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Opaleye Management’s Disc Medicine IRON Stock Holding History

Opaleye Management’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.5M Buy
855,000
+434,000
+103% +$29.8M 5.66% 4
2026
Q1 		$26.9M Buy
421,000
+221,000
+111% +$15.3M 3.55% 7
2025
Q4 		$15.9M Buy
200,000
+6,227
+3% +$526K 2.1% 12
2025
Q3 		$12.8M Buy
193,773
+7,355
+4% +$438K 1.81% 14
2025
Q2 		$9.87M Buy
186,418
+101,418
+119% +$4.76M 2% 12
2025
Q1 		$4.22M Buy
+85,000
New +$4.73M 0.94% 23
2021
Q2 		– Sell
-27,017
Closed -$11M – 56
2021
Q1 		$11M Buy
+27,017
New +$12.1M 1.61% 17

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Opaleye Management's IRON Position: Q2 2026 in Review

Opaleye Management increased its Disc Medicine (IRON) stake by 103% in Q2 2026, buying an estimated $29.8M and bringing the position to 855,000 shares worth $62.5M. The position accounts for 5.66% of the portfolio, ranked #4.

Opaleye Management first reported a position in IRON in Q1 2021 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • Opaleye Management held 855,000 shares of Disc Medicine worth $62.5M as of Q2 2026.
  • Opaleye Management bought 434,000 Disc Medicine shares in Q2 2026, an estimated $29.8M.
  • Disc Medicine made up 5.66% of Opaleye Management's portfolio in Q2 2026, its #4 holding.
  • Opaleye Management first reported a position in Disc Medicine in Q1 2021 and has held it in 7 quarters since.
  • 216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

Based on Opaleye Management's 13F filing for Q2 2026, filed 14 Aug 2026.