IRIDEX Ownership 2024 | Who Owns IRIDEX Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

20.59%

Insider Ownership

19.99%

Retail Ownership

59.41%

Institutional Holders

33.00

IRIDEX Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE6.20%5.31%1,000,000--2,980,000Mar 31, 2024
VANGUARD GROUP INC3.48%-561,0963,8970.70%1,672,066Mar 31, 2024
AMH EQUITY LTD2.83%1.33%456,40060,40015.25%1,360,072Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC2.54%0.00%410,160-4,900-1.18%1,222,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.75%-120,694--359,765Mar 31, 2024
ARS INVESTMENT PARTNERS, LLC0.68%0.03%110,0653230.29%327,994Mar 31, 2024
LONG FOCUS CAPITAL MANAGEMENT, LLC0.62%0.02%100,000--298,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.53%-85,37385,373100.00%254,412Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.48%0.00%77,100--229,758Mar 31, 2024
APEXIUM FINANCIAL, LP0.41%0.01%65,695--195,771Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.40%-64,10064,100100.00%191,018Mar 31, 2024
BLACKROCK INC.0.34%-54,404-1,467-2.63%162,124Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.30%-48,327--144,015Mar 31, 2024
PERKINS CAPITAL MANAGEMENT INC0.28%0.11%45,3005,20012.97%135,000Mar 31, 2024
STATE STREET CORP0.28%-44,718--133,260Mar 31, 2024
CITADEL ADVISORS LLC0.24%-38,90031,869453.26%115,922Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.20%-31,540-3,153-9.09%93,989Mar 31, 2024
WOLVERINE TRADING, LLC0.18%0.00%28,60028,600100.00%85,228Mar 31, 2024
NORTHERN TRUST CORP0.17%-28,144-210-0.74%83,869Mar 31, 2024
CITADEL ADVISORS LLC0.16%-26,500-10,600-28.57%78,970Mar 31, 2024

IRIDEX's largest institutional shareholder is PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE, holding 6.20% of the company's total share outstanding, currently valued at $2.98M. The top 10 institutional shareholders own together 18.52% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE6.20%5.31%1,000,000--2,980,000Mar 31, 2024
AMH EQUITY LTD2.83%1.33%456,40060,40015.25%1,360,072Mar 31, 2024
PERKINS CAPITAL MANAGEMENT INC0.28%0.11%45,3005,20012.97%135,000Mar 31, 2024
ARS INVESTMENT PARTNERS, LLC0.68%0.03%110,0653230.29%327,994Mar 31, 2024
LONG FOCUS CAPITAL MANAGEMENT, LLC0.62%0.02%100,000--298,000Mar 31, 2024
APEXIUM FINANCIAL, LP0.41%0.01%65,695--195,771Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.48%0.00%77,100--229,758Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC2.54%0.00%410,160-4,900-1.18%1,222,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%2,0121,123126.32%5,995Mar 31, 2024
VENTURI WEALTH MANAGEMENT, LLC0.00%0.00%750--2,235Mar 31, 2024
WEST PACES ADVISORS INC.0.00%0.00%135--402Mar 31, 2024
WOLVERINE TRADING, LLC0.18%0.00%28,60028,600100.00%85,228Mar 31, 2024
GROUP ONE TRADING, L.P.0.03%0.00%5,4405,0001136.36%16,211Mar 31, 2024
WOLVERINE TRADING, LLC0.10%-16,279-1,155-6.63%48,511Mar 31, 2024
HIGHTOWER ADVISORS, LLC0.06%-10,000--30,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.53%-85,37385,373100.00%254,412Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.30%-48,327--144,015Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.75%-120,694--359,765Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.40%-64,10064,100100.00%191,018Mar 31, 2024
VANGUARD GROUP INC3.48%-561,0963,8970.70%1,672,066Mar 31, 2024

The largest IRIDEX shareholder by % of total assets is PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE. The company owns 1.00M shares of IRIDEX (IRIX), representing 5.31% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.53%-85,37385,373100.00%254,412Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.40%-64,10064,100100.00%191,018Mar 31, 2024
AMH EQUITY LTD2.83%1.33%456,40060,40015.25%1,360,072Mar 31, 2024
CITADEL ADVISORS LLC0.24%-38,90031,869453.26%115,922Mar 31, 2024
WOLVERINE TRADING, LLC0.18%0.00%28,60028,600100.00%85,228Mar 31, 2024
PERKINS CAPITAL MANAGEMENT INC0.28%0.11%45,3005,20012.97%135,000Mar 31, 2024
GROUP ONE TRADING, L.P.0.03%0.00%5,4405,0001136.36%16,211Mar 31, 2024
VANGUARD GROUP INC3.48%-561,0963,8970.70%1,672,066Mar 31, 2024
SIMPLEX TRADING, LLC0.04%-6,7433,17789.09%20,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.01%0.00%2,0121,123126.32%5,995Mar 31, 2024
ARS INVESTMENT PARTNERS, LLC0.68%0.03%110,0653230.29%327,994Mar 31, 2024
WELLS FARGO & COMPANY/MN0.00%-9822.08%292,000Mar 31, 2024
MORGAN STANLEY0.00%-690--2,056Mar 31, 2024
STATE STREET CORP0.28%-44,718--133,260Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%-1,000--2,980,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.75%-120,694--359,765Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.30%-48,327--144,015Mar 31, 2024
HIGHTOWER ADVISORS, LLC0.06%-10,000--30,000Mar 31, 2024
WEST PACES ADVISORS INC.0.00%0.00%135--402Mar 31, 2024
VENTURI WEALTH MANAGEMENT, LLC0.00%0.00%750--2,235Mar 31, 2024

As of Mar 31 2024, IRIDEX's largest institutional buyer is SUSQUEHANNA INTERNATIONAL GROUP, LLP. The company purchased 85.37K stocks of IRIX, valued at $254.41K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
XTX TOPCO LTD----14,729-100.00%-Mar 31, 2024
CITADEL ADVISORS LLC0.16%-26,500-10,600-28.57%78,970Mar 31, 2024
UBS GROUP AG0.00%-189-6,602-97.22%563Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC2.54%0.00%410,160-4,900-1.18%1,222,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.20%-31,540-3,153-9.09%93,989Mar 31, 2024
CITADEL ADVISORS LLC0.03%-4,800-1,600-25.00%14,304Mar 31, 2024
BLACKROCK INC.0.34%-54,404-1,467-2.63%162,124Mar 31, 2024
WOLVERINE TRADING, LLC0.10%-16,279-1,155-6.63%48,511Mar 31, 2024
JPMORGAN CHASE & CO0.00%-32-230-87.79%95Mar 31, 2024
NORTHERN TRUST CORP0.17%-28,144-210-0.74%83,869Mar 31, 2024
BANK OF AMERICA CORP /DE/----8-100.00%-Mar 31, 2024
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE6.20%5.31%1,000,000--2,980,000Mar 31, 2024
LONG FOCUS CAPITAL MANAGEMENT, LLC0.62%0.02%100,000--298,000Mar 31, 2024
APEXIUM FINANCIAL, LP0.41%0.01%65,695--195,771Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.48%0.00%77,100--229,758Mar 31, 2024
VENTURI WEALTH MANAGEMENT, LLC0.00%0.00%750--2,235Mar 31, 2024
WEST PACES ADVISORS INC.0.00%0.00%135--402Mar 31, 2024
HIGHTOWER ADVISORS, LLC0.06%-10,000--30,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.30%-48,327--144,015Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.75%-120,694--359,765Mar 31, 2024

As of Mar 31 2024, IRIDEX's biggest institutional seller is XTX TOPCO LTD. The company sold -14.73K shares of IRIX, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.53%-85,37385,373100.00%254,412Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.40%-64,10064,100100.00%191,018Mar 31, 2024

IRIDEX's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 85.37K shares, valued at $254.41K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
XTX TOPCO LTD----14,729-100.00%-Mar 31, 2024
BANK OF AMERICA CORP /DE/----8-100.00%-Mar 31, 2024

IRIDEX's largest sold out institutional shareholder by shares sold is XTX TOPCO LTD, sold -14.73K shares, valued at -, as of undefined.

IRIDEX Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMG Funds I0.07%109,882--Jan 31, 2024
WASATCH FUNDS TRUST0.04%331,896--Mar 31, 2024
BRIDGEWAY FUNDS INC0.03%75,000--Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS0.02%8,974--Dec 31, 2023
GABELLI EQUITY TRUST INC0.01%15,000--Dec 29, 2023
VANGUARD INDEX FUNDS0.00%701,273164,11330.55%Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%111,897-480-0.43%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%7,102--Dec 31, 2023
SCHWAB CAPITAL TRUST0.00%7,177--Feb 29, 2024
Dimensional ETF Trust0.00%29,583--Jan 31, 2024
VALIC Co I0.00%18,100--Feb 29, 2024
SA FUNDS INVESTMENT TRUST0.00%671--Dec 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%2,006--Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%18,106--Jan 31, 2024
EQ ADVISORS TRUST0.00%2,651--Dec 31, 2023
iSHARES TRUST0.00%32,222--Feb 29, 2024

IRIDEX's largest mutual fund holder by % of total assets is "AMG Funds I", owning 109.88K shares, compromising 0.07% of its total assets.

IRIDEX Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24333.13%
31 Dec, 2332-3.03%
30 Sep, 233317.86%
30 Jun, 2328-3.45%
31 Mar, 23293.57%
31 Dec, 222812.00%
30 Sep, 2225-10.71%
30 Jun, 2228-6.67%
31 Mar, 2230-3.23%
31 Dec, 213110.71%
30 Sep, 2128-15.15%
30 Jun, 213322.22%
31 Mar, 212722.73%
31 Dec, 2022-4.35%
30 Sep, 2023-4.17%
30 Jun, 2024-7.69%
31 Mar, 20268.33%
31 Dec, 1924-22.58%
30 Sep, 1931-3.13%
30 Jun, 1932-3.03%
31 Mar, 1933-2.94%
31 Dec, 18343.03%
30 Sep, 183313.79%
30 Jun, 1829-
31 Mar, 1829-3.33%
31 Dec, 1730-3.23%
30 Sep, 1731-11.43%
30 Jun, 1735-22.22%
31 Mar, 1745-10.00%
31 Dec, 165013.64%
30 Sep, 1644-4.35%
30 Jun, 164664.29%
31 Mar, 162812.00%
31 Dec, 1525-3.85%
30 Sep, 1526-16.13%
30 Jun, 15313.33%
31 Mar, 15307.14%
31 Dec, 1428-
30 Sep, 1428-12.50%
30 Jun, 14323.23%
31 Mar, 14316.90%
31 Dec, 1329107.14%
30 Sep, 1314-17.65%
30 Jun, 1317325.00%
31 Mar, 134-33.33%
31 Dec, 126-
30 Sep, 126-25.00%
30 Jun, 128-11.11%
31 Mar, 12950.00%
31 Dec, 116-
30 Sep, 11620.00%
30 Jun, 115-28.57%
31 Mar, 11775.00%
31 Dec, 104-
30 Sep, 104-20.00%
30 Jun, 105400.00%
31 Mar, 101-
31 Dec, 091-50.00%
30 Sep, 092-33.33%
30 Jun, 09350.00%
31 Mar, 092-60.00%
31 Dec, 085-
30 Sep, 08566.67%
30 Jun, 083-50.00%
31 Mar, 08620.00%
31 Dec, 075-
30 Sep, 075-37.50%
30 Jun, 078-11.11%
31 Mar, 079-
31 Dec, 06928.57%
30 Sep, 06740.00%
30 Jun, 06525.00%
31 Mar, 06433.33%
31 Dec, 053-
30 Sep, 053-25.00%
30 Jun, 054-
31 Mar, 054300.00%
31 Dec, 041-
30 Sep, 041-50.00%
30 Jun, 042-
31 Mar, 042-33.33%
31 Dec, 033200.00%
30 Sep, 031-
30 Jun, 031-50.00%
31 Mar, 032100.00%
31 Dec, 021-
30 Jun, 021-50.00%
31 Mar, 022100.00%
31 Dec, 011-
30 Sep, 011-
30 Jun, 011-
31 Mar, 011-
31 Dec, 001-
30 Sep, 001-
30 Jun, 001-
31 Mar, 001-
30 Dec, 991-50.00%
30 Sep, 992-33.33%
30 Jun, 99350.00%
31 Mar, 992-

As of 31 Mar 24, 33 institutions are holding IRIDEX's shares, representing an increase of 3.13% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 243,321,2845.19%
31 Dec, 233,157,374-9.82%
30 Sep, 233,501,208-9.87%
30 Jun, 233,884,4525.16%
31 Mar, 233,694,0062.74%
31 Dec, 223,595,4871.87%
30 Sep, 223,529,4750.66%
30 Jun, 223,506,300-4.42%
31 Mar, 223,668,4504.84%
31 Dec, 213,499,1860.42%
30 Sep, 213,484,700-9.55%
30 Jun, 213,852,771-0.04%
31 Mar, 213,854,292-6.58%
31 Dec, 204,125,940-8.91%
30 Sep, 204,529,522-3.18%
30 Jun, 204,678,281-2.42%
31 Mar, 204,794,2255.84%
31 Dec, 194,529,637-17.21%
30 Sep, 195,471,123-17.90%
30 Jun, 196,663,90612.48%
31 Mar, 195,924,723-3.97%
31 Dec, 186,169,519-13.41%
30 Sep, 187,124,74231.21%
30 Jun, 185,429,988-4.40%
31 Mar, 185,679,6711.45%
31 Dec, 175,598,267-1.95%
30 Sep, 175,709,7154.45%
30 Jun, 175,466,341-6.09%
31 Mar, 175,820,8847.10%
31 Dec, 165,434,82620.92%
30 Sep, 164,494,5943.54%
30 Jun, 164,340,84137.94%
31 Mar, 163,146,9139.99%
31 Dec, 152,861,2030.49%
30 Sep, 152,847,3040.08%
30 Jun, 152,845,137-0.21%
31 Mar, 152,851,1207.32%
31 Dec, 142,656,53720.28%
30 Sep, 142,208,592-5.59%
30 Jun, 142,339,339-1.48%
31 Mar, 142,374,419-26.64%
31 Dec, 133,236,809104.33%
30 Sep, 131,584,107-5.82%
30 Jun, 131,681,920356.96%
31 Mar, 13368,067-25.42%
31 Dec, 12493,511-25.98%
30 Sep, 12666,7227.70%
30 Jun, 12619,029-12.17%
31 Mar, 12704,79425.25%
31 Dec, 11562,689-15.31%
30 Sep, 11664,40648.97%
30 Jun, 11446,00146.03%
31 Mar, 11305,41355.52%
31 Dec, 10196,3811.76%
30 Sep, 10192,982-13.07%
30 Jun, 10221,996382.60%
31 Mar, 1046,000-24.51%
31 Dec, 0960,937-59.27%
30 Sep, 09149,606-81.93%
30 Jun, 09827,7743.22%
31 Mar, 09801,974-59.52%
31 Dec, 081,981,380-9.97%
30 Sep, 082,200,751116.70%
30 Jun, 081,015,597-47.62%
31 Mar, 081,939,0172.30%
31 Dec, 071,895,38583.21%
30 Sep, 071,034,528-25.86%
30 Jun, 071,395,4462.96%
31 Mar, 071,355,31115.04%
31 Dec, 061,178,1115.76%
30 Sep, 061,113,918125.93%
30 Jun, 06493,04531.49%
31 Mar, 06374,97527.49%
31 Dec, 05294,112-74.22%
30 Sep, 051,140,973-1.15%
30 Jun, 051,154,195300.21%
31 Mar, 05288,40050.52%
31 Dec, 04191,600-
30 Sep, 04191,600-81.46%
30 Jun, 041,033,29817.15%
31 Mar, 04882,042-32.29%
31 Dec, 031,302,610272.17%
30 Sep, 03350,000-
30 Jun, 03350,000-68.77%
31 Mar, 031,120,825220.24%
31 Dec, 02350,000-
30 Jun, 02300,000-0.06%
31 Mar, 02300,181-0.17%
31 Dec, 01300,700-
30 Sep, 01300,700-
30 Jun, 01300,700-
31 Mar, 01300,700-
31 Dec, 00300,70012.12%
30 Sep, 00268,200-2.72%
30 Jun, 00275,7000.25%
31 Mar, 00275,000-25.05%
30 Dec, 99366,900-18.84%
30 Sep, 99452,047-2.44%
30 Jun, 99463,347-1.01%
31 Mar, 99468,051-

IRIDEX (IRIX) has 3.32M shares outstanding as of 31 Mar 24, up 5.19% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2420.59%5.44%
31 Dec, 2319.45%4.08%
30 Sep, 2321.83%3.70%
30 Jun, 2324.28%4.56%
31 Mar, 2323.09%4.57%
31 Dec, 2222.49%4.61%
30 Sep, 2222.08%4.54%
30 Jun, 2222.06%4.13%
31 Mar, 2223.10%4.49%
31 Dec, 2122.69%4.68%
30 Sep, 2122.02%3.63%
30 Jun, 2124.62%3.41%
31 Mar, 2126.87%3.02%
31 Dec, 2029.81%2.80%
30 Sep, 2032.60%2.83%
30 Jun, 2033.92%2.80%
31 Mar, 2034.78%3.18%
31 Dec, 1933.05%2.09%
30 Sep, 1939.74%1.67%
30 Jun, 1948.83%2.58%
31 Mar, 1943.47%1.70%
31 Dec, 1850.57%1.42%
30 Sep, 1859.75%2.75%
30 Jun, 1846.63%1.95%
31 Mar, 1848.84%2.08%
31 Dec, 1748.45%1.99%
30 Sep, 1749.35%2.20%
30 Jun, 1747.34%1.85%
31 Mar, 1750.54%1.77%
31 Dec, 1653.42%2.71%
30 Sep, 1644.37%2.40%
30 Jun, 1643.04%4.38%
31 Mar, 1631.36%3.82%
31 Dec, 1528.67%3.52%
30 Sep, 1528.55%3.55%
30 Jun, 1528.37%3.40%
31 Mar, 1528.89%3.94%
31 Dec, 1427.07%5.40%
30 Sep, 1422.38%4.03%
30 Jun, 1423.58%4.15%
31 Mar, 1423.83%2.21%
31 Dec, 1332.87%12.57%
30 Sep, 1316.17%4.45%
30 Jun, 1319.06%101.92%
31 Mar, 134.32%13.81%
31 Dec, 125.60%10.21%
30 Sep, 127.40%15.59%
30 Jun, 126.89%11.07%
31 Mar, 127.89%20.02%
31 Dec, 116.28%11.43%
30 Sep, 117.41%29.92%
30 Jun, 114.98%42.88%
31 Mar, 113.41%70.66%
31 Dec, 102.20%47.48%
30 Sep, 102.15%35.07%
30 Jun, 102.48%916.53%
31 Mar, 100.52%109.39%
31 Dec, 090.69%24.09%
30 Sep, 091.69%1.93%
30 Jun, 099.36%11.33%
31 Mar, 099.09%1.80%
31 Dec, 0822.45%3.61%
30 Sep, 0824.94%18.83%
30 Jun, 0811.51%2.38%
31 Mar, 0821.97%4.21%
31 Dec, 0722.86%14.42%
30 Sep, 0712.59%4.34%
30 Jun, 0717.03%6.05%
31 Mar, 0716.77%7.19%
31 Dec, 0615.27%7.41%
30 Sep, 0614.36%34.96%
30 Jun, 066.41%26.23%
31 Mar, 064.94%31.33%
31 Dec, 053.97%1.69%
30 Sep, 0515.33%6.24%
30 Jun, 0515.68%100.92%
31 Mar, 053.94%55.66%
31 Dec, 042.66%38.04%
30 Sep, 042.64%1.28%
30 Jun, 0414.37%9.25%
31 Mar, 0412.47%3.53%
31 Dec, 0318.79%73.72%
30 Sep, 035.05%19.73%
30 Jun, 035.06%1.92%
31 Mar, 0316.21%62.47%
31 Dec, 025.09%-
30 Jun, 024.37%22.69%
31 Mar, 024.39%22.17%
31 Dec, 014.45%22.56%
30 Sep, 014.44%22.32%
30 Jun, 014.46%22.22%
31 Mar, 014.48%21.82%
31 Dec, 004.53%27.96%
30 Sep, 004.03%23.33%
30 Jun, 004.15%24.15%
31 Mar, 004.15%11.09%
30 Dec, 996.12%10.77%
30 Sep, 997.53%12.63%
30 Jun, 997.72%15.67%
31 Mar, 997.02%-

As of 31 Mar 24, IRIDEX is held by 20.59% institutional shareholders, representing a 5.44% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2410-23.08%
31 Dec, 231362.50%
30 Sep, 238-
30 Jun, 238-33.33%
31 Mar, 2312-
31 Dec, 2212100.00%
30 Sep, 226-45.45%
30 Jun, 2211-26.67%
31 Mar, 2215-16.67%
31 Dec, 211850.00%
30 Sep, 2112-45.45%
30 Jun, 212237.50%
31 Mar, 211677.78%
31 Dec, 20950.00%
30 Sep, 20620.00%
30 Jun, 205-37.50%
31 Mar, 20814.29%
31 Dec, 197-30.00%
30 Sep, 1910-9.09%
30 Jun, 191110.00%
31 Mar, 1910-28.57%
31 Dec, 1814-17.65%
30 Sep, 181788.89%
30 Jun, 189-
31 Mar, 189-35.71%
31 Dec, 171416.67%
30 Sep, 1712-36.84%
30 Jun, 1719-17.39%
31 Mar, 1723-20.69%
31 Dec, 162926.09%
30 Sep, 1623-41.03%
30 Jun, 1639290.00%
31 Mar, 1610-16.67%
31 Dec, 1512-14.29%
30 Sep, 1514-6.67%
30 Jun, 1515-11.76%
31 Mar, 151770.00%
31 Dec, 1410-
30 Sep, 1410-28.57%
30 Jun, 14147.69%
31 Mar, 1413-48.00%
31 Dec, 1325400.00%
30 Sep, 135-66.67%
30 Jun, 13151400.00%
31 Mar, 131-
31 Dec, 121-
30 Sep, 121-50.00%
30 Jun, 122-50.00%
31 Mar, 12433.33%
31 Dec, 113-
30 Sep, 113-
30 Jun, 113-25.00%
31 Mar, 114300.00%
31 Dec, 101-
30 Sep, 10--100.00%
30 Jun, 104-
31 Mar, 10--100.00%
31 Dec, 091-50.00%
30 Sep, 092100.00%
30 Jun, 091-
31 Mar, 091-66.67%
31 Dec, 083-25.00%
30 Sep, 084300.00%
30 Jun, 081-50.00%
31 Mar, 082100.00%
31 Dec, 071-
30 Sep, 07--100.00%
30 Jun, 074-20.00%
31 Mar, 075-16.67%
31 Dec, 06620.00%
30 Sep, 065150.00%
30 Jun, 062-33.33%
31 Mar, 06350.00%
31 Dec, 052100.00%
30 Sep, 051-
30 Jun, 051-66.67%
31 Mar, 053-
31 Dec, 04--
30 Sep, 04--100.00%
30 Jun, 041-
31 Mar, 041-50.00%
31 Dec, 032-
30 Sep, 03--
30 Jun, 03--100.00%
31 Mar, 031-
31 Dec, 021-
30 Jun, 02--100.00%
31 Mar, 021-
31 Dec, 01--
30 Sep, 01--
30 Jun, 01--
31 Mar, 01--100.00%
31 Dec, 001-
30 Sep, 00--100.00%
30 Jun, 001-
31 Mar, 00--
30 Dec, 99--100.00%
30 Sep, 991-
30 Jun, 991-50.00%
31 Mar, 992-

10 institutional shareholders have increased their position in IRIX stock as of 31 Mar 24 compared to 13 in the previous quarter (a -23.08% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24716.67%
31 Dec, 236-40.00%
30 Sep, 231042.86%
30 Jun, 237133.33%
31 Mar, 233-25.00%
31 Dec, 224-20.00%
30 Sep, 225-37.50%
30 Jun, 22833.33%
31 Mar, 22620.00%
31 Dec, 215-44.44%
30 Sep, 21912.50%
30 Jun, 218-11.11%
31 Mar, 21980.00%
31 Dec, 205-16.67%
30 Sep, 20620.00%
30 Jun, 205-37.50%
31 Mar, 20833.33%
31 Dec, 196-33.33%
30 Sep, 199-10.00%
30 Jun, 1910-
31 Mar, 1910-
31 Dec, 181042.86%
30 Sep, 187-22.22%
30 Jun, 18912.50%
31 Mar, 18860.00%
31 Dec, 175-61.54%
30 Sep, 17138.33%
30 Jun, 1712-20.00%
31 Mar, 171536.36%
31 Dec, 1611-
30 Sep, 16111000.00%
30 Jun, 161-90.00%
31 Mar, 161066.67%
31 Dec, 15650.00%
30 Sep, 154-55.56%
30 Jun, 15928.57%
31 Mar, 157-22.22%
31 Dec, 149-10.00%
30 Sep, 1410-9.09%
30 Jun, 141110.00%
31 Mar, 1410400.00%
31 Dec, 132-60.00%
30 Sep, 135150.00%
30 Jun, 132100.00%
31 Mar, 131-66.67%
31 Dec, 123200.00%
30 Sep, 121-
30 Jun, 121-
31 Mar, 121-
31 Dec, 111-
30 Sep, 111-50.00%
30 Jun, 112-
31 Mar, 112-
31 Dec, 10--100.00%
30 Sep, 101-
30 Jun, 101-
31 Mar, 101-
31 Dec, 09--
30 Sep, 09--
30 Jun, 09--
31 Mar, 09--100.00%
31 Dec, 082100.00%
30 Sep, 081-
30 Jun, 08--100.00%
31 Mar, 082-
31 Dec, 072-
30 Sep, 072-
30 Jun, 07--100.00%
31 Mar, 071-
31 Dec, 061-
30 Sep, 061-50.00%
30 Jun, 062-
31 Mar, 06--
31 Dec, 05--
30 Sep, 05--100.00%
30 Jun, 052-
31 Mar, 05--
31 Dec, 04--
30 Sep, 04--100.00%
30 Jun, 041-
31 Mar, 041-
31 Dec, 031-
30 Sep, 03--
30 Jun, 03--
31 Mar, 03--
31 Dec, 02--
30 Jun, 02--100.00%
31 Mar, 021-
31 Dec, 01--
30 Sep, 01--
30 Jun, 01--
31 Mar, 01--
31 Dec, 00--100.00%
30 Sep, 001-
30 Jun, 00--100.00%
31 Mar, 001-
30 Dec, 991-
30 Sep, 99--100.00%
30 Jun, 991-
31 Mar, 99--

7 institutional shareholders have reduced their position in IRIX stock as of 31 Mar 24 compared to 6 in the previous quarter (a 16.67% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24333.13%3,321,2845.19%20.59%5.44%10-23.08%716.67%
31 Dec, 2332-3.03%3,157,374-9.82%19.45%4.08%1362.50%6-40.00%
30 Sep, 233317.86%3,501,208-9.87%21.83%3.70%8-1042.86%
30 Jun, 2328-3.45%3,884,4525.16%24.28%4.56%8-33.33%7133.33%
31 Mar, 23293.57%3,694,0062.74%23.09%4.57%12-3-25.00%
31 Dec, 222812.00%3,595,4871.87%22.49%4.61%12100.00%4-20.00%
30 Sep, 2225-10.71%3,529,4750.66%22.08%4.54%6-45.45%5-37.50%
30 Jun, 2228-6.67%3,506,300-4.42%22.06%4.13%11-26.67%833.33%
31 Mar, 2230-3.23%3,668,4504.84%23.10%4.49%15-16.67%620.00%
31 Dec, 213110.71%3,499,1860.42%22.69%4.68%1850.00%5-44.44%
30 Sep, 2128-15.15%3,484,700-9.55%22.02%3.63%12-45.45%912.50%
30 Jun, 213322.22%3,852,771-0.04%24.62%3.41%2237.50%8-11.11%
31 Mar, 212722.73%3,854,292-6.58%26.87%3.02%1677.78%980.00%
31 Dec, 2022-4.35%4,125,940-8.91%29.81%2.80%950.00%5-16.67%
30 Sep, 2023-4.17%4,529,522-3.18%32.60%2.83%620.00%620.00%
30 Jun, 2024-7.69%4,678,281-2.42%33.92%2.80%5-37.50%5-37.50%
31 Mar, 20268.33%4,794,2255.84%34.78%3.18%814.29%833.33%
31 Dec, 1924-22.58%4,529,637-17.21%33.05%2.09%7-30.00%6-33.33%
30 Sep, 1931-3.13%5,471,123-17.90%39.74%1.67%10-9.09%9-10.00%
30 Jun, 1932-3.03%6,663,90612.48%48.83%2.58%1110.00%10-
31 Mar, 1933-2.94%5,924,723-3.97%43.47%1.70%10-28.57%10-
31 Dec, 18343.03%6,169,519-13.41%50.57%1.42%14-17.65%1042.86%
30 Sep, 183313.79%7,124,74231.21%59.75%2.75%1788.89%7-22.22%
30 Jun, 1829-5,429,988-4.40%46.63%1.95%9-912.50%
31 Mar, 1829-3.33%5,679,6711.45%48.84%2.08%9-35.71%860.00%
31 Dec, 1730-3.23%5,598,267-1.95%48.45%1.99%1416.67%5-61.54%
30 Sep, 1731-11.43%5,709,7154.45%49.35%2.20%12-36.84%138.33%
30 Jun, 1735-22.22%5,466,341-6.09%47.34%1.85%19-17.39%12-20.00%
31 Mar, 1745-10.00%5,820,8847.10%50.54%1.77%23-20.69%1536.36%
31 Dec, 165013.64%5,434,82620.92%53.42%2.71%2926.09%11-
30 Sep, 1644-4.35%4,494,5943.54%44.37%2.40%23-41.03%111000.00%
30 Jun, 164664.29%4,340,84137.94%43.04%4.38%39290.00%1-90.00%
31 Mar, 162812.00%3,146,9139.99%31.36%3.82%10-16.67%1066.67%
31 Dec, 1525-3.85%2,861,2030.49%28.67%3.52%12-14.29%650.00%
30 Sep, 1526-16.13%2,847,3040.08%28.55%3.55%14-6.67%4-55.56%
30 Jun, 15313.33%2,845,137-0.21%28.37%3.40%15-11.76%928.57%
31 Mar, 15307.14%2,851,1207.32%28.89%3.94%1770.00%7-22.22%
31 Dec, 1428-2,656,53720.28%27.07%5.40%10-9-10.00%
30 Sep, 1428-12.50%2,208,592-5.59%22.38%4.03%10-28.57%10-9.09%
30 Jun, 14323.23%2,339,339-1.48%23.58%4.15%147.69%1110.00%
31 Mar, 14316.90%2,374,419-26.64%23.83%2.21%13-48.00%10400.00%
31 Dec, 1329107.14%3,236,809104.33%32.87%12.57%25400.00%2-60.00%
30 Sep, 1314-17.65%1,584,107-5.82%16.17%4.45%5-66.67%5150.00%
30 Jun, 1317325.00%1,681,920356.96%19.06%101.92%151400.00%2100.00%
31 Mar, 134-33.33%368,067-25.42%4.32%13.81%1-1-66.67%
31 Dec, 126-493,511-25.98%5.60%10.21%1-3200.00%
30 Sep, 126-25.00%666,7227.70%7.40%15.59%1-50.00%1-
30 Jun, 128-11.11%619,029-12.17%6.89%11.07%2-50.00%1-
31 Mar, 12950.00%704,79425.25%7.89%20.02%433.33%1-
31 Dec, 116-562,689-15.31%6.28%11.43%3-1-
30 Sep, 11620.00%664,40648.97%7.41%29.92%3-1-50.00%
30 Jun, 115-28.57%446,00146.03%4.98%42.88%3-25.00%2-
31 Mar, 11775.00%305,41355.52%3.41%70.66%4300.00%2-
31 Dec, 104-196,3811.76%2.20%47.48%1---100.00%
30 Sep, 104-20.00%192,982-13.07%2.15%35.07%--100.00%1-
30 Jun, 105400.00%221,996382.60%2.48%916.53%4-1-
31 Mar, 101-46,000-24.51%0.52%109.39%--100.00%1-
31 Dec, 091-50.00%60,937-59.27%0.69%24.09%1-50.00%--
30 Sep, 092-33.33%149,606-81.93%1.69%1.93%2100.00%--
30 Jun, 09350.00%827,7743.22%9.36%11.33%1---
31 Mar, 092-60.00%801,974-59.52%9.09%1.80%1-66.67%--100.00%
31 Dec, 085-1,981,380-9.97%22.45%3.61%3-25.00%2100.00%
30 Sep, 08566.67%2,200,751116.70%24.94%18.83%4300.00%1-
30 Jun, 083-50.00%1,015,597-47.62%11.51%2.38%1-50.00%--100.00%
31 Mar, 08620.00%1,939,0172.30%21.97%4.21%2100.00%2-
31 Dec, 075-1,895,38583.21%22.86%14.42%1-2-
30 Sep, 075-37.50%1,034,528-25.86%12.59%4.34%--100.00%2-
30 Jun, 078-11.11%1,395,4462.96%17.03%6.05%4-20.00%--100.00%
31 Mar, 079-1,355,31115.04%16.77%7.19%5-16.67%1-
31 Dec, 06928.57%1,178,1115.76%15.27%7.41%620.00%1-
30 Sep, 06740.00%1,113,918125.93%14.36%34.96%5150.00%1-50.00%
30 Jun, 06525.00%493,04531.49%6.41%26.23%2-33.33%2-
31 Mar, 06433.33%374,97527.49%4.94%31.33%350.00%--
31 Dec, 053-294,112-74.22%3.97%1.69%2100.00%--
30 Sep, 053-25.00%1,140,973-1.15%15.33%6.24%1---100.00%
30 Jun, 054-1,154,195300.21%15.68%100.92%1-66.67%2-
31 Mar, 054300.00%288,40050.52%3.94%55.66%3---
31 Dec, 041-191,600-2.66%38.04%----
30 Sep, 041-50.00%191,600-81.46%2.64%1.28%--100.00%--100.00%
30 Jun, 042-1,033,29817.15%14.37%9.25%1-1-
31 Mar, 042-33.33%882,042-32.29%12.47%3.53%1-50.00%1-
31 Dec, 033200.00%1,302,610272.17%18.79%73.72%2-1-
30 Sep, 031-350,000-5.05%19.73%----
30 Jun, 031-50.00%350,000-68.77%5.06%1.92%--100.00%--
31 Mar, 032100.00%1,120,825220.24%16.21%62.47%1---
31 Dec, 021-350,000-5.09%-1---
30 Jun, 021-50.00%300,000-0.06%4.37%22.69%--100.00%--100.00%
31 Mar, 022100.00%300,181-0.17%4.39%22.17%1-1-
31 Dec, 011-300,700-4.45%22.56%----
30 Sep, 011-300,700-4.44%22.32%----
30 Jun, 011-300,700-4.46%22.22%----
31 Mar, 011-300,700-4.48%21.82%--100.00%--
31 Dec, 001-300,70012.12%4.53%27.96%1---100.00%
30 Sep, 001-268,200-2.72%4.03%23.33%--100.00%1-
30 Jun, 001-275,7000.25%4.15%24.15%1---100.00%
31 Mar, 001-275,000-25.05%4.15%11.09%--1-
30 Dec, 991-50.00%366,900-18.84%6.12%10.77%--100.00%1-
30 Sep, 992-33.33%452,047-2.44%7.53%12.63%1---100.00%
30 Jun, 99350.00%463,347-1.01%7.72%15.67%1-50.00%1-
31 Mar, 992-468,051-7.02%-2---

IRIDEX Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Oct 31, 2022Mercer Patrickofficer COOF-InKindSell71$2.27$161.1787,283
Oct 03, 2022Mercer Patrickofficer COOF-InKindSell72$2.41$173.5251,784
Aug 31, 2022Mercer Patrickofficer COOF-InKindSell71$2.55$181.0551,856
Aug 01, 2022Mercer Patrickofficer COOF-InKindSell71$3.01$213.7151,927
Jul 05, 2022Mercer Patrickofficer COOF-InKindSell72$2.57$185.0457,202
Jul 05, 2022Mercer Patrickofficer COOF-InKindSell1,728$2.57$4.44K55,474
Jul 05, 2022Mercer Patrickofficer COOF-InKindSell1,460$2.47$3.61K54,014
Jul 05, 2022Mercer Patrickofficer COOF-InKindSell2,016$2.47$4.98K51,998
Jul 05, 2022Bruce Daviddirector, officer President and CEOF-InKindSell3,227$2.57$8.29K103,407
Jul 05, 2022Bruce Davidofficer President and CEOF-InKindSell5,379$2.47$13.29K98,028

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Sep 21, 2023Mercer Patrickofficer COOA-AwardBuy115,000$2.13$244.95K115,000
Jun 15, 2023Shuda Scottdirector-A-AwardBuy39,267$1.91$75.00K108,066
Jun 15, 2023LUDLUM KENdirector-A-AwardBuy39,267$1.91$75.00K101,711
Jun 15, 2023Grove Robert Earledirector-A-AwardBuy39,267$1.91$75.00K160,103
Jun 15, 2023HUSS BEVERLY Adirector-A-AwardBuy39,267$1.91$75.00K66,739
Jun 15, 2023Devi Nandinidirector-A-AwardBuy39,267$1.91$75.00K77,159
Oct 31, 2022Bruce Davidofficer President and CEOA-AwardBuy59,730--153,118
Oct 31, 2022Bruce Davidofficer President and CEOA-AwardBuy121,270--121,270
Oct 31, 2022Mercer Patrickofficer COOA-AwardBuy35,570--87,354
Oct 31, 2022Mercer Patrickofficer COOF-InKindSell71$2.27$161.1787,283
Oct 31, 2022Mercer Patrickofficer COOA-AwardBuy72,218--72,218
Oct 03, 2022Mercer Patrickofficer COOF-InKindSell72$2.41$173.5251,784
Aug 31, 2022Mercer Patrickofficer COOF-InKindSell71$2.55$181.0551,856
Aug 01, 2022Mercer Patrickofficer COOF-InKindSell71$3.01$213.7151,927
Jul 05, 2022Mercer Patrickofficer COOF-InKindSell72$2.57$185.0457,202
Jul 05, 2022Mercer Patrickofficer COOF-InKindSell1,728$2.57$4.44K55,474
Jul 05, 2022Mercer Patrickofficer COOF-InKindSell1,460$2.47$3.61K54,014
Jul 05, 2022Mercer Patrickofficer COOF-InKindSell2,016$2.47$4.98K51,998
Jul 05, 2022Bruce Daviddirector, officer President and CEOF-InKindSell3,227$2.57$8.29K103,407
Jul 05, 2022Bruce Davidofficer President and CEOF-InKindSell5,379$2.47$13.29K98,028

The last insider sell of IRIDEX's stock was made by Mercer Patrick on Oct 31 2022, selling 71 shares at $2.27 per share (valued at $161.17).

IRIDEX Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20231--
Q2 20235--
Q4 202241400.00%
Q3 2022-3-
Q2 202264150.00%
Q1 20222366.67%
Q4 20212366.67%
Q3 20215683.33%
Q2 202154125.00%
Q1 2021-4-
Q4 2020-3-
Q3 20204580.00%
Q2 202073233.33%
Q1 2020-3-
Q4 2019123400.00%
Q3 2019106166.67%
Q2 201962300.00%
Q1 2019-6-
Q4 201874175.00%
Q3 20185--

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by IRIDEX's insiders, as of Q3 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2023---
Q2 2023---
Q4 2022---
Q3 2022---
Q2 20221--
Q1 20221--
Q4 20212--
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020---
Q2 20201--
Q1 2020---
Q4 20196--
Q3 2019---
Q2 2019---
Q1 2019---
Q4 20186--
Q3 20182--

As of Q3 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of IRIDEX's stocks.

IRIDEX Peer Ownership


TickerCompany
SSKNSTRATA Skin Sciences, Inc.
TNONTenon Medical, Inc.
NVNOenVVeno Medical Corporation
AXGNAxoGen, Inc.
OFIXOrthofix Medical Inc.
RXSTRxSight, Inc.
SRDXSurmodics, Inc.
LUNGPulmonx Corporation
AIMDAinos, Inc.
AZYOElutia Inc.
SIENSientra, Inc.
TLISTalis Biomedical Corporation
LNSRLENSAR, Inc.
PETVPetVivo Holdings, Inc.

IRIX Ownership FAQ


IRIDEX is owned by institutional shareholders (20.59%), insiders (19.99%), and public (59.41%). The largest institutional shareholder of IRIDEX is PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE (6.20% of total shares) and the top mutual fund owner is AMG Funds I (0.07% of total shares).

IRIDEX's major institutional shareholders are PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE, VANGUARD GROUP INC, AMH EQUITY LTD, RENAISSANCE TECHNOLOGIES LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 15.80% of the company's share outstanding.

As of Mar 2024, there are 33 institutional shareholders of IRIDEX.

PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE owns 1M shares of IRIDEX, representing 6.20% of the company's total shares outstanding, valued at $2.98M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 561.1K shares of IRIDEX (IRIX), compromising 3.48% of the company, valued at $1.67M.

AMH EQUITY LTD is the third largest holder of IRIDEX. The company owns 456.4K of the company's shares outstanding (worth $1.36M).