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IRONWOOD INVESTMENT MANAGEMENT LLC

Q3 2023 · 13F-HR

IRONWOOD INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2023-11-16 · accession 0000909012-23-000120

$163.8M
Reported value
164
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVanguard Total Stock Market ET$8.0M4.91%37,852CommonSOLE
86800U104SMCIUSDSuper Micro Computer, Inc$7.9M4.79%28,632CommonSOLE
464287465EFAMsci Eafe$7.0M4.25%101,042CommonSOLE
398905109GPIGroup 1 Automotive$5.3M3.22%19,627CommonSOLE
202608105CVGICommercial Vehicle Group$3.7M2.26%476,965CommonSOLE
50060P106KOPKoppers Holdings Inc.$3.6M2.17%90,056CommonSOLE
068463108BBSIBarrett Business Services Inc.$3.4M2.09%37,954CommonSOLE
464288679SHViShares Short Treasury Bond ET$3.3M2.03%30,098CommonSOLE
042735100ARWArrow Electronics$3.2M1.94%25,370CommonSOLE
71375U101PRFTUSDPerficient Inc$2.8M1.70%48,169CommonSOLE
45253H101IMGNEURImmunogen, Inc.$2.8M1.69%174,646CommonSOLE
30226D106EXTRExtreme Networks Inc.$2.8M1.68%113,962CommonSOLE
87305R109TTMITtm Technologies Inc$2.6M1.58%200,535CommonSOLE
55405W104MYRGMYR Group$2.5M1.56%18,910CommonSOLE
237266101DARDarling Ingredients, Inc.$2.5M1.50%46,978CommonSOLE
358039105FRPTFreshpet Inc.$2.4M1.48%36,894CommonSOLE
88023U101SGITempur Sealy International Inc$2.3M1.41%53,176CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$2.2M1.37%57,259CommonSOLE
464287689IWViShares Russell 3000 ETF$2.1M1.27%8,466CommonSOLE
78463M107SPSCSPS Commerce$2.1M1.26%12,049CommonSOLE
073685109BECNUSDBeacon Roofing Supply$2.0M1.22%25,953CommonSOLE
925815102VICRVicor Corp$1.9M1.16%32,279CommonSOLE
398433102GFFGriffon Corp$1.9M1.16%47,695CommonSOLE
705573103PEGAPegasystems Inc$1.9M1.14%43,002CommonSOLE
23282W605CYTKCytokinetics Inc$1.8M1.12%62,102CommonSOLE
077454106BDCBelden Inc$1.8M1.08%18,368CommonSOLE
670100205NVONovo-Nordisk A/S$1.7M1.05%18,840CommonSOLE
10806X102BBIOBridgeBio Pharma Inc.$1.7M1.04%64,537CommonSOLE
58155Q103MCKMckesson Corporation$1.7M1.03%3,895CommonSOLE
500255104KSSKohls$1.7M1.03%80,750CommonSOLE
90278Q108UFPIUFP Industries$1.6M0.98%15,609CommonSOLE
594918104MSFTMicrosoft Corp$1.6M0.97%5,026CommonSOLE
315911693FSKAXFidelity Total Market Index Fu$1.6M0.95%13,111CommonSOLE
589378108MRCYMercury Systems$1.4M0.87%38,523CommonSOLE
62886E108VYXN C R Corp New$1.4M0.86%52,045CommonSOLE
453204109PIImpinj, Inc.$1.4M0.85%25,388CommonSOLE
267475101DYDycom Industries Inc$1.4M0.85%15,684CommonSOLE
98978V103ZTSZoetis Inc.$1.4M0.84%7,937CommonSOLE
17275R102CSCOCisco Systems Inc$1.4M0.83%25,367CommonSOLE
78454L100SMSm Energy Company$1.4M0.83%34,190CommonSOLE
942749102WTSWatts Water Tech Inc A Class A$1.3M0.81%7,649CommonSOLE
053015103ADPAuto Data Processing$1.2M0.76%5,141CommonSOLE
79466L302CRMSalesforce.com Inc$1.2M0.73%5,861CommonSOLE
127055101CBTCabot Corp$1.2M0.71%16,775CommonSOLE
410867105THGHanover Insurance Group$1.1M0.70%10,294CommonSOLE
556269108SHOOSteven Madden Ltd$1.1M0.68%35,093CommonSOLE
879360105TDYTeledyne Tech Inc$1.1M0.68%2,726CommonSOLE
743315103PGRProgressive Corp Ohio$1.1M0.67%7,848CommonSOLE
46625H100JPMJpmorgan Chase & Co$1.1M0.65%7,338CommonSOLE
10482B101BHRBraemar Hotels Resorts$1.1M0.64%380,343CommonSOLE
717081103PFEPfizer Incorporated$1.0M0.63%31,315CommonSOLE
37045V100GMGeneral Mtrs Corp$1.0M0.62%30,600CommonSOLE
459200101IBMIntl Business Machines$971,4370.59%6,924CommonSOLE
68902V107OTISOtis Worldwide Corp$953,7620.58%11,876CommonSOLE
197236102COLBColumbia Banking Systems$953,7350.58%46,982CommonSOLE
969904101WSMWilliams Sonoma$897,9010.55%5,778CommonSOLE
235851102DHRDanaher$891,9190.54%3,595CommonSOLE
351858105FNVFranco-Nevada$888,7760.54%6,658CommonSOLE
171340102CHDChurch & Dwight Co Inc$836,3990.51%9,128CommonSOLE
311900104FASTFastenal Co Com$798,6730.49%14,617CommonSOLE
172967424CCitigroup Inc New$780,8120.48%18,984CommonSOLE
72346Q104Pinnacle Financial Partners, I$776,1220.47%11,577CommonSOLE
92826C839VVisa Cl A$767,5430.47%3,337CommonSOLE
579780206MKCMccormick & Co Inc Com Non Vtg$759,1990.46%10,037CommonSOLE
05156V102AUPHAurinia Pharmaceuticals$745,8420.46%95,990CommonSOLE
89854H102TTECTTEC Holdings Inc$726,3460.44%27,702CommonSOLE
004498101ACIWACI Worldwide, Inc$723,7470.44%32,081CommonSOLE
74736K101QRVOQorvo Inc.$717,7430.44%7,518CommonSOLE
87265H109T86TRI Pointe Group, Inc.$696,7690.43%25,476CommonSOLE
591520200MEIMethode Electronics Inc.$695,5770.42%30,441CommonSOLE
316773100FITBFifth Third Bancorp Com$693,9910.42%27,398CommonSOLE
680223104ORIOld Republic Intl Corp$670,6170.41%24,893CommonSOLE
98980G102ZSZscaler Inc.$668,1030.41%4,294CommonSOLE
38141G104GSGoldman Sachs Group$662,3480.40%2,047CommonSOLE
12740C103CADECadence Bank$637,7880.39%30,056CommonSOLE
131193104CALYTopgolf Callaway Brands$631,1320.39%45,602CommonSOLE
29978A104EVBGEUREverbridge$619,3750.38%27,626CommonSOLE
52470G841Legg Mason WA US TSY Res Inst$595,2930.36%595,293CommonSOLE
146229109CRICarters Inc$583,9030.36%8,444CommonSOLE
98956A105ZETAZeta Global Holdings Corp.$564,3930.34%67,592CommonSOLE
98138H101WDAYWorkday$553,2390.34%2,575CommonSOLE
713448108PEPPepsico Incorporated$541,1910.33%3,194CommonSOLE
04316A108APAMArtisan Partners Asset MGMT$519,3900.32%13,880CommonSOLE
067806109BUSDBarnes Group Inc$514,3060.31%15,140CommonSOLE
266605500DC8ADurect Corp$513,6050.31%206,267CommonSOLE
37364X109GEOSGeospace Technologies$499,5460.30%38,575CommonSOLE
896095106TCBKTriCo Bancshares$497,4900.30%15,532CommonSOLE
880345103TNCTennant Co$492,0590.30%6,636CommonSOLE
13124Q106Calliditas Therapeutics AB$487,3230.30%26,688CommonSOLE
901109108TPCTutor Perini Corp$486,4230.30%62,123CommonSOLE
8676EP108STKLSunopta Inc F$466,2500.28%138,353CommonSOLE
929328102WSFSWSFS Financial Corp$464,8270.28%12,735CommonSOLE
83200N103SMARGBPSmartsheet Inc Class A$461,9720.28%11,418CommonSOLE
848577102SAVEEURSpirit Airlines Inc.$455,1850.28%27,587CommonSOLE
05990K106BANCBanc of California, Inc$448,0570.27%36,192CommonSOLE
502160104LXULSB Industries$442,6010.27%43,265CommonSOLE
19247G107COHRCoherent Corp$438,3230.27%13,429CommonSOLE
921943809VTMGXVanguard Developed Markets Ind$435,4600.27%31,016CommonSOLE
02079K305GOOGLAlphabet Inc., Class A$422,0230.26%3,225CommonSOLE
563420108Manitex International$421,2570.26%90,205CommonSOLE
244199105DEDeere & Co$415,8730.25%1,102CommonSOLE
149123101CATCaterpillar Inc$382,2000.23%1,400CommonSOLE
58933Y105MRKMerck & Co Inc New$377,9290.23%3,671CommonSOLE
24823R105DNLIDenali Therapeutics$373,3200.23%18,096CommonSOLE
478160104JNJJohnson & Johnson$368,8160.23%2,368CommonSOLE
22410J106CBRLCracker Barrel$366,2400.22%5,450CommonSOLE
110122108BMYBristol-Myers Squibb Co$362,1120.22%6,239CommonSOLE
651718504NPKINewpark Resources Inc$362,1120.22%52,404CommonSOLE
05614L209BWBabcock & Wilcox Enterprises,$360,3470.22%85,593CommonSOLE
205826209CMTLComtech Telecommunications$349,9120.21%39,990CommonSOLE
833445109SNOWSnowflake Inc.$345,4130.21%2,261CommonSOLE
008474108AEMAgnico Eagle Mines Ltd Com$340,4200.21%7,490CommonSOLE
194014502ENOVEnovis Corporation$329,0340.20%6,240CommonSOLE
458140100INTCIntel Corp$325,3890.20%9,153CommonSOLE
00508Y102AYIAcuity Brands$322,2270.20%1,892CommonSOLE
40434L105HPQHP Inc.$321,0960.20%12,494CommonSOLE
29082K105EMBCEmbecta Corp.$317,1490.19%21,073CommonSOLE
084680107BBTBerkshire Hills Bancorp$315,2060.19%15,721CommonSOLE
037833100AAPLApple Computer$314,3420.19%1,836CommonSOLE
291011104EMREmerson Electric Company$313,8520.19%3,250CommonSOLE
34959J108FTVFortive Corp$313,4000.19%4,226CommonSOLE
369604301GEGeneral Electric Company$307,1110.19%2,778CommonSOLE
00130H105AESA E S Corp$297,4940.18%19,572CommonSOLE
78409V104SPGIS&P Global Inc.$293,7900.18%804CommonSOLE
962879102WPMWheaton Precious Metals Corp.$292,4060.18%7,211CommonSOLE
464287598IWDRussell 1000 Value Index Fund$283,4480.17%1,867CommonSOLE
648018109ANWPXAmerican Funds New Perspective$272,1600.17%5,142CommonSOLE
665531307NOGNorthern Oil and Gas, Inc.$271,1500.17%6,740CommonSOLE
016255101ALGNAlign Technology$246,6990.15%808CommonSOLE
30303M102METAMeta Platforms, Inc.$244,3710.15%814CommonSOLE
26443V101DLTHDuluth Holdings Inc$241,9150.15%40,252CommonSOLE
464287614IWFIshares Russell 1000 Growth ET$240,9870.15%906CommonSOLE
084670702BRK/BBerkshire Hath Cl B$238,2040.15%680CommonSOLE
911163103UNFIUnited Natural Foods$234,4550.14%16,581CommonSOLE
808524706SCHESchwab Emerging Mrkets Equity$230,7820.14%9,640CommonSOLE
53261M104Edgio, Inc.$222,5660.14%261,197CommonSOLE
053774105CARAvis Budget Group Inc$219,9410.13%1,224CommonSOLE
343412102FLRFluor$219,0260.13%5,968CommonSOLE
032332504ASYSAmtech Systems, Inc.$217,5510.13%28,550CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$216,7320.13%507CommonSOLE
064058100BKBank Of Ny Mellon Cp New$206,7250.13%4,847CommonSOLE
42824C109HPEHewlett Packard Enterprise Co.$203,9930.12%11,744CommonSOLE
68389X105ORCLOracle Corporation$202,8370.12%1,915CommonSOLE
141788109CARGCar Guru, Inc.$198,6770.12%11,340CommonSOLE
816212104SELBUSDSelecta Biosciences Inc$189,8790.12%179,131CommonSOLE
382550101GTGoodyear Tire & Rubber$174,0200.11%14,000CommonSOLE
00081T108ACCOAcco Brands Corp$159,9570.10%27,867CommonSOLE
57142B104MQMarqeta, Inc.$159,5880.10%26,687CommonSOLE
845467109SWN1EURSouthwestern Energy Co$152,0590.09%23,575CommonSOLE
303897102FFXDFFairfax India Holdings$148,5710.09%11,376CommonSOLE
66611T108NFBKNorthfield Bancorp$144,0940.09%15,248CommonSOLE
724479100PBIPitney Bowes Inc$134,4260.08%44,512CommonSOLE
443628102HBMHudbay Minerals$111,3380.07%22,862CommonSOLE
81750R102MCRB1EURSeres Therapeutics$108,0970.07%45,419CommonSOLE
909214306UISUnisys Corp$105,8390.06%30,678CommonSOLE
538146101LPSNUSDLivePerson$105,5320.06%27,129CommonSOLE
48575L206Karora Resources Inc.$102,6830.06%36,248CommonSOLE
762544104RBBNRibbon Communications$51,6110.03%19,258CommonSOLE
74640Y106PRPLPurple Innovation$47,4370.03%27,741CommonSOLE
775781206RYCEYRolls Royce ADR$34,2140.02%12,960CommonSOLE
49372L100Kezar Life Sciences Inc.$34,0460.02%28,610CommonSOLE
90214J1012U Inc.$32,0880.02%12,991CommonSOLE
83192H106SDCCQSmile Direct Club$24,3290.01%58,625CommonSOLE
162828206Checkpoint Therapeutics$21,7620.01%12,801CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.