Geode Capital Management
IREN icon

Geode Capital Management’s Iris Energy IREN Stock Holding History

Geode Capital Management’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163M Buy
2,523,920
+1,862,179
+281% +$96.8M 0.01% 919
2026
Q1 		$22.1M Buy
661,741
+147,040
+29% +$6.64M ﹤0.01% 1947
2025
Q4 		$19.4M Sell
514,701
-32,666
-6% -$1.69M ﹤0.01% 2014
2025
Q3 		$25.7M Sell
547,367
-187,560
-26% -$4.56M ﹤0.01% 1877
2025
Q2 		$10.7M Sell
734,927
-106,880
-13% -$868K ﹤0.01% 2322
2025
Q1 		$5.13M Buy
841,807
+147,291
+21% +$1.43M ﹤0.01% 2640
2024
Q4 		$6.82M Sell
694,516
-40,555
-6% -$432K ﹤0.01% 2585
2024
Q3 		$6.2M Buy
735,071
+264,883
+56% +$2.43M ﹤0.01% 2652
2024
Q2 		$5.31M Sell
470,188
-53,004
-10% -$397K ﹤0.01% 2688
2024
Q1 		$2.83M Buy
523,192
+161,732
+45% +$879K ﹤0.01% 2976
2023
Q4 		$2.58M Buy
361,460
+107,437
+42% +$462K ﹤0.01% 3013
2023
Q3 		$942K Buy
254,023
+36,618
+17% +$195K ﹤0.01% 3349
2023
Q2 		$1.01M Buy
217,405
+186,930
+613% +$714K ﹤0.01% 3351
2023
Q1 		$93.3K Hold
30,475
– – ﹤0.01% 4368
2022
Q4 		$38K Hold
30,475
– – ﹤0.01% 4663
2022
Q3 		$125K Sell
30,475
-29,927
-50% -$129K ﹤0.01% 4458
2022
Q2 		$202K Buy
60,402
+29,927
+98% +$232K ﹤0.01% 4258
2022
Q1 		$477K Hold
30,475
– – ﹤0.01% 3956
2021
Q4 		$492K Buy
+30,475
New +$535K ﹤0.01% 4054

Other funds holding IREN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Geode Capital Management's IREN Position: Q2 2026 in Review

Geode Capital Management increased its Iris Energy (IREN) stake by 281% in Q2 2026, buying an estimated $96.8M and bringing the position to 2,523,920 shares worth $163M. The position accounts for 0.01% of the portfolio, ranked #919.

Geode Capital Management first reported a position in IREN in Q4 2021 and has held it in 19 quarters since. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Geode Capital Management held 2,523,920 shares of Iris Energy worth $163M as of Q2 2026.
  • Geode Capital Management bought 1,862,179 Iris Energy shares in Q2 2026, an estimated $96.8M.
  • Iris Energy made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #919 holding.
  • Geode Capital Management first reported a position in Iris Energy in Q4 2021 and has held it in 19 quarters since.
  • 674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.