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Jefferies Financial Group’s Iris Energy IREN Stock Holding History

Jefferies Financial Group’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 		$65.7M Sell
1,436,200
-976,000
-40% -$50.7M 0.43% 38
2026
Q1 		$82.7M Sell
2,412,200
-5,136,700
-68% -$232M 0.57% 20
2025
Q4 		$285M Sell
7,548,900
-2,984,000
-28% -$154M 1.46% 9
2025
Q3 		$494M Sell
10,532,900
-1,812,000
-15% -$44M 2.33% 7
2025
Q2 		$180M Buy
12,344,900
+3,178,800
+35% +$25.8M 1.51% 7
2025
Q1 		$55.8M Buy
9,166,100
+8,976,600
+4,737% +$87.4M 0.49% 32
2024
Q4 		$1.86M Buy
+189,500
New +$2.02M 0.01% 689

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

Jefferies Financial Group's IREN Position: Q2 2026 in Review

Jefferies Financial Group increased its Iris Energy (IREN) stake by 550% in Q2 2026, buying an estimated $58.4M and bringing the position to 1,327,205 shares worth $60.7M. The position accounts for 0.4% of the portfolio, ranked #43.

Jefferies Financial Group first reported a position in IREN in Q1 2024 and has held it in 7 quarters since. The position peaked at $155M in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Jefferies Financial Group held 1,327,205 shares of Iris Energy worth $60.7M as of Q2 2026.
  • Jefferies Financial Group bought 1,122,945 Iris Energy shares in Q2 2026, an estimated $58.4M.
  • Iris Energy made up 0.4% of Jefferies Financial Group's portfolio in Q2 2026, its #43 holding.
  • Jefferies Financial Group first reported a position in Iris Energy in Q1 2024 and has held it in 7 quarters since.
  • Jefferies Financial Group's Iris Energy position peaked at $155M in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.