ISSUER DIRECT CORP (ISDR) Top Institutional Shareholders
ISSUER DIRECT CORP (ISDR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $11.74M in ISDR holdings during the latest filing period.
Topline Capital Management, Llc is currently the largest disclosed institutional shareholder of ISDR tracked by InsiderSet, reporting ownership valued at approximately $6.28M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed ISDR value among the investors covered in this analysis. Major shareholders include Topline Capital Management, Llc, Punch & Associates Investment Management, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in ISSUER DIRECT CORP (ISDR).
This page ranks the largest institutional ISDR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
18
Total Reported Value
$11.74M
Largest Holder
Topline Capital Management, Llc
Largest Position
$6.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Topline Capital Management, Llc | 1.04% | 709,264 | $6,284,079 | — | — | — | |
| Punch & Associates Investment Management, Inc. | 0.08% | 152,410 | $1,350,353 | — | — | — | |
| Vanguard Capital Management Llc | 0.00% | 138,594 | $1,227,943 | — | — | — | |
| Bard Associates Inc | 0.29% | 128,768 | $1,140,885 | — | — | — | |
| Geode Capital Management, Llc | 0.00% | 65,239 | $578,086 | — | — | — | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 29,338 | $259,935 | — | — | — |
| Dimensional Fund Advisors Lp | 0.00% | 24,356 | $215,794 | — | — | — | |
| Mink Brook Asset Management Llc | 0.10% | 20,396 | $180,709 | — | — | — | |
| Vanguard Fiduciary Trust Co | 0.00% | 15,960 | $141,406 | — | — | — | |
| Nano Cap New Millennium Growth Fund L P | 0.12% | 15,000 | $132,900 | — | — | — | |
| Blackrock, Inc. | 0.00% | 12,494 | $110,697 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 10,935 | $96,884 | — | — | — | |
| Vanguard Global Advisers, Llc | 0.00% | 909 | $8,054 | — | — | — | |
| Ubs Group Ag | 0.00% | 658 | $5,830 | — | — | — | |
| Adirondack Trust Co | 0.00% | 320 | $2,835 | — | — | — | |
| Sbi Securities Co., Ltd. | 0.00% | 20 | $177 | — | — | — | |
| Advisory Services Network, Llc | 0.00% | 4 | $36 | — | — | — | |
| Morgan Stanley | 0.00% | 3 | $30 | — | — | — |
Frequently asked questions about ISDR
Who owns the most ISDR stock?
The largest holders of ISDR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISSUER DIRECT CORP (ISDR).
Is ISDR widely held by superinvestors?
Many widely followed stocks like ISDR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ISDR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.