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Ophir Asset Management’s iRhythm Holdings IRTC Stock Holding History

Ophir 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 		$39.6M Buy
335,807
+208,110
+163% +$30M 4.62% 8
2025
Q4 		$22.7M Buy
127,697
+26,136
+26% +$4.63M 2.54% 22
2025
Q3 		$17.5M Sell
101,561
-100,523
-50% -$16M 2.16% 22
2025
Q2 		$28.3M Sell
202,084
-175,598
-46% -$22.7M 4.5% 8
2025
Q1 		$39.5M Sell
377,682
-49,720
-12% -$5.27M 6.91% 4
2024
Q4 		$38.5M Buy
+427,402
New +$33.6M 5.74% 3

Other funds holding IRTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ophir Asset Management's IRTC Position: Q1 2026 in Review

Ophir Asset Management increased its iRhythm Holdings (IRTC) stake by 163% in Q1 2026, buying an estimated $30M and bringing the position to 335,807 shares worth $39.6M. The position accounts for 4.62% of the portfolio, ranked #8.

Ophir Asset Management first reported a position in IRTC in Q4 2024 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold IRTC as of Q1 2026.

  • Ophir Asset Management held 335,807 shares of iRhythm Holdings worth $39.6M as of Q1 2026.
  • Ophir Asset Management bought 208,110 iRhythm Holdings shares in Q1 2026, an estimated $30M.
  • iRhythm Holdings made up 4.62% of Ophir Asset Management's portfolio in Q1 2026, its #8 holding.
  • Ophir Asset Management first reported a position in iRhythm Holdings in Q4 2024 and has held it in 6 quarters since.
  • 304 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2026.

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