IRIDEX CORP (IRIX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 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.
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 |
|---|---|---|---|---|---|
| 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 | 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 |
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 |
|---|---|---|---|
| 2026-07-13 | 13D/A | Lin Shih-Yao David INDIVIDUALwith 2 co-filers | 29.9% |
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 | 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 | 3,327,461 | 1 | 6 | 5 | 1.0% |
| Q2 2024 | 28 | $7.1M | 3,231,404 | 3 | 7 | 5 | 1.9% |
| Q1 2024 | 27 | $8.9M | 2,860,493 | 1 | 7 | 7 | 4.3% |
| Q4 2023 | 29 | $8.1M | 2,805,696 | 5 | 8 | 5 | 3.0% |
| Q3 2023 | 29 | $7.9M | 3,071,226 | 7 | 3 | 8 | 1.8% |
| Q2 2023 | 25 | $7.3M | 3,366,744 | 2 | 5 | 6 | 0.0% |
| Q1 2023 | 27 | $6.5M | 3,186,232 | 6 | 6 | 2 | 0.0% |
| Q4 2022 | 22 | $5.5M | 2,750,425 | 3 | 5 | 2 | 0.1% |
| Q3 2022 | 27 | $8.5M | 3,529,475 | 4 | 5 | 5 | 0.4% |
| Q2 2022 | 29 | $9.1M | 3,530,913 | 1 | 10 | 9 | 0.0% |
| Q1 2022 | 32 | $17.2M | 3,702,201 | 5 | 11 | 5 | 0.4% |
| Q4 2021 | 33 | $21.9M | 3,518,230 | 7 | 12 | 5 | 2.0% |
| Q3 2021 | 30 | $26.9M | 3,495,623 | 5 | 7 | 8 | 0.5% |
| Q2 2021 | 33 | $27.3M | 3,852,771 | 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 | 31 | $10.2M | 5,471,123 | 4 | 5 | 9 | 0.0% |
| Q2 2019 | 32 | $29.8M | 6,542,135 | 3 | 6 | 8 | 0.0% |
| Q1 2019 | 33 | $27.0M | 5,924,723 | 2 | 7 | 12 | 0.0% |
| Q4 2018 | 34 | $29.5M | 6,273,386 | 0 | 0 | 2 | 0.0% |