ISSUER DIRECT CORP (ISDR) Institutional Ownership Changes & 13F Activity
ISSUER DIRECT CORP (ISDR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Geode Capital Management, Llc, Nano Cap New Millennium Growth Fund L P, Blackrock, Inc., Dimensional Fund Advisors Lp, and Bard Associates Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -119 | -1.1% | 10,816 | $70.30K | Q2 2026 | Sep 02, 2026 |
| Punch & Associates Investment Management, Inc. | Sell | -1,460 | -1.0% | 150,950 | $981.17K | Q2 2026 | Aug 14, 2026 |
| Renaissance Technologies LLC | Sell | -100 | -0.3% | 29,238 | $190.05K | Q2 2026 | Aug 13, 2026 |
| Geode Capital Management, Llc | Sell | -31,010 | -47.5% | 34,229 | $222.54K | Q2 2026 | Aug 12, 2026 |
| Bard Associates Inc | Sell | -1,553 | -1.2% | 127,215 | $826.90K | Q2 2026 | Aug 12, 2026 |
| Dimensional Fund Advisors Lp | Sell | -2,344 | -9.6% | 22,012 | $143.08K | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +674 | — | 674 | $4.38K | Q2 2026 | Aug 11, 2026 |
| Blackrock, Inc. | Buy | +3,140 | +25.1% | 15,634 | $101.62K | Q2 2026 | Aug 07, 2026 |
| Nano Cap New Millennium Growth Fund L P | Sell | -15,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -4 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ubs Group Ag | Sell | -658 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about ISDR activity
Which institutional owners are buying ISDR?
Institutional owners buying ISDR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ISDR activity?
"Buy" means an investor increased their reported position in ISDR compared to the prior reporting period. This reflects growing exposure to ISSUER DIRECT CORP (ISDR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ISDR increasing?
Institutional interest in ISDR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ISDR Institutional Insights
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