IRIDEX Ownership 2024 | Who Owns IRIDEX Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

7.87%

Insider Ownership

19.62%

Retail Ownership

72.51%

Institutional Holders

12.00

IRIDEX Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE6.15%5.28%1,000,000--2,160,000Jun 30, 2024
VANGUARD GROUP INC3.45%-561,096--1,211,967Jun 30, 2024
AMH EQUITY LTD2.84%1.32%460,8004,4000.96%995,328Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC2.49%0.00%404,960-5,200-1.27%874,714Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.79%-129,0928,3986.96%278,910Jun 30, 2024
ARS INVESTMENT PARTNERS, LLC0.70%0.02%113,5653,5003.18%245,300Jun 30, 2024
LONG FOCUS CAPITAL MANAGEMENT, LLC0.62%0.01%100,000--216,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.47%0.00%77,100--166,536Jun 30, 2024
APEXIUM FINANCIAL, LP0.40%0.01%65,695--141,901Jun 30, 2024
BLACKROCK INC.0.35%-56,4782,0743.81%121,993Jun 30, 2024
STATE STREET CORP0.28%-44,718--96,591,000Jun 30, 2024
PERKINS CAPITAL MANAGEMENT INC0.26%0.09%42,300-3,000-6.62%91,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.19%-31,540--68,127Jun 30, 2024
NORTHERN TRUST CORP0.17%-27,406-738-2.62%59,197,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.15%-24,438-23,889-49.43%52,786Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.06%-10,000--22,000Jun 30, 2024
UBS GROUP AG0.06%-9,6449,4555002.65%20,831Jun 30, 2024
SIMPLEX TRADING, LLC0.04%-6,405-338-5.01%13,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%4,3782,366117.59%9,456Jun 30, 2024
GROUP ONE TRADING, L.P.0.02%-3,896-1,544-28.38%8,415,000Jun 30, 2024

IRIDEX's largest institutional shareholder is PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE, holding 6.15% of the company's total share outstanding, currently valued at $2.16M. The top 10 institutional shareholders own together 18.27% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE6.15%5.28%1,000,000--2,160,000Jun 30, 2024
AMH EQUITY LTD2.84%1.32%460,8004,4000.96%995,328Jun 30, 2024
PERKINS CAPITAL MANAGEMENT INC0.26%0.09%42,300-3,000-6.62%91,000Jun 30, 2024
ARS INVESTMENT PARTNERS, LLC0.70%0.02%113,5653,5003.18%245,300Jun 30, 2024
APEXIUM FINANCIAL, LP0.40%0.01%65,695--141,901Jun 30, 2024
LONG FOCUS CAPITAL MANAGEMENT, LLC0.62%0.01%100,000--216,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.47%0.00%77,100--166,536Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC2.49%0.00%404,960-5,200-1.27%874,714Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%4,3782,366117.59%9,456Jun 30, 2024
VENTURI WEALTH MANAGEMENT, LLC0.00%0.00%750--1,620Jun 30, 2024
WEST PACES ADVISORS INC.0.00%0.00%135--292Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.06%-10,000--22,000Jun 30, 2024
GROUP ONE TRADING, L.P.0.02%-3,896-1,544-28.38%8,415,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.79%-129,0928,3986.96%278,910Jun 30, 2024
VANGUARD GROUP INC3.45%-561,096--1,211,967Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.15%-24,438-23,889-49.43%52,786Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.19%-31,540--68,127Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%-1717100.00%37Jun 30, 2024
NORTHERN TRUST CORP0.17%-27,406-738-2.62%59,197,000Jun 30, 2024
SIMPLEX TRADING, LLC0.04%-6,405-338-5.01%13,000Jun 30, 2024

The largest IRIDEX shareholder by % of total assets is PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE. The company owns 1.00M shares of IRIDEX (IRIX), representing 5.28% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG0.06%-9,6449,4555002.65%20,831Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC0.79%-129,0928,3986.96%278,910Jun 30, 2024
AMH EQUITY LTD2.84%1.32%460,8004,4000.96%995,328Jun 30, 2024
ARS INVESTMENT PARTNERS, LLC0.70%0.02%113,5653,5003.18%245,300Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%4,3782,366117.59%9,456Jun 30, 2024
BANK OF AMERICA CORP /DE/0.01%-2,1382,138100.00%4,618Jun 30, 2024
BLACKROCK INC.0.35%-56,4782,0743.81%121,993Jun 30, 2024
ROYAL BANK OF CANADA0.00%-273273100.00%1,000Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%-1717100.00%37Jun 30, 2024
JPMORGAN CHASE & CO0.00%-32--69Jun 30, 2024
STATE STREET CORP0.28%-44,718--96,591,000Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-1,000--2,160Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.19%-31,540--68,127Jun 30, 2024
VANGUARD GROUP INC3.45%-561,096--1,211,967Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.06%-10,000--22,000Jun 30, 2024
WEST PACES ADVISORS INC.0.00%0.00%135--292Jun 30, 2024
VENTURI WEALTH MANAGEMENT, LLC0.00%0.00%750--1,620Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.47%0.00%77,100--166,536Jun 30, 2024
LONG FOCUS CAPITAL MANAGEMENT, LLC0.62%0.01%100,000--216,000Jun 30, 2024
APEXIUM FINANCIAL, LP0.40%0.01%65,695--141,901Jun 30, 2024

As of Jun 30 2024, IRIDEX's largest institutional buyer is UBS GROUP AG. The company purchased 9.46K stocks of IRIX, valued at $20.83K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DIMENSIONAL FUND ADVISORS LP0.15%-24,438-23,889-49.43%52,786Jun 30, 2024
WOLVERINE TRADING, LLC----16,279-100.00%-Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC2.49%0.00%404,960-5,200-1.27%874,714Jun 30, 2024
PERKINS CAPITAL MANAGEMENT INC0.26%0.09%42,300-3,000-6.62%91,000Jun 30, 2024
GROUP ONE TRADING, L.P.0.02%-3,896-1,544-28.38%8,415,000Jun 30, 2024
NORTHERN TRUST CORP0.17%-27,406-738-2.62%59,197,000Jun 30, 2024
MORGAN STANLEY----690-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC0.04%-6,405-338-5.01%13,000Jun 30, 2024
WELLS FARGO & COMPANY/MN----98-100.00%-Jun 30, 2024
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE6.15%5.28%1,000,000--2,160,000Jun 30, 2024
APEXIUM FINANCIAL, LP0.40%0.01%65,695--141,901Jun 30, 2024
LONG FOCUS CAPITAL MANAGEMENT, LLC0.62%0.01%100,000--216,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.47%0.00%77,100--166,536Jun 30, 2024
VENTURI WEALTH MANAGEMENT, LLC0.00%0.00%750--1,620Jun 30, 2024
WEST PACES ADVISORS INC.0.00%0.00%135--292Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.06%-10,000--22,000Jun 30, 2024
VANGUARD GROUP INC3.45%-561,096--1,211,967Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.19%-31,540--68,127Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-1,000--2,160Jun 30, 2024
STATE STREET CORP0.28%-44,718--96,591,000Jun 30, 2024

As of Jun 30 2024, IRIDEX's biggest institutional seller is DIMENSIONAL FUND ADVISORS LP. The company sold -23.89K shares of IRIX, valued at $52.79K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ROYAL BANK OF CANADA0.00%-273273100.00%1,000Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%-1717100.00%37Jun 30, 2024

IRIDEX's largest new institutional shareholder by number of shares is ROYAL BANK OF CANADA, purchased 273.00 shares, valued at $1.00K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WOLVERINE TRADING, LLC----16,279-100.00%-Jun 30, 2024
MORGAN STANLEY----690-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----98-100.00%-Jun 30, 2024

IRIDEX's largest sold out institutional shareholder by shares sold is WOLVERINE TRADING, LLC, sold -16.28K shares, valued at -, as of undefined.

IRIDEX Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMG Funds I0.05%109,882--Jan 31, 2024
WASATCH FUNDS TRUST0.04%331,896--Mar 31, 2024
BRIDGEWAY FUNDS INC0.03%75,000--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.02%8,974--Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.01%144,247--Mar 31, 2024
GABELLI EQUITY TRUST INC0.01%15,000--Dec 29, 2023
VANGUARD INDEX FUNDS0.00%541,057-160,216-22.85%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%111,897-480-0.43%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%7,102--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%7,177--Feb 29, 2024
Dimensional ETF Trust0.00%29,583--Jan 31, 2024
VALIC Co I0.00%18,100--Feb 29, 2024
SA FUNDS INVESTMENT TRUST0.00%671--Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%2,006--Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%18,106--Jan 31, 2024
USAA MUTUAL FUNDS TRUST0.00%1,651--Jan 31, 2024
iSHARES TRUST0.00%31,394-828-2.57%Mar 31, 2024
EQ ADVISORS TRUST0.00%2,012-639-24.10%Mar 31, 2024

IRIDEX's largest mutual fund holder by % of total assets is "AMG Funds I", owning 109.88K shares, compromising 0.05% of its total assets.

IRIDEX Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2412-63.64%
31 Mar, 2433-2.94%
31 Dec, 2334-2.86%
30 Sep, 233525.00%
30 Jun, 2328-6.67%
31 Mar, 23307.14%
31 Dec, 222812.00%
30 Sep, 2225-13.79%
30 Jun, 2229-6.45%
31 Mar, 2231-6.06%
31 Dec, 213310.00%
30 Sep, 2130-11.76%
30 Jun, 213421.43%
31 Mar, 212827.27%
31 Dec, 2022-4.35%
30 Sep, 2023-4.17%
30 Jun, 2024-7.69%
31 Mar, 20268.33%
31 Dec, 1924-22.58%
30 Sep, 1931-6.06%
30 Jun, 1933-
31 Mar, 1933-2.94%
31 Dec, 1834-
30 Sep, 183413.33%
30 Jun, 18303.45%
31 Mar, 1829-3.33%
31 Dec, 1730-3.23%
30 Sep, 1731-13.89%
30 Jun, 1736-20.00%
31 Mar, 1745-11.76%
31 Dec, 165115.91%
30 Sep, 1644-4.35%
30 Jun, 164664.29%
31 Mar, 162812.00%
31 Dec, 1525-3.85%
30 Sep, 1526-16.13%
30 Jun, 15313.33%
31 Mar, 15307.14%
31 Dec, 1428-
30 Sep, 1428-12.50%
30 Jun, 14323.23%
31 Mar, 14316.90%
31 Dec, 1329107.14%
30 Sep, 1314-17.65%
30 Jun, 1317325.00%
31 Mar, 134-33.33%
31 Dec, 126-
30 Sep, 126-25.00%
30 Jun, 128-11.11%
31 Mar, 12950.00%
31 Dec, 116-25.00%
30 Sep, 11860.00%
30 Jun, 115-28.57%
31 Mar, 11775.00%
31 Dec, 104-
30 Sep, 104-20.00%
30 Jun, 105400.00%
31 Mar, 101-
31 Dec, 091-66.67%
30 Sep, 093-
30 Jun, 09350.00%
31 Mar, 092-60.00%
31 Dec, 085-
30 Sep, 08566.67%
30 Jun, 083-50.00%
31 Mar, 08620.00%
31 Dec, 075-16.67%
30 Sep, 076-25.00%
30 Jun, 078-20.00%
31 Mar, 0710-
31 Dec, 061025.00%
30 Sep, 06814.29%
30 Jun, 06716.67%
31 Mar, 06650.00%
31 Dec, 05433.33%
30 Sep, 053-25.00%
30 Jun, 054-
31 Mar, 054300.00%
31 Dec, 041-
30 Sep, 041-50.00%
30 Jun, 042-
31 Mar, 042-33.33%
31 Dec, 033200.00%
30 Sep, 031-
30 Jun, 031-50.00%
31 Mar, 032100.00%
31 Dec, 021-
30 Jun, 021-50.00%
31 Mar, 022100.00%
31 Dec, 011-
30 Sep, 011-
30 Jun, 011-
31 Mar, 011-
31 Dec, 001-
30 Sep, 001-
30 Jun, 001-
31 Mar, 001-
30 Sep, 992-33.33%
30 Jun, 99350.00%
31 Mar, 992-

As of 30 Jun 24, 12 institutions are holding IRIDEX's shares, representing a decrease of -63.64% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 241,279,697-61.47%
31 Mar, 243,321,2841.77%
31 Dec, 233,263,470-8.16%
30 Sep, 233,553,343-8.52%
30 Jun, 233,884,4524.87%
31 Mar, 233,704,1003.02%
31 Dec, 223,595,4871.87%
30 Sep, 223,529,475-0.04%
30 Jun, 223,530,913-4.05%
31 Mar, 223,679,8084.85%
31 Dec, 213,509,6220.40%
30 Sep, 213,495,623-9.27%
30 Jun, 213,852,771-0.04%
31 Mar, 213,854,292-6.58%
31 Dec, 204,125,940-8.91%
30 Sep, 204,529,522-3.18%
30 Jun, 204,678,281-2.42%
31 Mar, 204,794,2255.84%
31 Dec, 194,529,637-17.21%
30 Sep, 195,471,123-17.90%
30 Jun, 196,663,93812.48%
31 Mar, 195,924,723-3.97%
31 Dec, 186,169,519-15.22%
30 Sep, 187,276,93531.30%
30 Jun, 185,542,181-2.42%
31 Mar, 185,679,6711.45%
31 Dec, 175,598,267-1.95%
30 Sep, 175,709,7154.08%
30 Jun, 175,486,119-5.75%
31 Mar, 175,820,8846.86%
31 Dec, 165,447,42621.20%
30 Sep, 164,494,5943.54%
30 Jun, 164,340,84137.94%
31 Mar, 163,146,9139.99%
31 Dec, 152,861,2030.49%
30 Sep, 152,847,3040.08%
30 Jun, 152,845,137-0.21%
31 Mar, 152,851,1207.32%
31 Dec, 142,656,53720.28%
30 Sep, 142,208,592-5.59%
30 Jun, 142,339,339-1.48%
31 Mar, 142,374,419-26.64%
31 Dec, 133,236,809104.33%
30 Sep, 131,584,107-5.82%
30 Jun, 131,681,920356.96%
31 Mar, 13368,067-25.42%
31 Dec, 12493,511-25.98%
30 Sep, 12666,7227.70%
30 Jun, 12619,029-12.17%
31 Mar, 12704,79425.25%
31 Dec, 11562,689-18.80%
30 Sep, 11693,00155.38%
30 Jun, 11446,00146.03%
31 Mar, 11305,41355.52%
31 Dec, 10196,3811.76%
30 Sep, 10192,982-13.07%
30 Jun, 10221,996382.60%
31 Mar, 1046,000-24.51%
31 Dec, 0960,937-77.91%
30 Sep, 09275,809-66.68%
30 Jun, 09827,7743.22%
31 Mar, 09801,974-59.52%
31 Dec, 081,981,380-9.97%
30 Sep, 082,200,751116.70%
30 Jun, 081,015,597-47.62%
31 Mar, 081,939,0172.30%
31 Dec, 071,895,38546.05%
30 Sep, 071,297,768-7.00%
30 Jun, 071,395,446-13.78%
31 Mar, 071,618,55112.29%
31 Dec, 061,441,35122.44%
30 Sep, 061,177,158100.78%
30 Jun, 06586,28515.98%
31 Mar, 06505,48455.96%
31 Dec, 05324,112-71.59%
30 Sep, 051,140,973-1.15%
30 Jun, 051,154,195300.21%
31 Mar, 05288,40050.52%
31 Dec, 04191,600-
30 Sep, 04191,600-81.46%
30 Jun, 041,033,29817.15%
31 Mar, 04882,042-32.29%
31 Dec, 031,302,610272.17%
30 Sep, 03350,000-
30 Jun, 03350,000-68.77%
31 Mar, 031,120,825220.24%
31 Dec, 02350,000-
30 Jun, 02300,000-0.06%
31 Mar, 02300,181-0.17%
31 Dec, 01300,700-
30 Sep, 01300,700-
30 Jun, 01300,700-
31 Mar, 01300,700-
31 Dec, 00300,70012.12%
30 Sep, 00268,200-2.72%
30 Jun, 00275,7000.25%
31 Mar, 00275,000-
30 Sep, 99452,047-2.44%
30 Jun, 99463,347-1.01%
31 Mar, 99468,051-

IRIDEX (IRIX) has 1.28M shares outstanding as of 30 Jun 24, down -61.47% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 247.87%1.86%
31 Mar, 2420.59%5.09%
31 Dec, 2320.11%4.10%
30 Sep, 2322.16%3.76%
30 Jun, 2324.28%4.53%
31 Mar, 2323.15%4.58%
31 Dec, 2222.49%4.61%
30 Sep, 2222.08%4.47%
30 Jun, 2222.22%4.14%
31 Mar, 2223.17%4.47%
31 Dec, 2122.76%4.66%
30 Sep, 2122.09%3.64%
30 Jun, 2124.62%3.41%
31 Mar, 2126.87%3.02%
31 Dec, 2029.81%2.80%
30 Sep, 2032.60%2.83%
30 Jun, 2033.92%2.80%
31 Mar, 2034.78%3.18%
31 Dec, 1933.05%2.09%
30 Sep, 1939.74%1.67%
30 Jun, 1948.83%2.58%
31 Mar, 1943.47%1.70%
31 Dec, 1850.57%1.36%
30 Sep, 1861.02%2.69%
30 Jun, 1847.60%2.00%
31 Mar, 1848.84%2.08%
31 Dec, 1748.45%1.99%
30 Sep, 1749.35%2.19%
30 Jun, 1747.52%1.86%
31 Mar, 1750.54%1.76%
31 Dec, 1653.55%2.72%
30 Sep, 1644.37%2.40%
30 Jun, 1643.04%4.38%
31 Mar, 1631.36%3.82%
31 Dec, 1528.67%3.52%
30 Sep, 1528.55%3.55%
30 Jun, 1528.37%3.40%
31 Mar, 1528.89%3.94%
31 Dec, 1427.07%5.40%
30 Sep, 1422.38%4.03%
30 Jun, 1423.58%4.15%
31 Mar, 1423.83%2.21%
31 Dec, 1332.87%12.57%
30 Sep, 1316.17%4.45%
30 Jun, 1319.06%101.92%
31 Mar, 134.32%13.81%
31 Dec, 125.60%10.21%
30 Sep, 127.40%15.59%
30 Jun, 126.89%11.07%
31 Mar, 127.89%20.02%
31 Dec, 116.28%10.51%
30 Sep, 117.73%31.20%
30 Jun, 114.98%42.88%
31 Mar, 113.41%70.66%
31 Dec, 102.20%47.48%
30 Sep, 102.15%35.07%
30 Jun, 102.48%916.53%
31 Mar, 100.52%109.39%
31 Dec, 090.69%7.09%
30 Sep, 093.12%3.56%
30 Jun, 099.36%11.33%
31 Mar, 099.09%1.80%
31 Dec, 0822.45%3.61%
30 Sep, 0824.94%18.83%
30 Jun, 0811.51%2.38%
31 Mar, 0821.97%4.21%
31 Dec, 0722.86%9.16%
30 Sep, 0715.79%5.45%
30 Jun, 0717.03%4.24%
31 Mar, 0720.03%5.74%
31 Dec, 0618.69%8.12%
30 Sep, 0615.17%26.13%
30 Jun, 067.62%17.17%
31 Mar, 066.66%34.78%
31 Dec, 054.38%1.86%
30 Sep, 0515.33%6.24%
30 Jun, 0515.68%100.92%
31 Mar, 053.94%55.66%
31 Dec, 042.66%38.04%
30 Sep, 042.64%1.28%
30 Jun, 0414.37%9.25%
31 Mar, 0412.47%3.53%
31 Dec, 0318.79%73.72%
30 Sep, 035.05%19.73%
30 Jun, 035.06%1.92%
31 Mar, 0316.21%62.47%
31 Dec, 025.09%-
30 Jun, 024.37%22.69%
31 Mar, 024.39%22.17%
31 Dec, 014.45%22.56%
30 Sep, 014.44%22.32%
30 Jun, 014.46%22.22%
31 Mar, 014.48%21.82%
31 Dec, 004.53%27.96%
30 Sep, 004.03%23.33%
30 Jun, 004.15%24.15%
31 Mar, 004.15%-
30 Sep, 997.53%12.63%
30 Jun, 997.72%15.67%
31 Mar, 997.02%-

As of 30 Jun 24, IRIDEX is held by 7.87% institutional shareholders, representing a 1.86% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 244-60.00%
31 Mar, 2410-28.57%
31 Dec, 231455.56%
30 Sep, 23912.50%
30 Jun, 238-38.46%
31 Mar, 23138.33%
31 Dec, 2212100.00%
30 Sep, 226-50.00%
30 Jun, 2212-20.00%
31 Mar, 2215-21.05%
31 Dec, 211946.15%
30 Sep, 2113-40.91%
30 Jun, 212229.41%
31 Mar, 211788.89%
31 Dec, 20950.00%
30 Sep, 20620.00%
30 Jun, 205-37.50%
31 Mar, 20814.29%
31 Dec, 197-22.22%
30 Sep, 199-18.18%
30 Jun, 191110.00%
31 Mar, 1910-23.08%
31 Dec, 1813-27.78%
30 Sep, 181880.00%
30 Jun, 181011.11%
31 Mar, 189-35.71%
31 Dec, 171416.67%
30 Sep, 1712-40.00%
30 Jun, 1720-13.04%
31 Mar, 1723-23.33%
31 Dec, 163030.43%
30 Sep, 1623-41.03%
30 Jun, 1639290.00%
31 Mar, 1610-16.67%
31 Dec, 1512-14.29%
30 Sep, 1514-6.67%
30 Jun, 1515-11.76%
31 Mar, 151770.00%
31 Dec, 1410-
30 Sep, 1410-28.57%
30 Jun, 14147.69%
31 Mar, 1413-48.00%
31 Dec, 1325400.00%
30 Sep, 135-66.67%
30 Jun, 13151400.00%
31 Mar, 131-
31 Dec, 121-
30 Sep, 121-50.00%
30 Jun, 122-50.00%
31 Mar, 124100.00%
31 Dec, 112-60.00%
30 Sep, 11566.67%
30 Jun, 113-25.00%
31 Mar, 114300.00%
31 Dec, 101-
30 Sep, 10--100.00%
30 Jun, 104-
31 Mar, 10--100.00%
31 Dec, 091-66.67%
30 Sep, 093200.00%
30 Jun, 091-
31 Mar, 091-66.67%
31 Dec, 083-25.00%
30 Sep, 084300.00%
30 Jun, 081-50.00%
31 Mar, 082100.00%
31 Dec, 071-
30 Sep, 071-75.00%
30 Jun, 074-20.00%
31 Mar, 075-28.57%
31 Dec, 06740.00%
30 Sep, 065150.00%
30 Jun, 062-50.00%
31 Mar, 06433.33%
31 Dec, 053200.00%
30 Sep, 051-
30 Jun, 051-66.67%
31 Mar, 053-
31 Dec, 04--
30 Sep, 04--100.00%
30 Jun, 041-
31 Mar, 041-50.00%
31 Dec, 032-
30 Sep, 03--
30 Jun, 03--100.00%
31 Mar, 031-
31 Dec, 021-
30 Jun, 02--100.00%
31 Mar, 021-
31 Dec, 01--
30 Sep, 01--
30 Jun, 01--
31 Mar, 01--100.00%
31 Dec, 001-
30 Sep, 00--100.00%
30 Jun, 001-
31 Mar, 001-
30 Sep, 991-
30 Jun, 991-50.00%
31 Mar, 992-

4 institutional shareholders have increased their position in IRIX stock as of 30 Jun 24 compared to 10 in the previous quarter (a -60.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 244-42.86%
31 Mar, 24716.67%
31 Dec, 236-40.00%
30 Sep, 231042.86%
30 Jun, 237133.33%
31 Mar, 233-25.00%
31 Dec, 224-20.00%
30 Sep, 225-37.50%
30 Jun, 22814.29%
31 Mar, 22740.00%
31 Dec, 215-44.44%
30 Sep, 219-
30 Jun, 219-
31 Mar, 21980.00%
31 Dec, 205-16.67%
30 Sep, 20620.00%
30 Jun, 205-37.50%
31 Mar, 20833.33%
31 Dec, 196-33.33%
30 Sep, 199-10.00%
30 Jun, 1910-
31 Mar, 1910-9.09%
31 Dec, 181157.14%
30 Sep, 187-22.22%
30 Jun, 18912.50%
31 Mar, 18860.00%
31 Dec, 175-61.54%
30 Sep, 17138.33%
30 Jun, 1712-20.00%
31 Mar, 171536.36%
31 Dec, 1611-
30 Sep, 16111000.00%
30 Jun, 161-90.00%
31 Mar, 161066.67%
31 Dec, 15650.00%
30 Sep, 154-55.56%
30 Jun, 15928.57%
31 Mar, 157-22.22%
31 Dec, 149-10.00%
30 Sep, 1410-9.09%
30 Jun, 141110.00%
31 Mar, 1410400.00%
31 Dec, 132-60.00%
30 Sep, 135150.00%
30 Jun, 132100.00%
31 Mar, 131-66.67%
31 Dec, 123200.00%
30 Sep, 121-
30 Jun, 121-
31 Mar, 121-
31 Dec, 111-
30 Sep, 111-50.00%
30 Jun, 112-
31 Mar, 112-
31 Dec, 10--100.00%
30 Sep, 101-
30 Jun, 101-
31 Mar, 101-
31 Dec, 09--
30 Sep, 09--
30 Jun, 09--
31 Mar, 09--100.00%
31 Dec, 082100.00%
30 Sep, 081-
30 Jun, 08--100.00%
31 Mar, 082-
31 Dec, 072-
30 Sep, 072-
30 Jun, 07--100.00%
31 Mar, 071-
31 Dec, 061-
30 Sep, 061-66.67%
30 Jun, 063-
31 Mar, 06--
31 Dec, 05--
30 Sep, 05--100.00%
30 Jun, 052-
31 Mar, 05--
31 Dec, 04--
30 Sep, 04--100.00%
30 Jun, 041-
31 Mar, 041-
31 Dec, 031-
30 Sep, 03--
30 Jun, 03--
31 Mar, 03--
31 Dec, 02--
30 Jun, 02--100.00%
31 Mar, 021-
31 Dec, 01--
30 Sep, 01--
30 Jun, 01--
31 Mar, 01--
31 Dec, 00--100.00%
30 Sep, 001-
30 Jun, 00--
31 Mar, 00--
30 Sep, 99--100.00%
30 Jun, 991-
31 Mar, 99--

4 institutional shareholders have reduced their position in IRIX stock as of 30 Jun 24 compared to 7 in the previous quarter (a -42.86% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2412-63.64%1,279,697-61.47%7.87%1.86%4-60.00%4-42.86%
31 Mar, 2433-2.94%3,321,2841.77%20.59%5.09%10-28.57%716.67%
31 Dec, 2334-2.86%3,263,470-8.16%20.11%4.10%1455.56%6-40.00%
30 Sep, 233525.00%3,553,343-8.52%22.16%3.76%912.50%1042.86%
30 Jun, 2328-6.67%3,884,4524.87%24.28%4.53%8-38.46%7133.33%
31 Mar, 23307.14%3,704,1003.02%23.15%4.58%138.33%3-25.00%
31 Dec, 222812.00%3,595,4871.87%22.49%4.61%12100.00%4-20.00%
30 Sep, 2225-13.79%3,529,475-0.04%22.08%4.47%6-50.00%5-37.50%
30 Jun, 2229-6.45%3,530,913-4.05%22.22%4.14%12-20.00%814.29%
31 Mar, 2231-6.06%3,679,8084.85%23.17%4.47%15-21.05%740.00%
31 Dec, 213310.00%3,509,6220.40%22.76%4.66%1946.15%5-44.44%
30 Sep, 2130-11.76%3,495,623-9.27%22.09%3.64%13-40.91%9-
30 Jun, 213421.43%3,852,771-0.04%24.62%3.41%2229.41%9-
31 Mar, 212827.27%3,854,292-6.58%26.87%3.02%1788.89%980.00%
31 Dec, 2022-4.35%4,125,940-8.91%29.81%2.80%950.00%5-16.67%
30 Sep, 2023-4.17%4,529,522-3.18%32.60%2.83%620.00%620.00%
30 Jun, 2024-7.69%4,678,281-2.42%33.92%2.80%5-37.50%5-37.50%
31 Mar, 20268.33%4,794,2255.84%34.78%3.18%814.29%833.33%
31 Dec, 1924-22.58%4,529,637-17.21%33.05%2.09%7-22.22%6-33.33%
30 Sep, 1931-6.06%5,471,123-17.90%39.74%1.67%9-18.18%9-10.00%
30 Jun, 1933-6,663,93812.48%48.83%2.58%1110.00%10-
31 Mar, 1933-2.94%5,924,723-3.97%43.47%1.70%10-23.08%10-9.09%
31 Dec, 1834-6,169,519-15.22%50.57%1.36%13-27.78%1157.14%
30 Sep, 183413.33%7,276,93531.30%61.02%2.69%1880.00%7-22.22%
30 Jun, 18303.45%5,542,181-2.42%47.60%2.00%1011.11%912.50%
31 Mar, 1829-3.33%5,679,6711.45%48.84%2.08%9-35.71%860.00%
31 Dec, 1730-3.23%5,598,267-1.95%48.45%1.99%1416.67%5-61.54%
30 Sep, 1731-13.89%5,709,7154.08%49.35%2.19%12-40.00%138.33%
30 Jun, 1736-20.00%5,486,119-5.75%47.52%1.86%20-13.04%12-20.00%
31 Mar, 1745-11.76%5,820,8846.86%50.54%1.76%23-23.33%1536.36%
31 Dec, 165115.91%5,447,42621.20%53.55%2.72%3030.43%11-
30 Sep, 1644-4.35%4,494,5943.54%44.37%2.40%23-41.03%111000.00%
30 Jun, 164664.29%4,340,84137.94%43.04%4.38%39290.00%1-90.00%
31 Mar, 162812.00%3,146,9139.99%31.36%3.82%10-16.67%1066.67%
31 Dec, 1525-3.85%2,861,2030.49%28.67%3.52%12-14.29%650.00%
30 Sep, 1526-16.13%2,847,3040.08%28.55%3.55%14-6.67%4-55.56%
30 Jun, 15313.33%2,845,137-0.21%28.37%3.40%15-11.76%928.57%
31 Mar, 15307.14%2,851,1207.32%28.89%3.94%1770.00%7-22.22%
31 Dec, 1428-2,656,53720.28%27.07%5.40%10-9-10.00%
30 Sep, 1428-12.50%2,208,592-5.59%22.38%4.03%10-28.57%10-9.09%
30 Jun, 14323.23%2,339,339-1.48%23.58%4.15%147.69%1110.00%
31 Mar, 14316.90%2,374,419-26.64%23.83%2.21%13-48.00%10400.00%
31 Dec, 1329107.14%3,236,809104.33%32.87%12.57%25400.00%2-60.00%
30 Sep, 1314-17.65%1,584,107-5.82%16.17%4.45%5-66.67%5150.00%
30 Jun, 1317325.00%1,681,920356.96%19.06%101.92%151400.00%2100.00%
31 Mar, 134-33.33%368,067-25.42%4.32%13.81%1-1-66.67%
31 Dec, 126-493,511-25.98%5.60%10.21%1-3200.00%
30 Sep, 126-25.00%666,7227.70%7.40%15.59%1-50.00%1-
30 Jun, 128-11.11%619,029-12.17%6.89%11.07%2-50.00%1-
31 Mar, 12950.00%704,79425.25%7.89%20.02%4100.00%1-
31 Dec, 116-25.00%562,689-18.80%6.28%10.51%2-60.00%1-
30 Sep, 11860.00%693,00155.38%7.73%31.20%566.67%1-50.00%
30 Jun, 115-28.57%446,00146.03%4.98%42.88%3-25.00%2-
31 Mar, 11775.00%305,41355.52%3.41%70.66%4300.00%2-
31 Dec, 104-196,3811.76%2.20%47.48%1---100.00%
30 Sep, 104-20.00%192,982-13.07%2.15%35.07%--100.00%1-
30 Jun, 105400.00%221,996382.60%2.48%916.53%4-1-
31 Mar, 101-46,000-24.51%0.52%109.39%--100.00%1-
31 Dec, 091-66.67%60,937-77.91%0.69%7.09%1-66.67%--
30 Sep, 093-275,809-66.68%3.12%3.56%3200.00%--
30 Jun, 09350.00%827,7743.22%9.36%11.33%1---
31 Mar, 092-60.00%801,974-59.52%9.09%1.80%1-66.67%--100.00%
31 Dec, 085-1,981,380-9.97%22.45%3.61%3-25.00%2100.00%
30 Sep, 08566.67%2,200,751116.70%24.94%18.83%4300.00%1-
30 Jun, 083-50.00%1,015,597-47.62%11.51%2.38%1-50.00%--100.00%
31 Mar, 08620.00%1,939,0172.30%21.97%4.21%2100.00%2-
31 Dec, 075-16.67%1,895,38546.05%22.86%9.16%1-2-
30 Sep, 076-25.00%1,297,768-7.00%15.79%5.45%1-75.00%2-
30 Jun, 078-20.00%1,395,446-13.78%17.03%4.24%4-20.00%--100.00%
31 Mar, 0710-1,618,55112.29%20.03%5.74%5-28.57%1-
31 Dec, 061025.00%1,441,35122.44%18.69%8.12%740.00%1-
30 Sep, 06814.29%1,177,158100.78%15.17%26.13%5150.00%1-66.67%
30 Jun, 06716.67%586,28515.98%7.62%17.17%2-50.00%3-
31 Mar, 06650.00%505,48455.96%6.66%34.78%433.33%--
31 Dec, 05433.33%324,112-71.59%4.38%1.86%3200.00%--
30 Sep, 053-25.00%1,140,973-1.15%15.33%6.24%1---100.00%
30 Jun, 054-1,154,195300.21%15.68%100.92%1-66.67%2-
31 Mar, 054300.00%288,40050.52%3.94%55.66%3---
31 Dec, 041-191,600-2.66%38.04%----
30 Sep, 041-50.00%191,600-81.46%2.64%1.28%--100.00%--100.00%
30 Jun, 042-1,033,29817.15%14.37%9.25%1-1-
31 Mar, 042-33.33%882,042-32.29%12.47%3.53%1-50.00%1-
31 Dec, 033200.00%1,302,610272.17%18.79%73.72%2-1-
30 Sep, 031-350,000-5.05%19.73%----
30 Jun, 031-50.00%350,000-68.77%5.06%1.92%--100.00%--
31 Mar, 032100.00%1,120,825220.24%16.21%62.47%1---
31 Dec, 021-350,000-5.09%-1---
30 Jun, 021-50.00%300,000-0.06%4.37%22.69%--100.00%--100.00%
31 Mar, 022100.00%300,181-0.17%4.39%22.17%1-1-
31 Dec, 011-300,700-4.45%22.56%----
30 Sep, 011-300,700-4.44%22.32%----
30 Jun, 011-300,700-4.46%22.22%----
31 Mar, 011-300,700-4.48%21.82%--100.00%--
31 Dec, 001-300,70012.12%4.53%27.96%1---100.00%
30 Sep, 001-268,200-2.72%4.03%23.33%--100.00%1-
30 Jun, 001-275,7000.25%4.15%24.15%1---
31 Mar, 001-275,000-4.15%-1---
30 Sep, 992-33.33%452,047-2.44%7.53%12.63%1---100.00%
30 Jun, 99350.00%463,347-1.01%7.72%15.67%1-50.00%1-
31 Mar, 992-468,051-7.02%-2---

IRIDEX Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 08, 2024Mercer Patrickofficer President and COOF-InKindSell2,073$2.07$4.29K193,244
Jul 08, 2024Bruce Daviddirector, officer CEOF-InKindSell4,788$2.07$9.91K126,480
Jul 02, 2024Bruce Daviddirector, officer CEOF-InKindSell7,098$2.16$15.33K131,268
Jul 02, 2024Mercer Patrickofficer President and COOF-InKindSell4,123$2.16$8.91K195,317
May 30, 2024Bruce Daviddirector, officer CEOF-InKindSell10,112$2.17$21.94K143,006
May 30, 2024Bruce Daviddirector, officer CEOF-InKindSell4,640$2.14$9.93K138,366
May 24, 2024Mercer Patrickofficer President and COOF-InKindSell5,828$2.17$12.65K81,455
May 24, 2024Mercer Patrickofficer President and COOF-InKindSell2,015$2.14$4.31K79,440
Oct 31, 2022Mercer Patrickofficer COOF-InKindSell71$2.27$161.1787,283

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 08, 2024Mercer Patrickofficer President and COOF-InKindSell2,073$2.07$4.29K193,244
Jul 08, 2024Bruce Daviddirector, officer CEOF-InKindSell4,788$2.07$9.91K126,480
Jul 02, 2024Bruce Daviddirector, officer CEOF-InKindSell7,098$2.16$15.33K131,268
Jul 02, 2024Mercer Patrickofficer President and COOF-InKindSell4,123$2.16$8.91K195,317
May 30, 2024Bruce Daviddirector, officer CEOF-InKindSell10,112$2.17$21.94K143,006
May 30, 2024Bruce Daviddirector, officer CEOF-InKindSell4,640$2.14$9.93K138,366
May 24, 2024Mercer Patrickofficer President and COOA-AwardBuy120,000--199,440
May 24, 2024Mercer Patrickofficer President and COOF-InKindSell5,828$2.17$12.65K81,455
May 24, 2024Mercer Patrickofficer President and COOF-InKindSell2,015$2.14$4.31K79,440
Sep 21, 2023Mercer Patrickofficer COOA-AwardBuy115,000$2.13$244.95K115,000
Jun 15, 2023Shuda Scottdirector-A-AwardBuy39,267$1.91$75.00K108,066
Jun 15, 2023LUDLUM KENdirector-A-AwardBuy39,267$1.91$75.00K101,711
Jun 15, 2023Grove Robert Earledirector-A-AwardBuy39,267$1.91$75.00K160,103
Jun 15, 2023HUSS BEVERLY Adirector-A-AwardBuy39,267$1.91$75.00K66,739
Jun 15, 2023Devi Nandinidirector-A-AwardBuy39,267$1.91$75.00K77,159
Oct 31, 2022Bruce Davidofficer President and CEOA-AwardBuy59,730--153,118
Oct 31, 2022Bruce Davidofficer President and CEOA-AwardBuy121,270--121,270
Oct 31, 2022Mercer Patrickofficer COOA-AwardBuy35,570--87,354
Oct 31, 2022Mercer Patrickofficer COOF-InKindSell71$2.27$161.1787,283
Oct 31, 2022Mercer Patrickofficer COOA-AwardBuy72,218--72,218

The last insider sell of IRIDEX's stock was made by Mercer Patrick on Jul 08 2024, selling 2,073 shares at $2.07 per share (valued at $4.29K).

IRIDEX Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241250.00%
Q3 20231250.00%
Q2 202352250.00%
Q4 202241400.00%
Q3 2022-6-
Q2 202266100.00%
Q1 20222366.67%
Q4 20212366.67%
Q3 20215683.33%
Q2 202154125.00%
Q1 2021-4-
Q4 2020-3-
Q3 20204580.00%
Q2 202073233.33%
Q1 2020-3-
Q4 2019123400.00%
Q3 2019106166.67%
Q2 201962300.00%
Q1 2019-6-
Q4 201874175.00%

1 total buy trades, and 2 total sell trades (buy/sell ratio of 0.50%) were made by IRIDEX's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q3 2023---
Q2 2023---
Q4 2022---
Q3 2022---
Q2 20221--
Q1 20221--
Q4 20212--
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020---
Q2 20201--
Q1 2020---
Q4 20196--
Q3 2019---
Q2 2019---
Q1 2019---
Q4 20186--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of IRIDEX's stocks.

IRIDEX Peer Ownership


TickerCompany
AIMDAinos, Inc.
TLISTalis Biomedical Corporation
OFIXOrthofix Medical Inc.
LNSRLENSAR, Inc.
SSKNSTRATA Skin Sciences, Inc.
LUNGPulmonx Corporation
NVNOenVVeno Medical Corporation
SRDXSurmodics, Inc.
AZYOElutia Inc.
SIENSientra, Inc.
AXGNAxoGen, Inc.
PETVPetVivo Holdings, Inc.
TNONTenon Medical, Inc.
RXSTRxSight, Inc.

IRIX Ownership FAQ


IRIDEX is owned by institutional shareholders (7.87%), insiders (19.62%), and public (72.51%). The largest institutional shareholder of IRIDEX is PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE (6.15% of total shares) and the top mutual fund owner is AMG Funds I (0.05% of total shares).

IRIDEX's major institutional shareholders are PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE, VANGUARD GROUP INC, AMH EQUITY LTD, RENAISSANCE TECHNOLOGIES LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 15.73% of the company's share outstanding.

As of Jun 2024, there are 12 institutional shareholders of IRIDEX.

PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE owns 1M shares of IRIDEX, representing 6.15% of the company's total shares outstanding, valued at $2.16M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 561.1K shares of IRIDEX (IRIX), compromising 3.45% of the company, valued at $1.21M.

AMH EQUITY LTD is the third largest holder of IRIDEX. The company owns 460.8K of the company's shares outstanding (worth $995.33K).