Iridex IRIX Institutional Ownership

NASDAQ IRIX

$0.68 0.00 (-0.35%)

At close: Sep 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

29 Institutions

Increased 13 44.8%

Unchanged 9 31.0%

Reduced 7 24.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

12.54%

▼-4.54 pp QoQ

Shares Held by Institutions

2.17Mn

of 17.31Mn outstanding

▲+17.76% QoQ

Shares Outstanding

17.31Mn

15.14Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+327.26K

accumulated since last quarter

Value of Holdings

$1.52Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Iridex Corp (NASDAQ:IRIX) has 29 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 12.5% of Iridex's outstanding shares in June 2026, down from 17.1% in March 2026.
Their total shares held in IRIX increased 17.76% from the prior quarter, while the number of investors in Iridex increased 52.63% year over year.
Of these 29 holders, 13 added to their stakes in Iridex, 7 trimmed positions, and 9 made no changes.
Combined, these investors held 2.17Mn shares in IRIX for June 2026, up by 327.26K shares quarter on quarter, and down 497.9K shares year over year.
VANGUARD CAPITAL MANAGEMENT LLC holds the largest position in IRIX at 514.59K shares as of June 30, 2026, or 2.97% of shares outstanding.
Top purchasers of IRIX stock for the quarter ending June 2026 included Morgan Stanley (305.19K), CITADEL ADVISORS LLC (38.1K), Diversify Advisory Services, LLC (33.84K), XTX Topco Ltd (29.19K), RENAISSANCE TECHNOLOGIES LLC (26.92K).
The biggest sellers of Iridex for the quarter ending June 2026 included WEBER CAPITAL MANAGEMENT LLC /ADV (79.11K), THOMPSON DAVIS & CO., INC. (32.0K), UNITED CAPITAL FINANCIAL ADVISORS, LLC (22.0K), GEODE CAPITAL MANAGEMENT, LLC (21.2K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (1.46K).
Per Business Quant data, the top 10 holders of Iridex for the quarter ending June 2026 are VANGUARD CAPITAL MANAGEMENT LLC (514.59K), RENAISSANCE TECHNOLOGIES LLC (423.54K), Morgan Stanley (305.19K), WEBER CAPITAL MANAGEMENT LLC /ADV (180.45K), GEODE CAPITAL MANAGEMENT, LLC (138.96K), CITADEL ADVISORS LLC (98.95K), PERKINS CAPITAL MANAGEMENT INC (70.8K), VANGUARD FIDUCIARY TRUST CO (60.16K), State Street Corp (44.72K), Goldman Sachs Group Inc (40.45K).

Form 13F Holdings

29 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.17Mn

Of outstanding 12.54%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	514,593	2.97%	0	0.00%	$589.21K
2	RENAISSANCE TECHNOLOGIES LLC	0001037389	423,542	2.45%	▲26,915	+6.79%	$484.96K
3	Morgan Stanley	0000895421	305,193	1.76%	▲305,193	0.00%	$349.45K
4	WEBER CAPITAL MANAGEMENT LLC /ADV	0001099905	180,451	1.04%	▼79,107	-30.48%	$206.62K
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	138,960	0.80%	▼21,199	-13.24%	$159.15K
6	CITADEL ADVISORS LLC	0001423053	98,950	0.57%	▲38,099	+62.61%	$113.30K
7	PERKINS CAPITAL MANAGEMENT INC	0000884300	70,800	0.41%	▲15,500	+28.03%	$81.07K
8	VANGUARD FIDUCIARY TRUST CO	0000933478	60,155	0.35%	0	0.00%	$68.88K
9	State Street Corp	0000093751	44,718	0.26%	0	0.00%	$51.20K
10	Goldman Sachs Group Inc	0000886982	40,454	0.23%	▲2,833	+7.53%	$46.32K
11	UNITED CAPITAL FINANCIAL ADVISORS, LLC	0001463217	35,529	0.21%	▼22,000	-38.24%	$40.68K
12	Diversify Advisory Services, LLC	0002021232	33,840	0.20%	▲33,840	0.00%	$30.08K
12	DIVERSIFY WEALTH MANAGEMENT, LLC	0002030780	33,840	0.20%	0	0.00%	$30.08K
13	XTX Topco Ltd	0001828301	29,190	0.17%	▲29,190	0.00%	$33.42K
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	27,459	0.16%	▼1,460	-5.05%	$31.44K
15	Bank of New York Mellon Corp	0001390777	25,649	0.15%	0	0.00%	$29.37K
16	Northern Trust Corp	0000073124	23,983	0.14%	▲2,675	+12.55%	$27.46K
17	BlackRock, Inc.	0002012383	20,260	0.12%	0	0.00%	$23.20K
18	THOMPSON DAVIS & CO., INC.	0001017284	15,444	0.09%	▼32,000	-67.45%	$17.68K
19	Citigroup Inc	0000831001	14,172	0.08%	▲14,172	0.00%	$16.23K

Showing 1 to 20 of 29 holders