— Know what they know.
Not Investment Advice

III Institutional Ownership

Information Services Group, Inc.
1W: +4.6% 1M: +13.4% 3M: +43.0% YTD: +9.1% 1Y: +8.0% 3Y: +61.1% 5Y: -5.6%
$6.09
+0.00 (+0.00%)
 
Weekly Expected Move ±3.9%
$6 $6 $6 $6 $7
NASDAQ · Industrials · Specialty Business Services · Tech Score Strong Buy · Power 75 · $294.8M mcap · 35M float · 0.691% daily turnover · Short 58% of daily vol
Credit Risk of going bust: lower than 60% of companies Debt: 18.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.10 (down 98%), Information Services Group, Inc. would be worth roughly what it owes.
Total debt $67.5M against a stock market value of $294.8M.
Distance to default 6.28 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $29.6M (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 2.17. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — III

161
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$133M
Total Invested
20
New Positions
57
Increased
57
Reduced
21
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RENAISSANCE TECHNOLOGIES LLC NEW 1,863,237 $11M +1,863,237 — 1Q SEC ↗
2 Crestwood Advisors Group, LLC NEW 819,090 $5M +819,090 — 1Q SEC ↗
3 ESSEX INVESTMENT MANAGEMENT CO LLC 783,636 $5M -24,709 -3.1% 2Q SEC ↗
4 STATE STREET CORP NEW 753,905 $5M +753,905 — 1Q SEC ↗
5 JB CAPITAL PARTNERS LP NEW 487,641 $3M +487,641 — 1Q SEC ↗
6 GOLDMAN SACHS GROUP INC NEW 441,033 $3M +441,033 — 1Q SEC ↗
7 EQUITABLE TRUST CO 277,222 $2M +154,825 +126.5% 2Q SEC ↗
8 RITHOLTZ WEALTH MANAGEMENT 209,435 $1M +12,715 +6.5% 2Q SEC ↗
9 North Star Investment Management Corp. 128,883 $785K — +0.0% 2Q SEC ↗
10 CITADEL ADVISORS LLC NEW 74,311 $453K +74,311 — 1Q SEC ↗
11 HSBC HOLDINGS PLC 64,061 $390K +16,328 +34.2% 14Q SEC ↗
12 BAILARD, INC. 63,439 $386K -16,500 -20.6% 2Q SEC ↗
13 Williams & Novak Wealth Management, LL 50,466 $307K +10,470 +26.2% 2Q SEC ↗
14 Indivisible Partners NEW 43,885 $267K +43,885 — 1Q SEC ↗
15 Baird Financial Group, Inc. NEW 40,525 $247K +40,525 — 1Q SEC ↗
16 Unified Investment Management NEW 29,300 $178K +29,300 — 1Q SEC ↗
17 Abel Hall, LLC NEW 27,158 $165K +27,158 — 1Q SEC ↗
18 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW 26,100 $159K +26,100 — 1Q SEC ↗
19 Everstar Asset Management, LLC 23,465 $143K — +0.0% 2Q SEC ↗
20 D'Orazio & Associates, Inc. NEW 22,517 $137K +22,517 — 1Q SEC ↗
21 IEQ CAPITAL, LLC NEW 20,706 $126K +20,706 — 1Q SEC ↗
22 Baron Wealth Management LLC 17,032 $104K +2,482 +17.1% 2Q SEC ↗
23 Schonfeld Strategic Advisors LLC NEW 16,812 $102K +16,812 — 1Q SEC ↗
24 ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW 15,100 $92K +15,100 — 1Q SEC ↗
25 WELLS FARGO & COMPANY/MN NEW 15,096 $92K +15,096 — 1Q SEC ↗
26 Tripletail Wealth Management, LLC NEW 12,490 $76K +12,490 — 1Q SEC ↗
27 Corient Private Wealth LP NEW 10,075 $61K +10,075 — 1Q SEC ↗
28 NEW YORK STATE COMMON RETIREMENT FUND NEW 5,996 $37K +5,996 — 1Q SEC ↗
29 Access Investment Management LLC NEW 4,430 $27K +4,430 — 1Q SEC ↗
30 State of Alaska, Department of Revenue 4,324 $26K — +0.0% 2Q SEC ↗
31 CALIFORNIA STATE TEACHERS RETIREMENT S 1,989 $12K +82 +4.3% 2Q SEC ↗
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 1,428 $9K +1,428 — 1Q SEC ↗
33 GAMMA Investing LLC 1,089 $7K +930 +584.9% 3Q SEC ↗
34 Farther Finance Advisors, LLC 843 $5K +723 +602.5% 3Q SEC ↗
35 Sterling Capital Management LLC NEW 693 $4K +693 — 1Q SEC ↗
36 Fortitude Family Office, LLC NEW 565 $3K +565 — 1Q SEC ↗
37 NISA INVESTMENT ADVISORS, LLC NEW 464 $3K +464 — 1Q SEC ↗
38 Allworth Financial LP NEW 329 $2K +329 — 1Q SEC ↗
39 Torren Management, LLC 278 $2K — +0.0% 2Q SEC ↗
40 Continuum Advisory, LLC NEW 268 $2K +268 — 1Q SEC ↗
41 Basecamp Wealth Advisors LLC 86 $1K +10 +13.2% 2Q SEC ↗
42 TD PRIVATE CLIENT WEALTH LLC 66 $0K — +0.0% 2Q SEC ↗
43 MassMutual Private Wealth & Trust, FSB 49 $0K — +0.0% 3Q SEC ↗
44 IFP Advisors, Inc 20 $0K -10 -33.3% 3Q SEC ↗
45 Root Financial Partners, LLC NEW 19 $0K +19 — 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (9)
HolderAddedChange %Total Shares
EQUITABLE TRUST CO +154,825 +126.5% 277,222
HSBC HOLDINGS PLC +16,328 +34.2% 64,061
RITHOLTZ WEALTH MANAGEMENT +12,715 +6.5% 209,435
Williams & Novak Wealth Management, +10,470 +26.2% 50,466
Baron Wealth Management LLC +2,482 +17.1% 17,032
GAMMA Investing LLC +930 +584.9% 1,089
Farther Finance Advisors, LLC +723 +602.5% 843
CALIFORNIA STATE TEACHERS RETIREMEN +82 +4.3% 1,989
Basecamp Wealth Advisors LLC +10 +13.2% 86
Biggest Decreases (3)
HolderReducedChange %Total Shares
ESSEX INVESTMENT MANAGEMENT CO LLC -24,709 -3.1% 783,636
BAILARD, INC. -16,500 -20.6% 63,439
IFP Advisors, Inc -10 -33.3% 20

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms