IRONWOOD INVESTMENT MANAGEMENT LLC

Registered adviser

CIK

1127761

Location

BOSTON, MA

Portfolio Value

Small $283,746,900

Diversification

Diversified

Filing Date

Global Rank

#5,399 / 8,818 ▲ 138

Top Industry

Engineering & Construction 9.2%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 108467

Roster of Oct 1, 2026

Regulatory AUM

$278,157,501

Main clients

Individuals and high net worth (100% of AUM)

Private funds

1 fund · Hedge funds

Focus by fund count, roster of Oct 1, 2026

$14,021 gross assets

Private funds on Schedule D 7.B.(1)

As filed Mar 28, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$14,021 gross assets in 1 fund Hedge funds $14,021 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$278,157,501	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$221,874,526	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$218,039,216	Individuals and high net worth (100%)
May 2023 to Mar 2024	$182,451,096	Individuals and high net worth (90%)
Apr 2023	$182,451,096	Individuals and high net worth (90%)
Apr 2022 to Mar 2023	$197,644,904	Individuals and high net worth (90%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 35.9%, 39.0 effective positions, active share 85.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

14.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.3 quarters (12+), a floor since 71.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 85.7%; sector active share 19.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

167 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.6%

−0.8 pts

Top 5

27.0%

+1.9 pts

Top 10

35.9%

+2.0 pts

HHI

256

Diversified−4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.6%	$69,763,474	40
Unclassified	20.4%	$57,882,483	11
Industrials	17.6%	$50,048,042	27
Consumer Cyclical	10.1%	$28,568,976	16
Financial Services	9.9%	$28,179,141	26
Healthcare	8.0%	$22,629,153	18
Basic Materials	4.3%	$12,303,145	12
Consumer Defensive	2.3%	$6,405,301	6
Energy	1.4%	$4,107,930	5
Communication Services	0.9%	$2,674,408	4
Real Estate	0.3%	$931,919	1
Utilities	0.1%	$252,928	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVGI	Commercial Vehicle Group, Inc.	+40,000	677,040	$3,127,924
VYX	NCR Voyix Corp	+37,500	143,420	$1,171,741
UIS	Unisys Corp	+26,101	111,713	$408,869
GT	Goodyear Tire & Rubber Co	+23,000	263,000	$1,735,800
VALN	Valneva SE	+19,929	45,064	$235,684
AMRC	Ameresco, Inc.	+18,968	41,372	$1,141,867
AVD	American Vanguard Corp	+18,675	73,731	$206,446
GSHD	Goosehead Insurance, Inc.	+18,318	38,750	$1,879,375
SCHE	Schwab Emerging Markets Equity ETF	+12,689	52,159	$1,891,285
ASPN	Aspen Aerogels Inc	+12,655	179,301	$1,136,768
LXU	Lsb Industries, Inc.	+6,742	91,966	$994,152
EFA	iShares MSCI EAFE ETF	+6,232	131,779	$13,689,202
NOMD	Nomad Foods Ltd	+5,277	19,645	$215,112
TRNS	Transcat Inc	+4,986	12,168	$1,128,825
EVH	Evolent Health, Inc.	+4,973	49,408	$267,791
PGY	Pagaya Technologies Ltd.	+4,424	98,735	$1,801,913
SMCI	Super Micro Computer, Inc.	+4,320	108,638	$3,186,352
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+3,964	72,554	$4,330,748
PRCH	Porch Group, Inc.	+3,691	111,582	$1,678,193
FMC	Fmc Corp	+3,505	14,412	$165,738
IWF	iShares Russell 1000 Growth ETF	+3,468	4,624	$574,162
SHV	iShares 0-1 Year Treasury Bond ETF	+3,190	67,806	$7,482,392
—		+2,797	7,236	$798,492
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,324	56,505	$20,909,110
EVLV	Evolv Technologies Holdings, Inc.	+2,304	292,692	$1,697,613
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−33,004	102,607	$1,376,986
SM	SM Energy Co	−13,500	81,890	$2,137,329
VICR	Vicor Corp	−5,382	25,507	$9,687,048
INTC	Intel Corp	−5,371	1,560	$217,822
FAST	Fastenal Co	−4,857	24,774	$1,189,895
PFE	Pfizer Inc	−4,058	60,832	$1,464,834
NVO	Novo Nordisk A S	−3,137	16,058	$769,820
COHR	Coherent Corp.	−3,119	9,063	$3,575,081
SGOV	iShares 0-3 Month Treasury Bond ETF	−2,500	3,968	$399,458
C	Citigroup Inc	−2,100	33,462	$4,683,341
OTIS	Otis Worldwide Corp	−1,969	10,073	$721,226
KOP	Koppers Holdings Inc.	−1,300	58,116	$2,609,408
MRCY	Mercury Systems Inc	−1,221	36,457	$4,459,784
WPM	Wheaton Precious Metals Corp.	−1,209	6,167	$692,677
ADP	Automatic Data Processing Inc	−859	4,376	$980,005
GOOGL	Alphabet Inc.	−832	4,562	$1,630,321
DHR	Danaher Corp	−798	4,129	$786,491
V	Visa Inc.	−558	2,834	$972,317
MSFT	Microsoft Corp	−505	3,461	$1,291,022
TDY	Teledyne Technologies Inc	−452	2,320	$1,547,208
SPGI	S&P Global Inc.	−336	1,713	$697,636
TTMI	Ttm Technologies Inc	−286	32,331	$6,046,543
HBAN	Huntington Bancshares Inc	−227	69,851	$1,238,458
COST	Costco Wholesale Corp	−153	766	$716,570
CYTK	Cytokinetics Inc	−149	56,589	$4,820,816
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
HNI	Hni Corp	52,031	$2,102,572
TPL	Texas Pacific Land Corp	3,126	$1,368,062
ATROB	Astronics Corp	5,850	$444,600
REPL	Replimune Group, Inc.	21,525	$238,281
DE	Deere & Co	320	$202,985
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
—		23,975	$1,120,352
ICE	Intercontinental Exchange, Inc.	5,848	$919,773
—		123,236	$798,569
—		16,711	$336,392
WDC	Western Digital Corp	1,240	$335,407
NOG	Northern Oil & Gas, Inc.	9,307	$272,043
SNDK	Sandisk Corp	413	$262,395
EXE	EXPAND ENERGY Corp	2,042	$224,170
TGT	Target Corp	1,790	$216,948
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

167 tracked positions · $283,746,900 total · filing declares 177 positions · $289,206,494 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 167 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	56,505	+2,324	$20,909,110	+20.3%	26+	before history	7.37%
EFA	iShares MSCI EAFE ETF	Added	131,779	+6,232	$13,689,202	+12.3%	26+	before history	4.82%
VICR	Vicor Corp Technology	Reduced	25,507	-5,382	$9,687,048	+94.8%	26+	before history	3.41%
MYRG	Myr Group Inc. Industrials	Added	17,700	+7	$8,857,080	+77.3%	26+	before history	3.12%
SHV	iShares 0-1 Year Treasury Bond ETF	Added	67,806	+3,190	$7,482,392	+4.9%	13	unpriced	2.64%
DY	Dycom Industries Inc Industrials	Reduced	14,125	-67	$7,141,458	+48.5%	26+	before history	2.52%
TTMI	Ttm Technologies Inc Technology	Reduced	32,331	-286	$6,046,543	+90.3%	26+	before history	2.13%
EXTR	Extreme Networks Inc Technology	Added	161,853	+491	$5,239,181	+115.3%	26+	before history	1.85%
IWV	iShares Russell 3000 ETF	Added	12,154	+872	$5,182,465	+23.9%	26+	before history	1.83%
CYTK	Cytokinetics Inc Healthcare	Reduced	56,589	-149	$4,820,816	+28.9%	26+	before history	1.70%
C	Citigroup Inc Financial Services	Reduced	33,462	-2,100	$4,683,341	+16.1%	26+	before history	1.65%
BBIO	BridgeBio Pharma, Inc. Healthcare	Added	61,163	+203	$4,555,420	+0.6%	26+	before history	1.61%
MRCY	Mercury Systems Inc Industrials	Reduced	36,457	-1,221	$4,459,784	+62.3%	26+	before history	1.57%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	72,554	+3,964	$4,330,748	+16.8%	26+	before history	1.53%
GPI	Group 1 Automotive Inc Consumer Cyclical	Held	14,627	0	$4,258,943	−11.9%	26+	before history	1.50%
ARW	Arrow Electronics, Inc. Technology	Held	19,295	0	$4,117,745	+48.8%	26+	before history	1.45%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	47,124	+149	$3,694,521	+6.4%	26+	before history	1.30%
ASML	Asml Holding NV Technology	Reduced	1,847	-126	$3,674,495	+41.0%	5	$877.85	1.29%
COHR	Coherent Corp. Technology	Reduced	9,063	-3,119	$3,575,081	+23.2%	16	$48.14	1.26%
GFF	Griffon Corp Industrials	Held	34,647	0	$3,379,121	+34.2%	26+	before history	1.19%
TPC	Tutor Perini Corp Industrials	Reduced	40,160	-52	$3,332,075	+7.3%	26+	before history	1.17%
PI	Impinj Inc Technology	Added	23,262	+552	$3,331,816	+42.9%	26+	before history	1.17%
GM	General Motors Co Consumer Cyclical	Held	42,500	0	$3,275,900	+3.5%	16	$39.99	1.15%
SMCI	Super Micro Computer, Inc. Technology	Added	108,638	+4,320	$3,186,352	+34.1%	26+	before history	1.12%
CVGI	Commercial Vehicle Group, Inc. Consumer Cyclical	Added	677,040	+40,000	$3,127,924	+44.0%	26+	before history	1.10%
WTS	Watts Water Technologies Inc Industrials	Added	7,210	+1	$2,822,354	+34.9%	26+	before history	0.99%
BBSI	Barrett Business Services Inc Industrials	Added	74,741	+252	$2,654,800	+22.1%	26+	before history	0.94%
KOP	Koppers Holdings Inc. Basic Materials	Reduced	58,116	-1,300	$2,609,408	+13.5%	26+	before history	0.92%
CSCO	Cisco Systems, Inc. Technology	Held	22,200	0	$2,607,612	+51.4%	26+	before history	0.92%
WSM	Williams Sonoma Inc Consumer Cyclical	Held	10,926	0	$2,546,850	+27.8%	26+	before history	0.90%
MCK	Mckesson Corp Healthcare	Held	3,305	0	$2,497,258	−12.7%	26+	before history	0.88%
ATRO	Astronics Corp Industrials	Added	29,430	+23	$2,391,481	+27.3%	7	$14.32	0.84%
PEGA	Pegasystems Inc Technology	Added	78,843	+478	$2,362,924	−29.2%	26+	before history	0.83%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	42,464	-1	$2,319,383	−11.7%	26+	before history	0.82%
NPKI	NPK International Inc. Industrials	Reduced	140,567	-49	$2,236,420	+9.8%	26+	before history	0.79%
IWM	iShares Russell 2000 ETF	Reduced	7,231	-13	$2,172,553	+20.9%	9	unpriced	0.77%
ONTO	Onto Innovation Inc. Technology	Added	5,691	+3	$2,153,758	+84.6%	5	$106.89	0.76%
SM	SM Energy Co Energy	Reduced	81,890	-13,500	$2,137,329	−28.1%	13	$25.90	0.75%
HNI	Hni Corp Consumer Cyclical	NEW	52,031	NEW	$2,102,572	NEW	1	$34.02	0.74%
FNV	FRANCO NEVADA Corp Basic Materials	Added	10,018	+716	$2,088,151	−9.1%	24	$149.90	0.74%
FRPT	Freshpet, Inc. Consumer Defensive	Reduced	35,193	-14	$2,080,610	+0.2%	26+	before history	0.73%
KSS	KOHLS Corp Consumer Cyclical	Held	112,800	0	$1,998,816	+37.4%	26+	before history	0.70%
THG	Hanover Insurance Group, Inc. Financial Services	Reduced	9,232	-5	$1,976,755	+23.5%	26+	before history	0.70%
AUPH	Aurinia Pharmaceuticals Inc. Healthcare	Added	113,387	+321	$1,924,177	+14.8%	26+	before history	0.68%
SCHE	Schwab Emerging Markets Equity ETF	Added	52,159	+12,689	$1,891,285	+45.4%	26+	before history	0.67%
GSHD	Goosehead Insurance, Inc. Financial Services	Added	38,750	+18,318	$1,879,375	+115.6%	2	$48.99	0.66%
KOPN	Kopin Corp Technology	Added	413,323	+1,760	$1,851,687	+100.0%	4	$2.05	0.65%
PGY	Pagaya Technologies Ltd. Technology	Added	98,735	+4,424	$1,801,913	+64.0%	7	$12.74	0.64%
SHOO	Steven Madden, Ltd. Consumer Cyclical	Added	41,822	+146	$1,760,706	+24.6%	26+	before history	0.62%
GT	Goodyear Tire & Rubber Co Consumer Cyclical	Added	263,000	+23,000	$1,735,800	+9.1%	13	$9.53	0.61%

Showing the top 50 of 167 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.