Stereotaxis, Inc. ownership filing by Lagoda Investment Management, L.P. Lagoda reports beneficial ownership of 4,350,400 shares of common stock as of March 31, 2026, representing 4.5% of the class. The filing cites 97,477,538 shares outstanding as of March 16, 2026 from the issuer's proxy statement. Lagoda's general partner structure and voting/dispositive authority are described, and the filing is signed by Jason A. Ozone on May 15, 2026.
Positive
None.
Negative
None.
Insights
Passive institutional stake reported at 4.5% of common stock.
Lagoda Investment Management, L.P. discloses it beneficially owns 4,350,400 shares and holds sole voting and dispositive power over those shares as of March 31, 2026. The filing references the issuer's proxy data showing 97,477,538 shares outstanding as of March 16, 2026, establishing the stated 4.5% ownership percentage.
As a Schedule 13G/A amendment, this is a routine update of beneficial ownership and structure: cash‑flow treatment and planned transactions are not disclosed in the excerpt. Subsequent public filings or proxy disclosures would show changes to outstanding shares or holdings.
Key Figures
Shares beneficially owned:4,350,400 sharesPercent of class:4.5%Shares outstanding:97,477,538 shares+2 more
5 metrics
Shares beneficially owned4,350,400 sharesheld by the Accounts as of March 31, 2026
Percent of class4.5%calculated using 97,477,538 shares outstanding as of March 16, 2026
Shares outstanding97,477,538 sharesoutstanding as of March 16, 2026 (issuer's proxy statement)
Reporting date for holdingsMarch 31, 2026date on which the Accounts held the reported shares
Signature dateMay 15, 2026date the Schedule 13G/A was signed by reporting officer
Key Terms
beneficially owns, sole voting power, Reg. Section 240.13d-3, Schedule 14A
4 terms
beneficially ownsregulatory
"the Reporting Person beneficially owns 4,350,400 shares of Common Stock"
Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.
sole voting powergovernance
"possesses the sole power to vote and the sole power to direct the disposition"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Reg. Section 240.13d-3regulatory
"for purposes of Reg. Section 240.13d-3, the Reporting Person beneficially owns"
Schedule 14Aregulatory
"disclosed in the Issuer's Proxy Statement on Schedule 14A"
Schedule 14A is a document that companies file with regulators to share important information with shareholders before a big vote, like approving a merger or election of directors. It matters because it helps investors understand what’s happening so they can make informed decisions about the company’s future.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake in Stereotaxis (STXS) does Lagoda Investment report?
Lagoda Investment reports beneficial ownership of 4,350,400 shares, representing 4.5% of the common stock. The percentage is calculated using 97,477,538 shares outstanding as of March 16, 2026 from the issuer's proxy statement.
As of what date does Lagoda report its shareholding in STXS?
The filing states the Accounts held 4,350,400 shares as of March 31, 2026. The outstanding‑share reference used for the percent is dated March 16, 2026 in the issuer's proxy statement.
Does Lagoda have voting control over the shares of STXS it reports?
Yes. The filing states Lagoda has sole voting power and sole dispositive power over the 4,350,400 shares it reports, with no shared voting or dispositive power listed.
Who controls Lagoda Investment Management's voting power for this filing?
The filing explains the general partner is Lagoda Investment Management, LLC and Fatima Dickey, as sole member of the general partner, possesses the voting and dispositive power for the Reporting Person.
When was the Schedule 13G/A signed and filed?
The amendment is signed by Jason A. Ozone, Chief Financial Officer & Chief Compliance Officer, with the signature dated May 15, 2026.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Stereotaxis, Inc.
(Name of Issuer)
Common Stock, par value $0.001 per share
(Title of Class of Securities)
85916J409
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
85916J409
1
Names of Reporting Persons
Lagoda Investment Management, L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
4,350,400.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
4,350,400.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,350,400.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.5 %
12
Type of Reporting Person (See Instructions)
IA
Comment for Type of Reporting Person: See Item 2 for additional information.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Stereotaxis, Inc.
(b)
Address of issuer's principal executive offices:
710 North Tucker Boulevard, Suite 110, St. Louis, MO, 63101
Item 2.
(a)
Name of person filing:
This report on Schedule 13G/A (as amended, this "Schedule 13G") is being filed by Lagoda Investment Management, L.P. (the "Reporting Person"). The Reporting Person serves as the investment manager to certain managed accounts (the "Accounts") and possesses the sole power to vote and the sole power to direct the disposition of all securities of the Issuer held by the Accounts. The general partner of the Reporting Person is Lagoda Investment Management, LLC, a Delaware limited liability company (the "General Partner"). Fatima Dickey, as the sole member of the General Partner, possesses the voting and dispositive power with respect to all securities beneficially owned by the Reporting Person. As of March 31, 2026, the Accounts held 4,350,400 shares of Common Stock. Based on information disclosed in the Issuer's Proxy Statement on Schedule 14A, filed with the Securities and Exchange Commission on April 3, 2026, there were 97,477,538 shares outstanding as of March 16, 2026. As a result of the foregoing, for purposes of Reg. Section 240.13d-3, the Reporting Person beneficially owns 4,350,400 shares of Common Stock held in the aggregate by the Accounts.
(b)
Address or principal business office or, if none, residence:
The address for the Reporting Person is 3 Columbus Circle, New York, NY 10019.
(c)
Citizenship:
The Reporting Person is organized under the laws of the State of Delaware.
(d)
Title of class of securities:
Common Stock, par value $0.001 per share
(e)
CUSIP No.:
85916J409
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
4,350,400.00
(b)
Percent of class:
4.5 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
4,350,400.00
(ii) Shared power to vote or to direct the vote:
0
(iii) Sole power to dispose or to direct the disposition of:
4,350,400.00
(iv) Shared power to dispose or to direct the disposition of:
0
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
