Who owns Apyx Medical (APYX)
Which tracked institutional funds hold APYX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APYX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on APYX is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
APYX’s largest tracked holder by dollar value, ROYCE & ASSOCIATES LP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in APYX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 67 tracked filers holding APYX, 32 increased or opened the position and 34 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in APYX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- ROYCE & ASSOCIATES LP$5M
- Nantahala Capital Management, LLC$2M
- ESSEX INVESTMENT MANAGEMENT CO LLC$2M
- Archon Capital Management LLC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- VANGUARD CAPITAL MANAGEMENT LLC$1M
Largest trims
- SEI INVESTMENTS CO$946K
- UBS Group AG$796K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ROYCE & ASSOCIATES LP added | 3,274,064 | $15M | 14.3% | 2026-Q2 |
| Nantahala Capital Management, LLC trimmed | 3,270,248 | $15M | 14.3% | 2026-Q2 |
| Archon Capital Management LLC trimmed | 2,644,717 | $12M | 11.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,534,847 | $7M | 6.7% | 2026-Q2 |
| ESSEX INVESTMENT MANAGEMENT CO LLC added | 1,136,630 | $5M | 5.0% | 2026-Q2 |
| AIGH Capital Management LLC added | 1,128,343 | $5M | 4.9% | 2026-Q2 |
| Silverberg Bernstein Capital Management LLC trimmed | 1,039,641 | $5M | 4.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 649,061 | $3M | 2.8% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 585,000 | $3M | 2.6% | 2026-Q2 |
| BlackRock, Inc. added | 560,986 | $3M | 2.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 554,278 | $2M | 2.4% | 2026-Q2 |
| Taylor Frigon Capital Management LLC trimmed | 413,602 | $2M | 1.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 400,600 | $2M | 1.8% | 2026-Q2 |
| Legato Capital Management LLC added | 382,762 | $2M | 1.7% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 281,029 | $1M | 1.2% | 2026-Q2 |
| Huntleigh Advisors, Inc. added | 263,231 | $1M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 242,663 | $1M | 1.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 236,466 | $1M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 224,021 | $1M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 216,263 | $971K | 0.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 214,288 | $962K | 0.9% | 2026-Q2 |
| Caption Management, LLC trimmed | 183,003 | $822K | 0.8% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 182,600 | $820K | 0.8% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 170,470 | $765K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 168,344 | $756K | 0.7% | 2026-Q2 |
| STATE STREET CORP | 120,206 | $540K | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 95,815 | $430K | 0.4% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 91,109 | $409K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 90,771 | $408K | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 78,567 | $353K | 0.3% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC | 76,250 | $342K | 0.3% | 2026-Q2 |
| Kanen Wealth Management LLC new | 74,900 | $336K | 0.3% | 2026-Q2 |
| Centiva Capital, LP added | 63,554 | $285K | 0.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61,601 | $277K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 44,388 | $199K | 0.2% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC | 42,000 | $189K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 41,337 | $186K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC new | 32,144 | $144K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 30,340 | $136K | 0.1% | 2026-Q2 |
| Dauntless Investment Group, LLC new | 30,249 | $136K | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 26,350 | $118K | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 24,500 | $110K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 22,491 | $101K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 22,033 | $99K | 0.1% | 2026-Q2 |
| Creative Planning | 21,900 | $98K | 0.1% | 2026-Q2 |
| Joel Isaacson & Co., LLC | 20,500 | $92K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 18,989 | $85K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP new | 17,308 | $78K | 0.1% | 2026-Q2 |
| NWAM LLC added | 17,239 | $77K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 14,069 | $63K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. new | 13,761 | $62K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 12,751 | $57K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 12,000 | $54K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 11,652 | $52K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 10,619 | $48K | 0.0% | 2026-Q2 |
| Jump Financial, LLC new | 10,200 | $46K | 0.0% | 2026-Q2 |
| SCHOLTZ & COMPANY, LLC | 10,000 | $45K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 4,162 | $19K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,600 | $16K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 2,867 | $13K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,472 | $7K | 0.0% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ | 1,000 | $4K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 400 | $2K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 352 | $2K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 82 | $368 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 30 | $135 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. | 26 | $117 | 0.0% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 54,001 | $199K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC added | 51,410 | $185K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SALEM INVESTMENT COUNSELORS INC | 45,500 | $168K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Catalyst Funds Management Pty Ltd new | 24,072 | $89K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| 683 Capital Management, LLC trimmed | 20,000 | $74K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Engineers Gate Manager LP new | 15,340 | $57K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Diametric Capital, LP new | 12,833 | $47K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OMERS ADMINISTRATION Corp trimmed | 12,000 | $44K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighMark Wealth Management LLC | 5,000 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) trimmed | 652 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BNP PARIBAS FINANCIAL MARKETS | 15 | $55 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 1,565,078 | $5M | 5.3% | 2025-Q4 stale (2 quarters behind) |
| GREENWOOD CAPITAL ASSOCIATES LLC | 22,789 | $80K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 17,687 | $62K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Lighthouse Investment Partners, LLC new | 17,020 | $60K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GROUP ONE TRADING LLC added | 11,444 | $40K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Ledgewood Wealth Advisors, LLC | 10,000 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 1,500 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PERCEPTIVE ADVISORS LLC | 150,000 | $321K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Private Advisor Group, LLC trimmed | 66,720 | $143K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| DIMENSIONAL FUND ADVISORS LP trimmed | 24,664 | $53K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Caprock Group, LLC trimmed | 19,878 | $40K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Larson Financial Group LLC new | 5,982 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Grey Fox Wealth Advisors, LLC new | 1,993 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC | 100 | $214 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 83,809 | $189K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Fisher Asset Management, LLC new | 14,949 | $34K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ProVise Management Group, LLC | 13,499 | $30K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.