Exploring Lantronix, Inc. (LTRX) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Lantronix, Inc. (LTRX), and what drives their investment decisions? As of 2024, Lantronix, a global provider of secure IoT connectivity solutions, has a mix of institutional, insider, and retail investors shaping its financial landscape. With a market capitalization of $138.42 million and a stock price of $4.87 as of 2024, understanding the investor profile is crucial. Are institutional investors increasing their stakes, or are insiders calling the shots? Let's delve into the details of who's buying LTRX and, more importantly, why.

Lantronix, Inc. (LTRX) Who Invests in Lantronix, Inc. (LTRX) and Why?

Understanding the investor profile of Lantronix, Inc. (LTRX) involves examining the various types of investors, their motivations, and the strategies they employ. This provides insights into the market's sentiment towards the company and its future prospects.

Key Investor Types

Lantronix, Inc. attracts a diverse range of investors, each with their own investment styles and objectives:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Their investment decisions are often based on personal research, recommendations from financial advisors, or general market trends.
• Institutional Investors: This category includes entities such as mutual funds, pension funds, insurance companies, and investment banks. These investors manage large sums of money on behalf of others and typically have a longer-term investment horizon.
• Hedge Funds: Hedge funds are investment partnerships that use more aggressive strategies, such as leveraging or short-selling, to generate higher returns. They cater to accredited investors and institutions.

As of February 11, 2025, according to Yahoo Finance, the ownership of Lantronix, Inc. is distributed among these key players. Institutional investors hold a significant portion, indicating strong confidence from major financial entities. For example, Vanguard Group holds 3.88% of the shares, while BlackRock Fund Advisors holds 3.58%, and Geode Capital Management holds 1.46%. Looking at insider trades can provide further insight; over the past year, there have been more insider buys than sells, suggesting insiders are confident in the company's prospects.

Investment Motivations

Several factors attract investors to Lantronix, Inc.:

• Growth Prospects: Lantronix, Inc. operates in the technology sector, specifically providing solutions for IoT and remote environment management. The increasing demand for these technologies drives investor interest due to the potential for high growth.
• Market Position: The company's position in its niche market is another key motivator. Lantronix, Inc.'s established presence and expertise can provide a competitive advantage, attracting investors looking for stable and reliable growth.

Investment Strategies

The investment strategies employed by Lantronix, Inc. investors vary depending on their investment horizon and risk tolerance:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, focusing on the company's sustained growth and market leadership. This approach is evident in the holdings of major investment firms like Vanguard and BlackRock.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, capitalizing on stock price fluctuations and market volatility.
• Value Investing: Some investors may view Lantronix, Inc. as undervalued, focusing on its intrinsic value and potential for future appreciation.

To illustrate the ownership structure and investment trends, consider the following data (based on the most recent filings):

In summary, the investor profile of Lantronix, Inc. includes a mix of retail and institutional investors, with motivations driven by growth prospects and market position. The strategies range from long-term holdings to short-term trading, reflecting diverse investment objectives. The significant institutional ownership underscores confidence in the company's long-term potential.

For more insights into Lantronix, Inc.'s background, you might find this resource helpful: Lantronix, Inc. (LTRX): History, Ownership, Mission, How It Works & Makes Money

Lantronix, Inc. (LTRX) Institutional Ownership and Major Shareholders of Lantronix, Inc. (LTRX)

Institutional ownership in Lantronix, Inc. (LTRX) reflects the degree to which large organizations like mutual funds, pension funds, and hedge funds hold the company's shares. Analyzing this ownership can provide insights into market sentiment and potential stock price movements.

As of the data available, the top institutional investors in Lantronix, Inc. (LTRX) include:

• Vanguard Group Inc
• BlackRock Fund Advisors
• Dimensional Fund Advisors LP
• Geode Capital Management, LLC
• Renaissance Technologies LLC

These institutions manage substantial assets and their investment decisions can significantly influence Lantronix, Inc. (LTRX)'s stock performance. Changes in their holdings are closely monitored by other investors as indicators of confidence or concern in the company's future prospects.

Recent ownership trends reveal shifts in institutional interest in Lantronix, Inc. (LTRX). While specific changes in shareholdings fluctuate, it's important to note whether major institutional players have been increasing or decreasing their positions. For instance, if Vanguard and BlackRock have been consistently adding to their stakes, it could signal a positive outlook on the company's growth potential. Conversely, a decrease in holdings by multiple major institutions might suggest concerns about future performance.

The impact of institutional investors on Lantronix, Inc. (LTRX)'s stock price and strategy is considerable. Large institutional trades can create significant buying or selling pressure, leading to price volatility. Moreover, the presence of reputable institutional investors often enhances a company's credibility and attractiveness to other investors. Their involvement can also influence corporate governance and strategic decisions, as institutions with large stakes may engage with management to advocate for specific initiatives or policies.

Here's a table summarizing key aspects of institutional ownership in Lantronix, Inc. (LTRX):

Institutional investors play a crucial role in shaping market dynamics and influencing the strategic direction of Lantronix, Inc. (LTRX). Monitoring their ownership patterns and understanding their motivations can provide valuable insights for investors seeking to make informed decisions. For more insights into Lantronix, Inc. (LTRX)'s financial standing, check out Breaking Down Lantronix, Inc. (LTRX) Financial Health: Key Insights for Investors.

Lantronix, Inc. (LTRX) Key Investors and Their Impact on Lantronix, Inc. (LTRX)

Understanding the investor profile of Lantronix, Inc. (LTRX) provides valuable insights into the company’s stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

While specific real-time data on all current investors and their direct influence may not be available without access to proprietary financial databases, we can discuss the types of investors and their potential impact, as well as illustrate with examples of similar situations in other companies. Keep in mind that information is based on the most recently available data from 2024 fiscal year.

Institutional investors, mutual funds, and hedge funds are likely to hold significant portions of Lantronix, Inc. (LTRX). These investors often conduct thorough research before investing, and their decisions can drive stock price movements. For example, a large purchase by a well-known fund can signal confidence in Lantronix, Inc. (LTRX), attracting other investors and increasing demand for the stock.

Here are potential impacts from key investors:

• Strategic Direction: Large institutional investors may engage with the management team and board of directors to influence strategic decisions, such as mergers, acquisitions, or divestitures.
• Corporate Governance: Investors can push for changes in corporate governance practices, including executive compensation, board composition, and shareholder rights.
• Stock Performance: Significant buying or selling activity by major investors can create upward or downward pressure on the stock price.
• Activism: Activist investors may publicly advocate for specific changes they believe will increase shareholder value, such as cost-cutting measures, asset sales, or a change in strategic focus.

Recent moves by investors, such as buying or selling large stakes, can provide clues about their sentiment toward Lantronix, Inc. (LTRX). For instance, a substantial increase in holdings by a prominent investor might indicate a bullish outlook, while a significant reduction could signal concerns about the company's future prospects.

Reviewing the company's filings with the Securities and Exchange Commission (SEC), such as 13F filings, can provide insights into the holdings of institutional investors. Monitoring news reports and financial analysis can also reveal information about recent investor activity and its potential impact on Lantronix, Inc. (LTRX).

Information regarding investor relations can be found on Lantronix, Inc. (LTRX)'s website.

To gain more insight into Lantronix, Inc. (LTRX)'s mission, vision, and core values, you can visit: Mission Statement, Vision, & Core Values of Lantronix, Inc. (LTRX).

Lantronix, Inc. (LTRX) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of Lantronix, Inc. (LTRX). This analysis includes examining major shareholders, recent market behavior, and analyst perspectives to provide a comprehensive view. You might also be interested in: Mission Statement, Vision, & Core Values of Lantronix, Inc. (LTRX).

Investor Sentiment:

Currently, Lantronix, Inc. has 123 institutional owners and shareholders who have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 14,130,884 shares. Major shareholders include:

• Vanguard Group Inc
• Dimensional Fund Advisors Lp
• Truffle Hound Capital, LLC
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• Herald Investment Management Ltd
• First Eagle Investment Management, LLC
• 180 Degree Capital Corp. /ny/
• Renaissance Technologies Llc
• FESRX - First Eagle Small Cap Opportunity Fund Class R6
• Deutsche Bank Ag

Institutional ownership indicates the extent to which professional investors believe in the company's prospects.

As of Q4 2023, Lantronix had approximately 14.6 million outstanding shares. Institutional ownership accounts for 39.7% of these shares.

• Roumell Asset Management LLC holds 1,302,400 shares, representing 8.92% ownership.
• Dimensional Fund Advisors LP holds 605,730 shares, representing 4.15% ownership.
• Renaissance Technologies LLC holds 411,100 shares, representing 2.81% ownership.

Insider Ownership:

• Paul Soltys (CEO) owns 218,000 shares.
• Jeremy Whitaker (CFO) owns 32,500 shares.
• Board members collectively own 345,600 shares.

Recent Market Reactions:

Lantronix's stock has experienced volatility, with a 26.8% plunge in the past month amidst broader market declines. The stock hit a 52-week low of $1.91 but has a 52-week high of $4.55. The share price on April 9, 2025, was $2.17, a 35.61% decline from $3.37 on April 10, 2024.

Following the Q2 FY2025 earnings announcement, the stock fell by 10.48% in after-hours trading, closing at $3.76. Revenue for the quarter was $31.2 million, below the anticipated $38.56 million, marking a 16% year-over-year decrease.

Analyst Perspectives:

Analysts' views on Lantronix, Inc. vary, but many maintain a positive long-term outlook. The average one-year price target for Lantronix is $5.71, with forecasts ranging from a low of $4.54 to a high of $8.40.

Recent analyst ratings include:

• Canaccord Genuity lowered their price target to $4.50, maintaining a Buy rating.
• Needham maintains a Buy rating with a price target of $5.50.
• Lake Street Capital Markets revised its price target to $5.00 from $6.00, maintaining a Buy rating, and expressing optimism for growth in fiscal year 2026.

These ratings suggest that while there are short-term challenges, analysts see potential for future growth, particularly in edge AI and IoT solutions.

Financial Performance:

Lantronix's recent financial metrics include:

• Fiscal Year 2023 Revenue: $93.4 million
• Net Income: $2.1 million
• Gross Margin: 45.6%
• R&D investment: $15.6 million in 2023

The forecasted annual revenue for Lantronix in 2026 is $246 million, and the forecasted annual EBITDA is $45 million. The forecasted annual earnings by 2029 are $0.67 per share.

Ownership Structure Details:

Here is a detailed look at some major shareholders and their recent activities:

This data provides insights into the changing positions of major shareholders, reflecting their evolving sentiment towards Lantronix.