IRONWOOD INVESTMENT MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$272,279
Net value change ($000)
-16,927 (-5.9%)
New positions
9
Sold out positions
12
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
VTI 2,221 10.6%
SMCI 1,592 50.0%
Securitize Corp. 1,391 NEW
PI 846 25.4%
FAST 833 70.0%
SHV 809 10.8%
ZETA 771 60.8%
EFA 637 4.7%
SM 629 29.4%
Parabilis Medicines Inc. 532 NEW
Top Reduces (Value $000, Stocks/ETFs)
MYRG -3,649 -41.2%
DY -3,336 -46.7%
VICR -2,255 -23.3%
TTMI -2,073 -34.3%
EXTR -1,757 -33.5%
MRCY -1,539 -34.5%
CEPT -1,377 -100.0%
CVGI -1,115 -35.6%
CYTK -1,089 -22.6%
GPI -971 -22.8%
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