73 tracked 13F filers disclose a position in IRD as of the latest SEC 13F filings, a combined $195.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Caligan Partners LP | $27.6M | 6.1M | ▲New +6.1M sh | Q1 2026 | |
| 2 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $27.4M | 6.0M | ▲+446% Added · +4.9M sh | Q1 2026 | |
| 3 | Nantahala Capital Management, LLC | $12.6M | 3.1M | ▲+82% Added · +1.4M sh | Q2 2026 | |
| 4 | Trails Edge Capital Partners, LP | $11.3M | 2.7M | ▲+449% Added · +2.2M sh | Q2 2026 | |
| 5 | BALYASNY ASSET MANAGEMENT L.P. | $12.4M | 2.7M | —Held | Q1 2026 | |
| 6 | MILLENNIUM MANAGEMENT LLC | $12.0M | 2.6M | ▲+31% Added · +628K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $11.1M | 2.4M | →First observed position No prior filed position | Q1 2026 | |
| 8 | MARSHALL WACE, LLP | $10.5M | 2.3M | ▲15× Added · +2.2M sh | Q1 2026 | |
| 9 | Boxer Capital Management, LLC | $10.2M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 10 | ADAR1 Capital Management, LLC | $8.4M | 1.8M | ▲46× Added · +1.8M sh | Q1 2026 | |
| 11 | PERCEPTIVE ADVISORS LLC | $8.4M | 1.8M | ▼−58% Reduced · −2.5M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $5.6M | 1.4M | ▲+154% Added · +829K sh | Q2 2026 | |
| 13 | Woodline Partners LP | $6.2M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 14 | BOOTHBAY FUND MANAGEMENT, LLC | $5.4M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 15 | Opaleye Management Inc. | Withheld | 1.1M | —Held | Q1 2026 | |
| 16 | FARALLON CAPITAL MANAGEMENT LLC | $4.5M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 823K | ▲+308% Added · +622K sh | Q1 2026 | |
| 18 | STATE STREET CORP | $3.2M | 790K | ▲+295% Added · +590K sh | Q2 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $1.8M | 388K | ▲New +388K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $1.5M | 327K | ▲New +327K sh | Q1 2026 | |
| 21 | GREAT POINT PARTNERS LLC | $1.5M | 324K | ▲New +324K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $1.3M | 282K | →First observed position No prior filed position | Q1 2026 | |
| 23 | UBS Group AG | $1.2M | 258K | ▲+187% Added · +168K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $719K | 158K | ▲New +158K sh | Q1 2026 | |
| 25 | BlackRock, Inc. | $672K | 148K | ▲+4.1% Added · +6K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 18 funds opened a new position in IRD and 8 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 30 funds | $3.7B |
| MCKESSON CORPMCK | 30 funds | $794.9M |
| AMAZON.COM INCAMZN | 29 funds | $11.0B |
| MICROSOFT CORPMSFT | 29 funds | $9.0B |
| ELI LILLY & COLLY | 29 funds | $2.8B |
| BRISTOL-MYERS SQUIBB COBMY | 29 funds | $1.7B |
| NVIDIA CORPNVDA | 28 funds | $18.0B |
| APPLE INCAAPL | 28 funds | $13.4B |
| ALPHABET INC-CL AGOOGL | 28 funds | $7.1B |
| BROADCOM INCAVGO | 28 funds | $6.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 28 funds | $3.6B |
| CHEVRON CORPCVX | 28 funds | $3.2B |
Ranked by how many of IRD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 23, 2026 | YERXA BENJAMIN R | President, Director | Sell (S) | 7K | $22K |
| Jul 23, 2026 | SCHACHLE JOSEPH K | Chief Operating Officer | Sell (S) | 5K | $14K |
| Jul 23, 2026 | Magrath George | Chief Executive Officer, Director | Sell (S) | 9K | $28K |
| Jul 23, 2026 | Gagnon Robert E. | Chief Financial Officer | Sell (S) | 8K | $23K |
| May 18, 2026 | Foundation Fighting Blindness Retinal Degeneration Fund | Director | Sell (S) | 1.7M | $7.4M |
| Apr 23, 2026 | Zaremba Rabourn Amy | Head of Fin. Quality Assurance | Sell (S) | 2K | $9K |
| Apr 23, 2026 | SCHACHLE JOSEPH K | Chief Operating Officer | Sell (S) | 5K | $25K |
| Apr 23, 2026 | YERXA BENJAMIN R | President, Director | Sell (S) | 7K | $39K |
| Apr 23, 2026 | Magrath George | Chief Executive Officer, Director | Sell (S) | 10K | $50K |
| Apr 23, 2026 | Gagnon Robert E. | Chief Financial Officer | Sell (S) | 8K | $41K |
| Apr 23, 2026 | Jayagopal Ashwath | Chief Scientific & Dev. Ofc. | Sell (S) | 8K | $39K |
| Mar 16, 2026 | Jayagopal Ashwath | Chief Scientific & Dev. Ofc. | Sell (S) | 4K | $19K |
Connected entities for IRD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IRD/capital-change-brief"
Use Arkolith's capital_change_brief for IRD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IRD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.