0000909012-24-000067.txt : 20240515 0000909012-24-000067.hdr.sgml : 20240515 20240515112601 ACCESSION NUMBER: 0000909012-24-000067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IRONWOOD INVESTMENT MANAGEMENT LLC CENTRAL INDEX KEY: 0001127761 ORGANIZATION NAME: IRS NUMBER: 043386084 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06155 FILM NUMBER: 24948350 BUSINESS ADDRESS: STREET 1: 67 BATTERYMARCH STREET, STREET 2: 3RD FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6177577630 MAIL ADDRESS: STREET 1: 67 BATTERYMARCH STREET, STREET 2: 3RD FLOOR CITY: BOSTON STATE: MA ZIP: 02110 FORMER COMPANY: FORMER CONFORMED NAME: IRONWOOD CAPITAL MANAGEMENT LLC DATE OF NAME CHANGE: 20001103 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001127761 XXXXXXXX 03-31-2024 03-31-2024 IRONWOOD INVESTMENT MANAGEMENT LLC
67 BATTERYMARCH STREET, 3RD FLOOR BOSTON MA 02110
13F HOLDINGS REPORT 028-06155 N
Shantelle Reidy Chief Compliance Officer 617 757 7630 /s/ SHANTELLE REIDY Boston MA 05-14-2024 0 174 204882967 false
INFORMATION TABLE 2 informationtable.xml A E S Corp COM 00130H105 324031 18072 SH SOLE 0 18072 0 0 ACI Worldwide, Inc COM 004498101 999256 30089 SH SOLE 0 30089 0 0 Acco Brands Corp COM 00081T108 154051 27460 SH SOLE 0 27460 0 0 Acuity Brands COM 00508Y102 508437 1892 SH SOLE 0 1892 0 0 Agnico Eagle Mines Ltd Com COM 008474108 470400 7886 SH SOLE 0 7886 0 0 Align Technology COM 016255101 238398 727 SH SOLE 0 727 0 0 Alphabet Inc., Class A COM 02079K305 844906 5598 SH SOLE 0 5598 0 0 Ameresco, Inc. COM 02361E108 344962 14296 SH SOLE 0 14296 0 0 Amtech Systems, Inc. COM 032332504 152703 28226 SH SOLE 0 28226 0 0 Anika Therapeutics, Inc. COM 035255108 347269 13672 SH SOLE 0 13672 0 0 Apple Computer COM 037833100 314837 1836 SH SOLE 0 1836 0 0 Arrow Electronics COM 042735100 3823601 29535 SH SOLE 0 29535 0 0 Artisan Partners Asset MGMT COM 04316A108 620916 13566 SH SOLE 0 13566 0 0 Aurinia Pharmaceuticals COM 05156V102 466827 93179 SH SOLE 0 93179 0 0 Auto Data Processing COM 053015103 1354590 5424 SH SOLE 0 5424 0 0 Azenta, Inc. COM 114340102 214115 3552 SH SOLE 0 3552 0 0 Babcock & Wilcox Enterprises, COM 05614L209 97207 86024 SH SOLE 0 86024 0 0 Banc of California, Inc COM 05990K106 523619 34426 SH SOLE 0 34426 0 0 Bank Of America Corp COM 060505104 249476 6579 SH SOLE 0 6579 0 0 Bank Of Ny Mellon Cp New COM 064058100 279284 4847 SH SOLE 0 4847 0 0 Barnes Group Inc COM 067806109 902002 24280 SH SOLE 0 24280 0 0 Barrett Business Services Inc. COM 068463108 4365631 34451 SH SOLE 0 34451 0 0 Beacon Roofing Supply COM 073685109 2401490 24500 SH SOLE 0 24500 0 0 Belden Inc COM 077454106 1810618 19551 SH SOLE 0 19551 0 0 Berkshire Hath Cl B COM 084670702 506727 1205 SH SOLE 0 1205 0 0 Berkshire Hills Bancorp COM 084680107 358217 15629 SH SOLE 0 15629 0 0 Braemar Hotels Resorts COM 10482B101 986564 493282 SH SOLE 0 493282 0 0 BridgeBio Pharma Inc. COM 10806X102 1949537 63051 SH SOLE 0 63051 0 0 Bristol-Myers Squibb Co COM 110122108 338341 6239 SH SOLE 0 6239 0 0 Cabot Corp COM 127055101 1443944 15661 SH SOLE 0 15661 0 0 Cadence Bank COM 12740C103 852339 29391 SH SOLE 0 29391 0 0 Calliditas Therapeutics AB COM 13124Q106 535986 25511 SH SOLE 0 25511 0 0 Car Guru, Inc. COM 141788109 254642 11033 SH SOLE 0 11033 0 0 Carters Inc COM 146229109 681928 8053 SH SOLE 0 8053 0 0 Cartesian Therapeutics, Inc. COM 816212104 114930 176816 SH SOLE 0 176816 0 0 Caterpillar Inc COM 149123101 513002 1400 SH SOLE 0 1400 0 0 Checkpoint Therapeutics COM 162828206 26012 12689 SH SOLE 0 12689 0 0 Church & Dwight Co Inc COM 171340102 999081 9578 SH SOLE 0 9578 0 0 Cisco Systems Inc COM 17275R102 1237431 24793 SH SOLE 0 24793 0 0 Citigroup Inc New COM 172967424 2311232 36547 SH SOLE 0 36547 0 0 Coherent Corp COM 19247G107 780846 12881 SH SOLE 0 12881 0 0 Columbia Banking Systems COM 197236102 372526 19252 SH SOLE 0 19252 0 0 Commercial Vehicle Group COM 202608105 3719388 578443 SH SOLE 0 578443 0 0 Compass Minerals International COM 20451N101 459309 29181 SH SOLE 0 29181 0 0 Comtech Telecommunications COM 205826209 132741 38700 SH SOLE 0 38700 0 0 Cracker Barrel COM 22410J106 549111 7550 SH SOLE 0 7550 0 0 Cytokinetics Inc COM 23282W605 4190755 59774 SH SOLE 0 59774 0 0 Danaher COM 235851102 945440 3786 SH SOLE 0 3786 0 0 Darling Ingredients, Inc. COM 237266101 2071090 44530 SH SOLE 0 44530 0 0 Deere & Co COM 244199105 740153 1802 SH SOLE 0 1802 0 0 Denali Therapeutics COM 24823R105 740033 36064 SH SOLE 0 36064 0 0 Disney (walt) COM 254687106 288403 2357 SH SOLE 0 2357 0 0 Duluth Holdings Inc COM 26443V101 188758 38522 SH SOLE 0 38522 0 0 Durect Corp COM 266605500 256388 211891 SH SOLE 0 211891 0 0 Dycom Industries Inc COM 267475101 2090802 14567 SH SOLE 0 14567 0 0 Eaton Corporation COM G29183103 223879 716 SH SOLE 0 716 0 0 Embecta Corp. COM 29082K105 294846 22219 SH SOLE 0 22219 0 0 Emerson Electric Company COM 291011104 680520 6000 SH SOLE 0 6000 0 0 Enovis Corporation COM 194014502 423286 6778 SH SOLE 0 6778 0 0 Everbridge COM 29978A104 938146 26935 SH SOLE 0 26935 0 0 Extreme Networks Inc. COM 30226D106 1242950 107708 SH SOLE 0 107708 0 0 Fairfax India Holdings COM 303897102 149253 10017 SH SOLE 0 10017 0 0 Fastenal Co Com COM 311900104 1186182 15377 SH SOLE 0 15377 0 0 Fifth Third Bancorp Com COM 316773100 1000875 26898 SH SOLE 0 26898 0 0 Fluor COM 343412102 252327 5968 SH SOLE 0 5968 0 0 Fortive Corp COM 34959J108 386832 4497 SH SOLE 0 4497 0 0 Franco-Nevada COM 351858105 833524 6995 SH SOLE 0 6995 0 0 Freshpet Inc. COM 358039105 4222981 36449 SH SOLE 0 36449 0 0 General Electric Company COM 369604301 466213 2656 SH SOLE 0 2656 0 0 General Mtrs Corp COM 37045V100 2199475 48500 SH SOLE 0 48500 0 0 Geospace Technologies COM 37364X109 497434 37713 SH SOLE 0 37713 0 0 Goldman Sachs Group COM 38141G104 851670 2039 SH SOLE 0 2039 0 0 Goodyear Tire & Rubber COM 382550101 604120 44000 SH SOLE 0 44000 0 0 Griffon Corp COM 398433102 4136009 56395 SH SOLE 0 56395 0 0 Gritstone bio, Inc. COM 39868T105 405040 157603 SH SOLE 0 157603 0 0 Group 1 Automotive COM 398905109 6393116 21877 SH SOLE 0 21877 0 0 HP Inc. COM 40434L105 348376 11528 SH SOLE 0 11528 0 0 Hanover Insurance Group COM 410867105 1313768 9648 SH SOLE 0 9648 0 0 Hewlett Packard Enterprise Co. COM 42824C109 191094 10778 SH SOLE 0 10778 0 0 Hudbay Minerals COM 443628102 192836 27548 SH SOLE 0 27548 0 0 Impinj, Inc. COM 453204109 3086334 24035 SH SOLE 0 24035 0 0 Intel Corp COM 458140100 307114 6953 SH SOLE 0 6953 0 0 Intl Business Machines COM 459200101 1252697 6560 SH SOLE 0 6560 0 0 Ishares Russell 1000 Growth ET COM 464287614 305367 906 SH SOLE 0 906 0 0 Johnson & Johnson COM 478160104 564422 3568 SH SOLE 0 3568 0 0 Jpmorgan Chase & Co COM 46625H100 1953726 9754 SH SOLE 0 9754 0 0 KalVista Pharmaceuticals COM 483497103 136248 11488 SH SOLE 0 11488 0 0 Karora Resources Inc. COM 48575L206 182856 48711 SH SOLE 0 48711 0 0 Kezar Life Sciences Inc. COM 49372L100 25256 28012 SH SOLE 0 28012 0 0 Kohls COM 500255104 2807145 96300 SH SOLE 0 96300 0 0 Koppers Holdings Inc. COM 50060P106 5522296 100096 SH SOLE 0 100096 0 0 LSB Industries COM 502160104 726308 82723 SH SOLE 0 82723 0 0 MYR Group COM 55405W104 3232757 18290 SH SOLE 0 18290 0 0 Manitex International COM 563420108 608777 88743 SH SOLE 0 88743 0 0 Marqeta, Inc. COM 57142B104 153851 25814 SH SOLE 0 25814 0 0 Mccormick & Co Inc Com Non Vtg COM 579780206 847906 11039 SH SOLE 0 11039 0 0 Mckesson Corporation COM 58155Q103 1932660 3600 SH SOLE 0 3600 0 0 Merck & Co Inc New COM 58933Y105 484388 3671 SH SOLE 0 3671 0 0 Mercury Systems COM 589378108 1203659 40802 SH SOLE 0 40802 0 0 Meta Platforms, Inc. COM 30303M102 356416 734 SH SOLE 0 734 0 0 Methode Electronics Inc. COM 591520200 360029 29559 SH SOLE 0 29559 0 0 Microsoft Corp COM 594918104 2611665 6208 SH SOLE 0 6208 0 0 Msci Eafe COM 464287465 8441282 105701 SH SOLE 0 105701 0 0 NCR Atleos Corp. COM 63001N106 508957 25770 SH SOLE 0 25770 0 0 NCR Voyix Corp. COM 62886E108 778261 61620 SH SOLE 0 61620 0 0 Newpark Resources Inc COM 651718504 1040243 144078 SH SOLE 0 144078 0 0 Northern Oil and Gas, Inc. COM 665531307 267443 6740 SH SOLE 0 6740 0 0 Northfield Bancorp COM 66611T108 146490 15071 SH SOLE 0 15071 0 0 Novo-Nordisk A/S COM 670100205 2546172 19830 SH SOLE 0 19830 0 0 Old Republic Intl Corp COM 680223104 702198 22858 SH SOLE 0 22858 0 0 Oracle Corporation COM 68389X105 212281 1690 SH SOLE 0 1690 0 0 Otis Worldwide Corp COM 68902V107 1240577 12497 SH SOLE 0 12497 0 0 Pacer US Cash Cows 100 ETF COM 69374H881 435825 7500 SH SOLE 0 7500 0 0 Pacer US Small Cap Cash Cows E COM 69374H857 417860 8500 SH SOLE 0 8500 0 0 Pegasystems Inc COM 705573103 2670214 41309 SH SOLE 0 41309 0 0 Pepsico Incorporated COM 713448108 556357 3179 SH SOLE 0 3179 0 0 Perficient Inc COM 71375U101 2603581 46253 SH SOLE 0 46253 0 0 Pfizer Incorporated COM 717081103 1519867 54770 SH SOLE 0 54770 0 0 Pinnacle Financial Partners, I COM 72346Q104 972763 11327 SH SOLE 0 11327 0 0 Pitney Bowes Inc COM 724479100 385474 89024 SH SOLE 0 89024 0 0 Progressive Corp Ohio COM 743315103 1390658 6724 SH SOLE 0 6724 0 0 Qorvo Inc. COM 74736K101 790949 6888 SH SOLE 0 6888 0 0 Ribbon Communications COM 762544104 59814 18692 SH SOLE 0 18692 0 0 Rolls Royce ADR COM 775781206 58727 10895 SH SOLE 0 10895 0 0 Royalty Pharma Plc Class A Sha COM G7709Q104 394810 13000 SH SOLE 0 13000 0 0 Russell 1000 Value Index Fund COM 464287598 334398 1867 SH SOLE 0 1867 0 0 S&P Global Inc. COM 78409V104 758152 1782 SH SOLE 0 1782 0 0 SPS Commerce COM 78463M107 2173684 11756 SH SOLE 0 11756 0 0 Salesforce.com Inc COM 79466L302 1615228 5363 SH SOLE 0 5363 0 0 Schwab Emerging Mrkets Equity COM 808524706 218917 8670 SH SOLE 0 8670 0 0 Seres Therapeutics COM 81750R102 35061 45292 SH SOLE 0 45292 0 0 Sm Energy Company COM 78454L100 1455121 29190 SH SOLE 0 29190 0 0 Smartsheet Inc Class A COM 83200N103 434780 11293 SH SOLE 0 11293 0 0 Snowflake Inc. COM 833445109 386224 2390 SH SOLE 0 2390 0 0 Sonos, Inc. COM 83570H108 360787 18929 SH SOLE 0 18929 0 0 Southwestern Energy Co COM 845467109 178698 23575 SH SOLE 0 23575 0 0 Spirit Airlines Inc. COM 848577102 125017 25830 SH SOLE 0 25830 0 0 Steven Madden Ltd COM 556269108 1449401 34281 SH SOLE 0 34281 0 0 Sunopta Inc F COM 8676EP108 904855 131711 SH SOLE 0 131711 0 0 Super Micro Computer, Inc COM 86800U104 7331808 7259 SH SOLE 0 7259 0 0 Superior Industries Internatio COM 868168105 62333 21494 SH SOLE 0 21494 0 0 TRI Pointe Group, Inc. COM 87265H109 970289 25098 SH SOLE 0 25098 0 0 TTEC Holdings Inc COM 89854H102 270968 26130 SH SOLE 0 26130 0 0 Teledyne Tech Inc COM 879360105 1234295 2875 SH SOLE 0 2875 0 0 Tempur Sealy International Inc COM 88023U101 2829806 49803 SH SOLE 0 49803 0 0 Tennant Co COM 880345103 782317 6433 SH SOLE 0 6433 0 0 Topgolf Callaway Brands COM 131193104 939768 58118 SH SOLE 0 58118 0 0 TriCo Bancshares COM 896095106 559571 15214 SH SOLE 0 15214 0 0 Ttm Technologies Inc COM 87305R109 3240567 207065 SH SOLE 0 207065 0 0 Tutor Perini Corp COM 901109108 865735 59871 SH SOLE 0 59871 0 0 UFP Industries COM 90278Q108 1881930 15299 SH SOLE 0 15299 0 0 Unisys Corp COM 909214306 272171 55432 SH SOLE 0 55432 0 0 United Natural Foods COM 911163103 177406 15440 SH SOLE 0 15440 0 0 Valneva SE ADR COM 92025Y103 198174 25022 SH SOLE 0 25022 0 0 Vanguard FTSE Emerging Markets COM 922042858 2404407 57563 SH SOLE 0 57563 0 0 Vanguard Total Stock Market ET COM 922908769 10787929 41508 SH SOLE 0 41508 0 0 Vicor Corp COM 925815102 1229340 32148 SH SOLE 0 32148 0 0 Visa Cl A COM 92826C839 983199 3523 SH SOLE 0 3523 0 0 WSFS Financial Corp COM 929328102 418448 9270 SH SOLE 0 9270 0 0 Watts Water Tech Inc A Class A COM 942749102 1582435 7445 SH SOLE 0 7445 0 0 Wheaton Precious Metals Corp. COM 962879102 361393 7668 SH SOLE 0 7668 0 0 Williams Sonoma COM 969904101 1786741 5627 SH SOLE 0 5627 0 0 Zeta Global Holdings Corp. COM 98956A105 732583 67025 SH SOLE 0 67025 0 0 Zoetis Inc. COM 98978V103 1412057 8345 SH SOLE 0 8345 0 0 Zscaler Inc. COM 98980G102 828887 4303 SH SOLE 0 4303 0 0 iShares Russell 3000 ETF COM 464287689 2629601 8763 SH SOLE 0 8763 0 0 iShares Short Treasury Bond ET COM 464288679 3180457 28772 SH SOLE 0 28772 0 0 indie Semiconductor, Inc. COM 45569U101 766941 108325 SH SOLE 0 108325 0 0 American Funds New Perspective COM 648018109 328559 5422 SH SOLE 0 5422 0 0 Fidelity Total Market Index Fu COM 315911693 1924950 13276 SH SOLE 0 13276 0 0 Legg Mason WA US TSY Res Inst COM 52470G841 540071 540071 SH SOLE 0 540071 0 0 MSILF Treasury Port Inst. COM 61747C582 1747014 1747014 SH SOLE 0 1747014 0 0 Vanguard Developed Markets Ind COM 921943809 508780 31601 SH SOLE 0 31601 0 0 Cartesian Therapeutics CVR COM 816212112 0 173208 SH SOLE 0 173208 0 0