13F Filings History of IRONWOOD INVESTMENT MANAGEMENT LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$237,833,409
Signature - Title
Shantelle Reidy - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by IRONWOOD INVESTMENT MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IRONWOOD INVESTMENT MANAGEMENT LLC reported 171 stock holdings with total value $237,833,409 as of Q4 2025. Top holdings included VTI, EFA, SHV, IWM, and GPI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 171 $237,833,409 +$11,909,394 -$8,428,280 +$3,481,114 VTI, EFA, SHV, IWM, GPI 13F-HR 12 Feb 2026, 11:03
Q3 2025 170 $229,337,469 +$8,513,789 -$5,428,689 +$3,085,100 VTI, EFA, GPI, IWM, SMCI 13F-HR 13 Nov 2025, 15:55
Q2 2025 166 $205,506,820 +$10,336,358 -$8,885,618 +$1,450,740 VTI, EFA, IWM, GPI, SMCI 13F-HR 13 Aug 2025, 15:30
Q1 2025 162 $183,375,166 +$4,794,185 -$6,746,832 -$1,952,647 VTI, EFA, IWM, GPI, SHV 13F-HR 15 May 2025, 10:20
Q4 2024 168 $200,849,505 +$8,654,027 -$10,626,142 -$1,972,115 VTI, IWM, EFA, GPI, FRPT 13F-HR 10 Feb 2025, 13:06
Q3 2024 173 $205,279,219 +$13,123,391 -$6,204,072 +$6,919,319 VTI, EFA, IWM, GPI, PI 13F-HR 14 Nov 2024, 13:59
Q2 2024 168 $187,010,113 +$14,090,260 -$23,103,677 -$9,013,417 VTI, EFA, IWM, GPI, FRPT 13F-HR 16 Aug 2024, 14:12
Q1 2024 173 $204,882,967 +$19,556,993 -$34,819,408 -$15,262,415 VTI, EFA, SMCI, GPI, KOP 13F-HR 15 May 2024, 11:26
Q4 2023 167 $190,305,517 +$6,955,934 -$3,708,188 +$3,247,746 VTI, SMCI, EFA, GPI, IMGN 13F-HR 14 Feb 2024, 15:09
Q3 2023 164 $163,798,601 +$8,051,974 -$7,678,366 +$373,608 VTI, SMCI, EFA, GPI, CVGI 13F-HR 16 Nov 2023, 11:22
Q2 2023 167 $173,561,887 +$6,641,718 -$9,056,188 -$2,414,470 SMCI, VTI, EFA, CVGI, GPI 13F-HR 11 Aug 2023, 13:21
Q1 2023 163 $159,966,563 +$3,849,201 -$4,679,289 -$830,088 VTI, EFA, SMCI, GPI, PRFT 13F-HR 15 May 2023, 12:24
Q4 2022 164 $151,693,628 +$6,064,289 -$11,420,952 -$5,356,663 VTI, EFA, SMCI, GPI, PRFT 13F-HR 31 Jan 2023, 14:23
Q3 2022 165 $142,980,000 +$5,101,086 -$3,482,579 +$1,618,507 VTI, EFA, DAR, PRFT, CYTK 13F-HR 14 Nov 2022, 11:36
Q2 2022 166 $149,571,000 +$2,902,025 -$6,383,650 -$3,481,625 VTI, PRFT, GPI, EFA, DAR 13F-HR 12 Aug 2022, 14:45
Q1 2022 172 $183,981,000 +$7,358,479 -$8,373,747 -$1,015,268 PRFT, VTI, KSS, CVGI, EFA 13F-HR 10 May 2022, 13:00
Q4 2021 180 $201,487,000 +$9,145,530 -$4,579,516 +$4,566,014 PRFT, VTI, PEGA, GPI, VICR 13F-HR 10 Feb 2022, 12:00
Q3 2021 173 $192,989,000 +$2,080,228 -$8,089,036 -$6,008,808 PRFT, PEGA, CVGI, VTI, VICR 13F-HR 12 Nov 2021, 12:41
Q2 2021 173 $198,134,000 +$2,538,477 -$2,456,701 +$81,776 PEGA, CVGI, FRPT, VTI, PRFT 13F-HR 16 Aug 2021, 12:57
Q1 2021 171 $189,173,000 +$6,767,243 -$4,579,130 +$2,188,113 PEGA, FRPT, CVGI, VTI, KSS 13F-HR 14 May 2021, 09:32
Q4 2020 166 $170,790,000 +$6,679,165 -$7,889,029 -$1,209,864 PEGA, FRPT, CVGI, VTI, MRCY 13F-HR 12 Feb 2021, 11:26
Q3 2020 160 $139,873,000 +$5,467,367 -$241,102,692 -$235,635,325 PEGA, FRPT, VTI, CVGI, MRCY 13F-HR 13 Nov 2020, 11:05
Q2 2020 154 $128,364,000 +$10,088,771 -$7,019,312 +$3,069,459 PEGA, VTI, MRCY, FRPT, EFA 13F-HR 17 Aug 2020, 14:08
Q1 2020 156 $99,898,000 +$15,060,957 -$13,686,934 +$1,374,023 PEGA, MRCY, VTI, FRPT, AUPH 13F-HR 14 May 2020, 12:27
Q4 2019 154 $144,814,000 +$3,743,857 -$7,649,961 -$3,906,104 BBSI, PEGA, CMTL, DRRX, TTMI 13F-HR 14 Feb 2020, 12:51
Q3 2019 149 $133,450,000 +$8,952,354 -$5,842,155 +$3,110,199 BBSI, MRCY, PEGA, CMTL, CVGI 13F-HR 13 Nov 2019, 12:53
Q2 2019 150 $127,993,000 +$4,413,921 -$3,732,349 +$681,572 BBSI, PEGA, MRCY, CMTL, KOP 13F-HR 14 Aug 2019, 10:41
Q1 2019 152 $123,151,000 +$6,196,982 -$8,013,146 -$1,816,164 BBSI, PEGA, MRCY, TTMI, KOP 13F-HR 08 May 2019, 12:50
Q4 2018 150 $108,081,000 +$6,464,301 -$12,109,156 -$5,644,855 BBSI, PEGA, CMTL, MRCY, TTMI 13F-HR 12 Feb 2019, 12:13
Q3 2018 160 $143,171,000 +$4,114,657 -$4,394,378 -$279,721 BBSI, PEGA, TTMI, CMTL, MRCY 13F-HR 13 Nov 2018, 12:27
Q2 2018 155 $141,006,000 +$3,877,967 -$5,352,130 -$1,474,163 BBSI, TTMI, PEGA, CMTL, KOP 13F-HR 08 Aug 2018, 12:53
Q1 2018 159 $136,887,000 +$4,417,885 -$5,139,716 -$721,831 BBSI, PEGA, TTMI, CMTL, KOP 13F-HR 01 May 2018, 14:55
Q4 2017 159 $139,799,000 +$6,834,556 -$11,091,910 -$4,257,354 BBSI, TTMI, KOP, MRCY, CVGI 13F-HR 06 Feb 2018, 11:32
Q3 2017 162 $142,324,000 +$5,349,330 -$7,303,343 -$1,954,013 BBSI, TTMI, PEGA, KOP, MRCY 13F-HR 01 Nov 2017, 13:45
Q2 2017 165 $137,546,000 +$6,943,941 -$6,714,151 +$229,790 BBSI, PEGA, TTMI, MRCY, KOP 13F-HR 28 Jul 2017, 11:53
Q1 2017 162 $133,648,000 +$5,818,361 -$12,067,626 -$6,249,265 BBSI, KOP, PEGA, TTMI, MEI 13F-HR 16 May 2017, 11:08
Q4 2016 165 $136,561,000 +$4,214,720 -$11,523,896 -$7,309,176 BBSI, KOP, PEGA, MEI, ARIA 13F-HR 27 Jan 2017, 13:20
Q3 2016 165 $130,210,000 +$5,514,151 -$18,518,847 -$13,004,696 BBSI, ARIA, PEGA, KOP, MRCY 13F-HR 31 Oct 2016, 13:20
Q2 2016 166 $133,516,000 +$3,907,940 -$30,683,073 -$26,775,133 MRCY, PEGA, BBSI, KRA, FOE 13F-HR 15 Aug 2016, 13:03
Q1 2016 168 $152,675,000 +$8,600,115 -$97,446,955 -$88,846,840 PEGA, TFX, SAVE, CSGS, MRCY 13F-HR 06 May 2016, 12:46
Q4 2015 161 $242,390,000 +$9,971,273 -$48,155,767 -$38,184,494 PEGA, USPH, MRCY, TFX, SAVE 13F-HR 21 Jan 2016, 15:40
Q3 2015 155 $272,325,000 +$8,921,778 -$111,696,831 -$102,775,053 PEGA, SFG, SHOO, SAVE, DY 13F-HR 14 Oct 2015, 12:31
Q2 2015 156 $434,742,000 +$14,607,033 -$119,569,998 -$104,962,965 AMAG, SAVE, FOE, SHOO, PEGA 13F-HR 30 Jul 2015, 11:24
Q1 2015 161 $540,228,000 +$26,024,421 -$64,398,331 -$38,373,910 SAVE, CSII, AMAG, SHOO, PRFT 13F-HR 15 Apr 2015, 11:18
Q4 2014 162 $548,239,000 +$15,342,485 -$41,425,351 -$26,082,866 SAVE, CSII, AMAG, PEGA, FOE 13F-HR 21 Jan 2015, 10:13
Q3 2014 160 $552,825,000 +$12,523,327 -$41,192,482 -$28,669,155 SAVE, STKL, TPLMQ, FOE, SHOO 13F-HR 16 Oct 2014, 14:29
Q2 2014 162 $627,534,000 +$38,262,412 -$95,913,918 -$57,651,506 SAVE, STKL, CSII, TPLMQ, PEGA 13F-HR 25 Jul 2014, 10:14
Q1 2014 154 $689,223,000 +$29,794,954 -$62,908,143 -$33,113,189 SAVE, CSII, STKL, TEX, SHOO 13F-HR 08 May 2014, 13:29
Q4 2013 158 $718,932,000 $0 $0 $0 CSII, PEGA, SAVE, SHOO, TEX 13F-HR 11 Feb 2014, 12:03