181 tracked 13F filers disclose a position in IRON as of the latest SEC 13F filings, a combined $2.6B 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 | FMR LLC | $357.2M | 5.6M | ▲+2.5% Added · +137K sh | Q1 2026 | |
| 2 | RA CAPITAL MANAGEMENT, L.P. | $156.7M | 2.5M | ▲+24% Added · +474K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $145.4M | 2.3M | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $120.6M | 1.6M | ▼−2.9% Reduced · −49K sh | Q2 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $99.1M | 1.5M | ▼−8.8% Reduced · −149K sh | Q1 2026 | |
| 6 | Atlas Venture Life Science Advisors, LLC | $110.7M | 1.5M | —Held | Q2 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $87.9M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $83.4M | 1.4M | ▼−13% Reduced · −210K sh | Q1 2026 | |
| 9 | Frazier Life Sciences Management, L.P. | $99.1M | 1.4M | —Held | Q2 2026 | |
| 10 | TCG Crossover Management, LLC | $85.8M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 11 | BVF INC/IL | $81.4M | 1.3M | ▲+96% Added · +622K sh | Q1 2026 | |
| 12 | ORBIMED ADVISORS LLC | $68.3M | 1.1M | —Held | Q1 2026 | |
| 13 | Woodline Partners LP | $61.3M | 958K | ▲~0% Added · +448 sh | Q1 2026 | |
| 14 | Siren, L.L.C. | $65.0M | 888K | ▼−10% Reduced · −100K sh | Q2 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $57.8M | 790K | ▲+6.1% Added · +46K sh | Q2 2026 | |
| 16 | Vestal Point Capital, LP | $44.8M | 700K | ▼−4.8% Reduced · −35K sh | Q1 2026 | |
| 17 | DEERFIELD MANAGEMENT COMPANY, L.P. | $42.0M | 657K | ▲+29% Added · +146K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $40.9M | 640K | ▼−15% Reduced · −114K sh | Q1 2026 | |
| 19 | JENNISON ASSOCIATES LLC | $39.0M | 610K | ▲+15% Added · +78K sh | Q1 2026 | |
| 20 | Bellevue Group AG | $41.0M | 560K | ▲+22% Added · +101K sh | Q2 2026 | |
| 21 | Logos Global Management LP | $35.8M | 560K | ▲+9.8% Added · +50K sh | Q1 2026 | |
| 22 | ARMISTICE CAPITAL, LLC | $34.3M | 536K | ▲+7.3% Added · +37K sh | Q1 2026 | |
| 23 | Saturn V Capital Management LP | $28.8M | 450K | ▲+51% Added · +151K sh | Q1 2026 | |
| 24 | Opaleye Management Inc. | $26.9M | 421K | ▲+111% Added · +221K sh | Q1 2026 | |
| 25 | Palo Alto Investors LP | $30.5M | 417K | ▲+3.7% Added · +15K sh | Q2 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 IRON and 28 added to an existing one, while 19 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 |
|---|---|---|
| REVOLUTION MEDICINES INCRVMD | 84 funds | $4.9B |
| NVIDIA CORPNVDA | 82 funds | $261.3B |
| MICROSOFT CORPMSFT | 82 funds | $170.3B |
| INSMED INCINSM | 82 funds | $4.7B |
| RHYTHM PHARMACEUTICALS INCRYTM | 82 funds | $2.4B |
| AMAZON.COM INCAMZN | 81 funds | $125.2B |
| ELI LILLY & COLLY | 81 funds | $53.6B |
| INTUITIVE SURGICAL INCISRG | 81 funds | $19.7B |
| GILEAD SCIENCES INCGILD | 81 funds | $13.3B |
| CYTOKINETICS INCCYTK | 81 funds | $1.3B |
| BOSTON SCIENTIFIC CORPBSX | 80 funds | $7.6B |
| BROADCOM INCAVGO | 79 funds | $102.8B |
Ranked by how many of IRON's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | Sell (S) | 9K | $731K |
| Aug 24, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | Sell (S) | 300 | $25K |
| Aug 17, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 12K | $949K |
| Aug 17, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 13K | $1.0M |
| Aug 17, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 8K | $656K |
| Aug 12, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | Sell (S) | 804 | $66K |
| Aug 6, 2026 | Khara Rahul | Chief Legal Officer | Sell (S) | 5K | $400K |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 10K | $721K |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 17K | $1.3M |
| Jul 13, 2026 | Quisel John D | Chief Executive Officer, Director | Sell (S) | 6K | $487K |
| Jul 7, 2026 | Yu Jonathan Yen-Wen | Chief Operating Officer | Sell (S) | 100 | $8K |
| Jun 29, 2026 | Khara Rahul | Chief Legal Officer | Sell (S) | 2K | $124K |
Connected entities for IRON
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/IRON/capital-change-brief"
Use Arkolith's capital_change_brief for IRON. 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 IRON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.