First Light Asset Management’s iRhythm Holdings IRTC Stock Holding History

First Light Asset Management’s Portfolio IRTC Stock Details IRTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.8M	Buy	168,116 +14,245	+9%	+$2.06M	1.78%	20
2025 Q4	$27.3M	Sell	153,871 -1,228	-0.8%	-$218K	2.09%	20
2025 Q3	$26.7M	Sell	155,099 -32,256	-17%	-$5.13M	2.51%	16
2025 Q2	$28.8M	Sell	187,355 -137,691	-42%	-$17.8M	3.74%	10
2025 Q1	$34M	Sell	325,046 -105,454	-24%	-$11.2M	3.89%	10
2024 Q4	$38.8M	Buy	+430,500	New	+$33.8M	3.71%	10
2024 Q2	–	Sell	-420,892	Closed	-$48.8M	–	46
2024 Q1	$48.8M	Buy	420,892 +268,829	+177%	+$30.2M	3.74%	9
2023 Q4	$16.3M	Buy	152,063 +64,024	+73%	+$5.58M	1.31%	27
2023 Q3	$8.3M	Buy	+88,039	New	+$8.95M	0.79%	36

Other funds holding IRTC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

First Light Asset Management's IRTC Position: Q1 2026 in Review

First Light Asset Management increased its iRhythm Holdings (IRTC) stake by 9.3% in Q1 2026, buying an estimated $2.06M and bringing the position to 168,116 shares worth $19.8M. The position accounts for 1.78% of the portfolio, ranked #20.

First Light Asset Management first reported a position in IRTC in Q3 2023 and has held it in 9 quarters since. The position peaked at $48.8M in Q1 2024. 304 funds tracked by Wall St. Rank hold IRTC as of Q1 2026.

First Light Asset Management held 168,116 shares of iRhythm Holdings worth $19.8M as of Q1 2026.
First Light Asset Management bought 14,245 iRhythm Holdings shares in Q1 2026, an estimated $2.06M.
iRhythm Holdings made up 1.78% of First Light Asset Management's portfolio in Q1 2026, its #20 holding.
First Light Asset Management first reported a position in iRhythm Holdings in Q3 2023 and has held it in 9 quarters since.
First Light Asset Management's iRhythm Holdings position peaked at $48.8M in Q1 2024.
304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2026.

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