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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, Q3 2023

Institutional positions in Iridex Corp as of Sep 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
31
+3 vs. Q2 2023
Shares held
3.55M
−332.9K (−8.6%) vs. Q2 2023
Total value
$9.03M
+$598.4K (+7.1%) vs. Q2 2023
New holders
5
3 more added
Sold out
2
11 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 31 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 heldQ3 2023: $9.03M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Iridex Corp; share changes are against Q2 2023.

Institutions holding IRIX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Paragon Associates & Paragon Associates II Joint Venture1,000,000$2.54M8.32%00.0%Unchanged
AMH Equity Ltd637,103$1.62M2.06%+306,282+92.6%Added
Vanguard Group Inc557,199$1.42M0.00%00.0%Unchanged
Renaissance Technologies LLC413,060$1.05M0.00%−6,100−1.5%Reduced
Geode Capital Management, LLC111,762$284.0K0.00%+8,060+7.8%Added
Long Focus Capital Management, LLC100,000$254.0K0.04%00.0%Unchanged
Dimensional Fund Advisors LP78,768$200.1K0.00%−103,752−56.8%Reduced
Bridgeway Capital Management, LLC77,100$195.8K0.00%−226,900−74.6%Reduced
Neuberger Berman Group LLC75,850$192.7K0.00%00.0%Unchanged
ARS Investment Partners, LLC71,492$181.6K0.02%+71,492New
Apexium Financial, LP65,695$166.9K0.02%00.0%Unchanged
BlackRock Inc.52,859$134.3K0.00%−10,971−17.2%Reduced
Susquehanna International Group, LLP52,135$132.4K0.00%+52,135New
State Street Corp44,718$113.6K0.00%00.0%Unchanged
Perkins Capital Management Inc40,250$102.0K0.10%−10,200−20.2%Reduced
Northern Trust Corp39,013$99.1K0.00%−684−1.7%Reduced
Bank of New York Mellon Corp34,693$88.1K0.00%00.0%Unchanged
Wolverine Trading, LLC31,039$78.8K0.00%+31,039New
Acadian Asset Management LLC28,807$73.0K0.00%−21,051−42.2%Reduced
Mackenzie Financial Corp21,438$58.7K0.00%00.0%Unchanged
HighTower Advisors, LLC10,000$26.0K0.00%00.0%Unchanged
Citigroup Inc5,668$14.4K0.00%+5,668New
Tower Research Capital LLC (TRC)1,624$4.13K0.00%+1,609+10,726.7%Added
Advisor Group Holdings, Inc.1,000$2.54K0.00%00.0%Unchanged
Morgan Stanley752$1.91K0.00%00.0%Unchanged
Venturi Wealth Management, LLC750$1.91K0.00%−249−24.9%Reduced
Royal Bank of Canada228$1.00K0.00%−24−9.5%Reduced
West Paces Advisors Inc.135$3430.00%00.0%Unchanged
Citadel Advisors LLC99$2510.00%−10,943−99.1%Reduced
Wells Fargo & Company91$2310.00%−2−2.2%Reduced
JPMorgan Chase & Co15$380.00%+15New
Isthmus Partners, LLC0$00.00%−391,133−100.0%Sold out
StoneX Group Inc.0$00.00%−27,160−100.0%Sold out