Insight Molecular Diagnostics
IMDX on Nasdaq. Market value $120m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 40 funds in all.
Largest holders overall
- Broadwood Capital$75mAdded
- AWM Investment Company$17m
- Vanguard Capital Management$4mAdded
- Pura Vida Investments$3mCut
- Family Office Research$2mAdded
- Geode Capital Management$2m
- FNY Investment Advisers$1mCut
- Jane Street Group$930,324New
- BlackRock$888,074Added
- Vanguard Fiduciary Trust$734,998Cut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%.
- Broadwood Capital, Inc.Passive investorat least 39.7%+2.3 pts(filed with 2 related holders)Since 23 April 2026
What they said
The Reporting Persons are filing this Schedule 13D/A to report a change in their respective beneficial ownership percentages. The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending on various factors including, without limitation,…
Read the filing - Patrick W. SmithPassive investorat least 10.5%(filed with 1 related holder)Since 26 December 2024
- AWM Investment Company, Inc.Passive investor10.0%+2.5 ptsSince 31 March 2025
- BIO-RAD LABORATORIES, INCPassive investor9.7%Since 10 February 2025
| Holder | Stake | Since | |
|---|---|---|---|
Broadwood Capital, Inc. Passive investor | at least 39.7%+2.3 pts (filed with 2 related holders) | 23 April 2026 | What they saidThe Reporting Persons are filing this Schedule 13D/A to report a change in their respective beneficial ownership percentages. The Reporting Persons intend to review their investment in the Issuer on a continuing basis. Depending on various factors including, without limitation,… Read the filing |
Patrick W. Smith Passive investor | at least 10.5% (filed with 1 related holder) | 26 December 2024 | |
AWM Investment Company, Inc. Passive investor | 10.0%+2.5 pts | 31 March 2025 | |
BIO-RAD LABORATORIES, INC Passive investor | 9.7% | 10 February 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 26 Mar 2026, plus the 10-Q filed 10 Aug 2026 and 5 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.