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Concurrent Investment Advisors’s IRIDEX IRIX Stock Holding History

Concurrent Investment Advisors’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
Q2 		– Sell
-21,944
Closed -$21.7K – 1438
2025
Q1 		$21.7K Buy
+21,944
New +$31K ﹤0.01% 1217

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concurrent Investment Advisors's IRIX Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of IRIDEX (IRIX) in Q2 2025, closing a stake of 21,944 shares — an estimated $21.7K sold.

Concurrent Investment Advisors first reported a position in IRIX in Q1 2025 and held it in 1 quarter. The position peaked at $21.7K in Q1 2025. 20 funds tracked by Wall St. Rank hold IRIX as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining IRIDEX position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 21,944 IRIDEX shares in Q2 2025, an estimated $21.7K.
  • Concurrent Investment Advisors first reported a position in IRIDEX in Q1 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's IRIDEX position peaked at $21.7K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held IRIDEX as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.