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 2022
Institutional positions in Iridex Corp as of Dec 31, 2022. 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
- 26
- −2 vs. Q3 2022
- Shares held
- 3.60M
- +65.8K (+1.9%) vs. Q3 2022
- Total value
- $7.23M
- −$1.28M (−15.0%) vs. Q3 2022
- New holders
- 2
- 10 more added
- Sold out
- 4
- 4 more reduced
Compare with Q3 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 29 | $2.47M |
| Q1 2026 | 25 | $2.92M |
| Q4 2025 | 22 | $3.19M |
| Q3 2025 | 22 | $3.24M |
| Q2 2025 | 20 | $2.37M |
| Q1 2025 | 24 | $3.19M |
| Q4 2024 | 27 | $5.43M |
| Q3 2024 | 28 | $5.83M |
| Q2 2024 | 29 | $7.08M |
| Q1 2024 | 30 | $9.90M |
| Q4 2023 | 32 | $9.17M |
| Q3 2023 | 31 | $9.03M |
| Q2 2023 | 28 | $8.43M |
| Q1 2023 | 31 | $7.56M |
| Q4 2022 | 26 | $7.23M |
| Q3 2022 | 28 | $8.51M |
| Q2 2022 | 30 | $9.07M |
| Q1 2022 | 32 | $17.0M |
| Q4 2021 | 32 | $21.4M |
| Q3 2021 | 29 | $26.8M |
| Q2 2021 | 33 | $27.2M |
| Q1 2021 | 29 | $26.0M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Iridex Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 15 | $30 | 0.00% | +15 | New |
| Wells Fargo & Company | 88 | $177 | 0.00% | +3+3.5% | Added |
| West Paces Advisors Inc. | 135 | $271 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 562 | $1.13K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 963 | $1.94K | 0.00% | −560−36.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,233 | $18.6K | 0.00% | +9,233 | New |
| HighTower Advisors, LLC | 10,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 21,438 | $43.1K | 0.00% | +2,400+12.6% | Added |
| StoneX Group Inc. | 25,400 | $54.9K | 0.01% | +1,000+4.1% | Added |
| Bank of New York Mellon Corp | 34,693 | $69.7K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 39,168 | $78.7K | 0.00% | −283−0.7% | Reduced |
| Perkins Capital Management Inc | 43,450 | $87.0K | 0.09% | +3,000+7.4% | Added |
| State Street Corp | 44,718 | $89.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 49,858 | $100.0K | 0.00% | −2,277−4.4% | Reduced |
| BlackRock Inc. | 64,116 | $128.9K | 0.00% | +555+0.9% | Added |
| Apexium Financial, LP | 65,695 | $132.0K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 75,850 | $152.5K | 0.00% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 100,000 | $201.0K | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 103,702 | $208.0K | 0.00% | +1,651+1.6% | Added |
| Dimensional Fund Advisors LP | 217,692 | $438.0K | 0.00% | +40.0% | Added |
| Isthmus Partners, LLC | 333,792 | $670.9K | 0.10% | +16,033+5.0% | Added |
| Bridgeway Capital Management, LLC | 344,400 | $692.2K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 430,360 | $865.0K | 0.00% | −22,700−5.0% | Reduced |
| Vanguard Group Inc | 557,199 | $1.12M | 0.00% | +2440.0% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 1,021,960 | $2.05M | 3.83% | +222,575+27.8% | Added |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −163,466−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −36−100.0% | Sold out |