IRIDEX Ownership | Who Owns IRIDEX?
IRIDEX Ownership Summary
IRIDEX is owned by 16.02% institutional investors, 27.64% insiders, and 56.34% retail investors. Paragon associates & paragon associates ii joint venture is the largest institutional shareholder, holding 5.95% of IRIX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.39% of its assets in IRIDEX shares.
IRIX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IRIDEX | 16.02% | 27.64% | 56.34% |
| Sector | Healthcare Stocks | 492.67% | 11.09% | -403.76% |
| Industry | Medical Device Stocks | 52.65% | 10.50% | 36.85% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 5.95% | $1.14M |
| Vanguard group | 578.71K | 3.45% | $665.52K |
| Renaissance | 381.16K | 2.30% | $640.35K |
| Amh equity | 184.23K | 1.10% | $210.11K |
| Geode capital management | 133.06K | 0.79% | $153.06K |
| Apexium financial, lp | 65.69K | 0.40% | $110.37K |
| Blackrock | 56.48K | 0.35% | $121.99K |
| State street | 44.72K | 0.28% | $96.59K |
| Perkins capital management | 41.30K | 0.25% | $47.10K |
| Bank of new york mellon | 31.54K | 0.19% | $35.97K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 2.03% | $1.14M |
| Amh equity | 184.23K | 0.26% | $210.11K |
| Perkins capital management | 41.30K | 0.04% | $47.10K |
| Apexium financial, lp | 65.69K | 0.01% | $110.37K |
| Xtx topco | 25.21K | 0.00% | $22.25K |
| 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 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Xtx topco | 25.21K | 0.00% | 14.90K |
| Bank of america corp /de/ | 2.14K | - | 2.14K |
| Blackrock | 56.48K | - | 2.07K |
| Geode capital management | 133.06K | - | 1.29K |
| Raymond james financial | 700.00 | - | 700.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ars investment partners | - | - | -110.06K |
| Bridgeway capital management | - | - | -70.00K |
| Thompson davis | - | - | -56.73K |
| Long focus capital management | - | - | -38.17K |
| Susquehanna group, llp | 30.87K | - | -34.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 700.00 | - | 700.00 | $617.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 21 | -12.50% | 2,689,889 | -14.52% | 16 | 4.53% | 6 | -25.00% | 7 | -12.50% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 401.85K | 2.39% | -8.78K |
| Vanguard US Total Market Shares ETF | 376.94K | 2.27% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 112.74K | 0.67% | -51.37K |
| Bridgeway Ultra-Small Company Market | 70.00K | 0.42% | -5.00K |
| Fidelity Extended Market Index | 67.59K | 0.40% | -556.00 |
| 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 | 12.38K | 0.07% | 556.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 12, 2025 | Dizon Romeo R | Chief Financial Officer | Buy | $342.50 |
| Sep 12, 2025 | Dizon Romeo R | Chief Financial Officer | Buy | $1.63K |
| Sep 11, 2025 | Dizon Romeo R | Chief Financial Officer | Buy | $674.70 |
| Sep 11, 2025 | Dizon Romeo R | Chief Financial Officer | Buy | $337.50 |
| Sep 11, 2025 | Dizon Romeo R | Chief Financial Officer | Buy | $670.00 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | 44 | - |
| 2025 Q2 | 47 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
IRIX Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools