IRIDEX CORP (IRIX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 2,170,249 shares against 17,564,912 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $589.2K | 514,593 | 0.00% | 2q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $485.0K | 423,542 | 0.00% | 31q | +6.8%+$30.8K |
| MORGAN STANLEY | $349.4K | 305,193 | 0.00% | new | NEW |
| WEBER CAPITAL MANAGEMENT LLC /ADV | $206.6K | 180,451 | 0.18% | 3q | -30.5%-$90.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $159.2K | 138,960 | 0.00% | 31q | -13.2%-$24.3K |
| CITADEL ADVISORS LLC | $113.3K | 98,950 | 0.00% | 15q | +62.6%+$43.6K |
| PERKINS CAPITAL MANAGEMENT INC | $81.1K | 70,800 | 0.06% | 30q | +28.0%+$17.7K |
| VANGUARD FIDUCIARY TRUST CO | $68.9K | 60,155 | 0.00% | 2q | HELD |
| STATE STREET CORP | $51.2K | 44,718 | 0.00% | 21q | HELD |
| GOLDMAN SACHS GROUP INC | $46.3K | 40,454 | 0.00% | 4q | +7.5%+$3.2K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $40.7K | 35,529 | 0.00% | 3q | -38.2%-$25.2K |
| XTX Topco Ltd | $33.4K | 29,190 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.4K | 27,459 | 0.00% | 5q | -5.0%-$1.7K |
| Diversify Advisory Services, LLC | $30.1K | 33,840 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $30.1K | 33,840 | 0.00% | 2q | HELD |
| Bank of New York Mellon Corp | $29.4K | 25,649 | 0.00% | 20q | HELD |
| NORTHERN TRUST CORP | $27.5K | 23,983 | 0.00% | 31q | +12.6%+$3.1K |
| BlackRock, Inc. | $23.2K | 20,260 | 0.00% | 8q | HELD |
| THOMPSON DAVIS & CO., INC. | $17.7K | 15,444 | 0.01% | 3q | -67.4%-$36.6K |
| CITIGROUP INC | $16.2K | 14,172 | 0.00% | new | NEW |
| Centiva Capital, LP | $15.9K | 13,920 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $11.4K | 10,000 | 0.00% | 26q | HELD |
| Vanguard Global Advisers, LLC | $4.5K | 3,963 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $3.5K | 3,095 | 0.00% | 2q | +47.9%+$1.1K |
| GROUP ONE TRADING LLC | $1.3K | 1,100 | 0.00% | 11q | HELD |
| UBS Group AG | $987 | 862 | 0.00% | 2q | -24.7% |
| SIMPLEX TRADING, LLC | $700 incl. $572 options CALL+PUT | 112 | 0.00% | 2q | -30.0% |
| Caitong International Asset Management Co., Ltd | $11 | 10 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $6 | 5 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-02 | 2026-08-27 | Delisting notice | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $109.4K | 167,402 | 0 | 1 | 4 | 0.0% |
| Q2 2026 | 29 | $2.5M | 2,170,249 | 8 | 6 | 7 | 0.0% |
| Q1 2026 | 25 | $2.9M | 2,891,416 | 5 | 7 | 4 | 0.0% |
| Q4 2025 | 22 | $3.2M | 2,789,652 | 4 | 3 | 6 | 0.0% |
| Q3 2025 | 21 | $3.2M | 2,834,174 | 3 | 7 | 5 | 0.0% |
| Q2 2025 | 20 | $2.4M | 2,689,889 | 3 | 2 | 7 | 1.3% |
| Q1 2025 | 23 | $3.2M | 3,146,650 | 2 | 7 | 7 | 0.1% |
| Q4 2024 | 26 | $5.4M | 3,228,218 | 1 | 3 | 10 | 0.1% |
| Q3 2024 | 28 | $5.9M | 3,329,625 | 1 | 6 | 6 | 1.1% |
| Q2 2024 | 29 | $7.2M | 3,280,109 | 3 | 7 | 7 | 2.2% |
| Q1 2024 | 29 | $10.3M | 3,322,696 | 1 | 9 | 8 | 4.1% |
| Q4 2023 | 31 | $9.4M | 3,264,422 | 6 | 8 | 5 | 2.9% |
| Q3 2023 | 32 | $9.2M | 3,553,343 | 7 | 3 | 11 | 1.8% |
| Q2 2023 | 28 | $8.4M | 3,886,212 | 2 | 6 | 7 | 0.0% |
| Q1 2023 | 30 | $7.6M | 3,704,100 | 6 | 7 | 3 | 0.0% |
| Q4 2022 | 27 | $7.2M | 3,595,487 | 3 | 6 | 6 | 0.1% |
| Q3 2022 | 27 | $67.6M | 28,039,940 | 4 | 5 | 5 | 0.1% |
| Q2 2022 | 29 | $72.1M | 28,041,378 | 1 | 10 | 9 | 0.0% |
| Q1 2022 | 32 | $225.1M | 48,592,266 | 5 | 11 | 5 | 0.0% |
| Q4 2021 | 33 | $153.4M | 25,031,695 | 7 | 12 | 5 | 0.3% |
| Q3 2021 | 30 | $27.9M | 3,630,488 | 5 | 7 | 8 | 0.5% |
| Q2 2021 | 33 | $28.3M | 3,987,636 | 12 | 11 | 8 | 0.5% |
| Q1 2021 | 28 | $26.1M | 3,854,292 | 11 | 6 | 9 | 0.3% |
| Q4 2020 | 21 | $10.8M | 4,125,940 | 3 | 6 | 5 | 4.1% |
| Q3 2020 | 23 | $8.9M | 4,529,522 | 0 | 5 | 5 | 0.0% |
| Q2 2020 | 24 | $9.9M | 4,678,059 | 1 | 4 | 5 | 0.0% |
| Q1 2020 | 26 | $7.6M | 4,796,421 | 3 | 3 | 7 | 0.0% |
| Q4 2019 | 23 | $10.2M | 4,576,959 | 0 | 6 | 4 | 0.0% |
| Q3 2019 | 30 | $10.2M | 5,471,091 | 4 | 5 | 9 | 0.0% |
| Q2 2019 | 31 | $29.8M | 6,542,103 | 3 | 6 | 8 | 0.0% |
| Q1 2019 | 32 | $27.0M | 5,924,691 | 2 | 7 | 13 | 0.0% |
| Q4 2018 | 33 | $687.7M | 146,326,161 | 0 | 0 | 2 | 0.0% |