IRIDEX CORP - Common Stock, par value $0.01 per share (IRIX) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
IRIX on Nasdaq
Shares outstanding
22,205,324
Price per share
$1.14
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,834,174
Total reported value
$3,242,072
% of total 13F portfolios
0%
Share change
+144,285
Value change
+$180,789
Number of holders
21
Price from insider filings
$1.14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of IRIDEX CORP - Common Stock, par value $0.01 per share (IRIX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Novel Inspiration International Co., Ltd. 24% $4,923,364 5,351,483 Novel Inspiration International Co., Ltd. 19 Mar 2025

As of 30 Sep 2025, 21 institutional investors reported holding 2,834,174 shares of IRIDEX CORP - Common Stock, par value $0.01 per share (IRIX). This represents 13% of the company’s total 22,205,324 outstanding shares.

Top 24 Institutional Shareholders

The largest institutional shareholders of IRIDEX CORP - Common Stock, par value $0.01 per share (IRIX) together control 13% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 4.5% 1,000,000 0% 2% $1,140,000
VANGUARD GROUP INC 2.6% 578,711 -1.2% 0% $665,517
RENAISSANCE TECHNOLOGIES LLC 1.8% 389,060 +2.7% 0% $443,723
AMH Equity Ltd 0.83% 184,230 -3% 0.26% $210,114
GEODE CAPITAL MANAGEMENT, LLC 0.6% 133,059 +0.98% 0% $153,058
CITADEL ADVISORS LLC 0.49% 109,473 +251% 0% $125,894
Apexium Financial, LP 0.45% 100,529 +53% 0.01% $115,608
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.25% 56,470 +46% 0% $64,941
GOLDMAN SACHS GROUP INC 0.22% 47,793 0% $54,508
STATE STREET CORP 0.2% 44,718 0% 0% $51,426
PERKINS CAPITAL MANAGEMENT INC 0.19% 41,300 -13% 0.04% $47,103
Bank of New York Mellon Corp 0.14% 31,540 0% 0% $35,971
XTX Topco Ltd 0.12% 26,400 +4.7% 0% $30,360
NORTHERN TRUST CORP 0.1% 23,259 -6.6% 0% $26,527
BlackRock, Inc. 0.09% 20,260 0% 0% $23,107
Centiva Capital, LP 0.08% 18,768 0% $21,583
JANE STREET GROUP, LLC 0.07% 16,381 0% $18,682
HighTower Advisors, LLC 0.05% 10,000 0% 0% $11,405
GROUP ONE TRADING LLC 0% 1,100 0% 0% $1,265
BANK OF AMERICA CORP /DE/ 0% 622 +406% 0% $709
Tower Research Capital LLC (TRC) 0% 501 -91% 0% $571
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0
THOMPSON DAVIS & CO., INC. 0% 0 -100% $0
CITADEL ADVISORS LLC 0% 0 -100% $0

Institutional Holders of IRIDEX CORP - Common Stock, par value $0.01 per share (IRIX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 28,500 $32,490 +$32,490 $1.14 1
2025 Q3 2,834,174 $3,242,072 +$180,789 $1.14 21
2025 Q2 2,689,889 $2,371,224 -$309,885 $0.88 20
2025 Q1 3,036,590 $3,006,265 -$195,509 $0.99 22
2024 Q4 3,228,218 $5,432,819 -$160,468 $1.68 26
2024 Q3 3,329,593 $5,826,558 +$86,528 $1.75 28
2024 Q2 3,280,077 $7,084,645 -$102,517 $2.16 29
2024 Q1 3,321,284 $9,897,357 +$174,761 $2.98 29
2023 Q4 3,263,470 $9,171,314 -$782,462 $2.81 31
2023 Q3 3,553,115 $9,029,306 -$690,412 $2.54 30
2023 Q2 3,885,960 $8,430,947 +$400,363 $2.17 27
2023 Q1 3,704,100 $7,558,440 +$219,822 $2.03 30
2022 Q4 3,595,487 $7,231,057 +$66,395 $2.01 26
2022 Q3 3,528,913 $8,505,129 -$26,178 $2.41 24
2022 Q2 3,530,913 $9,073,055 -$414,941 $2.57 29
2022 Q1 3,679,801 $17,035,337 +$685,274 $4.63 31
2021 Q4 3,507,584 $21,426,579 -$585,251 $6.11 29
2021 Q3 3,495,544 $26,773,034 -$2,498,695 $7.66 28
2021 Q2 3,852,698 $27,197,953 +$39,885 $7.06 31
2021 Q1 3,854,170 $26,017,000 -$1,690,880 $6.75 26
2020 Q4 4,125,740 $10,356,000 -$644,342 $2.51 20
2020 Q3 4,529,129 $8,878,000 -$420,637 $1.96 23
2020 Q2 4,678,059 $9,914,000 -$97,410 $2.12 24
2020 Q1 4,792,390 $7,641,000 +$425,431 $1.59 24
2019 Q4 4,527,391 $10,114,000 -$2,513,353 $2.23 23
2019 Q3 5,471,123 $10,194,060 -$2,116,537 $1.86 31
2019 Q2 6,542,135 $29,765,146 +$2,809,196 $4.55 32
2019 Q1 5,924,723 $27,014,146 -$577,692 $4.56 33
2018 Q4 6,169,474 $28,997,057 -$5,947,044 $4.70 34
2018 Q3 7,302,734 $46,374,203 +$11,059,077 $6.35 35
2018 Q2 5,542,097 $38,400,217 -$961,622 $6.95 30
2018 Q1 5,679,671 $32,486,183 +$436,072 $5.72 29
2017 Q4 5,598,072 $42,654,244 -$1,250,706 $7.62 29
2017 Q3 5,709,715 $53,502,300 +$1,977,834 $9.37 31
2017 Q2 5,486,088 $54,257,316 -$4,313,815 $9.89 36
2017 Q1 5,820,852 $69,092,021 +$7,999,467 $11.87 45
2016 Q4 5,447,374 $76,586,765 +$13,628,206 $14.06 50
2016 Q3 4,494,440 $65,051,407 +$2,195,438 $14.49 44
2016 Q2 4,340,674 $64,196,610 +$18,023,625 $14.79 45
2016 Q1 3,146,913 $32,161,000 +$2,921,965 $10.22 28
2015 Q4 2,861,143 $26,579,000 +$213,862 $9.29 24
2015 Q3 2,846,927 $21,729,000 -$257,635 $7.62 25
2015 Q2 2,844,972 $23,468,000 -$738,842 $8.25 31
2015 Q1 2,850,871 $30,273,000 +$2,111,464 $10.66 29
2014 Q4 2,656,377 $22,814,000 -$167,561 $8.60 27
2014 Q3 2,208,292 $15,451,000 -$1,176,966 $7.00 27
2014 Q2 2,338,944 $19,432,133 -$304,795 $8.31 29
2014 Q1 2,374,419 $21,190,133 +$489,056 $8.93 31