IRIDEX Ownership | Who Owns IRIDEX?

Overview RevenueFinancials Chart Transcripts

IRIDEX Ownership Summary

IRIDEX is owned by 20.08% institutional investors, 20.67% insiders, and 59.25% retail investors. Paragon associates & paragon associates ii joint venture is the largest institutional shareholder, holding 6.15% of IRIX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.27% of its assets in IRIDEX shares.

IRIX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	IRIDEX	20.08%	20.67%	59.25%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Medical Device Stocks	53.39%	8.20%	38.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Paragon associates & paragon associates ii joint venture	1.00M	6.15%	$2.16M
Vanguard group	561.10K	3.45%	$1.21M
Amh equity	460.80K	2.84%	$995.33K
Renaissance	404.96K	2.49%	$874.71K
Geode capital management	129.09K	0.79%	$278.91K
Ars investment partners	113.56K	0.70%	$245.30K
Long focus capital management	100.00K	0.62%	$216.00K
Bridgeway capital management	77.10K	0.47%	$166.54K
Apexium financial, lp	65.69K	0.40%	$141.90K
Blackrock	56.48K	0.35%	$121.99K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Paragon associates & paragon associates ii joint venture	1.00M	5.28%	$2.16M
Amh equity	460.80K	1.32%	$995.33K
Perkins capital management	42.30K	0.09%	$91.00K
Ars investment partners	113.56K	0.02%	$245.30K
Apexium financial, lp	65.69K	0.01%	$141.90K
Long focus capital management	100.00K	0.01%	$216.00K
Bridgeway capital management	77.10K	0.00%	$166.54K
Renaissance	404.96K	0.00%	$874.71K
Tower research capital llc (trc)	4.38K	0.00%	$9.46K
Venturi wealth management	750.00	0.00%	$1.62K

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	9.64K	-	9.46K
Geode capital management	129.09K	-	8.40K
Amh equity	460.80K	1.32%	4.40K
Ars investment partners	113.56K	0.02%	3.50K
Tower research capital llc (trc)	4.38K	0.00%	2.37K

Top Sellers

Holder	Shares	% Assets	Change
Dimensional fund advisors lp	24.44K	-	-23.89K
Wolverine trading	-	-	-16.28K
Susquehanna group, llp	48.10K	-	-16.00K
Renaissance	404.96K	0.00%	-5.20K
Citadel advisors	500.00	-	-4.30K

New Positions

Holder	Shares	% Assets	Change	Value
Royal bank of canada	273.00	-	273.00	$1.00K

Sold Out

Holder	Change
Innealta capital	-17.00
Wells fargo & company/mn	-98.00
Morgan stanley	-690.00
Wolverine trading	-16.28K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	31	-3.13%	3,329,593	1.51%	20	4.93%	8	-11.11%	7	-12.50%
Jun 30, 2024	32	-3.03%	3,280,077	-1.24%	20	4.76%	9	-10.00%	8	14.29%
Mar 31, 2024	33	-2.94%	3,321,284	1.77%	20	5.09%	10	-28.57%	7	16.67%
Dec 31, 2023	34	-2.86%	3,263,470	-8.16%	20	4.09%	14	55.56%	6	-40.00%
Sep 30, 2023	35	25.00%	3,553,343	-8.52%	22	3.76%	9	12.50%	10	42.86%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	376.94K	2.27%	-
Vanguard Institutional Extnd Mkt Idx Tr	164.11K	0.99%	-
Bridgeway Ultra-Small Company Market	75.00K	0.45%	-
Fidelity Extended Market Index	72.69K	0.44%	1.79K
iShares Micro-Cap ETF	33.60K	0.20%	-
Fidelity Nasdaq Composite Index	16.24K	0.10%	-
Fidelity Series Total Market Index	16.07K	0.10%	-
Fidelity Total Market Index	14.47K	0.09%	-
NT Ext Equity Mkt Idx Fd - NL	10.84K	0.07%	-
NT Ext Equity Mkt Idx Fd - L	9.37K	0.06%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 20, 2022	Devi Nandini		Buy	$6.20K
Mar 16, 2022	Devi Nandini		Buy	$8.40K
Dec 02, 2021	Grove Robert Earle	-	Buy	$10.00K
Nov 16, 2021	Devi Nandini	-	Buy	$7.73K
May 15, 2020	Grove Robert Earle	-	Buy	$25.45K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2023 Q3	-	-
2023 Q2	-	-

IRIX Ownership FAQ

Who Owns IRIDEX?

IRIDEX shareholders are primarily institutional investors at 20.08%, followed by 20.67% insiders and 59.25% retail investors. The average institutional ownership in IRIDEX's industry, Medical Device Stocks, is 53.39%, which IRIDEX falls below.

Who owns the most shares of IRIDEX?

IRIDEX’s largest shareholders are Paragon associates & paragon associates ii joint venture (1M shares, 6.15%), Vanguard group (561.1K shares, 3.45%), and Amh equity (460.8K shares, 2.84%). Together, they hold 12.44% of IRIDEX’s total shares outstanding.

Does Blackrock own IRIDEX?

Yes, BlackRock owns 0.35% of IRIDEX, totaling 56.48K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 121.99K$. In the last quarter, BlackRock increased its holdings by 2.07K shares, a 3.81% change.

Who is IRIDEX’s biggest shareholder by percentage of total assets invested?

Paragon associates & paragon associates ii joint venture is IRIDEX’s biggest shareholder by percentage of total assets invested, with 5.28% of its assets in 1M IRIDEX shares, valued at 2.16M$.

Who is the top mutual fund holder of IRIDEX shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of IRIDEX shares, with 2.27% of its total shares outstanding invested in 376.94K IRIDEX shares.

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