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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 154 | $0 | 0.00% | −74−32.5% | Reduced |
| Bank of America Corp | 8 | $22 | 0.00% | +8 | New |
| Wells Fargo & Company | 96 | $270 | 0.00% | +5+5.5% | Added |
| West Paces Advisors Inc. | 135 | $379 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 262 | $736 | 0.00% | +247+1,646.7% | Added |
| Group One Trading, L.P. | 440 | $1.24K | 0.00% | +440 | New |
| Morgan Stanley | 690 | $1.94K | 0.00% | −62−8.2% | Reduced |
| Venturi Wealth Management, LLC | 750 | $2.11K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 889 | $2.50K | 0.00% | −735−45.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,000 | $2.81K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,566 | $10.0K | 0.00% | +3,566 | New |
| UBS Group AG | 6,791 | $19.1K | 0.00% | +6,791 | New |
| Citadel Advisors LLC | 7,031 | $19.8K | 0.00% | +6,932+7,002.0% | Added |
| HighTower Advisors, LLC | 10,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,729 | $41.4K | 0.01% | +14,729 | New |
| Wolverine Trading, LLC | 17,434 | $49.0K | 0.00% | −13,605−43.8% | Reduced |
| Northern Trust Corp | 28,354 | $79.7K | 0.00% | −10,659−27.3% | Reduced |
| Bank of New York Mellon Corp | 34,693 | $97.5K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 40,100 | $113.0K | 0.10% | −150−0.4% | Reduced |
| State Street Corp | 44,718 | $125.7K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 48,327 | $135.8K | 0.00% | −30,441−38.6% | Reduced |
| BlackRock Inc. | 55,871 | $157.0K | 0.00% | +3,012+5.7% | Added |
| Apexium Financial, LP | 65,695 | $184.6K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 77,100 | $216.7K | 0.00% | 00.0% | Unchanged |
| Long Focus Capital Management, LLC | 100,000 | $281.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 106,096 | $298.1K | 0.00% | +53,961+103.5% | Added |
| ARS Investment Partners, LLC | 109,742 | $308.4K | 0.03% | +38,250+53.5% | Added |
| Geode Capital Management, LLC | 120,694 | $339.2K | 0.00% | +8,932+8.0% | Added |
| AMH Equity Ltd | 396,000 | $1.11M | 1.19% | −241,103−37.8% | Reduced |
| Renaissance Technologies LLC | 415,060 | $1.17M | 0.00% | +2,000+0.5% | Added |
| Vanguard Group Inc | 557,199 | $1.57M | 0.00% | 00.0% | Unchanged |
| Paragon Associates & Paragon Associates II Joint Venture | 1,000,000 | $2.81M | 6.44% | 00.0% | Unchanged |
| 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 |