OPUS GENETICS INC (IRD)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
101
Reporting holders
$249.9M
Reported value
73.0%
Of shares outstanding
0.1%
Held as options
+25
Holder change
Institutions report 60,771,689 shares against 83,195,823 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | $25.2M | 6,122,718 | 0.42% | 6q | +264.2%+$18.3M |
| Caligan Partners LP | $25.0M | 6,077,084 | 1.17% | 2q | HELD |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $24.8M | 6,029,775 | 0.03% | 4q | HELD |
| BIOS Capital Management, LP | $15.1M | 3,683,429 | 36.33% | 7q | HELD |
| BlackRock, Inc. | $12.8M | 3,116,487 | 0.00% | 8q | +2009.4%+$12.2M |
| Balyasny Asset Management L.P. | $12.7M | 3,087,866 | 0.02% | 3q | +13.6%+$1.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $12.2M | 2,958,683 | 0.00% | 2q | +20.8%+$2.1M |
| Boxer Capital Management, LLC | $11.6M | 2,815,000 | 0.87% | 2q | +25.1%+$2.3M |
| Trails Edge Capital Partners, LP | $11.3M | 2,743,658 | 1.79% | 2q | +448.7%+$9.2M |
| MILLENNIUM MANAGEMENT LLC | $9.5M | 2,302,101 | 0.00% | 3q | -12.5%-$1.3M |
| GREAT POINT PARTNERS LLC | $8.1M | 1,970,187 | 1.53% | 2q | +507.4%+$6.8M |
| MARSHALL WACE, LLP | $8.0M | 1,945,609 | 0.01% | 3q | -15.9%-$1.5M |
| ADAR1 Capital Management, LLC | $7.3M | 1,783,781 | 0.34% | 3q | -3.5%-$268.1K |
| GOLDMAN SACHS GROUP INC | $6.3M | 1,527,229 | 0.00% | 2q | +367.3%+$4.9M |
| Woodline Partners LP | $5.9M | 1,434,713 | 0.02% | 2q | +6.0%+$331.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $5.6M | 1,367,712 | 0.00% | 22q | +154.1%+$3.4M |
| BOOTHBAY FUND MANAGEMENT, LLC | $4.9M | 1,189,515 | 0.06% | 2q | HELD |
| Opaleye Management Inc. | $4.6M | 1,125,000 | 0.42% | 6q | HELD |
| SummitTX Capital, L.P. | $4.1M | 1,007,351 | 0.11% | new | NEW |
| STATE STREET CORP | $3.2M | 790,136 | 0.00% | 21q | +295.2%+$2.4M |
| Bleichroeder LP | $3.0M | 736,842 | 0.54% | 6q | HELD |
| UBS Group AG | $2.8M | 683,895 | 0.00% | 11q | +165.4%+$1.8M |
| CITADEL ADVISORS LLC | $2.7M | 665,662 | 0.00% | 21q | +450.6%+$2.2M |
| MORGAN STANLEY | $1.9M | 464,900 | 0.00% | 23q | +1076.3%+$1.7M |
| NORTHERN TRUST CORP | $1.8M | 442,154 | 0.00% | 20q | +368.3%+$1.4M |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 410,375 | 0.00% | 2q | +45.6%+$528.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 371,950 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $1.4M | 330,783 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $1.0M | 253,962 | 0.00% | 5q | +133.8%+$597.3K |
| AWM Investment Company, Inc. | $955.9K | 232,590 | 0.08% | new | NEW |
| JANE STREET GROUP, LLC | $861.4K | 188,988 | 0.00% | 2q | +19.5%+$140.8K |
| Stonepine Capital Management, LLC | $827.9K | 201,436 | 0.21% | 2q | +193.3%+$545.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $809.2K | 196,897 | 0.00% | 6q | -76.1%-$2.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $678.4K | 165,053 | 0.00% | 2q | +371.6%+$534.5K |
| Sixth Street Partners Management Company, L.P. | $678.4K | 165,053 | 0.00% | new | NEW |
| Mink Brook Asset Management LLC | $662.6K | 161,205 | 0.29% | 6q | -72.7%-$1.8M |
| XTX Topco Ltd | $592.2K | 144,095 | 0.01% | 5q | +762.6%+$523.6K |
| Seven Fleet Capital Management LP | $588.3K | 143,137 | 0.10% | 2q | +6.6%+$36.6K |
| Creative Planning | $527.6K | 128,366 | 0.00% | 4q | HELD |
| Texas Capital Bank Wealth Management Services Inc | $503.6K | 122,529 | 0.03% | 3q | +38.5%+$139.9K |
| Bank of New York Mellon Corp | $503.4K | 122,479 | 0.00% | new | NEW |
| Jump Financial, LLC | $389.7K | 94,820 | 0.00% | new | NEW |
| Nuveen, LLC | $293.2K | 71,343 | 0.00% | new | NEW |
| Palogic Value Management, L.P. | $267.5K | 65,088 | 0.09% | 2q | HELD |
| Aureus Asset Management, LLC | $239.2K | 58,200 | 0.01% | new | NEW |
| Regency Capital Management Inc.\DE | $238.4K | 58,000 | 0.09% | 3q | -14.7%-$41.1K |
| BANK OF AMERICA CORP /DE/ | $226.1K | 55,005 | 0.00% | 9q | -17.9%-$49.4K |
| DEUTSCHE BANK AG\ | $219.1K | 53,312 | 0.00% | new | NEW |
| Invesco Ltd. | $218.8K | 53,231 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $216.3K | 52,633 | 0.00% | 18q | +595.3%+$185.2K |
| RHUMBLINE ADVISERS | $211.5K | 51,464 | 0.00% | new | NEW |
| EntryPoint Capital, LLC | $209.1K | 50,883 | 0.05% | new | NEW |
| Quadrature Capital Ltd | $190.7K | 46,389 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $172.9K | 42,065 | 0.00% | 12q | HELD |
| Empowered Funds, LLC | $172.9K | 42,065 | 0.00% | 10q | HELD |
| MANGROVE PARTNERS IM, LLC | $171.5K | 41,717 | 0.01% | 2q | HELD |
| MetLife Investment Management, LLC | $132.4K | 32,208 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $131.5K | 32,000 | 0.00% | 14q | HELD |
| CITIGROUP INC | $123.7K | 30,092 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $115.5K | 25,380 | 0.00% | new | NEW |
| Miller Financial Services LLC | $111.0K | 27,000 | 0.09% | 3q | +22.7%+$20.6K |
| SIMPLEX TRADING, LLC | $109.5K | 25,553 | 0.00% | 4q | -69.0%-$244.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $101.3K | 24,657 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $90.1K | 22,199 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $77.8K | 18,922 | 0.00% | new | NEW |
| JAMES INVESTMENT RESEARCH, INC. | $67.3K | 16,364 | 0.01% | 5q | HELD |
| NewEdge Advisors, LLC | $67.3K | 16,364 | 0.00% | 5q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $65.5K | 15,949 | 0.00% | new | NEW |
| State of Wyoming | $65.4K | 15,904 | 0.01% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $64.9K | 15,793 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $61.7K | 15,008 | 0.00% | 7q | -23.1%-$18.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | $59.6K | 14,500 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $58.9K | 14,342 | 0.00% | 2q | -35.5%-$32.4K |
| OSAIC HOLDINGS, INC. | $57.1K | 13,900 | 0.00% | 15q | +531.8%+$48.1K |
| BARCLAYS PLC | $54.9K | 13,357 | 0.00% | 6q | +603.0%+$47.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $52.6K | 12,800 | 0.00% | 14q | HELD |
| Stokes Family Office, LLC | $49.8K | 12,120 | 0.01% | 22q | HELD |
| GROUP ONE TRADING LLC | $49.7K | options only | 0.00% | 7q | OPTIONS |
| Engineers Gate Manager LP | $49.6K | 12,063 | 0.00% | new | NEW |
| First City Capital Management, Inc. | $48.6K | 11,836 | 0.02% | 3q | HELD |
| INTECH INVESTMENT MANAGEMENT LLC | $47.5K | 11,566 | 0.00% | new | NEW |
| VOYA INVESTMENT MANAGEMENT LLC | $45.3K | 11,017 | 0.00% | new | NEW |
| STRS OHIO | $43.2K | 10,500 | 0.00% | new | NEW |
| Carolina Wealth Management Inc | $41.1K | 10,000 | 0.02% | new | FIRST |
| BNP PARIBAS FINANCIAL MARKETS | $33.6K | 8,181 | 0.00% | new | NEW |
| Legal & General Group Plc | $21.4K | 5,203 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $20.0K | 4,860 | 0.00% | new | NEW |
| Hilton Head Capital Partners, LLC | $18.4K | 4,472 | 0.01% | 3q | HELD |
| Russell Investments Group, Ltd. | $17.6K | 4,282 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $14.3K | 3,490 | 0.00% | 2q | +51.7%+$4.9K |
| Tower Research Capital LLC (TRC) | $13.1K | 3,176 | 0.00% | 2q | -88.9%-$105.1K |
| TD Waterhouse Canada Inc. | $12.5K | 3,000 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $8.3K | 2,014 | 0.00% | 14q | HELD |
| ROYAL BANK OF CANADA | $8.0K | 2,095 | 0.00% | new | NEW |
| GGM Financial LLC | $4.1K | 1,005 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.2K | 521 | 0.00% | 3q | HELD |
| Quarry LP | $2.1K | 502 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $2.1K | 501 | 0.00% | 7q | -5.5% |
| Sterling Capital Management LLC | $773 | 188 | 0.00% | new | NEW |
| FMR LLC | $584 | 142 | 0.00% | 2q | +1675.0% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | BALYASNY ASSET MANAGEMENT L.P.with 4 co-filers | 6.6% |
| 2026-08-14 | 13G/A | Perceptive Advisors LLCwith 2 co-filers | 10.0% |
| 2026-08-14 | 13G/A | Caligan Partners LPwith 1 co-filers | 7.3% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 101 | $249.9M | 60,771,689 | 38 | 29 | 12 | 0.1% |
| Q1 2026 | 76 | $206.1M | 45,727,139 | 24 | 16 | 14 | 0.4% |
| Q4 2025 | 58 | $56.1M | 27,785,553 | 17 | 17 | 6 | 0.4% |
| Q3 2025 | 45 | $31.8M | 18,972,750 | 6 | 11 | 3 | 0.0% |
| Q2 2025 | 44 | $16.5M | 17,551,095 | 6 | 9 | 9 | 0.1% |
| Q1 2025 | 44 | $14.7M | 14,517,250 | 12 | 6 | 8 | 0.1% |
| Q4 2024 | 43 | $4.4M | 3,678,849 | 10 | 10 | 4 | 0.5% |
| Q3 2024 | 35 | $3.3M | 2,496,130 | 4 | 6 | 8 | 0.6% |
| Q2 2024 | 36 | $4.1M | 2,694,762 | 4 | 6 | 14 | 0.1% |
| Q1 2024 | 45 | $7.0M | 3,347,486 | 7 | 12 | 8 | 3.3% |
| Q4 2023 | 47 | $11.6M | 3,734,232 | 9 | 11 | 8 | 3.5% |
| Q3 2023 | 48 | $12.6M | 3,697,189 | 8 | 10 | 11 | 1.9% |
| Q2 2023 | 53 | $16.7M | 3,547,993 | 20 | 10 | 10 | 7.9% |
| Q1 2023 | 38 | $12.3M | 3,251,611 | 11 | 6 | 6 | 0.5% |
| Q4 2022 | 26 | $9.4M | 2,642,054 | 7 | 6 | 2 | 0.6% |
| Q3 2022 | 37 | $6.4M | 2,826,067 | 5 | 6 | 10 | 10.8% |
| Q2 2022 | 37 | $5.4M | 2,407,242 | 8 | 9 | 6 | 14.2% |
| Q1 2022 | 38 | $7.0M | 2,068,647 | 10 | 8 | 9 | 4.5% |
| Q4 2021 | 36 | $10.0M | 2,233,352 | 7 | 11 | 7 | 16.5% |
| Q3 2021 | 28 | $10.0M | 1,679,507 | 9 | 7 | 7 | 13.7% |
| Q2 2021 | 29 | $5.7M | 1,068,443 | 15 | 7 | 2 | 1.2% |
| Q1 2021 | 21 | $5.3M | 912,195 | 12 | 3 | 3 | 0.0% |
| Q4 2020 | 9 | $14.5M | 2,209,512 | 8 | 0 | 0 | 0.0% |