IREN Ltd: which funds bought and sold

Institutions that bought and sold IREN shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 450 institutions that filed 13F reports for both quarters added to or opened positions in IREN, and 185 cut or closed them. Together they added a net 54.7M shares, +35.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 8.4M shares (−23.1%); index fund managers were net buyers of 16.4M shares (+188.7%). 210 opened a new position and 48 sold out entirely.

Bought, Q2 2026 450 institutions, 210 of them new holders Sold, Q2 2026 185 institutions, 48 of them sold out

Net change, all compared +54.7M shares (+35.8%)

Net change, active managers −8.4M shares (−23.1%), 34 bought, 25 sold

Buyers versus sellers

institutions compared, 700

450 bought 65 185 sold

Active managers and hedge funds 34 bought · 25 sold · −8.4M

Index fund managers 10 bought · 1 sold · +16.4M

Other institutions 406 bought · 159 sold · +46.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of America Corp	+12.1M +564.5%	14.2M	$650M
Blackrock, Inc. Index funds	+8.9M +198.7%	13.3M	$609M
Goldman Sachs Group Inc	+6.9M +124.7%	12.5M	$572M
Daiwa Securities Group Inc.	+4.2M +13927.7%	4.2M	$194M
State Street Corp Index funds	+3.8M +143.8%	6.4M	$292M
Value Aligned Research Advisors, LLC	+3.7M +77.6%	8.5M	$387M
Deutsche Bank Ag\	+3.6M +931.4%	3.9M	$181M
Morgan Stanley	+3.5M +93.8%	7.3M	$332M
Healthcare Of Ontario Pension Plan Trust Fund	+3.0M New position	3.0M	$139M
Fred Alger Management, LLC Active manager	+2.5M +784.1%	2.9M	$131M
Cantor Fitzgerald, L. P.	+2.1M +71.2%	5.0M	$230M
Geode Capital Management, LLC Index funds	+1.9M +281.4%	2.5M	$163M
Public Sector Pension Investment Board	+1.8M +5042.9%	1.8M	$82.3M
Alberta Investment Management Corp	+1.7M New position	1.7M	$79.9M
Agave Capital Management Ltd	+1.7M New position	1.7M	$79.8M
Jane Street Group, LLC	+1.4M +48.7%	4.2M	$194M
Soma Equity Partners LP	+1.3M New position	1.3M	$57.3M
Clear Street Group Inc.	+1.2M +59.4%	3.3M	$150M
Holocene Advisors, LP Hedge fund	+1.2M New position	1.2M	$55.5M
Jefferies Financial Group Inc.	+1.1M +549.8%	1.3M	$60.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fred Alger Management, LLC Active manager	+2.5M +784.1%	2.9M	$131M
Holocene Advisors, LP Hedge fund	+1.2M New position	1.2M	$55.5M
Squarepoint Ops LLC Hedge fund	+974K +724.6%	1.1M	$50.7M
Artemis Investment Management LLP Active manager	+740K New position	740K	$33.8M
Alyeska Investment Group, L.P. Hedge fund	+550K New position	550K	$25.2M
Castleknight Management LP Hedge fund	+375K +46.5%	1.2M	$54M
Price T Rowe Associates Inc Active manager	+264K New position	264K	$12.1M
Quadrature Capital Ltd Hedge fund	+227K New position	227K	$10.4M
Qube Research & Technologies Ltd Hedge fund	+216K New position	216K	$9.9M
Marshall Wace, LLP Hedge fund	+180K +652.0%	208K	$9.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Defiance Etfs, LLC	−12.6M −99.5%	69K	$3M
D. E. Shaw & Co., Inc. Hedge fund	−6.1M −94.5%	355K	$16.2M
Situational Awareness LP Hedge fund	−2.2M −19.0%	9.5M	$433M
Marex Group Ltd	−1.7M −42.7%	2.2M	$103M
Discovery Capital Management, LLC / Ct Hedge fund	−1.7M −90.1%	181K	$8.3M
Capital Research Global Investors Active manager	−1.5M −73.7%	519K	$23.7M
Toronto Dominion Bank	−1.4M Sold out	0	—
Citadel Advisors LLC Hedge fund	−1.2M −70.6%	519K	$23.7M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−1.1M −100.0%	29	$1,326
Private Advisor Group, LLC	−789K −97.0%	24K	$1.1M
Voloridge Investment Management, LLC Hedge fund	−725K −46.0%	850K	$38.9M
Bridgewater Associates, LP Hedge fund	−694K −96.3%	27K	$1.2M
Millennium Management LLC Hedge fund	−515K −39.2%	797K	$36.5M
Neuberger Berman Group LLC Active manager	−494K −55.4%	398K	$18.2M
Jump Financial, LLC	−424K −89.1%	52K	$2.4M
Amundi	−424K −50.1%	422K	$19.3M
UBS Group AG	−416K −11.3%	3.3M	$149M
Man Group PLC Hedge fund	−387K −84.3%	72K	$3.3M
Walleye Trading LLC	−367K Sold out	0	—
Meitav Investment House Ltd	−333K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	−6.1M −94.5%	355K	$16.2M
Situational Awareness LP Hedge fund	−2.2M −19.0%	9.5M	$433M
Discovery Capital Management, LLC / Ct Hedge fund	−1.7M −90.1%	181K	$8.3M
Capital Research Global Investors Active manager	−1.5M −73.7%	519K	$23.7M
Citadel Advisors LLC Hedge fund	−1.2M −70.6%	519K	$23.7M
Voloridge Investment Management, LLC Hedge fund	−725K −46.0%	850K	$38.9M
Bridgewater Associates, LP Hedge fund	−694K −96.3%	27K	$1.2M
Millennium Management LLC Hedge fund	−515K −39.2%	797K	$36.5M
Neuberger Berman Group LLC Active manager	−494K −55.4%	398K	$18.2M
Man Group PLC Hedge fund	−387K −84.3%	72K	$3.3M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Healthcare Of Ontario Pension Plan Trust Fund	3.0M	$139M
Alberta Investment Management Corp	1.7M	$79.9M
Agave Capital Management Ltd	1.7M	$79.8M
Soma Equity Partners LP	1.3M	$57.3M
Holocene Advisors, LPHedge fund	1.2M	$55.5M
Hound Partners, LLC	815K	$37.3M
Artemis Investment Management LLPActive manager	740K	$33.8M
Nuveen, LLC	601K	$27.5M
Alyeska Investment Group, L.P.Hedge fund	550K	$25.2M
Meridiem Capital Partners LP	328K	$15M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Toronto Dominion Bank	1.4M	$49.6M
Walleye Trading LLC	367K	$12.6M
Meitav Investment House Ltd	333K	$11.4M
Susquehanna Portfolio Strategies, LLC	318K	$10.9M
Simplex Trading, LLC	208K	$7.1M
Exoduspoint Capital Management, LPHedge fund	188K	$6.4M
Portman Square Capital LLP	176K	$6M
Tenor Capital Management Co., L.P.	134K	$4.6M
Brevan Howard Capital Management LPHedge fund	110K	$3.8M
Sig Brokerage, LP	76K	$2.6M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 669
Ten largest holders: 44.5%
Index fund managers: 11.7%
Active managers and hedge funds: 13.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	34	25	17	6	−8.4M	−23.1%
Index fund managers	10	1	1	1	+16.4M	+188.7%
Other institutions	406	159	192	41	+46.7M	+43.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on IREN.

Only managers that filed a holdings report for both quarters are compared (700 here). 25 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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