Iridex Corp: which funds bought and sold

Institutions that bought and sold Iridex 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, 13 institutions that filed 13F reports for both quarters added to or opened positions in Iridex, and 9 cut or closed them. Together they added a net 279K shares, +14.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 79K shares (+17.3%); index fund managers were net sellers of 19K shares (−2.3%). 7 opened a new position and 2 sold out entirely.

Bought, Q2 2026 13 institutions, 7 of them new holders Sold, Q2 2026 9 institutions, 2 of them sold out

Net change, all compared +279K shares (+14.7%)

Net change, active managers +79K shares (+17.3%), 3 bought, 0 sold

Buyers versus sellers

institutions compared, 31

13 bought 9 9 sold

Active managers and hedge funds 3 bought · 0 sold · +79K

Index fund managers 1 bought · 1 sold · −19K

Other institutions 9 bought · 8 sold · +218K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Morgan Stanley	+305K New position	305K	$349,446
Citadel Advisors LLC Hedge fund	+38K +62.6%	99K	$113,298
Diversify Advisory Services, LLC	+34K New position	34K	$30,077
Xtx Topco Ltd	+29K New position	29K	$33,423
Renaissance Technologies LLC Hedge fund	+27K +6.8%	424K	$484,958
Perkins Capital Management Inc	+16K +28.0%	71K	$81,066
Citigroup Inc	+14K New position	14K	$16,227
Centiva Capital, LP Hedge fund	+14K New position	14K	$15,938
Goldman Sachs Group Inc	+2,833 +7.5%	40K	$46,320
Northern Trust Corp Index funds	+2,675 +12.6%	24K	$27,461
Tower Research Capital LLC (TRC)	+1,003 +47.9%	3,095	$3,544
Caitong International Asset Management Co., Ltd	+10 New position	10	$11
Sbi Securities Co., Ltd.	+5 New position	5	$6

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+38K +62.6%	99K	$113,298
Renaissance Technologies LLC Hedge fund	+27K +6.8%	424K	$484,958
Centiva Capital, LP Hedge fund	+14K New position	14K	$15,938

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Weber Capital Management LLC	−79K −30.5%	180K	$206,616
Jane Street Group, LLC	−38K Sold out	0	—
Thompson Davis & Co., Inc.	−32K −67.4%	15K	$17,683
United Capital Financial Advisors, LLC	−22K −38.2%	36K	$40,681
Geode Capital Management, LLC Index funds	−21K −13.2%	139K	$159,153
Two Sigma Securities, LLC	−11K Sold out	0	—
Susquehanna International Group, LLP	−1,460 −5.0%	27K	$31,441
UBS Group AG	−282 −24.7%	862	$987
Simplex Trading, LLC	−48 −30.0%	112	$128

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Morgan Stanley	305K	$349,446
Xtx Topco Ltd	29K	$33,423
Diversify Advisory Services, LLC	34K	$30,077
Citigroup Inc	14K	$16,227
Centiva Capital, LPHedge fund	14K	$15,938
Caitong International Asset Management Co., Ltd	10	$11
Sbi Securities Co., Ltd.	5	$6

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	38K	$38,010
Two Sigma Securities, LLC	11K	$10,900

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 29
Ten largest holders: 86.5%
Index fund managers: 37.0%
Active managers and hedge funds: 24.7%

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	3	0	1	0	+79K	+17.3%
Index fund managers	1	1	0	0	−19K	−2.3%
Other institutions	9	8	6	2	+218K	+35.6%

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 Iridex.

Only managers that filed a holdings report for both quarters are compared (31 here). 1 other holder is 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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