Balyasny Asset Management’s Iridium Communications IRDM Stock Holding History

Balyasny Asset Management’s Portfolio IRDM Stock Details IRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.43M	Sell	123,555 -67,003	-35%	-$1.51M	﹤0.01%	1537
2025 Q4	$3.31M	Sell	190,558 -102,808	-35%	-$1.82M	﹤0.01%	1612
2025 Q3	$5.12M	Buy	+293,366	New	+$7.25M	0.01%	1361
2025 Q1	–	Sell	-206,774	Closed	-$6M	–	3037
2024 Q4	$6M	Buy	+206,774	New	+$6.15M	0.01%	1186
2024 Q1	–	Sell	-7,827	Closed	-$322K	–	2856
2023 Q4	$322K	Buy	7,827 +3,146	+67%	+$125K	﹤0.01%	2128
2023 Q3	$213K	Sell	4,681 -200,856	-98%	-$10.4M	﹤0.01%	2016
2023 Q2	$12.8M	Buy	+205,537	New	+$12.7M	0.03%	673
2023 Q1	–	Sell	-22,472	Closed	-$1.16M	–	2898
2022 Q4	$1.16M	Sell	22,472 -18,829	-46%	-$945K	﹤0.01%	1605
2022 Q3	$1.83M	Buy	41,301 +27,024	+189%	+$1.17M	0.01%	1539
2022 Q2	$536K	Buy	+14,277	New	+$532K	﹤0.01%	1954
2022 Q1	–	Sell	-15,484	Closed	-$639K	–	2647
2021 Q4	$639K	Sell	15,484 -9,526	-38%	-$385K	﹤0.01%	1561
2021 Q3	$997K	Buy	+25,010	New	+$1.05M	﹤0.01%	1325
2020 Q2	–	Sell	-16,276	Closed	-$363K	–	1309
2020 Q1	$363K	Buy	+16,276	New	+$421K	﹤0.01%	955
2019 Q4	–	Sell	-24,728	Closed	-$526K	–	1325
2019 Q3	$526K	Buy	+24,728	New	+$589K	﹤0.01%	934
2016 Q3	–	Sell	-11,144	Closed	-$99K	–	1129
2016 Q2	$99K	Buy	+11,144	New	+$91.6K	﹤0.01%	1097
2015 Q4	–	Sell	-13,600	Closed	-$84K	–	1331
2015 Q3	$84K	Buy	+13,600	New	+$98.8K	﹤0.01%	1077
2014 Q4	–	Sell	-100,000	Closed	-$885K	–	743
2014 Q3	$885K	Buy	+100,000	New	+$867K	0.01%	661

Other funds holding IRDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHCM

Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Balyasny Asset Management's IRDM Position: Q1 2026 in Review

Balyasny Asset Management reduced its Iridium Communications (IRDM) stake by 35% in Q1 2026, selling an estimated $1.51M and leaving 123,555 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Balyasny Asset Management first reported a position in IRDM in Q3 2014 and has held it in 17 quarters since. The position peaked at $12.8M in Q2 2023. 379 funds tracked by Wall St. Rank hold IRDM as of Q1 2026.

Balyasny Asset Management held 123,555 shares of Iridium Communications worth $3.43M as of Q1 2026.
Balyasny Asset Management sold 67,003 Iridium Communications shares in Q1 2026, an estimated $1.51M.
Iridium Communications made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1537 holding.
Balyasny Asset Management first reported a position in Iridium Communications in Q3 2014 and has held it in 17 quarters since.
Balyasny Asset Management's Iridium Communications position peaked at $12.8M in Q2 2023.
379 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.