IRIDEX Ownership | Who Owns IRIDEX?
IRIDEX Ownership Summary
IRIDEX is owned by 15.38% institutional investors, 27.50% insiders, and 57.12% retail investors. Paragon associates & paragon associates ii joint venture is the largest institutional shareholder, holding 5.88% 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 | 15.38% | 27.50% | 57.12% |
| Sector | Healthcare Stocks | 232.51% | 10.72% | -143.23% |
| Industry | Medical Device Stocks | 33.21% | 10.26% | 56.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 5.88% | $1.14M |
| Vanguard group | 578.71K | 3.40% | $659.73K |
| Renaissance | 371.56K | 2.18% | $423.58K |
| Amh equity | 184.23K | 1.10% | $210.11K |
| Geode capital management | 135.21K | 0.79% | $154.18K |
| Apexium financial, lp | 65.69K | 0.40% | $110.37K |
| Blackrock | 56.48K | 0.35% | $121.99K |
| State street | 44.72K | 0.27% | $51.43K |
| Goldman sachs group | 41.38K | 0.24% | $47.18K |
| Perkins capital management | 41.30K | 0.24% | $47.08K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 2.36% | $1.14M |
| Amh equity | 184.23K | 0.26% | $210.11K |
| Perkins capital management | 41.30K | 0.04% | $47.08K |
| Thompson davis | 28.50K | 0.02% | $32.49K |
| Apexium financial, lp | 65.69K | 0.01% | $110.37K |
| Xtx topco | 26.40K | 0.00% | $30.36K |
| Diversify advisory services | 19.13K | 0.00% | $26.98K |
| Renaissance | 371.56K | 0.00% | $423.58K |
| Susquehanna group, llp | 30.87K | - | $51.86K |
| Tower research capital llc (trc) | 501.00 | - | $571.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Thompson davis | 28.50K | 0.02% | 28.50K |
| Diversify advisory services | 19.13K | 0.00% | 19.13K |
| Jane street group | 31.76K | - | 15.38K |
| Geode capital management | 135.21K | - | 2.15K |
| Bank of america corp /de/ | 2.14K | - | 2.14K |
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 |
|---|---|---|---|---|
| Diversify advisory services | 19.13K | 0.00% | 19.13K | $26.98K |
| Simplex trading | 580.00 | - | 580.00 | $661.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 16 | -48.39% | 2,935,967 | -11.82% | 17 | 4.39% | 4 | -50.00% | 4 | -42.86% |
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 |
|---|---|---|---|---|
| Feb 17, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $1.57K |
| Feb 17, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $1.37K |
| Feb 12, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $2.15K |
| Feb 10, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $1.46K |
| Feb 03, 2026 | Dizon Romeo R | Chief Financial Officer | Buy | $3.45K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 17 | - |
| 2025 Q4 | 15 | - |
| 2025 Q3 | 44 | - |
| 2025 Q2 | 47 | - |
| 2025 Q1 | - | - |
IRIX Ownership FAQ
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