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Iridex Corp

IRIX
Exchange
Nasdaq
Industry
Electromedical & Electrotherapeutic Apparatus
SEC CIK
0001006045

In the last 90 days, Iridex Corp insiders filed 4 open-market purchases and 0 sales; 29 institutions reported holding it in 13F filings for Q2 2026, worth $2.47M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Iridex Corp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
32
+3 vs. Q3 2021
Shares held
3.51M
+12.3K (+0.4%) vs. Q3 2021
Total value
$21.4M
−$5.35M (−20.0%) vs. Q3 2021
New holders
7
12 more added
Sold out
4
6 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IRIX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 32 institutions
Q1 2021: 29 institutionsQ2 2021: 33 institutionsQ3 2021: 29 institutionsQ4 2021: 32 institutionsQ1 2022: 32 institutionsQ2 2022: 30 institutionsQ3 2022: 28 institutionsQ4 2022: 26 institutionsQ1 2023: 31 institutionsQ2 2023: 28 institutionsQ3 2023: 31 institutionsQ4 2023: 32 institutionsQ1 2024: 30 institutionsQ2 2024: 29 institutionsQ3 2024: 28 institutionsQ4 2024: 27 institutionsQ1 2025: 24 institutionsQ2 2025: 20 institutionsQ3 2025: 22 institutionsQ4 2025: 22 institutionsQ1 2026: 25 institutionsQ2 2026: 29 institutions
Value heldQ4 2021: $21.4M
Q1 2021: $26.0MQ2 2021: $27.2MQ3 2021: $26.8MQ4 2021: $21.4MQ1 2022: $17.0MQ2 2022: $9.07MQ3 2022: $8.51MQ4 2022: $7.23MQ1 2023: $7.56MQ2 2023: $8.43MQ3 2023: $9.03MQ4 2023: $9.17MQ1 2024: $9.90MQ2 2024: $7.08MQ3 2024: $5.83MQ4 2024: $5.43MQ1 2025: $3.19MQ2 2025: $2.37MQ3 2025: $3.24MQ4 2025: $3.19MQ1 2026: $2.92MQ2 2026: $2.47M
Institutions holding IRIX and their total value by quarter
QuarterHoldersValue
Q2 202629$2.47M
Q1 202625$2.92M
Q4 202522$3.19M
Q3 202522$3.24M
Q2 202520$2.37M
Q1 202524$3.19M
Q4 202427$5.43M
Q3 202428$5.83M
Q2 202429$7.08M
Q1 202430$9.90M
Q4 202332$9.17M
Q3 202331$9.03M
Q2 202328$8.43M
Q1 202331$7.56M
Q4 202226$7.23M
Q3 202228$8.51M
Q2 202230$9.07M
Q1 202232$17.0M
Q4 202132$21.4M
Q3 202129$26.8M
Q2 202133$27.2M
Q1 202129$26.0M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Iridex Corp; share changes are against Q3 2021.

Institutions holding IRIX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company80$00.00%+1+1.3%Added
Bank of America Corp17$00.00%+17New
West Paces Advisors Inc.135$8250.00%00.0%Unchanged
US Bancorp210$1.00K0.00%+210New
Total Clarity Wealth Management, Inc.989$6.00K0.00%−1,048−51.4%Reduced
UBS Group AG1,500$9.00K0.00%00.0%Unchanged
Morgan Stanley2,170$13.0K0.00%−5,853−73.0%Reduced
Tower Research Capital LLC (TRC)2,829$17.0K0.00%+871+44.5%Added
HighTower Advisors, LLC10,000$61.0K0.00%00.0%Unchanged
Conservest Capital Advisors, Inc.10,268$63.0K0.01%00.0%Unchanged
Susquehanna International Group, LLP10,436$64.0K0.00%−487−4.5%Reduced
Two Sigma Investments, LP15,100$92.0K0.00%+15,100New
Two Sigma Advisers, LP18,700$114.0K0.00%+18,700New
StoneX Group Inc.21,400$130.8K0.02%+21,400New
Bank of New York Mellon Corp34,693$212.0K0.00%00.0%Unchanged
Northern Trust Corp38,889$237.0K0.00%+2,347+6.4%Added
State Street Corp40,762$249.0K0.00%+14,200+53.5%Added
Blair William & Co60,000$367.0K0.00%−15,000−20.0%Reduced
Perkins Capital Management Inc63,746$389.0K0.26%+1,500+2.4%Added
BlackRock Inc.65,288$398.0K0.00%+22,222+51.6%Added
Neuberger Berman Group LLC75,850$463.0K0.00%00.0%Unchanged
Geode Capital Management, LLC98,199$599.0K0.00%00.0%Unchanged
Long Focus Capital Management, LLC100,000$611.0K0.17%+100,000New
Punch & Associates Investment Management, Inc.110,024$672.0K0.04%+110,024New
Acadian Asset Management LLC121,077$738.0K0.00%+28,711+31.1%Added
Isthmus Partners, LLC215,101$1.31M0.22%+1,679+0.8%Added
Essex Investment Management Co LLC219,753$1.34M0.15%+16,572+8.2%Added
Dimensional Fund Advisors LP231,368$1.41M0.00%+28,835+14.2%Added
Bridgeway Capital Management, LLC319,400$1.95M0.04%+14,800+4.9%Added
Paragon Associates & Paragon Associates II Joint Venture497,337$3.04M4.86%−286,288−36.5%Reduced
Vanguard Group Inc559,411$3.42M0.00%+49,327+9.7%Added
Renaissance Technologies LLC563,160$3.44M0.00%−94,097−14.3%Reduced
JPMorgan Chase & Co0$00.00%−16,535−100.0%Sold out
Millennium Management LLC0$00.00%−12,712−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,827−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−400−100.0%Sold out