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 2023
Institutional positions in Iridex Corp as of Dec 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
- 32
- +1 vs. Q3 2023
- Shares held
- 3.26M
- −289.7K (−8.2%) vs. Q3 2023
- Total value
- $9.17M
- +$141.0K (+1.6%) vs. Q3 2023
- New holders
- 5
- 8 more added
- Sold out
- 4
- 8 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Iridex Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paragon Associates & Paragon Associates II Joint Venture | 1,000,000 | $2.81M | 6.44% | 00.0% | Unchanged |
| Vanguard Group Inc | 557,199 | $1.57M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 415,060 | $1.17M | 0.00% | +2,000+0.5% | Added |
| AMH Equity Ltd | 396,000 | $1.11M | 1.19% | −241,103−37.8% | Reduced |
| Geode Capital Management, LLC | 120,694 | $339.2K | 0.00% | +8,932+8.0% | Added |
| ARS Investment Partners, LLC | 109,742 | $308.4K | 0.03% | +38,250+53.5% | Added |
| Susquehanna International Group, LLP | 106,096 | $298.1K | 0.00% | +53,961+103.5% | Added |
| Long Focus Capital Management, LLC | 100,000 | $281.0K | 0.04% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 77,100 | $216.7K | 0.00% | 00.0% | Unchanged |
| Apexium Financial, LP | 65,695 | $184.6K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 55,871 | $157.0K | 0.00% | +3,012+5.7% | Added |
| Dimensional Fund Advisors LP | 48,327 | $135.8K | 0.00% | −30,441−38.6% | Reduced |
| State Street Corp | 44,718 | $125.7K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 40,100 | $113.0K | 0.10% | −150−0.4% | Reduced |
| Bank of New York Mellon Corp | 34,693 | $97.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 28,354 | $79.7K | 0.00% | −10,659−27.3% | Reduced |
| Wolverine Trading, LLC | 17,434 | $49.0K | 0.00% | −13,605−43.8% | Reduced |
| XTX Topco Ltd | 14,729 | $41.4K | 0.01% | +14,729 | New |
| HighTower Advisors, LLC | 10,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,031 | $19.8K | 0.00% | +6,932+7,002.0% | Added |
| UBS Group AG | 6,791 | $19.1K | 0.00% | +6,791 | New |
| Simplex Trading, LLC | 3,566 | $10.0K | 0.00% | +3,566 | New |
| Advisor Group Holdings, Inc. | 1,000 | $2.81K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 889 | $2.50K | 0.00% | −735−45.3% | Reduced |
| Venturi Wealth Management, LLC | 750 | $2.11K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 690 | $1.94K | 0.00% | −62−8.2% | Reduced |
| Group One Trading, L.P. | 440 | $1.24K | 0.00% | +440 | New |
| JPMorgan Chase & Co | 262 | $736 | 0.00% | +247+1,646.7% | Added |
| West Paces Advisors Inc. | 135 | $379 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 96 | $270 | 0.00% | +5+5.5% | Added |
| Bank of America Corp | 8 | $22 | 0.00% | +8 | New |
| Royal Bank of Canada | 154 | $0 | 0.00% | −74−32.5% | Reduced |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −75,850−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −28,807−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −21,438−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −5,668−100.0% | Sold out |