Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ironwood Pharmaceuticals Inc (IRWD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — IRWD

Based on 210 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IRWD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
210 funds currently hold this stock — 80% of the 3.0-year high of 261 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+35% 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 sellers than buyers — 46% buying

103 buying119 selling
Last quarter: 119 funds reduced or exited vs 103 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 58 → 53 → 28. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
121 out of 210 hedge funds have held IRWD 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.
💰

Price up while funds trimmed (+11% value, -8% shares)

Value
+10%
Shares
-7%
Last quarter: total value of institutional IRWD holdings rose +11% even though funds reduced share count by 8%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~28 new funds/quarter

19 → 33 → 58 → 53 → 28 new funds/Q
New funds entering each quarter: 33 → 58 → 53 → 28. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 217 holders: 143 (66%) are 2+ year veterans, 28 entered 1–2 years ago, and 46 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
46 of 210 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IRWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — IRWD

In 2026 Q2, 103 hedge funds were net buyers of IRWD (28 opened a new position, 75 added to an existing one), while 119 reduced or exited (80 trimmed, 39 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in IRWD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 210.

Hedge Fund Ownership: IRWD

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

Market Analysis: IRWD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IRWD

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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.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: IRWD
210 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 210 221 -4.98%
13F Shares 161M 174M -7.8%
Total Value $646M $584M 10.57%
New Positions 28 53 -25
Increased Positions 72 83 -11
Closed Positions 39 29 +10
Reduced Positions 79 56 +23
Total Calls 3 5 -40.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.33 0.8 Bearish

Statistics: IRWD

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Institutional Holders (2026 Q2)

210 + investors

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

QUARTER:
Top 25 IRWD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sarissa Capital Management LP 21.75% 9,188,635 $38.7M
2 CM Management, LLC 0.94% 350,000 $1.5M
3 Armistice Capital, LLC 0.72% 13,932,000 $58.7M
4 Virtus Investment Advisers, LLC 0.31% 318,598 $1.3M
5 Globeflex Capital L P 0.14% 259,809 $1.1M
6 Hillsdale Investment Management Inc. 0.12% 1,250,428 $5.3M
7 Inspire Investing, LLC 0.11% 630,072 $2.7M
8 SmartHarvest Portfolios, LLC 0.10% 75,462 $318K
9 Integrated Quantitative Investments LLC 0.06% 93,689 $394K
10 Jacobs Levy Equity Management, Inc 0.06% 4,065,964 $17.1M
11 Evolve Private Wealth, LLC 0.05% 186,864 $787K
12 EntryPoint Capital, LLC 0.05% 10,582 $69K
13 Renaissance Technologies LLC 0.05% 7,993,226 $33.7M
14 State of Wyoming 0.04% 101,781 $428K
15 Cercano Management LLC 0.04% 101,378 $427K
16 CWA Asset Management Group, LLC 0.04% 290,366 $1.2M
17 Wedge Capital Management L L P/Nc 0.03% 435,650 $1.8M
18 Bridgeway Capital Management, LLC 0.03% 389,793 $1.6M
19 Ritholtz Wealth Management 0.02% 360,094 $1.5M
20 Ariadne Wealth Management, LP 0.02% 11,957 $50K
21 Axq Capital, LP 0.02% 47,028 $198K
22 Martingale Asset Management L P 0.02% 204,991 $863K
23 Segall Bryant & Hamill, LLC 0.02% 408,064 $1.7M
24 Federated Hermes, INC. 0.02% 3,231,238 $13.6M
25 Range Financial Group LLC 0.01% 12,868 $54K
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 — Ironwood Pharmaceuticals Inc (IRWD)

What does the Smart Money Trend signal show for IRWD?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IRWD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IRWD?

More sellers than buyers — 46% buying: Last quarter: 119 funds reduced or exited vs 103 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IRWD holders?

Elite ownership — 50% AUM from top-100 funds: 46 of 210 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IRWD. 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 IRWD?

58% of holders stayed for 2+ years: 121 out of 210 hedge funds have held IRWD 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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