415 tracked 13F filers disclose a position in IREN as of the latest SEC 13F filings, a combined $5.3B 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 | Defiance ETFs, LLC | $434.4M | 12.7M | ▲New +12.7M sh | Q1 2026 | |
| 2 | Situational Awareness LP | $401.0M | 11.7M | ▲+34% Added · +3.0M sh | Q1 2026 | |
| 3 | Situational Awareness Partners LP | $401.0M | 11.7M | ▲New +11.7M sh | Q1 2026 | |
| 4 | CITIGROUP INC | $373.8M | 10.9M | ▲+10% Added · +1.0M sh | Q1 2026 | |
| 5 | BIT Capital GmbH | $223.7M | 6.5M | ▼−6.0% Reduced · −415K sh | Q1 2026 | |
| 6 | D. E. Shaw & Co., Inc. | $220.5M | 6.4M | ▼−45% Reduced · −5.3M sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $190.9M | 5.6M | ▼−24% Reduced · −1.8M sh | Q1 2026 | |
| 8 | Value Aligned Research Advisors, LLC | $163.4M | 4.8M | ▲+36% Added · +1.3M sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $152.8M | 4.5M | ▲+605% Added · +3.8M sh | Q1 2026 | |
| 10 | Marex Group plc | $134.3M | 3.9M | ▼−12% Reduced · −553K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $128.4M | 3.7M | ▼−49% Reduced · −3.6M sh | Q1 2026 | |
| 12 | UBS Group AG | $126.3M | 3.7M | ▲+16% Added · +515K sh | Q1 2026 | |
| 13 | CANTOR FITZGERALD, L. P. | $100.7M | 2.9M | ▼−15% Reduced · −532K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $98.2M | 2.9M | ▲11× Added · +2.6M sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $97.9M | 2.9M | ▼−49% Reduced · −2.7M sh | Q1 2026 | |
| 16 | STATE STREET CORP | $89.8M | 2.6M | ▲+344% Added · +2.0M sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $73.3M | 2.1M | ▲+58% Added · +789K sh | Q1 2026 | |
| 18 | Clear Street Group Inc. | $70.8M | 2.1M | ▼−43% Reduced · −1.6M sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $58.5M | 1.9M | ▲+36% Added · +493K sh | Q1 2026 | |
| 20 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $62.9M | 1.8M | ▼−29% Reduced · −749K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $60.5M | 1.8M | ▲+110% Added · +925K sh | Q1 2026 | |
| 22 | Tidal Investments LLC | $59.3M | 1.7M | ▲+3.7% Added · +62K sh | Q1 2026 | |
| 23 | NATIONAL BANK OF CANADA /FI/ | $57.6M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 24 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $54.0M | 1.6M | ▼−31% Reduced · −709K sh | Q1 2026 | |
| 25 | TORONTO DOMINION BANK | $49.6M | 1.4M | ▲New +1.4M 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, 10 funds opened a new position in IREN and 22 added to an existing one, while 15 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 |
|---|---|---|
| NVIDIA CORPNVDA | 146 funds | $88.2B |
| MICROSOFT CORPMSFT | 146 funds | $58.5B |
| AMAZON.COM INCAMZN | 145 funds | $45.9B |
| BROADCOM INCAVGO | 144 funds | $30.6B |
| META PLATFORMS INC-CLASS AMETA | 144 funds | $26.8B |
| MICRON TECHNOLOGY INCMU | 144 funds | $11.4B |
| ALPHABET INC-CL AGOOGL | 143 funds | $40.5B |
| TESLA INCTSLA | 142 funds | $17.6B |
| APPLE INCAAPL | 140 funds | $67.9B |
| ADVANCED MICRO DEVICESAMD | 140 funds | $8.2B |
| ORACLE CORPORCL | 140 funds | $6.6B |
| UBER TECHNOLOGIES INCUBER | 140 funds | $4.1B |
Ranked by how many of IREN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 16, 2025 | Guzowski Christopher | Director | Sell (S) | 12K | $434K |
| Sep 11, 2025 | Roberts William Gregory | Co-Chief Executive Officer, Director | Sell (S) | 1.0M | $33.1M |
| Sep 11, 2025 | Roberts Daniel John | Co-Chief Executive Officer, Director | Sell (S) | 1.0M | $33.1M |
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/IREN/capital-change-brief"
Use Arkolith's capital_change_brief for IREN. 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 IREN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.