Opus Genetics, Inc.

IRD

Exchange: Nasdaq
Industry: Pharmaceutical Preparations
SEC CIK: 0001228627

SEC filings (opens in a new tab)

In the last 90 days, Opus Genetics, Inc. insiders filed 0 open-market purchases and 7 sales; 103 institutions reported holding it in 13F filings for Q2 2026, worth $236.4M in total; no superinvestor holds it.

Key figures

Market capClose on Nov 10, 2026: $351.9M
Insider buysOpen market, last 90 days: 0
Insider sellsLast 90 days, $3.21M in total: 7
13F holdersQ2 2026, +24 vs. previous quarter: 103
13F valueReported value at the end of Q2 2026: $236.4M
Superinvestors holdingAt the end of Q2 2026: 0

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2025: $14.2M; +29.1% year over year
Net income, FY2025: -$49.6M; No comparable prior period
Free cash flow, FY2025: –; No comparable prior period
Revenue, Q3 FY2026: $1.14M; −63.1% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Net loss for FY2025: $49.6M (349.3% of revenue).

Short interest

See short data

From FINRA, settlement date Oct 30, 2026.

Short interest: 10.9M; Shares sold short
Change: −2.47M; −18.6% vs. previous
Days to cover: 8.38; At average daily volume

Superinvestors holding IRD, Q2 2026

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No superinvestor reported holding IRD at the end of Q2 2026.

Latest insider trades

See all insider trades

Open-market purchases and sales by Opus Genetics, Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Nov 5, 2026 (view filing)4:04 PM ET	Nov 3	2 days	Magrath GeorgeChief Executive Officer	SSale	−28.3K	$3.90	−$110.2K	−1.4%2.01M after
Oct 27, 2026 (view filing)4:47 PM ET	Oct 23	4 days	Schachle Joseph KChief Operating Officer	SSale	−4.77K	$3.57	−$17.0K	−1.6%286.7K after
Oct 27, 2026 (view filing)4:41 PM ET	Oct 23	4 days	Yerxa Benjamin RPresident	SSale	−33.2K	$3.54	−$117.4K	−4.7%670.9K after	2 lots
Oct 27, 2026 (view filing)4:29 PM ET	Oct 23	4 days	Gagnon Robert E.Chief Financial Officer	SSale	−14.0K	$3.55	−$49.6K	−2.5%542.4K after	10b5-1
Oct 27, 2026 (view filing)4:20 PM ET	Oct 23	4 days	Magrath GeorgeChief Executive Officer	SSale	−9.59K	$3.59	−$34.4K	−0.5%2.04M after
Oct 2, 2026 (view filing)7:47 PM ET	Sep 30	2 days	Foundation Fighting Blindness Retinal Degeneration Fund and 1 otherDirector, Other: See Remarks	SSale	−556.0K	$4.96	−$2.76M	−14.7%3.24M after
Sep 8, 2026 (view filing)4:05 PM ET	Sep 3	5 days	Gagnon Robert E.Chief Financial Officer	SSale	−28.0K	$4.54	−$127.2K	−4.8%556.4K after
Jul 27, 2026 (view filing)4:08 PM ET	Jul 23	4 days	Yerxa Benjamin RPresident	SSale	−7.43K	$2.97	−$22.1K	−1.0%704.1K after
Jul 27, 2026 (view filing)4:07 PM ET	Jul 23	4 days	Schachle Joseph KChief Operating Officer	SSale	−4.64K	$2.94	−$13.7K	−1.6%291.4K after
Jul 27, 2026 (view filing)4:07 PM ET	Jul 23	4 days	Magrath GeorgeChief Executive Officer	SSale	−9.47K	$2.95	−$27.9K	−0.5%1.73M after

Top 10 13F holders, Q2 2026

See all 103 holders

The largest institutional positions in Opus Genetics, Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding IRD in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Caligan Partners LP	6,077,084	$25.0M	1.21%	+2,0560.0%	Added
Adage Capital Partners GP, L.L.C.	6,029,775	$24.8M	0.03%	00.0%	Unchanged
BIOS Capital Management, LP	3,683,429	$15.1M	36.33%	00.0%	Unchanged
BlackRock, Inc.	3,116,487	$12.8M	0.00%	+2,968,747+2,009.4%	Added
Balyasny Asset Management LLC	3,087,866	$12.7M	0.02%	+369,837+13.6%	Added
Nantahala Capital Management, LLC	3,061,359	$12.6M	0.76%	+1,380,029+82.1%	Added
Vanguard Capital Management LLC	2,958,683	$12.2M	0.00%	+508,696+20.8%	Added
Boxer Capital Management, LLC	2,815,000	$11.6M	0.87%	+565,000+25.1%	Added
Trails Edge Capital Partners, LP	2,743,658	$11.3M	1.79%	+2,243,658+448.7%	Added
Millennium Management LLC	2,302,101	$9.46M	0.01%	−328,331−12.5%	Reduced

Holders of 5% or more of IRD

See all 6 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Opus Genetics, Inc..

Largest holders of IRD from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
Perceptive Advisors LLC	13G/A	9.99%9.23M shares	0.00 ppfrom 9.99%	Mar 31, 20254 filings	Aug 14, 2026	SEC
Adage Capital Management, L.P.	13G	8.47%6.03M shares	New	May 13, 20261 filing	May 13, 2026	SEC
Caligan Partners LP	13G/A	7.30%6.08M shares	−1.20 ppfrom 8.50%	May 15, 20262 filings	Aug 14, 2026	SEC
Balyasny Asset Management LLC	13G/A	6.64%5.48M shares	−0.54 ppfrom 7.18%	Feb 17, 20263 filings	Aug 14, 2026	SEC
Nantahala Capital Management, LLC	13G/A	6.51%4.84M shares	−3.48 ppfrom 9.99%	May 15, 20254 filings	May 15, 2026	SEC