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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Iridex Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 15 | $38 | 0.00% | +15 | New |
| Wells Fargo & Company | 91 | $231 | 0.00% | −2−2.2% | Reduced |
| Citadel Advisors LLC | 99 | $251 | 0.00% | −10,943−99.1% | Reduced |
| West Paces Advisors Inc. | 135 | $343 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 228 | $1.00K | 0.00% | −24−9.5% | Reduced |
| Venturi Wealth Management, LLC | 750 | $1.91K | 0.00% | −249−24.9% | Reduced |
| Morgan Stanley | 752 | $1.91K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $2.54K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,624 | $4.13K | 0.00% | +1,609+10,726.7% | Added |
| Citigroup Inc | 5,668 | $14.4K | 0.00% | +5,668 | New |
| HighTower Advisors, LLC | 10,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 21,438 | $58.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 28,807 | $73.0K | 0.00% | −21,051−42.2% | Reduced |
| Wolverine Trading, LLC | 31,039 | $78.8K | 0.00% | +31,039 | New |
| Bank of New York Mellon Corp | 34,693 | $88.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 39,013 | $99.1K | 0.00% | −684−1.7% | Reduced |
| Perkins Capital Management Inc | 40,250 | $102.0K | 0.10% | −10,200−20.2% | Reduced |
| State Street Corp | 44,718 | $113.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 52,135 | $132.4K | 0.00% | +52,135 | New |
| BlackRock Inc. | 52,859 | $134.3K | 0.00% | −10,971−17.2% | Reduced |
| Apexium Financial, LP | 65,695 | $166.9K | 0.02% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 71,492 | $181.6K | 0.02% | +71,492 | New |
| Neuberger Berman Group LLC | 75,850 | $192.7K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 77,100 | $195.8K | 0.00% | −226,900−74.6% | Reduced |
| Dimensional Fund Advisors LP | 78,768 | $200.1K | 0.00% | −103,752−56.8% | Reduced |
| Long Focus Capital Management, LLC | 100,000 | $254.0K | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 111,762 | $284.0K | 0.00% | +8,060+7.8% | Added |
| Renaissance Technologies LLC | 413,060 | $1.05M | 0.00% | −6,100−1.5% | Reduced |
| Vanguard Group Inc | 557,199 | $1.42M | 0.00% | 00.0% | Unchanged |
| AMH Equity Ltd | 637,103 | $1.62M | 2.06% | +306,282+92.6% | Added |
| Paragon Associates & Paragon Associates II Joint Venture | 1,000,000 | $2.54M | 8.32% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −391,133−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −27,160−100.0% | Sold out |