTH|26443V101

Shares:34.9K

Value:$60.7K

% of Portfolio:0.0% ($60.7K/$183.4M)

Babcock & Wilcox Enterprises, Inc.

BW|05614L209

Shares:81.2K

Value:$54.6K

% of Portfolio:0.0% ($54.6K/$183.4M)

SUPERIOR INDUSTRIES INTERNATIONAL INC

SUP|868168105

Shares:21.5K

Value:$45.8K

% of Portfolio:0.0% ($45.8K/$183.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NORTHERN OIL & GAS, INC.(NOGcusip665531307)	6.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$203.8K	0.1% ($203.8K/$183.4M)	QoQ -18.64% (-$46.7K) YoY -23.81% (-$63.7K)
HANCOCK WHITNEY CORP(HWCcusip410120109)	3.9K	QoQ -0.33% (-13) YoY NEW(+3.9K)	All Managers (Combined)	$202.2K	0.1% ($202.2K/$183.4M)	QoQ -4.47% (-$9.5K) YoY NEW(+$202.2K)
METHODE ELECTRONICS INC(MEIcusip591520200)	28.4K	QoQ -2.81% (-822) YoY -3.89% (-1.1K)	All Managers (Combined)	$181.2K	0.1% ($181.2K/$183.4M)	QoQ -47.40% (-$163.4K) YoY -49.65% (-$178.8K)
Northfield Bancorp, Inc.(NFBKcusip66611T108)	15.4K	QoQ +2.75% (-414) YoY +2.50% (+377)	All Managers (Combined)	$168.5K	0.1% ($168.5K/$183.4M)	QoQ -3.52% (-$6.2K) YoY +15.05% (+$22.0K)
Valneva SE(VALNcusip92025Y103)	25.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$167.9K	0.1% ($167.9K/$183.4M)	QoQ +53.47% (+$58.5K) YoY -15.27% (-$30.3K)
ALTA EQUIPMENT GROUP INC.(ALTGcusip02128L106)	34.3K	QoQ 0.00% (-0) YoY NEW(+34.3K)	All Managers (Combined)	$160.7K	0.1% ($160.7K/$183.4M)	QoQ -28.28% (-$63.4K) YoY NEW(+$160.7K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	10.4K	QoQ 0.00% (-0) YoY -3.91% (-422)	All Managers (Combined)	$159.8K	0.1% ($159.8K/$183.4M)	QoQ -27.72% (-$61.3K) YoY -16.37% (-$31.3K)
IROBOT CORP(IRBTcusip462726100)	53.5K	QoQ +13.40% (-6.3K) YoY NEW(+53.5K)	All Managers (Combined)	$144.5K	0.1% ($144.5K/$183.4M)	QoQ -60.49% (-$221.3K) YoY NEW(+$144.5K)
KalVista Pharmaceuticals, Inc.(KALVcusip483497103)	11.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$132.6K	0.1% ($132.6K/$183.4M)	QoQ +36.24% (+$35.3K) YoY -2.69% (-$3.7K)
DURECT CORP(DRRXcusip266605500)	163.9K	QoQ -4.59% (-7.9K) YoY -22.63% (-48.0K)	All Managers (Combined)	$131.5K	0.1% ($131.5K/$183.4M)	QoQ +2.01% (-$2.6K) YoY -48.72% (-$124.9K)
AMTECH SYSTEMS INC(ASYScusip032332504)	26.3K	QoQ -6.06% (-1.7K) YoY -6.85% (-1.9K)	All Managers (Combined)	$127.0K	0.1% ($127.0K/$183.4M)	QoQ -16.74% (-$25.5K) YoY -16.84% (-$25.7K)
ACCO BRANDS Corp(ACCOcusip00081T108)	25.1K	QoQ -7.91% (-2.2K) YoY -8.58% (-2.4K)	All Managers (Combined)	$105.2K	0.1% ($105.2K/$183.4M)	QoQ -26.50% (-$37.9K) YoY -31.72% (-$48.9K)
(cusip775781206)✕	10.2K	QoQ 0.00% (+0) YoY -6.64% (-724)	All Managers (Combined)	$99.8K	0.1% ($99.8K/$183.4M)	QoQ +37.89% (+$27.4K) YoY +69.90% (-$41.1K)
Marqeta, Inc.(MQcusip57142B104)	24.1K	QoQ -3.09% (-771) YoY -6.48% (-1.7K)	All Managers (Combined)	$99.5K	0.1% ($99.5K/$183.4M)	QoQ +5.34% (-$5.0K) YoY -35.35% (-$54.4K)
TTEC Holdings, Inc.(TTECcusip89854H102)	25.0K	QoQ -0.57% (-145) YoY -4.40% (-1.2K)	All Managers (Combined)	$82.2K	0.0% ($82.2K/$183.4M)	QoQ -34.44% (-$43.2K) YoY -69.67% (-$188.8K)
Ribbon Communications Inc.(RBBNcusip762544104)	19.2K	QoQ +0.28% (-54) YoY +2.81% (+526)	All Managers (Combined)	$75.3K	0.0% ($75.3K/$183.4M)	QoQ -5.50% (-$4.4K) YoY +25.94% (+$15.5K)
AMERICAN VANGUARD CORP(AVDcusip030371108)	15.2K	QoQ NEW(+15.2K) YoY NEW(+15.2K)	All Managers (Combined)	$66.8K	0.0% ($66.8K/$183.4M)	QoQ NEW(+$66.8K) YoY NEW(+$66.8K)
DULUTH HOLDINGS INC.(DLTHcusip26443V101)	34.9K	QoQ -3.04% (-1.1K) YoY -9.48% (-3.7K)	All Managers (Combined)	$60.7K	0.0% ($60.7K/$183.4M)	QoQ -45.40% (-$50.5K) YoY -67.85% (-$128.1K)
Babcock & Wilcox Enterprises, Inc.(BWcusip05614L209)	81.2K	QoQ -5.62% (-4.8K) YoY -5.58% (-4.8K)	All Managers (Combined)	$54.6K	0.0% ($54.6K/$183.4M)	QoQ -61.30% (-$86.5K) YoY -43.81% (-$42.6K)
SUPERIOR INDUSTRIES INTERNATIONAL INC(SUPcusip868168105)	21.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$45.8K	0.0% ($45.8K/$183.4M)	QoQ +4.41% (+$1.9K) YoY -26.55% (-$16.6K)