Irhythm Holdings Inc (IRTC) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Irhythm Holdings Inc (IRTC) following the 2026 Q2 hedge fund 13F filings?

As of today, IRTC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IRTC gained +6.3% vs +5.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Irhythm Holdings Inc (IRTC)

298 + Investors. Track Smart Money conviction in IRTC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IRTC

Based on 302 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their IRTC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 90% of 3.0Y peak

90% of all-time peak

302 funds currently hold this stock — 90% of the 3.0-year high of 334 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q

+45 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 47% buying

158 buying180 selling

Last quarter: 180 funds reduced or exited vs 158 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 70 → 60 → 51 → 44. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 26% medium ■ 17% new

172 out of 302 hedge funds have held IRTC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -1%, value -34%

Value

-34%

-1%

Last quarter: funds added -1% more shares while total portfolio value only changed -34%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

54 → 70 → 60 → 51 → 44 new funds/Q

New funds entering each quarter: 70 → 60 → 51 → 44. IRTC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 23% new

Entry-cohort mix of 312 holders: 211 (68%) are 2+ year veterans, 30 entered 1–2 years ago, and 71 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

54 of 301 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IRTC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	298	331	-9.97%
13F Shares	35M	35M	-1.28%
Total Value	$4.08B	$6.17B	-33.97%
New Positions	41	51	-10
Increased Positions	113	105	+8
Closed Positions	74	53	+21
Reduced Positions	101	120	-19
Total Calls	6	5	20.0%
Total Puts	5	4	25.0%
PUT/CALL Ratio	0.83	0.8	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

298

331

-9.97%

13F Shares

35M

-1.28%

Total Value

$4.08B

$6.17B

-33.97%

New Positions

-10

Increased Positions

113

105

Closed Positions

+21

Reduced Positions

101

120

-19

Total Calls

20.0%

Total Puts

25.0%

PUT/CALL Ratio

0.83

0.8

Neutral

Institutional Holders (2026 Q2)

298 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IRTC. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IRTC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prosight Management, LP	3.39%	165,500	$19.7M
2	Braidwell LP	2.88%	654,262	$77.8M
3	Rtw Investments, LP	2.22%	2,182,631	$259.6M
4	Sectoral Asset Management Inc	2.16%	26,070	$3.1M
5	Ophir Asset Management Pty Ltd	1.97%	201,491	$24.0M
6	Kampmann Melissa S.	1.89%	21,012	$2.5M
7	Atle Fund Management AB	1.73%	54,102	$6.4M
8	Rock Springs Capital Management LP	1.57%	269,650	$32.1M
9	Eventide Asset Management, LLC	1.40%	880,338	$104.7M
10	First Light Asset Management, LLC	1.21%	167,092	$19.9M
11	Next Century Growth Investors LLC	1.18%	187,064	$22.3M
12	Stephens Investment Management Group LLC	0.88%	693,437	$82.5M
13	Parkman Healthcare Partners LLC	0.82%	67,267	$8.0M
14	Future Fund LLC	0.68%	20,078	$2.4M
15	PFM Health Sciences, LP	0.67%	65,196	$7.8M
16	Sirios Capital Management L P	0.50%	34,455	$4.1M
17	Oberweis Asset Management Inc/	0.50%	202,004	$24.0M
18	Integral Health Asset Management, LLC	0.42%	90,000	$10.7M
19	Perceptive Advisors LLC	0.40%	223,766	$26.6M
20	Granahan Investment Management, LLC	0.36%	83,903	$10.0M
21	Artisan Partners Limited Partnership	0.31%	1,660,307	$197.5M
22	Champlain Investment Partners, LLC	0.30%	97,015	$11.5M
23	Peregrine Capital Management LLC	0.29%	75,724	$9.0M
24	Bridgefront Capital, LLC	0.25%	8,009	$953K
25	Fuller & Thaler Asset Management, INC.	0.22%	685,496	$81.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Irhythm Holdings Inc (IRTC)

What does the Smart Money Trend signal show for IRTC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IRTC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IRTC?

More sellers than buyers — 47% buying: Last quarter: 180 funds reduced or exited vs 158 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IRTC holders?

Elite ownership — 43% AUM from top-100 funds: 54 of 301 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in IRTC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IRTC?

57% of holders stayed for 2+ years: 172 out of 302 hedge funds have held IRTC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Irhythm Holdings Inc (IRTC) following the 2026 Q2 hedge fund 13F filings?

As of today, IRTC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IRTC has gained +6.3% vs +5.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Irhythm Holdings Inc (IRTC)

Smart Money Signals — IRTC

Selling streak — 2 quarters in a row

High ownership — 90% of 3.0Y peak

Steady growth — +18% more funds vs a year ago

More sellers than buyers — 47% buying

Fewer new buyers each quarter (-7 vs last Q)

57% of holders stayed for 2+ years

Buying through price weakness — shares -1%, value -34%

Peak discovery — momentum slowing

Veteran-anchored — 68% veterans vs 23% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — IRTC

Hedge Fund Ownership: IRTC

Market Analysis: IRTC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IRTC

Is It Too Late to Buy Irhythm Holdings Inc (IRTC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IRTC

Statistics: IRTC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Irhythm Holdings Inc (IRTC)

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