IridexIRIX

13F holders, Q1 2025 (March 31)
24holders −3
2new positions
5sold out
2famous investors
$1.01avg. 13F price*

At the end of Q1 2025, 24 institutions reported holding Iridex Corp. (IRIX) in their 13F filings, down 3 from Q4 2024. 2 opened new positions and 5 sold out. The largest holders were Paragon Associates & Paragon Associates II Joint Venture ($990K), Vanguard Group Inc. ($589K) and AMH Equity Ltd ($513K). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$32K
Exits5$266K

All 13F filers, Q4 2024 → Q1 2025: 96,658 shares bought and 178,606 shares sold, net −81,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

Paragon Associates & Paragon Associates II Joint Venture 2.32% No change 1,000,000 $990K
Vanguard Group Inc. 0.00% Add +6.0% 594,787 $589K
AMH Equity Ltd 0.79% Add +3.5% 518,541 $513K
Renaissance Technologies 0.00% Reduce -0.5% 379,160 $375K
ARS Investment Partners, LLC 0.02% No change 110,060 $185K
Geode Capital Management, LLC 0.00% Add +1.5% 133,105 $132K
Citadel Advisors 0.00% Add +9.8% 74,248 $74K
Apexium Financial, LP 0.00% No change 65,695 $65K
BlackRock, Inc. 0.00% Reduce -1.2% 56,668 $56K
Perkins Capital Management Inc. 0.05% Add +4.4% 47,300 $47K
State Street Corp. 0.00% No change 44,718 $44K
Bank of New York Mellon Corp 0.00% No change 31,540 $31K
Northern Trust Corp. 0.00% Reduce -7.4% 25,191 $25K
Concurrent Investment Advisors, LLC 0.00% New 21,944 $22K
Dimensional Fund Advisors LP 0.00% Reduce -40.5% 14,549 $14K
XTX Topco Ltd 0.00% New 10,311 $10K
HighTower Advisors, LLC 0.00% Reduce -0.6% 10,000 $10K
Tower Research Capital LLC (TRC) 0.00% Add +86.2% 5,961 $6K
UBS Group AG 0.00% Reduce -87.8% 1,502 $1K
Group One Trading LLC 0.00% No change 1,100 $1K
West Paces Advisors Inc. 0.00% No change 135 $134
Bank of America Corp. 0.00% Add +4.8% 108 $107
JPMorgan Chase & Co. 0.00% Reduce -10.0% 27 $27
Simplex Trading, LLC 0.00% Reduce -75.3% 125 $0

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