IRONWOOD INVESTMENT MANAGEMENT LLC

CIK 0001127761 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: IRONWOOD INVESTMENT MANAGEMENT LLC, Chief Compliance Officer
Address: 67 BATTERYMARCH STREET,, 3RD FLOOR, BOSTON, MA, 02110
Phone: 617-757-7630
AUM: $237.8M

AUM over time

$289.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $237.8M171 positionsView on SEC.gov

			% of Portfolio
A E S Corp	COM	$247K	0.1%Prev: 0.1%	17,253 SH	Increased
ACI Worldwide, Inc	COM	$1.4M	0.6%Prev: 0.7%	29,004 SH	Decreased-38 SH
Agnico Eagle Mines Ltd Com	COM	$827K	0.3%Prev: 0.6%	4,881 SH	Decreased-3,023 SH
Alphabet Inc., Class A	COM	$1.8M	0.7%Prev: 0.6%	5,633 SH	Increased+19 SH
Ameresco, Inc.	COM	$660K	0.3%Prev: 0.3%	22,531 SH	Decreased-236 SH
American Funds New Perspective	OTHER	$427K	0.2%	6,044 SH	New
American Vanguard Corp	COM	$210K	0.1%Prev: 0.1%	55,056 SH	Decreased+16,324 SH
Amtech Systems, Inc.	COM	$346K	0.1%Prev: 0.1%	27,537 SH	Increased-54 SH
Anika Therapeutics, Inc.	COM	$631K	0.3%Prev: 0.1%	65,610 SH	Increased+37,413 SH
Apple Computer	COM	$499K	0.2%Prev: 0.2%	1,836 SH	Increased
Arrow Electronics	COM	$2.4M	1.0%Prev: 1.2%	21,895 SH	Decreased-1,100 SH
Artisan Partners Asset MGMT	COM	$541K	0.2%Prev: 0.3%	13,286 SH	Decreased-26 SH
ASML Holding N.V.	COM	$1.7M	0.7%Prev: 0.6%	1,607 SH	Increased+78 SH
Aspen Aerogels, Inc.	COM	$361K	0.2%Prev: 0.4%	127,460 SH	Decreased-6,902 SH
Astronics Corporation	COM	$1.6M	0.7%Prev: 0.6%	29,793 SH	Increased-73 SH
Aurinia Pharmaceuticals	COM	$1.8M	0.8%Prev: 0.6%	114,620 SH	Increased-238 SH
Auto Data Processing	COM	$1.4M	0.6%Prev: 0.7%	5,484 SH	Decreased+17 SH
Avidia Bancorp	COM	$911K	0.4%Prev: 0.4%	54,186 SH	Increased-139 SH
Azenta, Inc.	COM	$411K	0.2%	12,367 SH	New
Babcock & Wilcox Enterprises,	COM	$320K	0.1%Prev: 0.3%	50,434 SH	Decreased-160,873 SH
Banc of California, Inc	COM	$636K	0.3%Prev: 0.2%	32,949 SH	Increased-42 SH
Bank Of America Corp	COM	$315K	0.1%Prev: 0.1%	5,720 SH	Increased
Bank Of Ny Mellon Cp New	COM	$563K	0.2%Prev: 0.2%	4,847 SH	Increased
Barrett Business Services Inc.	COM	$2.7M	1.1%Prev: 1.4%	74,832 SH	Decreased-27 SH
Beacon Financial Corporation	COM	$646K	0.3%Prev: 0.3%	24,488 SH	Increased-53 SH
Belden Inc	COM	$1.4M	0.6%Prev: 0.6%	11,751 SH	Decreased
Boeing Company	COM	$383K	0.2%Prev: 0.2%	1,766 SH	Increased
Braemar Hotels Resorts	COM	$1.2M	0.5%Prev: 0.5%	431,444 SH	Increased
BridgeBio Pharma Inc.	COM	$4.7M	2.0%Prev: 1.4%	61,794 SH	Increased-129 SH
Bristol-Myers Squibb Co	COM	$326K	0.1%Prev: 0.1%	6,047 SH	Increased
Burberry Group Plc	COM	$280K	0.1%Prev: 0.1%	16,417 SH	Increased+548 SH
Cabot Corp	COM	$1.2M	0.5%Prev: 0.6%	18,151 SH	Decreased-22 SH
Cadence Bank	COM	$1.2M	0.5%Prev: 0.5%	28,596 SH	Increased-58 SH
Callaway Golf Co.	COM	$665K	0.3%	57,011 SH	New
Car Guru, Inc.	COM	$413K	0.2%Prev: 0.2%	10,777 SH	Increased-23 SH
Carriage Services Inc.	COM	$993K	0.4%	23,468 SH	New
Carters Inc	COM	$242K	0.1%Prev: 0.1%	7,467 SH	Increased-150 SH
Caterpillar Inc	COM	$401K	0.2%Prev: 0.3%	700 SH	Decreased-700 SH
Church & Dwight Co Inc	COM	$807K	0.3%Prev: 0.4%	9,625 SH	Decreased+32 SH
Cisco Systems Inc	COM	$1.7M	0.7%Prev: 0.9%	22,297 SH	Decreased-7,500 SH
Citigroup Inc New	COM	$4.2M	1.7%Prev: 1.7%	35,566 SH	Increased-3,800 SH
Coherent Corp	COM	$2.3M	1.0%Prev: 0.6%	12,312 SH	Increased-24 SH
Columbia Banking Systems	COM	$417K	0.2%Prev: 0.2%	14,912 SH	Increased-24 SH
Commercial Vehicle Group	COM	$917K	0.4%Prev: 0.4%	637,040 SH	Decreased+41,500 SH
Compass Minerals International	COM	$570K	0.2%Prev: 0.2%	29,010 SH	Increased-247 SH
Cracker Barrel	COM	$248K	0.1%Prev: 0.2%	9,750 SH	Decreased-100 SH
Cytokinetics Inc	COM	$3.6M	1.5%Prev: 1.4%	57,229 SH	Increased-103 SH
Danaher	COM	$1.2M	0.5%Prev: 0.3%	5,167 SH	Increased+1,367 SH
Darling Ingredients, Inc.	COM	$1.5M	0.6%Prev: 0.6%	42,568 SH	Increased-289 SH
Denali Therapeutics	COM	$841K	0.4%Prev: 0.3%	50,933 SH	Increased-1,853 SH
Disney (walt)	COM	$350K	0.1%Prev: 0.2%	3,075 SH	Decreased
Duluth Holdings Inc	COM	$74K	0.0%Prev: 0.1%	35,513 SH	Decreased-834 SH
Dycom Industries Inc	COM	$4.9M	2.0%Prev: 1.8%	14,369 SH	Increased-29 SH
Eaton Corporation	COM	$228K	0.1%Prev: 0.1%	716 SH	Decreased
Evolent Health, Inc.	COM	$191K	0.1%Prev: 0.2%	47,707 SH	Decreased-2,390 SH
Evolv Technologies Holdings, I	COM	$2.1M	0.9%Prev: 1.0%	295,438 SH	Decreased-508 SH
Expand Energy Corp.	COM	$225K	0.1%Prev: 0.1%	2,042 SH	Increased
Extreme Networks Inc.	COM	$1.7M	0.7%Prev: 0.9%	103,314 SH	Decreased-146 SH
Fastenal Co Com	COM	$1.2M	0.5%Prev: 0.7%	31,039 SH	Decreased+110 SH
Fidelity Total Market Index Fu	OTHER	$2.4M	1.0%	12,953 SH	New
Fifth Third Bancorp Com	COM	$814K	0.3%Prev: 0.3%	17,398 SH	Increased
Fluor	COM	$237K	0.1%Prev: 0.1%	5,968 SH	Decreased
Franco-Nevada	COM	$1.8M	0.8%Prev: 0.8%	8,810 SH	Decreased+297 SH
Freshpet Inc.	COM	$2.1M	0.9%Prev: 0.9%	35,103 SH	Increased-483 SH
GE Vernova Inc.	COM	$407K	0.2%Prev: 0.2%	623 SH	Increased
General Electric Company	COM	$778K	0.3%Prev: 0.3%	2,526 SH	Increased
General Mtrs Corp	COM	$3.7M	1.6%Prev: 1.3%	45,500 SH	Increased-2,000 SH
Geospace Technologies	COM	$622K	0.3%Prev: 0.3%	36,776 SH	Decreased-80 SH
Goldman Sachs Group	COM	$825K	0.3%Prev: 0.3%	939 SH	Increased
Goodyear Tire & Rubber	COM	$2.0M	0.9%Prev: 0.7%	232,000 SH	Increased+15,000 SH
Griffon Corp	COM	$2.7M	1.1%Prev: 1.2%	36,395 SH	Decreased
Group 1 Automotive	COM	$5.9M	2.5%Prev: 2.9%	14,927 SH	Decreased-50 SH
Hancock Whitney Corp	COM	$233K	0.1%Prev: 0.1%	3,662 SH	Increased-7 SH
Hanover Insurance Group	COM	$1.7M	0.7%Prev: 0.7%	9,315 SH	Increased-16 SH
Hewlett Packard Enterprise Co.	COM	$246K	0.1%Prev: 0.1%	10,248 SH	Decreased
HP Inc.	COM	$245K	0.1%Prev: 0.1%	10,998 SH	Decreased
Hudbay Minerals	COM	$547K	0.2%Prev: 0.2%	27,581 SH	Increased
Impinj, Inc.	COM	$2.9M	1.2%Prev: 1.8%	16,654 SH	Decreased-6,167 SH
indie Semiconductor, Inc.	COM	$720K	0.3%Prev: 0.4%	203,969 SH	Decreased-6,340 SH
Intel Corp	COM	$257K	0.1%Prev: 0.1%	6,953 SH	Increased
Intercontinental Exchange, Inc	COM	$993K	0.4%Prev: 0.4%	6,131 SH	Decreased+21 SH
Intl Business Machines	COM	$1.7M	0.7%Prev: 0.7%	5,824 SH	Increased-125 SH
iShares 0-3 Month Treasury Bon	COM	$750K	0.3%Prev: 0.3%	7,468 SH	Increased+216 SH
Ishares Russell 1000 Growth ET	COM	$547K	0.2%Prev: 0.2%	1,156 SH	Increased+250 SH
Ishares Russell 2000	COM	$6.3M	2.6%Prev: 2.6%	25,472 SH	Increased+901 SH
iShares Russell 3000 ETF	COM	$4.2M	1.7%Prev: 1.7%	10,758 SH	Increased+303 SH
iShares Short Treasury Bond ET	COM	$6.9M	2.9%Prev: 1.8%	62,917 SH	Increased+26,083 SH
Johnson & Johnson	COM	$242K	0.1%Prev: 0.1%	1,168 SH	Increased
Johnson Mathey PLC	COM	$226K	0.1%Prev: 0.1%	3,941 SH	Increased
Jpmorgan Chase & Co	COM	$1.0M	0.4%Prev: 0.4%	3,154 SH	Increased
KalVista Pharmaceuticals	COM	$270K	0.1%Prev: 0.1%	16,711 SH	Increased
Kohls	COM	$2.3M	1.0%Prev: 0.7%	110,800 SH	Increased+5,000 SH
Kopin Corporation	COM	$978K	0.4%Prev: 0.4%	417,798 SH	Decreased-1,097 SH
Koppers Holdings Inc.	COM	$2.1M	0.9%Prev: 1.0%	77,416 SH	Decreased-5,000 SH
Kornit Digital Ltd.	COM	$1.1M	0.4%Prev: 0.4%	74,273 SH	Increased-211 SH
Legg Mason WA US TSY Res Inst	OTHER	$200K	0.1%	199,521 SH	New
Leidos Holdings, Inc.	COM	$595K	0.3%Prev: 0.3%	3,300 SH	Decreased
LSB Industries	COM	$694K	0.3%Prev: 0.3%	81,667 SH	Increased-158 SH
Marqeta, Inc.	COM	$121K	0.1%Prev: 0.1%	25,405 SH	Decreased-429 SH
Mckesson Corporation	COM	$2.7M	1.1%Prev: 1.2%	3,317 SH	Increased-100 SH
Merck & Co Inc New	COM	$368K	0.2%Prev: 0.1%	3,494 SH	Increased
Mercury Systems	COM	$2.9M	1.2%Prev: 1.3%	39,394 SH	Decreased-54 SH
Meta Platforms, Inc.	COM	$455K	0.2%Prev: 0.2%	690 SH	Decreased
Methode Electronics Inc.	COM	$192K	0.1%Prev: 0.1%	28,977 SH	Decreased-264 SH
Microsoft Corp	COM	$2.0M	0.8%Prev: 0.9%	4,111 SH	Decreased+10 SH
Msci Eafe	COM	$11.7M	4.9%Prev: 4.6%	121,352 SH	Increased+7,253 SH
MYR Group	COM	$3.9M	1.6%Prev: 1.6%	17,919 SH	Increased-51 SH
NCR Atleos Corp.	COM	$1.1M	0.4%Prev: 0.5%	27,908 SH	Decreased-750 SH
NCR Voyix Corp.	COM	$825K	0.3%Prev: 0.4%	80,920 SH	Decreased
NextDecade Corporation	COM	$105K	0.0%	19,921 SH	New
Northfield Bancorp	COM	$168K	0.1%Prev: 0.1%	14,672 SH	Decreased-33 SH
Novo-Nordisk A/S	COM	$1.0M	0.4%Prev: 0.5%	20,103 SH	Decreased-297 SH
NPK International, Inc.	COM	$1.7M	0.7%Prev: 0.7%	141,898 SH	Increased-256 SH
Nuveen Large Cap Value Index F	OTHER	$251K	0.1%	8,981 SH	New
Old Republic Intl Corp	COM	$1.0M	0.4%Prev: 0.4%	22,458 SH	Increased-36 SH
Onto Innovation	COM	$908K	0.4%Prev: 0.3%	5,752 SH	Increased-12 SH
Oracle Corporation	COM	$236K	0.1%Prev: 0.1%	1,211 SH	Decreased
Otis Worldwide Corp	COM	$1.1M	0.5%Prev: 0.5%	12,611 SH	Decreased+44 SH
Pagaya Technologies Ltd.	COM	$1.2M	0.5%Prev: 0.8%	59,503 SH	Decreased-124 SH
Pegasystems Inc	COM	$4.7M	2.0%Prev: 2.0%	79,387 SH	Increased-129 SH
Pepsico Incorporated	COM	$422K	0.2%Prev: 0.2%	2,940 SH	Increased
Pfizer Incorporated	COM	$1.4M	0.6%Prev: 0.6%	55,190 SH	Increased+4,000 SH
Pinnacle Financial Partners, I	COM	$1.1M	0.5%Prev: 0.5%	11,327 SH	Increased
Pitney Bowes Inc	COM	$224K	0.1%Prev: 0.1%	21,179 SH	Decreased
Porch Group Inc.	COM	$453K	0.2%	49,670 SH	New
Progressive Corp Ohio	COM	$1.3M	0.6%Prev: 0.6%	5,758 SH	Decreased-25 SH
Qorvo Inc.	COM	$549K	0.2%Prev: 0.3%	6,494 SH	Decreased
Quanterix Corp	COM	$1.1M	0.5%Prev: 0.5%	172,330 SH	Increased-21,744 SH
Remy Martin SA Unsponsored ADR	COM	$110K	0.0%Prev: 0.0%	25,974 SH	Increased+6,355 SH
Resources Connection Inc.	COM	$160K	0.1%	31,816 SH	New
Ribbon Communications	COM	$53K	0.0%Prev: 0.0%	18,350 SH	Decreased-52 SH
Russell 1000 Value Index Fund	COM	$393K	0.2%Prev: 0.2%	1,867 SH	Increased
S&P Global Inc.	COM	$1.1M	0.5%Prev: 0.4%	2,150 SH	Increased+371 SH
Salesforce.com Inc	COM	$1.3M	0.6%Prev: 0.5%	4,997 SH	Increased
Schwab Emerging Mrkets Equity	COM	$269K	0.1%Prev: 0.1%	8,200 SH	Decreased
Sm Energy Company	COM	$1.5M	0.6%Prev: 0.6%	80,090 SH	Increased+23,600 SH
Somnigroup International Inc.	COM	$4.3M	1.8%Prev: 1.8%	47,621 SH	Increased-193 SH
Sonos, Inc.	COM	$780K	0.3%Prev: 0.3%	44,403 SH	Increased-82 SH
Sprout Social, Inc.	COM	$209K	0.1%Prev: 0.1%	18,545 SH	Decreased-1,778 SH
SPS Commerce	COM	$1.0M	0.4%Prev: 0.5%	11,330 SH	Decreased-273 SH
Steven Madden Ltd	COM	$1.8M	0.7%Prev: 0.6%	42,122 SH	Increased-88 SH
Sunopta Inc F	COM	$461K	0.2%Prev: 0.3%	121,229 SH	Decreased-6,537 SH
Super Micro Computer, Inc.	COM	$3.1M	1.3%Prev: 2.2%	104,881 SH	Decreased-394 SH
Talos Energy Inc.	COM	$176K	0.1%Prev: 0.1%	16,013 SH	Increased+73 SH
Teledyne Tech Inc	COM	$1.5M	0.6%Prev: 0.7%	2,901 SH	Decreased+9 SH
Tennant Co	COM	$465K	0.2%Prev: 0.2%	6,305 SH	Decreased-13 SH
Transcat Inc.	COM	$411K	0.2%	7,241 SH	New
TRI Pointe Group, Inc.	COM	$762K	0.3%Prev: 0.4%	24,211 SH	Decreased-49 SH
TriCo Bancshares	COM	$701K	0.3%Prev: 0.3%	14,795 SH	Increased-31 SH
Trimas	COM	$666K	0.3%Prev: 0.3%	18,799 SH	Decreased-31 SH
TTEC Holdings Inc	COM	$84K	0.0%Prev: 0.0%	23,262 SH	Increased-893 SH
Ttm Technologies Inc	COM	$2.3M	1.0%Prev: 0.9%	33,982 SH	Increased-79 SH
Tutor Perini Corp	COM	$2.7M	1.1%Prev: 1.2%	40,675 SH	Decreased-2,050 SH
UFP Industries	COM	$1.3M	0.6%Prev: 0.6%	14,700 SH	Decreased-198 SH
Unisys Corp	COM	$153K	0.1%Prev: 0.1%	55,563 SH	Decreased
United Natural Foods	COM	$503K	0.2%Prev: 0.2%	14,953 SH	Decreased-23 SH
Valneva SE ADR	COM	$222K	0.1%Prev: 0.1%	25,135 SH	Decreased
Vanguard Developed Markets Ind	OTHER	$674K	0.3%	33,581 SH	New
Vanguard FTSE Emerging Markets	COM	$3.6M	1.5%Prev: 1.5%	66,529 SH	Increased+4,314 SH
Vanguard Total Stock Market ET	COM	$17.0M	7.1%Prev: 6.8%	50,670 SH	Increased+2,897 SH
Vicor Corp	COM	$3.4M	1.4%Prev: 0.7%	31,158 SH	Increased-60 SH
Visa Cl A	COM	$1.2M	0.5%Prev: 0.5%	3,552 SH	Increased+12 SH
Watts Water Tech Inc A Class A	COM	$2.0M	0.8%Prev: 0.9%	7,288 SH	Decreased-18 SH
Western Digital Corp	COM	$214K	0.1%	1,240 SH	New
Westgold Resources Ltd.	COM	$528K	0.2%Prev: 0.2%	122,944 SH	Increased
Wheaton Precious Metals Corp.	COM	$908K	0.4%Prev: 0.4%	7,725 SH	Increased+27 SH
Williams Sonoma	COM	$1.9M	0.8%Prev: 0.9%	10,877 SH	Decreased-19 SH
WSFS Financial Corp	COM	$512K	0.2%Prev: 0.2%	9,270 SH	Increased
Zeta Global Holdings Corp.	COM	$1.3M	0.6%Prev: 0.6%	65,146 SH	Increased-161 SH
Zoetis Inc.	COM	$1.1M	0.5%Prev: 0.5%	8,643 SH	Decreased+27 SH
Zscaler Inc.	COM	$1.3M	0.6%Prev: 0.8%	5,962 SH	Decreased-11 SH

Sold (vs prior filing)

Acco Brands Corp — $107K
Alta Equipment Group Inc. — $248K
American Funds New Perspective — $417K
Fidelity Total Market Index Fu — $2.4M
InspireMD, Inc. — $148K
iRobot Corporation — $205K
Legg Mason WA US TSY Res Inst — $253K
MSILF Treasury Port Inst. — $21K
Newell Co — $146K
Topgolf Callaway Brands — $547K
Vanguard Developed Markets Ind — $637K
Vanguard FTSE Europe ETF — $749K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001376474-26-000161	$237.8M	View
Nov 13, 2025	Q3 2025	13F-HR	0001376474-25-000926	$229.3M	View
Aug 14, 2026	Q2 2026