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 2024
Institutional positions in Iridex Corp as of Sep 30, 2024. 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
- 0 vs. Q2 2024
- Shares held
- 3.33M
- +106.0K (+3.3%) vs. Q2 2024
- Total value
- $5.83M
- −$1.14M (−16.3%) vs. Q2 2024
- New holders
- 2
- 6 more added
- Sold out
- 2
- 7 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Iridex Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 32 | $56 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 127 | $222 | 0.00% | −2,011−94.1% | Reduced |
| West Paces Advisors Inc. | 135 | $236 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 750 | $1.31K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $1.75K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,000 | $1.75K | 0.00% | +1,000 | New |
| Simplex Trading, LLC | 2,164 | $3.00K | 0.00% | −4,241−66.2% | Reduced |
| Group One Trading, L.P. | 1,796 | $3.14K | 0.00% | −2,100−53.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,522 | $4.41K | 0.00% | −1,856−42.4% | Reduced |
| HighTower Advisors, LLC | 10,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,895 | $27.8K | 0.00% | +6,251+64.8% | Added |
| Dimensional Fund Advisors LP | 24,438 | $42.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 27,191 | $47.6K | 0.00% | −215−0.8% | Reduced |
| Bank of New York Mellon Corp | 31,540 | $55.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 44,718 | $78.3K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 46,500 | $81.4K | 0.08% | +4,200+9.9% | Added |
| Citadel Advisors LLC | 50,276 | $88.0K | 0.00% | +8,918+21.6% | Added |
| BlackRock, Inc. | 57,132 | $100.0K | 0.00% | +57,132 | New |
| Susquehanna International Group, LLP | 65,393 | $114.4K | 0.00% | +4,530+7.4% | Added |
| Apexium Financial, LP | 65,695 | $115.0K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 76,975 | $134.7K | 0.00% | −125−0.2% | Reduced |
| Long Focus Capital Management, LLC | 100,000 | $175.0K | 0.02% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 113,565 | $198.7K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 131,172 | $229.6K | 0.00% | +2,080+1.6% | Added |
| Renaissance Technologies LLC | 397,360 | $695.4K | 0.00% | −7,600−1.9% | Reduced |
| AMH Equity Ltd | 501,121 | $877.0K | 1.15% | +40,321+8.8% | Added |
| Vanguard Group Inc | 561,096 | $981.9K | 0.00% | 00.0% | Unchanged |
| Paragon Associates & Paragon Associates II Joint Venture | 1,000,000 | $1.75M | 3.14% | 00.0% | Unchanged |
| Royal Bank of Canada | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |