IRIDEX Ownership | Who Owns IRIDEX?
IRIDEX Ownership Summary
IRIDEX is owned by 6.11% institutional investors, 28.94% insiders, and 64.95% retail investors. Paragon associates & paragon associates ii joint venture is the largest institutional shareholder, holding 5.82% of IRIX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.32% of its assets in IRIDEX shares.
IRIX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | IRIDEX | 6.11% | 28.94% | 64.95% |
| Sector | Healthcare Stocks | 35.49% | 11.78% | 52.72% |
| Industry | Medical Device Stocks | 39.86% | 10.81% | 49.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 5.82% | $1.01M |
| Vanguard group | 578.71K | 3.40% | $659.73K |
| Renaissance | 396.63K | 2.31% | $400.59K |
| Amh equity | 184.23K | 1.10% | $210.11K |
| Geode capital management | 160.16K | 0.93% | $161.80K |
| Apexium financial, lp | 65.69K | 0.40% | $110.37K |
| Citadel advisors | 60.85K | 0.35% | $61.46K |
| Vanguard fiduciary trust | 60.16K | 0.35% | $60.76K |
| Blackrock | 56.48K | 0.35% | $121.99K |
| United capital financial advisers | 57.53K | 0.33% | $58.10K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 1.37% | $1.01M |
| Amh equity | 184.23K | 0.26% | $210.11K |
| Perkins capital management | 55.30K | 0.05% | $55.85K |
| Thompson davis | 47.44K | 0.03% | $47.92K |
| Apexium financial, lp | 65.69K | 0.01% | $110.37K |
| Two sigma securities | 10.79K | 0.00% | $10.90K |
| Renaissance | 396.63K | 0.00% | $400.59K |
| Diversify wealth management | 33.84K | 0.00% | $34.85K |
| United capital financial advisers | 57.53K | 0.00% | $58.10K |
| Tower research capital llc (trc) | 2.09K | 0.00% | $2.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 60.16K | - | 60.16K |
| Diversify wealth management | 33.84K | 0.00% | 33.84K |
| Citadel advisors | 60.85K | - | 26.46K |
| Renaissance | 396.63K | 0.00% | 25.07K |
| Geode capital management | 160.16K | - | 24.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ars investment partners | - | - | -110.06K |
| Bridgeway capital management | - | - | -70.00K |
| Long focus capital management | - | - | -38.17K |
| Xtx topco | - | - | -28.49K |
| Concurrent investment advisors | - | - | -21.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 60.16K | - | 60.16K | $60.76K |
| Diversify wealth management | 33.84K | 0.00% | 33.84K | $34.85K |
| Two sigma securities | 10.79K | 0.00% | 10.79K | $10.90K |
| Vanguard global advisers | 3.96K | - | 3.96K | $4.00K |
| Ubs group | 1.14K | - | 1.14K | $1.16K |
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, 2026 | 11 | -50.00% | 1,049,280 | -62.39% | 6 | 2.27% | 8 | - | 1 | -83.33% |
| Dec 31, 2025 | 16 | -23.81% | 2,615,312 | -7.72% | 15 | 5.40% | 6 | -40.00% | 2 | -60.00% |
| Sep 30, 2025 | 14 | -26.32% | 2,507,330 | -5.69% | 14 | 5.96% | 4 | -20.00% | 4 | -42.86% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 401.85K | 2.32% | - |
| Vanguard US Total Market Shares ETF | 376.94K | 2.27% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 112.74K | 0.65% | - |
| Fidelity Extended Market Index | 90.91K | 0.52% | 24.90K |
| Bridgeway Ultra-Small Company Market | 70.00K | 0.42% | -5.00K |
| iShares Micro-Cap ETF | 30.12K | 0.18% | - |
| Fidelity Series Total Market Index | 16.87K | 0.10% | - |
| Fidelity Nasdaq Composite Index | 14.78K | 0.08% | - |
| Fidelity Total Market Index | 14.47K | 0.08% | - |
| Spartan Extended Market Index Pool F | 14.01K | 0.08% | 287.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 06, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $1.40K |
| Feb 17, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $1.37K |
| Feb 17, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $1.57K |
| Feb 12, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $2.15K |
| Feb 10, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $1.46K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 18 | - |
| 2025 Q4 | 15 | - |
| 2025 Q3 | 44 | - |
| 2025 Q2 | 47 | - |
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