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, Q1 2023
Institutional positions in Iridex Corp as of Mar 31, 2023. 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
- 31
- +5 vs. Q4 2022
- Shares held
- 3.70M
- +108.7K (+3.0%) vs. Q4 2022
- Total value
- $7.56M
- +$327.4K (+4.5%) vs. Q4 2022
- New holders
- 7
- 7 more added
- Sold out
- 2
- 3 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Iridex Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 114 | $0 | 0.00% | +114 | New |
| Wells Fargo & Company | 90 | $183 | 0.00% | +2+2.3% | Added |
| West Paces Advisors Inc. | 135 | $281 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 750 | $1.52K | 0.00% | +750 | New |
| Advisor Group Holdings, Inc. | 1,000 | $2.03K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,816 | $5.72K | 0.00% | +2,816 | New |
| Pointe Capital Management LLC | 3,235 | $6.57K | 0.00% | +3,235 | New |
| Susquehanna International Group, LLP | 10,094 | $21.0K | 0.00% | +10,094 | New |
| HighTower Advisors, LLC | 10,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,223 | $25.4K | 0.00% | +2,990+32.4% | Added |
| Morgan Stanley | 20,243 | $41.1K | 0.00% | +19,280+2,002.1% | Added |
| Mackenzie Financial Corp | 21,438 | $44.6K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 25,400 | $51.6K | 0.01% | 00.0% | Unchanged |
| AMH Equity Ltd | 27,040 | $54.9K | 0.07% | +27,040 | New |
| Clayton Partners LLC | 28,793 | $58.5K | 0.06% | +28,793 | New |
| Bank of New York Mellon Corp | 34,693 | $70.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 39,502 | $80.2K | 0.00% | +334+0.9% | Added |
| Perkins Capital Management Inc | 44,950 | $91.0K | 0.09% | +1,500+3.5% | Added |
| State Street Corp | 44,718 | $93.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 49,858 | $100.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 65,081 | $132.1K | 0.00% | +965+1.5% | Added |
| Apexium Financial, LP | 65,695 | $136.6K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 75,850 | $154.0K | 0.00% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 100,000 | $203.0K | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 103,702 | $215.7K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 206,757 | $430.1K | 0.00% | −10,935−5.0% | Reduced |
| Bridgeway Capital Management, LLC | 329,000 | $684.3K | 0.02% | −15,400−4.5% | Reduced |
| Isthmus Partners, LLC | 378,818 | $769.0K | 0.11% | +45,026+13.5% | Added |
| Renaissance Technologies LLC | 423,060 | $859.0K | 0.00% | −7,300−1.7% | Reduced |
| Vanguard Group Inc | 557,199 | $1.13M | 0.00% | 00.0% | Unchanged |
| Paragon Associates & Paragon Associates II Joint Venture | 1,021,960 | $2.07M | 4.32% | 00.0% | Unchanged |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −15−100.0% | Sold out |