West Oak Capital’s Iris Energy IREN Stock Holding History

West Oak Capital’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
2025 Q3	$151	Hold	207	–	–	0.01%	204
2025 Q2	$129	Hold	207	–	–	0.01%	235
2025 Q1	$122	Sell	207 -184	-47%	-$1.79K	﹤0.01%	237
2024 Q4	$120K	Buy	391 +207	+113%	+$2.21K	﹤0.01%	235
2024 Q3	$16	Hold	184	–	–	﹤0.01%	276
2024 Q2	$2.08K	Buy	+184	New	+$1.38K	﹤0.01%	291

Other funds holding IREN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

West Oak Capital's IREN Position: Q3 2025 in Review

West Oak Capital held its Iris Energy (IREN) position steady in Q3 2025 at 207 shares worth $151. The position accounts for 0.01% of the portfolio, ranked #204.

West Oak Capital first reported a position in IREN in Q2 2024 and has held it in 6 quarters since. The position peaked at $120K in Q4 2024. 349 funds tracked by Wall St. Rank hold IREN as of Q3 2025.

West Oak Capital held 207 shares of Iris Energy worth $151 as of Q3 2025.
West Oak Capital left its Iris Energy share count unchanged in Q3 2025.
Iris Energy made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #204 holding.
West Oak Capital first reported a position in Iris Energy in Q2 2024 and has held it in 6 quarters since.
West Oak Capital's Iris Energy position peaked at $120K in Q4 2024.
349 funds tracked by Wall St. Rank held Iris Energy as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.