Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Iridex Corp (IRIX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — IRIX

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IRIX 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
28 funds currently hold this stock — 93% of the 3.0-year high of 30 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+40% 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.
🟡

Slight buying edge — 57% buying

13 buying10 selling
Last quarter: 13 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 11% medium ■ 32% new
16 out of 28 hedge funds have held IRIX 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.
➡️

Steady discovery — ~7 new funds/quarter

3 → 3 → 5 → 6 → 7 new funds/Q
New funds entering each quarter: 3 → 5 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 32% newcomers

■ 64% veterans ■ 4% 1-2yr ■ 32% new
Entry-cohort mix of 28 holders: 18 (64%) are 2+ year veterans, 1 entered 1–2 years ago, and 9 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
11 of 28 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — IRIX

In 2026 Q2, 13 hedge funds were net buyers of IRIX (7 opened a new position, 6 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in IRIX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: IRIX

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

Market Analysis: IRIX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IRIX

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: IRIX
28 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 24 16.67%
13F Shares 2M 3M -24.98%
Total Value $2M $3M -15.56%
New Positions 7 6 +1
Increased Positions 6 7 -1
Closed Positions 3 4 -1
Reduced Positions 7 4 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IRIX

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Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:
Top 24 IRIX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Weber Capital Management LLC /Adv 0.18% 180,451 $207K
2 Perkins Capital Management Inc 0.06% 70,800 $81K
3 Thompson Davis & CO., INC. 0.01% 15,444 $18K
4 Renaissance Technologies LLC 0.00% 423,542 $485K
5 Diversify Advisory Services, LLC 0.00% 33,840 $30K
6 Diversify Wealth Management, LLC 0.00% 33,840 $30K
7 XTX Topco Ltd 0.00% 29,190 $33K
8 United Capital Financial Advisors, LLC 0.00% 35,529 $41K
9 Centiva Capital, LP 0.00% 13,920 $16K
10 Tower Research Capital LLC (TRC) 0.00% 3,095 $4K
11 Morgan Stanley 0.00% 305,193 $349K
12 Vanguard Fiduciary Trust Co 0.00% 60,155 $69K
13 Citadel Advisors LLC 0.00% 98,950 $113K
14 Vanguard Capital Management LLC 0.00% 514,593 $589K
15 HighTower Advisors, LLC 0.00% 10,000 $11K
16 Citigroup Inc 0.00% 14,172 $16K
17 Goldman Sachs Group Inc 0.00% 40,454 $46K
18 Susquehanna International Group, LLP 0.00% 27,459 $31K
19 Group One Trading LLC 0.00% 1,100 $1K
20 Caitong International Asset Management Co., Ltd 0.00% 10 —
21 BlackRock, Inc. 0.00% 20,260 $23K
22 SBI Securities Co., Ltd. 0.00% 5 —
23 UBS Group AG 0.00% 862 —
24 Simplex Trading, LLC 0.00% 112 —
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 — Iridex Corp (IRIX)

What does the Smart Money Trend signal show for IRIX?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IRIX 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 IRIX?

Slight buying edge — 57% buying: Last quarter: 13 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IRIX holders?

Strong quality — 33% AUM from major funds: 11 of 28 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IRIX?

57% of holders stayed for 2+ years: 16 out of 28 hedge funds have held IRIX 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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