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 | 488.17% | 11.08% | -399.26% |
| Industry | Medical Device Stocks | 52.08% | 10.61% | 37.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 5.95% | $880.00K |
| Vanguard group | 561.10K | 3.38% | $942.64K |
| Renaissance | 381.16K | 2.30% | $640.35K |
| Amh equity | 190.00K | 1.13% | $167.56K |
| 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 |
| Thompson davis | 56.73K | 0.34% | $50.03K |
| Perkins capital management | 47.30K | 0.28% | $41.71K |
| State street | 44.72K | 0.28% | $96.59K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Paragon associates & paragon associates ii joint venture | 1.00M | 1.40% | $880.00K |
| Amh equity | 190.00K | 0.22% | $167.56K |
| Perkins capital management | 47.30K | 0.04% | $41.71K |
| Thompson davis | 56.73K | 0.02% | $50.03K |
| Apexium financial, lp | 65.69K | 0.01% | $110.37K |
| Renaissance | 381.16K | 0.00% | $640.35K |
| Xtx topco | 25.21K | 0.00% | $22.25K |
| 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 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Thompson davis | 56.73K | 0.02% | 56.73K |
| Xtx topco | 25.21K | 0.00% | 14.90K |
| Bank of america corp /de/ | 2.14K | - | 2.14K |
| Blackrock | 56.48K | - | 2.07K |
| Raymond james financial | 700.00 | - | 700.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amh equity | 190.00K | 0.22% | -328.54K |
| Ars investment partners | - | - | -110.06K |
| Bridgeway capital management | - | - | -70.00K |
| Long focus capital management | - | - | -38.17K |
| Blackrock funding, inc. /de | 20.26K | - | -36.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Thompson davis | 56.73K | 0.02% | 56.73K | $50.03K |
| 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 | 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 |
|---|---|---|---|---|
| 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 Q3 | 42 | - |
| 2025 Q2 | 47 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
IRIX Ownership FAQ
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