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Institutional Ownership · SEC Form 13F

Who owns Opus Genetics (IRD)


Which tracked institutional funds hold IRD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IRD company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

101
Institutional holders
57M
Shares held (tracked funds)
82.3%
Of shares outstanding

How the tape is positioned

24 tracked funds added or opened IRD while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

IRD’s largest tracked holder by dollar value, Caligan Partners LP, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IRD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 101 tracked filers holding IRD, 73 increased or opened the position and 29 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in IRD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 5

  • SummitTX Capital, L.P.$4M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2M
  • Squarepoint Ops LLC$1M
  • AWM Investment Company, Inc.$956K
  • Bank of New York Mellon Corp$503K

Full exits 4

  • PERCEPTIVE ADVISORS LLC$8M
  • FARALLON CAPITAL MANAGEMENT LLC$5M
  • AMERIPRISE FINANCIAL INC$2M
  • Voleon Capital Management LP$654K

Largest adds

  • BlackRock, Inc.$12M
  • Trails Edge Capital Partners, LP$9M
  • GREAT POINT PARTNERS LLC$7M
  • Nantahala Capital Management, LLC$5M
  • GOLDMAN SACHS GROUP INC$5M
  • GEODE CAPITAL MANAGEMENT, LLC$3M

Largest trims

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • Caligan Partners LP$3M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$3M
  • MARSHALL WACE, LLP$3M
  • MILLENNIUM MANAGEMENT LLC$3M
  • Mink Brook Asset Management LLC$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Caligan Partners LP added6,077,084$25M9.7%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C.6,029,775$25M9.6%2026-Q2
BIOS Capital Management, LP3,683,429$15M5.9%2026-Q2
BlackRock, Inc. added3,116,487$13M5.0%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added3,087,866$13M4.9%2026-Q2
Nantahala Capital Management, LLC added3,061,359$13M4.9%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added2,958,683$12M4.7%2026-Q2
Boxer Capital Management, LLC added2,815,000$12M4.5%2026-Q2
Trails Edge Capital Partners, LP added2,743,658$11M4.4%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed2,302,101$9M3.7%2026-Q2
GREAT POINT PARTNERS LLC added1,970,187$8M3.1%2026-Q2
MARSHALL WACE, LLP trimmed1,945,609$8M3.1%2026-Q2
ADAR1 Capital Management, LLC trimmed1,783,781$7M2.8%2026-Q2
GOLDMAN SACHS GROUP INC added1,527,229$6M2.4%2026-Q2
Woodline Partners LP added1,434,713$6M2.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,367,712$6M2.2%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC added1,189,515$5M1.9%2026-Q2
Opaleye Management Inc. added1,125,000$5M1.8%2026-Q2
SummitTX Capital, L.P. new1,007,351$4M1.6%2026-Q2
STATE STREET CORP added790,136$3M1.3%2026-Q2
Bleichroeder LP736,842$3M1.2%2026-Q2
UBS Group AG added683,895$3M1.1%2026-Q2
CITADEL ADVISORS LLC added665,662$3M1.1%2026-Q2
MORGAN STANLEY added464,900$2M0.7%2026-Q2
NORTHERN TRUST CORP added442,154$2M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added410,375$2M0.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new371,950$2M0.6%2026-Q2
Squarepoint Ops LLC new330,783$1M0.5%2026-Q2
TWO SIGMA INVESTMENTS, LP added253,962$1M0.4%2026-Q2
AWM Investment Company, Inc. trimmed232,590$956K0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed196,897$809K0.3%2026-Q2
JANE STREET GROUP, LLC added188,988$777K0.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added165,053$678K0.3%2026-Q2
Mink Brook Asset Management LLC trimmed161,205$663K0.3%2026-Q2
XTX Topco Ltd added144,095$592K0.2%2026-Q2
Seven Fleet Capital Management LP added143,137$588K0.2%2026-Q2
Creative Planning128,366$528K0.2%2026-Q2
Texas Capital Bank Wealth Management Services Inc added122,529$504K0.2%2026-Q2
Bank of New York Mellon Corp new122,479$503K0.2%2026-Q2
Stonepine Capital Management, LLC added100,718$414K0.2%2026-Q2
Jump Financial, LLC new94,820$390K0.2%2026-Q2
Nuveen, LLC new71,343$293K0.1%2026-Q2
Palogic Value Management, L.P. added65,088$268K0.1%2026-Q2
Aureus Asset Management, LLC new58,200$239K0.1%2026-Q2
Regency Capital Management Inc.\DE trimmed58,000$238K0.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed55,005$226K0.1%2026-Q2
DEUTSCHE BANK AG\ new53,312$219K0.1%2026-Q2
Invesco Ltd. new53,231$219K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added52,633$216K0.1%2026-Q2
RHUMBLINE ADVISERS new51,464$212K0.1%2026-Q2
EntryPoint Capital, LLC new50,883$209K0.1%2026-Q2
Quadrature Capital Ltd new46,389$191K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ new43,937$181K0.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC42,065$173K0.1%2026-Q2
Empowered Funds, LLC42,065$173K0.1%2026-Q2
MANGROVE PARTNERS IM, LLC41,717$171K0.1%2026-Q2
MetLife Investment Management, LLC new32,208$132K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS32,000$132K0.1%2026-Q2
CITIGROUP INC added30,092$124K0.0%2026-Q2
ALLIANCEBERNSTEIN L.P. new25,380$115K0.0%2026-Q2
Miller Financial Services LLC added27,000$111K0.0%2026-Q2
SIMPLEX TRADING, LLC trimmed25,553$105K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new24,657$101K0.0%2026-Q2
JPMORGAN CHASE & CO added22,199$90K0.0%2026-Q2
Point72 Asset Management, L.P. new18,922$78K0.0%2026-Q2
JAMES INVESTMENT RESEARCH, INC.16,364$67K0.0%2026-Q2
NewEdge Advisors, LLC16,364$67K0.0%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE new15,949$66K0.0%2026-Q2
State of Wyoming new15,904$65K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey new15,793$65K0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed15,008$62K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND new14,500$60K0.0%2026-Q2
Vanguard Global Advisers, LLC trimmed14,342$59K0.0%2026-Q2
OSAIC HOLDINGS, INC. added13,900$57K0.0%2026-Q2
BARCLAYS PLC added13,357$55K0.0%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC12,800$53K0.0%2026-Q2
Stokes Family Office, LLC12,120$50K0.0%2026-Q2
Engineers Gate Manager LP new12,063$50K0.0%2026-Q2
First City Capital Management, Inc.11,836$49K0.0%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC new11,566$48K0.0%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC new11,017$45K0.0%2026-Q2
PERCEPTIVE ADVISORS LLC trimmed1,835,842$8M3.2%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC added2,322,897$5M1.8%2025-Q4 stale (2 quarters behind)
FARALLON CAPITAL MANAGEMENT LLC new1,000,000$5M1.8%2026-Q1 stale (1 quarter behind)
AMERIPRISE FINANCIAL INC new388,491$2M0.7%2026-Q1 stale (1 quarter behind)
Voss Capital, LP trimmed441,891$888K0.3%2025-Q4 stale (2 quarters behind)
Voleon Capital Management LP new143,796$654K0.3%2026-Q1 stale (1 quarter behind)
RENAISSANCE TECHNOLOGIES LLC trimmed73,209$333K0.1%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP added67,663$307K0.1%2026-Q1 stale (1 quarter behind)
Brevan Howard Capital Management LP new61,313$279K0.1%2026-Q1 stale (1 quarter behind)
OMERS ADMINISTRATION Corp trimmed41,600$189K0.1%2026-Q1 stale (1 quarter behind)
nVerses Capital, LLC new28,564$130K0.1%2026-Q1 stale (1 quarter behind)
Persistent Asset Partners Ltd new17,919$82K0.0%2026-Q1 stale (1 quarter behind)
Qube Research & Technologies Ltd new39,978$80K0.0%2025-Q4 stale (2 quarters behind)
Bedel Financial Consulting, Inc.15,000$68K0.0%2026-Q1 stale (1 quarter behind)
BLAIR WILLIAM & CO/IL trimmed12,466$57K0.0%2026-Q1 stale (1 quarter behind)
SANDERS MORRIS HARRIS LLC new12,000$55K0.0%2026-Q1 stale (1 quarter behind)
GROUP ONE TRADING LLC new10,594$48K0.0%2026-Q1 stale (1 quarter behind)
Annandale Capital, LLC10,000$46K0.0%2026-Q1 stale (1 quarter behind)
Reliant Investment Partners, LLC10,000$46K0.0%2026-Q1 stale (1 quarter behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership