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, Q2 2023
Institutional positions in Iridex Corp as of Jun 30, 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
- 28
- −3 vs. Q1 2023
- Shares held
- 3.89M
- +182.0K (+4.9%) vs. Q1 2023
- Total value
- $8.43M
- +$873.5K (+11.6%) vs. Q1 2023
- New holders
- 1
- 7 more added
- Sold out
- 4
- 8 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Iridex Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 15 | $33 | 0.00% | −99−86.8% | Reduced |
| Wells Fargo & Company | 93 | $202 | 0.00% | +3+3.3% | Added |
| West Paces Advisors Inc. | 135 | $293 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 252 | $1.00K | 0.00% | +252 | New |
| Morgan Stanley | 752 | $1.63K | 0.00% | −19,491−96.3% | Reduced |
| Venturi Wealth Management, LLC | 999 | $2.17K | 0.00% | +249+33.2% | Added |
| Advisor Group Holdings, Inc. | 1,000 | $2.17K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,042 | $24.0K | 0.00% | −1,181−9.7% | Reduced |
| Mackenzie Financial Corp | 21,438 | $45.9K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 27,160 | $58.9K | 0.01% | +1,760+6.9% | Added |
| Bank of New York Mellon Corp | 34,693 | $75.3K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 39,697 | $86.1K | 0.00% | +195+0.5% | Added |
| State Street Corp | 44,718 | $97.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 49,858 | $107.0K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 50,450 | $109.0K | 0.09% | +5,500+12.2% | Added |
| BlackRock Inc. | 63,830 | $138.5K | 0.00% | −1,251−1.9% | Reduced |
| Apexium Financial, LP | 65,695 | $142.6K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 75,850 | $164.6K | 0.00% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 100,000 | $217.0K | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 103,702 | $225.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 182,520 | $396.1K | 0.00% | −24,237−11.7% | Reduced |
| Bridgeway Capital Management, LLC | 304,000 | $659.7K | 0.02% | −25,000−7.6% | Reduced |
| AMH Equity Ltd | 330,821 | $717.9K | 0.82% | +303,781+1,123.5% | Added |
| Isthmus Partners, LLC | 391,133 | $848.8K | 0.12% | +12,315+3.3% | Added |
| Renaissance Technologies LLC | 419,160 | $910.0K | 0.00% | −3,900−0.9% | Reduced |
| Vanguard Group Inc | 557,199 | $1.21M | 0.00% | 00.0% | Unchanged |
| Paragon Associates & Paragon Associates II Joint Venture | 1,000,000 | $2.17M | 4.44% | −21,960−2.1% | Reduced |
| Clayton Partners LLC | 0 | $0 | 0.00% | −28,793−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,094−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,816−100.0% | Sold out |