Apexium Financial’s IRIDEX IRIX Stock Holding History

Apexium Financial’s Portfolio IRIX Stock Details IRIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$116K	Buy	100,529 +34,834	+53%	+$42.8K	0.01%	286
2025 Q2	$58K	Hold	65,695	–	–	﹤0.01%	277
2025 Q1	$65K	Hold	65,695	–	–	﹤0.01%	275
2024 Q4	$110K	Hold	65,695	–	–	0.01%	256
2024 Q3	$115K	Hold	65,695	–	–	0.01%	230
2024 Q2	$142K	Hold	65,695	–	–	0.01%	222
2024 Q1	$196K	Hold	65,695	–	–	0.01%	220
2023 Q4	$185K	Hold	65,695	–	–	0.01%	262
2023 Q3	$167K	Hold	65,695	–	–	0.02%	206
2023 Q2	$143K	Hold	65,695	–	–	0.01%	213
2023 Q1	$137K	Hold	65,695	–	–	0.01%	204
2022 Q4	$132K	Hold	65,695	–	–	0.01%	199
2022 Q3	$158K	Buy	+65,695	New	+$179K	0.02%	188

Other funds holding IRIX

PAPAIJV

Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return

Apexium Financial's IRIX Position: Q3 2025 in Review

Apexium Financial increased its IRIDEX (IRIX) stake by 53% in Q3 2025, buying an estimated $42.8K and bringing the position to 100,529 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #286.

Apexium Financial first reported a position in IRIX in Q3 2022 and has held it in 13 quarters since. The position peaked at $196K in Q1 2024. 22 funds tracked by Wall St. Rank hold IRIX as of Q3 2025.

Apexium Financial held 100,529 shares of IRIDEX worth $116K as of Q3 2025.
Apexium Financial bought 34,834 IRIDEX shares in Q3 2025, an estimated $42.8K.
IRIDEX made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #286 holding.
Apexium Financial first reported a position in IRIDEX in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's IRIDEX position peaked at $196K in Q1 2024.
22 funds tracked by Wall St. Rank held IRIDEX as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.