IridexIRIX

13F holders, Q3 2024 (September 30)
28holders −1
1new positions
2sold out
2famous investors
$1.75avg. 13F price*

At the end of Q3 2024, 28 institutions reported holding Iridex Corp. (IRIX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Paragon Associates & Paragon Associates II Joint Venture ($1.8M), Vanguard Group Inc. ($982K) and AMH Equity Ltd ($877K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Iridex Corp.
CUSIP
462684101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 30Q1 2024Q2 2024: 29Q2 2024Q3 2024: 28Q3 2024Q4 2024: 27Q4 2024Q1 2025: 24Q1 2025Q2 2025: 20Q2 2025Q3 2025: 22Q3 2025Q4 2025: 22Q4 2025Q1 2026: 25Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$2K
Exits2$1K

All 13F filers, Q2 2024 → Q3 2024: 67,300 shares bought and 18,438 shares sold, net +48,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Paragon Associates & Paragon Associates II Joint Venture 3.14% No change 1,000,000 $1.8M
Vanguard Group Inc. 0.00% No change 561,096 $982K
AMH Equity Ltd 1.15% Add +8.8% 501,121 $877K
Renaissance Technologies 0.00% Reduce -1.9% 397,360 $695K
Geode Capital Management, LLC 0.00% Add +1.6% 131,172 $230K
ARS Investment Partners, LLC 0.02% No change 113,565 $199K
Long Focus Capital Management, LLC 0.02% No change 100,000 $175K
Bridgeway Capital Management, LLC 0.00% Reduce -0.2% 76,975 $135K
Apexium Financial, LP 0.01% No change 65,695 $115K
Susquehanna International Group, LLP 0.00% Add +7.4% 65,393 $114K
BlackRock, Inc. 0.00% — 57,132 $100K
Citadel Advisors 0.00% Add +21.6% 50,276 $88K
Perkins Capital Management Inc. 0.08% Add +9.9% 46,500 $81K
State Street Corp. 0.00% No change 44,718 $78K
Bank of New York Mellon Corp 0.00% No change 31,540 $55K
Northern Trust Corp. 0.00% Reduce -0.8% 27,191 $48K
Dimensional Fund Advisors LP 0.00% No change 24,438 $43K
UBS Group AG 0.00% Add +64.8% 15,895 $28K
HighTower Advisors, LLC 0.00% No change 10,000 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -42.4% 2,522 $4K
Group One Trading LLC 0.00% Reduce -53.9% 1,796 $3K
Simplex Trading, LLC 0.00% Reduce -66.2% 2,164 $3K
Morgan Stanley 0.00% New 1,000 $2K
Osaic Holdings, Inc. 0.00% No change 1,000 $2K
Venturi Wealth Management, LLC 0.00% No change 750 $1K
West Paces Advisors Inc. 0.00% No change 135 $236
Bank of America Corp. 0.00% Reduce -94.1% 127 $222
JPMorgan Chase & Co. 0.00% No change 32 $56

"% of holder's portfolio" is IRIX's weight in each manager's 13F, not the share of Iridex Corp. the manager owns.