IRIDEX Ownership | Who Owns IRIDEX?
IRIDEX Ownership Summary
IRIDEX is owned by 17.71% institutional investors, 20.67% insiders, and 61.62% retail investors. Paragon associates & paragon associates ii joint venture is the largest institutional shareholder, holding 6.03% of IRIX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.47% of its assets in IRIDEX shares.
IRIX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IRIDEX | 17.71% | 20.67% | 61.62% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Medical Device Stocks | 40.18% | 9.93% | 49.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 6.03% | $1.68M |
| Vanguard group | 561.10K | 3.38% | $942.64K |
| Amh equity | 501.12K | 3.02% | $841.88K |
| Renaissance | 381.16K | 2.30% | $640.35K |
| Geode capital management | 131.17K | 0.79% | $220.44K |
| Ars investment partners | 110.06K | 0.66% | $184.90K |
| Bridgeway capital management | 70.00K | 0.42% | $117.60K |
| Apexium financial, lp | 65.69K | 0.40% | $110.37K |
| Blackrock | 56.48K | 0.35% | $121.99K |
| Blackrock funding, inc. /de | 57.36K | 0.35% | $96.37K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 3.89% | $1.68M |
| Amh equity | 501.12K | 0.83% | $841.88K |
| Perkins capital management | 45.30K | 0.07% | $76.10K |
| Ars investment partners | 110.06K | 0.02% | $184.90K |
| Apexium financial, lp | 65.69K | 0.01% | $110.37K |
| Bridgeway capital management | 70.00K | 0.00% | $117.60K |
| Long focus capital management | 38.17K | 0.00% | $64.13K |
| Renaissance | 381.16K | 0.00% | $640.35K |
| Tower research capital llc (trc) | 3.20K | 0.00% | $5.38K |
| Venturi wealth management | 750.00 | 0.00% | $1.26K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Truist financial | 12.98K | - | 12.98K |
| Bank of america corp /de/ | 2.14K | - | 2.14K |
| Blackrock | 56.48K | - | 2.07K |
| Tower research capital llc (trc) | 3.20K | 0.00% | 680.00 |
| Royal bank of canada | 273.00 | - | 273.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Long focus capital management | 38.17K | 0.00% | -61.83K |
| Susquehanna group, llp | 30.87K | - | -34.52K |
| Wolverine trading | - | - | -16.28K |
| Renaissance | 381.16K | 0.00% | -16.20K |
| Bridgeway capital management | 70.00K | 0.00% | -6.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Truist financial | 12.98K | - | 12.98K | $31.15K |
| 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 |
| Advisor group | -1.00K |
| Simplex trading | -2.16K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 16 | -48.39% | 2,935,967 | -11.82% | 17 | 4.39% | 4 | -50.00% | 4 | -42.86% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 410.63K | 2.47% | 33.69K |
| Vanguard US Total Market Shares ETF | 376.94K | 2.27% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 164.11K | 0.99% | - |
| Bridgeway Ultra-Small Company Market | 70.00K | 0.42% | -5.00K |
| Fidelity Extended Market Index | 68.58K | 0.41% | -437.00 |
| iShares Micro-Cap ETF | 33.37K | 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% | - |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2023 Q3 | - | - |
IRIX Ownership FAQ
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