M&G Plc IRTC — IRHYTHM TECHNOLOGIES INC

Ownership history in M&G Plc  ·  5 quarters on record

AI Ownership Summary

M&G Plc reported IRHYTHM TECHNOLOGIES INC (IRTC) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.08% in 2025 Q4. The latest visible filing shows IRTC at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IRTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in IRHYTHM TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IRTC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IRTC stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held IRTC — position size vs. price
% of Fund (quarterly)    IRTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 121,972 +36,910 +43.4% 0.07% $13.9M 2026-11-04 $134.00
2026 Q1 ADDED — — — 85,062 +924 +1.1% 0.05% $10.0M 2026-05-13 $114.66
2025 Q4 ADDED — — — 84,138 +7,270 +9.5% 0.08% $14.9M 2026-02-12 $148.41
2025 Q3 ADDED — — — 76,868 +2,470 +3.3% 0.07% $13.2M 2025-11-07 $174.60
2025 Q2 INITIATED — — — 74,398 — — 0.06% $11.5M 2025-08-08 $158.50

🏢 Other funds also holding IRTC

As of 2026 Q3 — sorted by position size

Kampmann Melissa S. 1.85% Values First Advisors, Inc. 3Y 0.4% TimesSquare Capital Management, LLC 3Y 7Y 0.27% C WorldWide Group Holding A/S 3Y 7Y 0.23% WoodTrust Financial Corp 3Y 7Y 0.17% Knights of Columbus Asset Advisors LLC 3Y 7Y 0.12% Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.07% Jefferies Financial Group Inc. 3Y 7Y 0.05% Allspring Global Investments Holdings, LLC 3Y 0.05% Abel Hall, LLC 0.05%

FAQ About M&G Plc and IRTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning IRTC?

M&G Plc reported IRTC across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported IRTC position in M&G Plc's portfolio?

The largest reported portfolio weight for IRTC was 0.08% in 2025 Q4.

What is the latest reported IRTC position on this page?

The most recent filing on this page is 2026 Q3, when M&G Plc reported 121,972 shares, equal to 0.07% of portfolio, with an estimated market value of $13.9M.

What does the chart on this IRTC ownership page compare?

The chart compares M&G Plc's quarterly IRTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their IRTC position?

Based on 13F filing dates vs. subsequent IRTC price moves, M&G Plc correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on IRTC relative to SPY over the holding period was -25.6%.

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