IRONWOOD INVESTMENT MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$239,810
Net value change ($000)
+1,977 (0.8%)
New positions
13
Sold out positions
6
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VICR 1,558 45.6%
CEPT 1,477 NEW
SM 1,476 98.5%
CVGI 1,255 136.9%
HBAN 1,097 NEW
DAR 1,094 71.4%
MYRG 1,080 27.6%
SCHE 1,032 383.6%
COST 916 NEW
ASML 887 51.6%
Top Reduces (Value $000, Stocks/ETFs)
IWM -4,473 -71.3%
PEGA -1,406 -29.7%
CADE -1,225 -100.0%
GPI -1,035 -17.6%
AEM -827 -100.0%
CHD -807 -100.0%
KSS -806 -35.6%
SGI -780 -18.3%
SMCI -695 -22.6%
PI -566 -19.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type