IRIDEX Ownership | Who Owns IRIDEX?

Overview Forecast RevenueFinancials Chart Transcripts

IRIDEX Ownership Summary

IRIDEX is owned by 18.81% institutional investors, 27.47% insiders, and 53.72% 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 2.45% of its assets in IRIDEX shares.

IRIX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	IRIDEX	18.81%	27.47%	53.72%
Sector	Healthcare Stocks	279.42%	10.64%	-190.05%
Industry	Medical Device Stocks	32.07%	10.57%	57.35%

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
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
State street	44.72K	0.28%	$96.59K
Perkins capital management	45.30K	0.27%	$76.10K

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
Apexium financial, lp	65.69K	0.01%	$110.37K
Renaissance	381.16K	0.00%	$640.35K
Tower research capital llc (trc)	3.20K	0.00%	$5.38K
Susquehanna group, llp	30.87K	-	$51.86K
Bank of america corp /de/	2.14K	-	$4.62K
Blackrock	56.48K	-	$121.99K
Advisor group	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
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
Blackrock funding, inc. /de	57.36K	-	232.00

Top Sellers

Holder	Shares	% Assets	Change
Ars investment partners	-	-	-110.06K
Bridgeway capital management	-	-	-70.00K
Long focus capital management	-	-	-38.17K
Susquehanna group, llp	30.87K	-	-34.52K
Concurrent investment advisors	-	-	-21.94K

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
Jpmorgan chase	-27.00
Wells fargo & company/mn	-98.00
West paces advisors	-135.00
Morgan stanley	-690.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	24	-11.11%	3,146,650	-2.53%	18	4.96%	8	100.00%	8	-27.27%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	410.63K	2.45%	-
Vanguard US Total Market Shares ETF	376.94K	2.27%	-
Vanguard Institutional Extnd Mkt Idx Tr	164.11K	0.98%	-
Bridgeway Ultra-Small Company Market	70.00K	0.42%	-5.00K
Fidelity Extended Market Index	68.15K	0.41%	-
iShares Micro-Cap ETF	30.12K	0.18%	-
Fidelity Series Total Market Index	16.87K	0.10%	-
Fidelity Nasdaq Composite Index	14.78K	0.09%	-
Fidelity Total Market Index	14.47K	0.09%	-
Spartan Extended Market Index Pool F	11.82K	0.07%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 13, 2025	MOORE WILLIAM M	-	Buy	$19.37K
Jun 13, 2025	Mercer Patrick	President and CEO	Buy	$240.00
Jun 12, 2025	MOORE WILLIAM M	-	Buy	$19.49K
Jun 11, 2025	MOORE WILLIAM M	-	Buy	$9.63K
Jun 11, 2025	Dizon Romeo R	Chief Financial Officer	Buy	$236.42

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	46	-
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-

IRIX Ownership FAQ

Who Owns IRIDEX?

IRIDEX shareholders are primarily institutional investors at 18.81%, followed by 27.47% insiders and 53.72% retail investors. The average institutional ownership in IRIDEX's industry, Medical Device Stocks, is 32.07%, 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, 6.03%), Vanguard group (561.1K shares, 3.38%), and Amh equity (501.12K shares, 3.02%). 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 3.89% of its assets in 1M IRIDEX shares, valued at 1.68M$.

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 2.45% of its total shares outstanding invested in 410.64K IRIDEX shares.

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