$IRD

$3.32 -$0.15 (4.32%) Close

$IRD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 83.2M shares outstanding

Who owns IRD?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 64.9%

BIOS Capital Management, LP 8.0% · Vanguard Capital Management LLC 7.6%

Institutional ownership

100.0%

+31.7 pts vs last qtr

Institutional holders

137

+31 vs last qtr

Net shares bought

+41.2M

by institutions in Q2 2026

New / sold out

51 / 20

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Cable Car Capital, LP +4.8M
ADAR1 Capital Management, LLC +4.4M

Biggest sellers in Q2 2026

Perceptive Advisors LLC SOLD OUT −1.8M
Farallon Capital Management, L.L.C. SOLD OUT −1.0M

Who is planning to sell?

Notices of proposed sale, last 12 months

$819K

14 notices from 5 people

Shares covered

175.6K

0.21% of the company

Arranged in advance

22%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Magrath George Officer $318K
Gagnon Robert E. Officer $245K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+1234.9%

+67.92% a year

Each share's claim on the business

−92.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $15.5M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years15% 3–5 years1% 1–3 years32% Under 1 year52%

Quarterly turnover

46.9%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting IRD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BC BIOS Capital Management, LP	6.7M	8.01%	+1.0M (+17.6%)	2024	43.8%
Shares held by quarter Peak holding6.7M (Q2'26) Change over 8 quarters+6.7M Share of the company8.010% BIOS Capital Management, LP's full portfolio →
VC Vanguard Capital Management LLC	6.3M	7.62%	+2.9M (+83.7%)	≤2021	0.0%
Shares held by quarter Peak holding6.3M (Q2'26) Change over 8 quarters+6.3M Share of the company7.620% Vanguard Capital Management LLC's full portfolio →

BIOS Capital Management, LP

6.7M

% of company

8.01%

Change vs last qtr

+1.0M (+17.6%)

Held since

2024

Vanguard Capital Management LLC

6.3M

% of company

7.62%

Change vs last qtr

+2.9M (+83.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Opus Genetics Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IRD on Form N-PORT; together they hold 13.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$11.8M	4.8M	5.72%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$5.54M	1.3M	1.62%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$11.8M

% of company

5.72%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$5.54M

% of company

1.62%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Opus Genetics Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FF Foundation Fighting Blindness Retinal Degeneration Fund 5%+ holder 13D · 4.7%	3.8M	4.56%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.560% Disclosed stake13D · 4.7% View the 13D/G filing →
FF Foundation Fighting Blindness, Inc. 5%+ holder 13D · 4.7%	3.8M	4.56%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.560% Disclosed stake13D · 4.7% View the 13D/G filing →

Foundation Fighting Blindness Retinal Degeneration Fund

5%+ holder13D · 4.7%

3.8M

% of company

4.56%

Change vs last qtr

—

Held since

—

Foundation Fighting Blindness, Inc.

5%+ holder13D · 4.7%

3.8M

% of company

4.56%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Opus Genetics Inc.

Comments