SIM
IREN icon

Synergy Investment Management’s Iris Energy IREN Stock Holding History

Synergy Investment 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 		$36.5K Buy
804
+19
+2% +$988 0.01% 429
2026
Q1 		$26.9K Buy
+785
New +$35.4K 0.01% 361

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

Synergy Investment Management's IREN Position: Q2 2026 in Review

Synergy Investment Management increased its Iris Energy (IREN) stake by 2.4% in Q2 2026, buying an estimated $988 and bringing the position to 804 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #429.

Synergy Investment Management first reported a position in IREN in Q1 2026 and has held it in 2 quarters since. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

  • Synergy Investment Management held 804 shares of Iris Energy worth $36.5K as of Q2 2026.
  • Synergy Investment Management bought 19 Iris Energy shares in Q2 2026, an estimated $988.
  • Iris Energy made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #429 holding.
  • Synergy Investment Management first reported a position in Iris Energy in Q1 2026 and has held it in 2 quarters since.
  • 676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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