APYX MEDICAL CORPORATION (APYX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 24,649,567 shares against 42,124,023 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | $29.4M | 6,540,496 | 0.49% | 7q | +90.1%+$13.9M |
| ROYCE & ASSOCIATES LP | $14.7M | 3,274,064 | 0.12% | 30q | +25.4%+$3.0M |
| Archon Capital Management LLC | $11.9M | 2,644,717 | 4.82% | 30q | -5.2%-$656.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.9M | 1,534,847 | 0.00% | 2q | -1.3%-$91.7K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $5.1M | 1,136,630 | 0.67% | 2q | +26.1%+$1.1M |
| AIGH Capital Management LLC | $5.1M | 1,128,343 | 0.32% | 3q | +2.1%+$104.9K |
| Silverberg Bernstein Capital Management LLC | $4.7M | 1,039,641 | 1.79% | 11q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 649,061 | 0.00% | 10q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $2.6M | 585,000 | 0.03% | 30q | -4.9%-$134.7K |
| BlackRock, Inc. | $2.5M | 560,986 | 0.00% | 8q | +6.3%+$149.2K |
| RENAISSANCE TECHNOLOGIES LLC | $2.5M | 554,278 | 0.00% | 30q | +83.3%+$1.1M |
| Taylor Frigon Capital Management LLC | $1.9M | 413,602 | 0.87% | 30q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $1.8M | 400,600 | 0.00% | 30q | +2.4%+$41.5K |
| Legato Capital Management LLC | $1.7M | 382,762 | 0.14% | 2q | +36.3%+$457.4K |
| SEI INVESTMENTS CO | $1.3M | 281,029 | 0.00% | 3q | -53.0%-$1.4M |
| Caption Management, LLC | $1.2M incl. $373.1K options CALL | 183,003 | 0.01% | 12q | -1.5%-$17.9K |
| Huntleigh Advisors, Inc. | $1.2M | 263,231 | 0.17% | 3q | +7.0%+$77.7K |
| MILLENNIUM MANAGEMENT LLC | $1.1M | 242,663 | 0.00% | 3q | -7.4%-$87.1K |
| MARSHALL WACE, LLP | $1.1M | 236,466 | 0.00% | 3q | +282.4%+$784.1K |
| VANGUARD FIDUCIARY TRUST CO | $1.0M | 224,021 | 0.00% | 2q | +10.5%+$95.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $971.0K | 216,263 | 0.00% | 5q | -19.2%-$230.3K |
| Kingsview Wealth Management, LLC | $962.2K | 214,288 | 0.01% | 11q | +2.6%+$24.7K |
| Hillsdale Investment Management Inc. | $819.9K | 182,600 | 0.02% | 3q | +4.8%+$37.3K |
| Informed Momentum Co LLC | $765.4K | 170,470 | 0.07% | 3q | -30.8%-$341.1K |
| CITADEL ADVISORS LLC | $755.9K | 168,344 | 0.00% | 2q | +56.2%+$271.9K |
| RPg Family Wealth Advisory, LLC | $684.7K | 152,500 | 0.06% | 4q | +100.0%+$342.4K |
| STATE STREET CORP | $539.7K | 120,206 | 0.00% | 30q | HELD |
| NewEdge Advisors, LLC | $430.2K | 95,815 | 0.00% | 2q | +38.5%+$119.6K |
| Z3 Capital Partners, LLC | $409.1K | 91,109 | 0.09% | 3q | -2.1%-$8.8K |
| JANE STREET GROUP, LLC | $407.6K | 90,771 | 0.00% | 4q | -30.9%-$182.0K |
| NORTHERN TRUST CORP | $352.8K | 78,567 | 0.00% | 30q | -29.5%-$147.6K |
| Kanen Wealth Management LLC | $336.3K | 74,900 | 0.08% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $327.0K | 74,555 | 0.00% | 3q | +45.0%+$101.5K |
| Centiva Capital, LP | $285.4K | 63,554 | 0.00% | 2q | +54.9%+$101.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $276.6K | 61,601 | 0.00% | 16q | HELD |
| GOLDMAN SACHS GROUP INC | $199.3K | 44,388 | 0.00% | 4q | -40.0%-$132.6K |
| PERKINS CAPITAL MANAGEMENT INC | $188.6K | 42,000 | 0.14% | 18q | HELD |
| MORGAN STANLEY | $185.6K | 41,337 | 0.00% | 30q | -19.9%-$46.2K |
| Squarepoint Ops LLC | $144.3K | 32,144 | 0.00% | new | NEW |
| XTX Topco Ltd | $136.2K | 30,340 | 0.00% | 2q | +31.4%+$32.5K |
| Dauntless Investment Group, LLC | $135.8K | 30,249 | 0.11% | new | NEW |
| Point72 Asset Management, L.P. | $118.3K | 26,350 | 0.00% | 3q | -24.2%-$37.8K |
| Jefferies Financial Group Inc. | $110.0K | 24,500 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $101.0K | 22,491 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $98.9K | 22,033 | 0.00% | 4q | +9.6%+$8.6K |
| Creative Planning | $98.3K | 21,900 | 0.00% | 3q | HELD |
| Joel Isaacson & Co., LLC | $92.0K | 20,500 | 0.00% | 6q | HELD |
| CITIGROUP INC | $85.3K | 18,989 | 0.00% | 3q | +20.2%+$14.3K |
| AXQ CAPITAL, LP | $77.7K | 17,308 | 0.01% | new | NEW |
| NWAM LLC | $77.4K | 17,239 | 0.00% | 2q | +35.0%+$20.1K |
| ExodusPoint Capital Management, LP | $63.2K | 14,069 | 0.00% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $61.8K | 13,761 | 0.00% | new | NEW |
| UBS Group AG | $57.3K | 12,751 | 0.00% | 17q | -94.5%-$981.5K |
| OSAIC HOLDINGS, INC. | $53.9K | 12,000 | 0.00% | 5q | -16.7%-$10.8K |
| Qube Research & Technologies Ltd | $52.3K | 11,652 | 0.00% | 3q | -85.5%-$308.6K |
| Vanguard Global Advisers, LLC | $47.7K | 10,619 | 0.00% | 2q | HELD |
| Jump Financial, LLC | $45.8K | 10,200 | 0.00% | new | NEW |
| SCHOLTZ & COMPANY, LLC | $44.9K | 10,000 | 0.02% | 14q | HELD |
| SIMPLEX TRADING, LLC | $20.5K incl. $7.6K options CALL | 2,867 | 0.00% | 11q | -61.2%-$32.4K |
| ROYAL BANK OF CANADA | $19.0K | 4,162 | 0.00% | 12q | -13.7%-$3.0K |
| JPMORGAN CHASE & CO | $6.9K | 1,472 | 0.00% | new | NEW |
| BFC Planning, Inc. | $6.2K | 1,373 | 0.00% | 7q | HELD |
| TRUST CO OF TOLEDO NA /OH/ | $4.5K | 1,000 | 0.00% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.8K | 400 | 0.00% | 6q | HELD |
| GROUP ONE TRADING LLC | $1.8K CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| BARCLAYS PLC | $1.6K | 352 | 0.00% | 2q | -19.8% |
| SBI Securities Co., Ltd. | $368 | 82 | 0.00% | 7q | +720.0% |
| Caitong International Asset Management Co., Ltd | $135 | 30 | 0.00% | 2q | +100.0% |
| Russell Investments Group, Ltd. | $117 | 26 | 0.00% | 2q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-28 | 13G | Kanen Wealth Management LLCwith 3 co-filers | 5.4% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-07 | 2026-08-06 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $6.2M | 2,520,850 | 0 | 2 | 3 | 0.0% |
| Q2 2026 | 69 | $111.1M | 24,649,567 | 10 | 24 | 20 | 0.3% |
| Q1 2026 | 69 | $77.1M | 20,811,164 | 13 | 23 | 16 | 0.5% |
| Q4 2025 | 60 | $67.4M | 19,121,229 | 20 | 12 | 10 | 0.7% |
| Q3 2025 | 50 | $34.0M | 15,738,424 | 11 | 8 | 11 | 0.9% |
| Q2 2025 | 43 | $36.2M | 15,816,982 | 6 | 10 | 11 | 1.6% |
| Q1 2025 | 45 | $22.0M | 15,794,290 | 5 | 8 | 16 | 1.7% |
| Q4 2024 | 46 | $25.2M | 15,926,480 | 4 | 12 | 13 | 0.0% |
| Q3 2024 | 46 | $16.3M | 12,800,098 | 3 | 7 | 15 | 2.7% |
| Q2 2024 | 49 | $18.0M | 13,089,529 | 4 | 11 | 16 | 2.7% |
| Q1 2024 | 52 | $18.7M | 13,374,899 | 3 | 8 | 21 | 2.6% |
| Q4 2023 | 62 | $46.6M | 17,763,097 | 8 | 21 | 11 | 0.2% |
| Q3 2023 | 62 | $58.8M | 18,328,201 | 17 | 15 | 8 | 0.2% |
| Q2 2023 | 58 | $95.5M | 18,772,242 | 13 | 15 | 19 | 1.2% |
| Q1 2023 | 56 | $58.2M | 20,085,621 | 12 | 12 | 15 | 0.0% |
| Q4 2022 | 50 | $44.5M | 18,192,172 | 9 | 14 | 13 | 4.4% |
| Q3 2022 | 53 | $4.3B | 965,687,135 | 5 | 17 | 18 | 0.0% |
| Q2 2022 | 61 | $3.5B | 598,420,910 | 21 | 18 | 18 | 0.1% |
| Q1 2022 | 68 | $2.8B | 432,308,882 | 8 | 19 | 23 | 0.0% |
| Q4 2021 | 72 | $4.8B | 375,565,039 | 5 | 18 | 27 | 0.0% |
| Q3 2021 | 72 | $383.2M | 27,682,019 | 9 | 21 | 26 | 0.0% |
| Q2 2021 | 72 | $196.6M | 19,073,202 | 13 | 16 | 27 | 0.0% |
| Q1 2021 | 66 | $288.6M | 29,829,367 | 8 | 22 | 24 | 0.1% |
| Q4 2020 | 63 | $133.7M | 18,556,332 | 6 | 21 | 15 | 0.0% |
| Q3 2020 | 59 | $83.9M | 17,810,347 | 7 | 14 | 20 | 0.0% |
| Q2 2020 | 62 | $100.9M | 18,162,702 | 8 | 21 | 15 | 0.0% |
| Q1 2020 | 65 | $65.0M | 18,103,285 | 7 | 18 | 21 | 0.0% |
| Q4 2019 | 66 | $266.3M | 31,470,976 | 5 | 22 | 23 | 0.0% |
| Q3 2019 | 66 | $272.1M | 40,197,205 | 7 | 21 | 21 | 0.0% |
| Q2 2019 | 66 | $181.6M | 26,990,364 | 18 | 23 | 16 | 0.1% |
| Q1 2019 | 78 | $157.5M | 24,932,062 | 76 | 0 | 2 | 0.1% |
| Q4 2018 | 2 | $6.0M | 924,973 | 0 | 0 | 0 | 0.0% |