Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Iridium Communications Inc (IRDM)

469 + Investors. Track Smart Money conviction in IRDM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +100
Streak
2Q ▲
Buyers last Q
63%

Smart Money Signals — IRDM

Based on 478 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IRDM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
478 hedge funds hold IRDM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q
+146 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

311 buying184 selling
Last quarter: 311 funds were net buyers (158 opened a brand new position + 153 added to an existing one). Only 184 were sellers (126 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+48 vs last Q)

new funds entering per quarter
Funds opening a new IRDM position: 62 → 65 → 110 → 158. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 20% medium ■ 33% new
226 out of 478 hedge funds have held IRDM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +106% but shares only +9% — price-driven

Value
+105%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +106%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

53 → 62 → 65 → 110 → 158 new funds/Q
New funds entering each quarter: 62 → 65 → 110 → 158. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 59% veterans vs 32% newcomers

■ 59% veterans ■ 9% 1-2yr ■ 32% new
Entry-cohort mix of 494 holders: 292 (59%) are 2+ year veterans, 44 entered 1–2 years ago, and 158 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
59 of 473 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in IRDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IRDM

In 2026 Q2, 311 hedge funds were net buyers of IRDM (158 opened a new position, 153 added to an existing one), while 184 reduced or exited (126 trimmed, 58 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in IRDM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +100 funds (more new holders than closures). Total institutional holders: 478.

Hedge Fund Ownership: IRDM

How many hedge funds hold IRDM — quarterly history vs. share price
Quarterly hedge fund ownership of IRDM vs. share price

Market Analysis: IRDM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IRDM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IRDM
469 + Investors

Track Smart Money conviction in IRDM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 469 378 24.07%
13F Shares 93M 91M 2.35%
Total Value $4.84B $2.41B 101.04%
New Positions 157 110 +47
Increased Positions 149 119 +30
Closed Positions 61 51 +10
Reduced Positions 121 101 +20
Total Calls 13 8 62.5%
Total Puts 8 6 33.33%
PUT/CALL Ratio 0.62 0.75 Bullish

Statistics: IRDM

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Financial Highlights

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Institutional Holders (2026 Q2)

469 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IRDM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IRDM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Silver Heights Capital Management Inc 55.43% 3,274,947 $179.6M
2 Robertson Opportunity Capital, LLC 5.33% 250,346 $13.7M
3 ArchPoint Investors 2.67% 230,796 $12.7M
4 IFS Group,LLC 1.28% 16,938 $929K
5 Range Financial Group LLC 1.04% 69,123 $3.8M
6 Alpine Associates Management INC. 0.99% 289,700 $15.9M
7 nVerses Capital, LLC 0.58% 6,923 $380K
8 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.58% 236,000 $12.9M
9 Tema Etfs LLC 0.55% 309,229 $17.0M
10 Braun Stacey Associates Inc 0.46% 295,922 $16.2M
11 ARK Investment Management LLC 0.43% 1,215,113 $66.6M
12 TIG Advisors, LLC 0.41% 168,600 $9.2M
13 PDT Partners, LLC 0.40% 138,207 $7.6M
14 Amova Asset Management Americas, Inc. 0.39% 550,679 $30.2M
15 Caitong International Asset Management Co., Ltd 0.34% 45,280 $2.5M
16 Gotham Asset Management, LLC 0.32% 2,514,317 $137.9M
17 Lotus Technology Management, LP 0.32% 4,685 $257K
18 Guidance Capital, Inc 0.30% 29,671 $1.4M
19 Inspire Investing, LLC 0.27% 119,707 $6.6M
20 Fieldview Capital Management, LLC 0.26% 16,701 $916K
21 Informed Momentum Co LLC 0.26% 53,324 $2.9M
22 Mcdonald Partners LLC 0.26% 19,375 $1.1M
23 WealthTrust Axiom LLC 0.24% 19,722 $1.1M
24 Pinnacle Associates Ltd 0.24% 394,679 $21.6M
25 TriaGen Wealth Management LLC 0.23% 16,769 $920K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Iridium Communications Inc (IRDM)

What does the Smart Money Trend signal show for IRDM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IRDM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IRDM?

More buyers than sellers — 63% buying: Last quarter: 311 funds were net buyers (158 opened a brand new position + 153 added to an existing one). Only 184 were sellers (126 trimmed + 58 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IRDM holders?

Elite ownership — 60% AUM from top-100 funds: 59 of 473 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in IRDM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IRDM?

47% of holders stayed for 2+ years: 226 out of 478 hedge funds have held IRDM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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