IRBT IROBOT CORP

Ownership history in Caption Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Caption Management, LLC reported a position in IROBOT CORP (IRBT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.38% (2023 Q4)
Avg. % of fund
0.08%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,184,500 +1,181,800 +43770.4% 0.00% $130K
2024 Q4 REDUCED 2,700 -496,762 -99.5% 0.00% $21K
2024 Q3 REDUCED 499,462 -146,538 -22.7% 0.07% $4.3M
2024 Q3 ADDED 646,000 +206,776 +47.1% 0.09% $5.6M
2024 Q2 REDUCED 439,224 -202,076 -31.5% 0.06% $4.0M
2024 Q2 ADDED 641,300 +171,943 +36.6% 0.09% $5.8M
2024 Q1 REDUCED 469,357 -171,943 -26.8% 0.06% $4.1M
2024 Q1 ADDED 641,300 +469,929 +274.2% 0.09% $5.6M
2023 Q4 REDUCED 171,371 -565,029 -76.7% 0.09% $6.6M
2023 Q4 ADDED 736,400 +691,704 +1547.6% 0.38% $28.5M
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% of Fund (quarterly)
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