MetaCap

Who Owns IRIDEX Stock?

NASDAQ: IRIXHealth CareBiotechnology: Electromedical & Electrotherapeutic ApparatusUSD

0.898+0.0197 (+2.24%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Pre-market: 0.8446 -5.95%

Ownership breakdown

Held by institutions
19.46%
Institutional holders
33
  • Institutions 19.5%
  • Insiders 36.7%
  • Public and other 43.9%

Who owns IRIDEX stock?

Institutional investors own about 19.5% of IRIDEX's shares, spread across 33 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 36.69% of IRIX.

The largest institutional holders are Paragon Associates & Paragon Associates Ii Joint Venture (5.69%), Vanguard Capital Management LLC (2.93%) and Renaissance Technologies, LLC (2.41%). Together, the top 10 institutions control 16.1% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their IRIX positions and 2 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of IRIX

IRIDEX top institutional holders
InstitutionShares% HeldChange
Paragon Associates & Paragon Associates Ii Joint Venture1.00M5.69%0.0%
Vanguard Capital Management LLC514.59K2.93%0.0%
Renaissance Technologies, LLC423.54K2.41%+6.8%
Morgan Stanley305.19K1.74%+100.0%
Weber Capital Management LLC /ADV180.45K1.03%-30.5%
Geode Capital Management, LLC138.96K0.79%-13.2%
Citadel Advisors Llc98.95K0.56%+62.6%
Perkins Capital Management, Inc.70.80K0.40%+28.0%
Vanguard Fiduciary Trust Co60.16K0.34%0.0%
State Street Corporation44.72K0.25%0.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of IRIX

IRIDEX top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund401.85K2.29%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund112.74K0.64%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund72.57K0.41%
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund16.87K0.10%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund14.47K0.08%
Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund11.32K0.06%

Frequently asked questions

Who is the largest shareholder of IRIDEX?

Paragon Associates & Paragon Associates Ii Joint Venture is the largest institutional shareholder of IRIX, owning 5.69% of shares outstanding (1.00M shares) as of its latest 13F filing.

What percentage of IRIDEX is owned by institutions?

Institutions own about 19.5% of IRIX shares and 30.7% of the public float.

How much of IRIDEX do insiders own?

Insiders, such as officers and directors, own about 36.69% of IRIX shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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