Issuer Direct Corporation (ISDR) Ownership

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Last update: 07:00 PM EST
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Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
TOPLINE CAPITAL MANAGEMENT, LLC 02/17/2026 709.26 K $6.60 M   0.00% 18.33%
VANGUARD GROUP INC 01/29/2026 149.77 K $1.39 M   1.44% 3.87%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 02/17/2026 142.41 K $1.32 M   3.00% 3.68%
BARD ASSOCIATES INC 02/13/2026 128.73 K $1.20 M   -4.26% 3.33%
GEODE CAPITAL MANAGEMENT, LLC 02/09/2026 31.42 K $292.28 K   4.35% 0.81%
RENAISSANCE TECHNOLOGIES LLC 02/12/2026 29.84 K $277.49 K   -6.58% 0.77%
DIMENSIONAL FUND ADVISORS LP 02/12/2026 25.80 K $239.90 K   -16.17% 0.67%
MINK BROOK ASSET MANAGEMENT LLC 02/13/2026 20.40 K $189.68 K   0.00% 0.53%
NANO CAP NEW MILLENNIUM GROWTH FUND L P 02/06/2026 15.00 K $139.50 K   100.00% 0.39%
DRW SECURITIES, LLC 02/12/2026 12.58 K $117.02 K   100.00% 0.33%
BLACKROCK, INC. 02/12/2026 11.83 K $110.03 K   2.66% 0.31%
UBS GROUP AG 01/29/2026 515 $4.79 K   -89.17% 0.01%
TOWER RESEARCH CAPITAL LLC (TRC) 02/17/2026 487 $4.53 K   62.33% 0.01%
ADIRONDACK TRUST CO 01/08/2026 320 $2.98 K   0.00% 0.01%
SBI SECURITIES CO., LTD. 02/03/2026 20 $186   0.00% 0.00%
BANK OF AMERICA CORP /DE/ 02/17/2026 2 $19   0.00% 0.00%
MORGAN STANLEY 02/13/2026 2 $19   0.00% 0.00%
JPMORGAN CHASE & CO 02/11/2026 0 $0   -100.00% 0.00%
BARCLAYS PLC 02/13/2026 0 $0   -100.00% 0.00%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 02/17/2026 0 $0   -100.00% 0.00%
HERALD INVESTMENT MANAGEMENT LTD 02/13/2026 0 $0   -100.00% 0.00%
ADVISORY SERVICES NETWORK, LLC 02/17/2026 0 $0   -100.00% 0.00%

institutional Ownership - FAQ's

During the previous two years, 22 institutional investors and hedge funds held shares of . The most heavily invested institutionals were:

Topline Capital Management, LLC: 709,264

VANGUARD GROUP INC: 149,767

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 142,410

BARD ASSOCIATES INC: 128,729

GEODE CAPITAL MANAGEMENT, LLC: 31,421

RENAISSANCE TECHNOLOGIES LLC: 29,838

33.04% of stock is owned by institutional investors.

Institutional investors have bought a total of 1.27 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.