IRIDEX Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 514.59 K | $589.21 K | 0.00% | 2.96% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 423.54 K | $484.96 K | 6.79% | 2.44% |
| MORGAN STANLEY | 08/13/2026 | 305.19 K | $349.45 K | 100.00% | 1.76% |
| WEBER CAPITAL MANAGEMENT LLC /ADV | 08/13/2026 | 180.45 K | $206.62 K | -30.48% | 1.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 138.96 K | $159.15 K | -13.24% | 0.80% |
| CITADEL ADVISORS LLC | 09/02/2026 | 98.95 K | $113.30 K | 62.61% | 0.57% |
| PERKINS CAPITAL MANAGEMENT INC | 07/24/2026 | 70.80 K | $81.07 K | 28.03% | 0.41% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 60.16 K | $68.88 K | 0.00% | 0.35% |
| STATE STREET CORP | 09/22/2026 | 44.72 K | $51.20 K | 0.00% | 0.26% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 40.45 K | $46.32 K | 7.53% | 0.23% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 08/17/2026 | 35.53 K | $40.68 K | -38.24% | 0.20% |
| DIVERSIFY ADVISORY SERVICES, LLC | 08/10/2026 | 33.84 K | $30.08 K | 100.00% | 0.19% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 07/30/2026 | 33.84 K | $30.08 K | 0.00% | 0.19% |
| XTX TOPCO LTD | 08/14/2026 | 29.19 K | $33.42 K | 100.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 27.46 K | $31.44 K | -5.05% | 0.16% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 25.65 K | $29.37 K | 0.00% | 0.15% |
| NORTHERN TRUST CORP | 08/13/2026 | 23.98 K | $27.46 K | 12.55% | 0.14% |
| BLACKROCK, INC. | 08/07/2026 | 20.26 K | $23.20 K | 0.00% | 0.12% |
| THOMPSON DAVIS & CO., INC. | 07/29/2026 | 15.44 K | $17.68 K | -67.45% | 0.09% |
| CITIGROUP INC | 08/03/2026 | 14.17 K | $16.23 K | 100.00% | 0.08% |
| CENTIVA CAPITAL, LP | 08/13/2026 | 13.92 K | $15.94 K | 100.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 10.00 K | $11.45 K | 0.00% | 0.06% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 3.96 K | $4.54 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 3.10 K | $3.54 K | 47.94% | 0.02% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 1.10 K | $1.26 K | 0.00% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 862 | $987 | -24.65% | 0.01% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 112 | $128 | -30.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 10 | $11 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 5 | $6 | 100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
IRIDEX Corp. institutional Ownership - FAQ's
During the previous two years, 46 institutional investors and hedge funds held shares of IRIDEX Corp.. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 514,593
RENAISSANCE TECHNOLOGIES LLC: 423,542
MORGAN STANLEY: 305,193
WEBER CAPITAL MANAGEMENT LLC /ADV: 180,451
GEODE CAPITAL MANAGEMENT, LLC: 138,960
CITADEL ADVISORS LLC: 98,950
12.49% of IRIDEX Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 5.58 M shares in the last 24 months. This purchase volume represents approximately $7.14 M in transactions.