IRTC iRhythm Holdings, Inc. Common Stock
XNAS
89.71
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
IRTC
$89.71
—
What changed
Recent filings, trades and movesKey stats
$89.71
- 52-Week Range
- $86.30 – $192.47
- YTD
- -48.80%
- IV Rank (30D)
- 35.05
- Straddle Price
- $11.55
- P/C Vol Ratio
- 1.31
- Market Cap
- $3.0B
- Open
- $90.69
- Day Range
- $88.63 – $92.96
- Volume
- 781,428
- Prev Close
- $90.22
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 1.12 |
| Cost of Equity (CAPM) | 10.24% (VRP-adj) |
| WACC | 10.02% |
| Volatility Risk Premium | -19.9pp (IV − HV30), ERP adj -25bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +16.2% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | -7.5% |
| Book / Price | 6.3% |
| Gross Margin (TTM) | 71.5% |
| FCF Margin (TTM) | 4.7% |
| Debt / Equity | 3.50 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $114.93 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $117.21 |
| Bollinger Width / SMA20 | 35.5% (drives anchor stability) |
| Net Debt | $0.4B |
| Market Cap | $3B |
Peers used for multiples: DXCM, GEHC, ISRG, MRNA, NTRA, OSCR, PODD, RMD
60-Day Conviction
86%
20-Day Fair Value
≈ by Dec 8, 2026
$90.31
α +0.9%
rank 36%
conviction
60%
40-Day Fair Value
≈ by Jan 6, 2027
$92.72
α +3.6%
rank 38%
conviction
87%
60-Day Fair Value
≈ by Feb 4, 2027
$93.63
α +4.6%
rank 40%
conviction
86%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $23.00 | 24% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 25.0× · 6 peers |
| Peer EV/EBITDA | n/a | 0% | median 17.0× · 6 peers |
| Peer P/B | $50.80 | 9% | median 9.0× · 8 peers |
| Peer P/S | $166.15 | 9% | median 6.0× · 8 peers |
| Market Anchor (SMA50) | $114.93 | 35% | stability 73% (BB-width) |
| Options Expected (B-L 30d) | $84.13 | 24% | 28 strikes · skew -0.09 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- SURGICAL & MEDICAL INSTRUMENTS & APPARATUS (3841) · industry map
- Exchange
- XNAS
- Market Cap
- $3.0B
- Employees
- 2,400
- List Date
- 2016-10-20
- CIK
- 0001388658
- Last Earnings
- Nov 5 after close · −30.7% vs ±10.1% expected
- Next Earnings
- ~Feb 18, 2027 (estimated)
- Headquarters
- San Francisco, CA
- Homepage
- https://www.irhythmtech.com
iRhythm Holdings Inc is a digital healthcare company that creates trusted solutions that detect, predict, and prevent disease. Its principal business is the design, development, and commercialization of device-based technology to provide ambulatory cardiac monitoring services that it believes allow clinicians to diagnose certain arrhythmias quicker and with greater efficiency than other services that rely on traditional technology. Each Zio System combines an FDA-cleared and CE-marked, wire-free, patch-based, 14-day wearable biosensor that continuously records electrocardiogram (ECG) data with…
Summary
—
composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -26.12% | 3.45% | 4.49% | 18.20% | 21.70% | -11.82% | 1.65% |
| Feb | -11.60% | 2.61% | 15.09% | -4.01% | 1.18% | -14.11% | -1.81% |
| Mar | -9.19% | 19.72% | 4.99% | -3.75% | -4.05% | -8.13% | -0.07% |
| Apr | -43.25% | -24.16% | 6.63% | -5.17% | 0.01% | 9.25% | -9.45% |
| May | 0.44% | 10.03% | -14.11% | -21.06% | 29.39% | -5.71% | -0.17% |
| Jun | -12.98% | -21.71% | -5.46% | 28.04% | 9.46% | 8.96% | 1.05% |
| Jul | -19.81% | 37.76% | 0.98% | -18.98% | -3.95% | -5.98% | -1.66% |
| Aug | -5.91% | -6.64% | -0.46% | -15.84% | 3.04% | -4.59% | -5.07% |
| Sep | 22.05% | -16.62% | -7.97% | 9.18% | 0.53% | -7.10% | 0.01% |
| Oct | 19.61% | -0.02% | -14.74% | 1.20% | 11.85% | 11.09% | 4.83% |
| Nov | 43.79% | -13.98% | 8.06% | 15.89% | 1.63% | -29.26%* | 4.35% |
| Dec | 10.48% | -13.56% | 20.00% | 2.58% | -2.90% | -- | 3.32% |
| Total | -48.53% | -33.81% | 11.80% | -6.25% | 83.78% | -48.85% | -6.98% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $116.35
SMA 50: $114.32
SMA 200: $120.89
Current: $89.52
EMA 12: $114.56
EMA 26: $115.35
MACD: -0.7873 | Signal: -2.9176
BULLISH
ADX (14): 31.24
TREND
+DI: 19.35
−DI: 42.24
Momentum Oscillators
RSI (14): 29.76
OVERSOLD
Stoch %K: 28.95
Stoch %D: 55.90
Williams %R: -93.81
Volume & Volatility
BB Upper: $140.06
BB Lower: $92.64
OVERSOLD
OBV: 801,378
Vol SMA 20: 829,574
Vol ROC: 79.40%
ATR: $7.64
True Range: $4.33
HV 20: 139.1%
HV 30: 114.0%
HV 60: 86.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before IRTC’s Nov 5 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Recent positive news headlines, particularly the AMALFI clinical trial results, have boosted investor sentiment
- Technical indicators suggest a trend reversal from downtrend to neutral or uptrend
Primary Risks:
- High IV rank and options volume indicate elevated volatility and potential for increased price swings
- Negative news headlines, such as the cyber incident investigation, could weigh on investor confidence
Investment Thesis: iRhythm Technologies (IRTC) is poised for a trend reversal, driven by recent positive news sentiment and technical signals. However, the stock remains volatile, and investors should be cautious of potential downside risks.
Recent News Sentiment Impact: The AMALFI clinical trial results have had a significant impact on investor sentiment, with most recent headlines trending positively (Sentiment: POSITIVE). The cyber incident investigation has generated some negative sentiment (Sentiment: NEGATIVE), but overall, news flow is supportive of the stock's upward momentum.
Technical Analysis
Trend Direction: Neutral
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Neutral
- Long-term (3-12 months): Uptrend
Support/Resistance Levels:
- Upper Bollinger Band: $132.14 (resistance)
- Middle Line (SMA 50): $115.91 (support)
Momentum Signals:
- RSI interpretation: Neutral (59.06)
- MACD signal: Bullish momentum
- Bollinger Bands position: Squeeze
Volume Analysis: Volume has been declining, indicating a potential trend reversal. Institutional interest signals are mixed, with some institutions selling and others buying.
News & Sentiment Analysis
Recent Headlines Summary: Most recent headlines have been positive, driven by the AMALFI clinical trial results. However, the cyber incident investigation has generated some negative sentiment.
Sentiment Assessment: Aggregate news sentiment is POSITIVE (55%).
Catalyst Identification:
- Upcoming events: Earnings release (TBD)
- Product launches: None announced
Market Narrative: Recent positive headlines have boosted investor confidence, driving a trend reversal. However, the stock remains volatile, and investors should be cautious of potential downside risks.
Risk & Volatility Assessment
Beta Interpretation: Low risk relative to market (beta 0.64)
Volatility Regime: Current volatility levels are relatively low compared to historical norms.
Options Market Signals:
- IV rank: Low
- Put/call ratios: Bullish sentiment (47 calls vs 12 puts)
- Unusual activity: None notable
Downside Protection: Support levels include the middle line (SMA 50) at $115.91 and the lower Bollinger Band at $104.26.
Market Context & Positioning
Sector Performance: IRTC is performing relatively well within its sector.
Institutional Activity: Mixed signals, with some institutions selling and others buying.
Correlation Analysis: The stock has a low correlation coefficient (0.20) relative to the broader market (SPY).
Relative Valuation: The stock trades within a trading range, with recent price action indicating a trend reversal.
Key Levels & Action Items
Critical Price Levels:
- Support: $115.91 (SMA 50)
- Resistance: $132.14 (Upper Bollinger Band)
Breakout/Breakdown Levels: None notable
Time-Sensitive Catalysts: Earnings release (TBD) and product launches (none announced)
Risk Management: Stop-loss levels should be set around the middle line (SMA 50) at $115.91, with position sizing considerations factoring in the stock's relatively low volatility.
I hope this analysis meets your requirements!
Generated
News
All IRTC news →
Zio AT softened as buyers waited on VitalConnect, yet margins surged.
Earnings History
18 of 22 under expected move
Avg Expected Move
12.53%
Avg Actual Move
8.57%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-25 | After-Close | 19.60% | 8.91% | 0.45x | Within |
| 2021-04-12 | After-Close | 9.92% | 6.66% | 0.67x | Within |
| 2021-08-05 | After-Close | 13.87% | 3.64% | 0.26x | Within |
| 2021-11-04 | After-Close | 16.11% | 8.60% | 0.53x | Within |
| 2022-02-23 | After-Close | 13.47% | 17.22% | 1.28x | Exceeded |
| 2022-05-05 | After-Close | 16.07% | 5.80% | 0.36x | Within |
| 2022-08-05 | After-Close | 11.76% | 0.03% | 0.00x | Within |
| 2022-11-01 | After-Close | 11.20% | 4.42% | 0.39x | Within |
| 2023-02-23 | After-Close | 12.40% | 8.33% | 0.67x | Within |
| 2023-05-04 | After-Close | 10.00% | 6.90% | 0.69x | Within |
| 2023-08-03 | After-Close | 11.03% | 18.26% | 1.66x | Exceeded |
| 2023-11-02 | After-Close | 13.20% | 5.20% | 0.39x | Within |
| 2024-02-22 | After-Close | 12.91% | 8.69% | 0.67x | Within |
| 2024-05-02 | After-Close | 11.05% | 7.40% | 0.67x | Within |
| 2024-08-01 | After-Close | 13.60% | 12.28% | 0.90x | Within |
| 2024-10-30 | After-Close | 16.00% | 4.39% | 0.27x | Within |
| 2025-07-31 | After-Close | 11.84% | 17.68% | 1.49x | Exceeded |
| 2025-10-30 | After-Close | 11.24% | 1.73% | 0.15x | Within |
| 2026-02-19 | After-Close | 7.62% | 4.98% | 0.65x | Within |
| 2026-04-30 | After-Close | 11.61% | 6.47% | 0.56x | Within |
| 2026-08-06 | After-Close | 11.08% | 0.22% | 0.02x | Within |
| 2026-11-05 | After-Close | 10.06% | 30.70% | 3.05x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
IRTC Options Activity & IV Rank
IRTC IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 50.1%
7-DTE IV: 54.3%
Expected Move: $11.55
7-DTE Move: $6.75
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 887
Put Volume: 1,166
P/C Volume: 1.315
BEARISH
Call OI: 2,305
Put OI: 1,310
P/C OI: 0.568
Total OI: 3,615
ATM Options Pricing
ATM Call: $5.80
ATM Put: $5.75
Call %: 6.5%
Put %: 6.4%
Chain Summary
Chain Volume: 2,053
Chain OI: 3,615
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 29th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
29%
vs own history
GEX tilt
-0.30
OI-weighted, today
Vanna tilt
+0.07
δ-sensitivity to IV
Charm tilt
-0.06
δ-decay vs time
? What is this?
· 15 ATM contracts, 1k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)39.4MediumNov 9
IV Rank (30 DTE)35.0MediumNov 9
Straddle Price (30 DTE)$11.55Nov 9
Beta Analysis
Risk Metrics
Beta: 0.5432
Alpha: -58.44%
Correlation: 0.1389
R-Squared: 1.9%
Stock Volatility: 53.9%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own IRTC
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $167.3M | #178 of 3716 | -12.5% | 13F | |
| Citadel Hedge fund Ken Griffin | $46.3M | #724 of 6285 | +27783.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $32.5M | #440 of 1945 | -54.4% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $4.6M | #1513 of 3138 | -28.4% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $196K | #2614 of 4729 | +31.1% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
IRTC Institutional Ownership (13F)
Filings for 2026-06-30 · 120 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 32,394,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
7 filers$7.47M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $2.41M | 32.34% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $2.00M | 26.76% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $1.33M | 17.84% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $818.35K | 10.96% | 2026-09-30 |
| 5 | D. E. Shaw & Co., Inc. Custodian | $701.80K | 9.40% | 2026-06-30 |
| 6 | Walleye Capital LLC | $118.95K | 1.59% | 2026-06-30 |
| 7 | Raiffeisen Bank International AG | $83.20K | 1.11% | 2026-09-30 |
7 filers$8.62M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $2.91M | 33.81% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $2.87M | 33.26% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $1.26M | 14.64% | 2026-09-30 |
| 4 | Jane Street Group, LLC Custodian | $856.44K | 9.94% | 2026-06-30 |
| 5 | D. E. Shaw & Co., Inc. Custodian | $475.80K | 5.52% | 2026-06-30 |
| 6 | Simplex Trading, LLC Custodian | $125.03K | 1.45% | 2026-09-30 |
| 7 | Walleye Capital LLC | $118.95K | 1.38% | 2026-06-30 |
IRTC Insider Trading (Form 4)
Latest: 2026-09-03Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | Daniel G. Wilson | Chief Financial Officer | Sell (S) | −773 | $121.83 | -$94.2K | EDGAR |
| 2026-08-11 | Quentin S. Blackford | President and CEO | Mixed Sell −26,859 · Grant +48,534 |
+21,675 | $124.65 | -$3.35M | EDGAR |
| 2026-08-11 | Patrick Michael Murphy | CBO and CLO | Mixed Grant +13,589 · Sell −7,093 |
+6,496 | $124.65 | -$884.2K | EDGAR |
| 2026-08-11 | Minang Turakhia | CHIEF MED/SCI OFCR EVP ADVTECH | Mixed Grant +13,589 · Sell −7,093 |
+6,496 | $124.65 | -$884.2K | EDGAR |
| 2026-08-11 | Chad Patterson | CHIEF COMM & PRODUCT OFFICER | Mixed Grant +13,589 · Sell −7,093 |
+6,496 | $124.65 | -$884.2K | EDGAR |
| 2026-08-11 | Sumi Shrishrimal | EVP, Chief Risk Officer | Mixed Grant +9,706 · Sell −5,372 |
+4,334 | $124.65 | -$669.6K | EDGAR |
| 2026-08-04 | Mervin Smith | EVP Strategic Business Ops | Sell (S) | −617 | $122.12 | -$75.3K | EDGAR |
| 2026-08-04 | Chad Patterson | CHIEF COMM & PRODUCT OFFICER | Sell (S) | −2,712 | $122.12 | -$331.2K | EDGAR |
| 2026-08-04 | Julianne Rodda | EVP, CHIEF PEOPLE OFFICER | Sell (S) | −2,112 | $122.12 | -$257.9K | EDGAR |
| 2026-07-06 | Sean Clinton Freeman | EVP, Strategy & Corp Devt | Sell (S) | −918 | $124.71 | -$114.5K | EDGAR |
| 2026-07-06 | Minang Turakhia | CHIEF MED/SCI OFCR EVP ADVTECH | Sell (S) | −1,423 | $124.71 | -$177.5K | EDGAR |
| 2026-06-03 | Sumi Shrishrimal | EVP, Chief Risk Officer | Mixed Grant +133 · Sell −1,716 |
−1,583 | $107.37 | -$172.8K | EDGAR |
| 2026-06-03 | Marc Wade Rosenbaum | Chief Accounting Officer | Mixed Grant +178 · Sell −729 |
−551 | $105.96 | -$61.6K | EDGAR |
| 2026-06-01 | Quentin S. Blackford | President and CEO | Award (A) | +178 | $96.81 | $17.2K | EDGAR |
| 2026-06-01 | Chad Patterson | CHIEF COMM & PRODUCT OFFICER | Award (A) | +177 | $96.82 | $17.1K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
IRTC Insider Holdings
21 insiders · @ $89.52
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Quentin S. Blackford | President and CEO | 252,867 | $22.64M | -$24.64M | 19 | 2026-08-11 |
| 2 | Patrick Michael Murphy | CBO and CLO | 69,699 | $6.24M | -$6.80M | 17 | 2026-08-11 |
| 3 | Chad Patterson | CHIEF COMM & PRODUCT OFFICER | 62,125 | $5.56M | -$7.48M | 22 | 2026-08-11 |
| 4 | Minang Turakhia | CHIEF MED/SCI OFCR EVP ADVTECH | 60,116 | $5.38M | -$4.25M | 17 | 2026-08-11 |
| 5 | Sumi Shrishrimal | EVP, Chief Risk Officer | 44,621 | $3.99M | -$3.78M | 15 | 2026-08-11 |
| 6 | Daniel G. Wilson | Chief Financial Officer | 34,987 | $3.13M | -$8.57M | 27 | 2026-09-03 |
| 7 | Mervin Smith | EVP Strategic Business Ops | 22,410 | $2.01M | -$1.42M | 11 | 2026-08-04 |
| 8 | Abhijit Y Talwalkar | Director | 21,872 | $1.96M | -$2.61M | 16 | 2026-05-29 |
| 9 | Brian Lee Lawrence | Chief Technology Officer | 20,154 | $1.80M | -$122.5K | 3 | 2026-05-05 |
| 10 | Julianne Rodda | EVP, CHIEF PEOPLE OFFICER | 18,201 | $1.63M | -$257.9K | 1 | 2026-08-04 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
IRTC Board & Officers
As of SEC filings through Sep 3, 2026Directors 9
- Abhijit Y Talwalkar · since Oct 19, 2016
- Bruce G. Bodaken · since Jul 17, 2017
- Merz Cathleen Noel Bairey · since Apr 9, 2018
- Quentin S. Blackford · since Oct 4, 2021
- Karen Ling · since Nov 1, 2021
- Brian B Yoor · since Jun 1, 2023
- Karen K McGinnis · since Jul 7, 2025
- Kevin C Oboyle · since Jul 7, 2025
- Jason H Patten · since Mar 12, 2026
Officers 11
- Quentin S. Blackford · President and CEO · since Oct 4, 2021
- Daniel G. Wilson · Chief Financial Officer · listed since Feb 2025
- Sumi Shrishrimal · EVP, Chief Risk Officer · since Jun 6, 2022
- Marc Wade Rosenbaum · Chief Accounting Officer · since Aug 11, 2023
- Brian Lee Lawrence · Chief Technology Officer · since Apr 15, 2025
- Minang Turakhia · Chief Med/sci Ofcr EVP Advtech · listed since Dec 2025
- Chad Patterson · Chief Comm & Product Officer · listed since Dec 2025
- Julianne Rodda · EVP, Chief People Officer · since Mar 31, 2026
- Mervin Smith · EVP Strategic Business Ops · since Aug 11, 2023
- Sean Clinton Freeman · EVP, Strategy & Corp Devt · since Jul 1, 2025
- Patrick Michael Murphy · CBO and CLO · listed since Dec 2023
Changes in the last 10 years (64)
| Mar 31, 2026 | Julianne Rodda became EVP, Chief People Officer |
| Mar 12, 2026 | Jason H Patten became a director |
| Dec 3, 2025 | Chad Patterson listed as Chief Comm & Product Officer (previously Chief Commercial Officer) in SEC filings |
| Dec 2, 2025 | Minang Turakhia listed as Chief Med/sci Ofcr EVP Advtech (previously EVP, CMO & Cso) in SEC filings |
| Jul 7, 2025 | Kevin C Oboyle became a director |
| Jul 7, 2025 | Karen K McGinnis became a director |
| Jul 3, 2025 | The company announced the departure of Ralph Snyderman from the board in an SEC filing |
| Jul 3, 2025 | The company announced the departure of Mark J Rubash from the board in an SEC filing |
| Jul 1, 2025 | Sean Clinton Freeman became EVP, Strategy & Corp Devt |
| Apr 15, 2025 | Brian Lee Lawrence became Chief Technology Officer |
| Feb 27, 2025 | Daniel G. Wilson listed as Chief Financial Officer (previously EVP, Corp Dev Inv Rel) in SEC filings |
| Jan 23, 2025 | The company announced the departure of Mojdeh Poul from the board in an SEC filing |
| Aug 1, 2024 | The company announced the departure of Brice Bobzien as Chief Financial Officer in an SEC filing |
| Dec 6, 2023 | Patrick Michael Murphy listed as CBO and CLO (previously CLO & EVP RA/QA MrktAcs & Gov) in SEC filings |
| Aug 11, 2023 | Mervin Smith became EVP Strategic Business Ops |
| Aug 11, 2023 | Marc Wade Rosenbaum became Chief Accounting Officer |
| Jun 1, 2023 | Mojdeh Poul became a director |
| Jun 1, 2023 | Brian B Yoor became a director |
| Mar 30, 2023 | Daniel G. Wilson listed as EVP, Corp Dev Inv Rel (previously EVP, Strategy Corp Dev Inv Rel) in SEC filings |
| Mar 10, 2023 | The company announced the departure of Douglas Devine as Chief Operating Officer in an SEC filing |
| Mar 1, 2023 | Mark J. Day listed as Chief Technology Officer (previously EVP, Research & Development) in SEC filings |
| Sep 30, 2022 | Douglas Devine listed as Chief Operating Officer (previously Chief Operating Officer & CFO) in SEC filings |
| Aug 8, 2022 | Brice Bobzien became Chief Financial Officer |
| Jul 25, 2022 | Reyna M Fernandez became EVP, Chief HR Officer |
| Jul 25, 2022 | Chad Patterson became Chief Commercial Officer |
| Jul 18, 2022 | The company announced the departure of David A Vort as Chief Commercial Officer in an SEC filing |
| Jun 6, 2022 | Sumi Shrishrimal became EVP, Chief Risk Officer |
| Jun 6, 2022 | Patrick Michael Murphy became CLO & EVP RA/QA MrktAcs & Gov |
| Jun 6, 2022 | Minang Turakhia became EVP, CMO & Cso |
| Mar 13, 2022 | The company announced the departure of Kevin M King from the board in an SEC filing |
| Mar 13, 2022 | The company announced the departure of Kevin M King from the board in an SEC filing |
| Mar 13, 2022 | The company announced the departure of Kevin M King from the board in an SEC filing |
| Feb 17, 2022 | Douglas Devine listed as Chief Operating Officer & CFO (previously Chief Financial Officer) in SEC filings |
| Feb 17, 2022 | David A Vort listed as Chief Commercial Officer (previously EVP, Sales) in SEC filings |
| Nov 1, 2021 | Karen Ling became a director |
| Oct 4, 2021 | Quentin S. Blackford became a director |
| Oct 4, 2021 | Quentin S. Blackford became President and CEO |
| Apr 30, 2021 | Daniel G. Wilson became EVP, Strategy Corp Dev Inv Rel |
| Jan 20, 2021 | Kevin M King no longer listed as President and CEO in SEC filings |
| Jan 20, 2021 | Kevin M King first listed as a director in an SEC filing |
| Jan 12, 2021 | Michael J Coyle became a director |
| Jan 12, 2021 | Michael J Coyle became President and CEO |
| Jun 22, 2020 | Douglas Devine became Chief Financial Officer |
| Apr 27, 2020 | Karim Karti reported in an SEC filing no longer being Chief Operating Officer |
| Apr 23, 2020 | Renee Varni Budig became a director |
| Mar 26, 2020 | Kevin M King first listed as a director in an SEC filing |
| Mar 18, 2019 | Mark J. Day became EVP, Research & Development |
| Oct 10, 2018 | Derrick Sung listed as EVP, Strat Corp Development (previously EVP, Strategy and Corporate Development) in SEC filings |
| Jul 23, 2018 | Karim Karti became Chief Operating Officer |
| Apr 9, 2018 | Merz Cathleen Noel Bairey became a director |
| Jul 17, 2017 | Ralph Snyderman became a director |
| Jul 17, 2017 | Bruce G. Bodaken became a director |
| Jun 9, 2017 | William N Starling JR reported in an SEC filing no longer being a 10% owner |
| Jun 9, 2017 | Synergy Venture Partners, LLC reported in an SEC filing no longer being a 10% owner |
| Jun 9, 2017 | Synergy Life Science Partners L P reported in an SEC filing no longer being a 10% owner |
| Jun 9, 2017 | Richard S. Stack reported in an SEC filing no longer being a 10% owner |
| Jun 9, 2017 | Mudit K. Jain reported in an SEC filing no longer being a 10% owner |
| May 16, 2017 | Vijay K Lathi no longer listed as a 10% owner in SEC filings |
| May 10, 2017 | Promod Haque reported in an SEC filing no longer being a 10% owner |
| May 10, 2017 | Norwest Venture Partners XII, LP reported in an SEC filing no longer being a 10% owner |
| May 10, 2017 | Norwest Venture Partners XI, LP reported in an SEC filing no longer being a 10% owner |
| May 10, 2017 | Matthew D. Howard reported in an SEC filing no longer being a 10% owner |
| May 10, 2017 | Jeffrey Crowe reported in an SEC filing no longer being a 10% owner |
| Apr 11, 2017 | Tiba Aynechi reported in an SEC filing no longer being a director |
Not reported recently (9)
- Mark J. Day · Last reported as Chief Technology Officer in an SEC filing dated Mar 5, 2024
- Reyna M Fernandez · Last reported as EVP, Chief HR Officer in an SEC filing dated Mar 1, 2023
- Renee Varni Budig · Last reported as a director in an SEC filing dated May 31, 2022
- Raymond W. Scott · Last reported as a director in an SEC filing dated Jun 22, 2021
- Michael J Coyle · Last reported as a director in an SEC filing dated Feb 26, 2021
- Matthew C. Garrett · Last reported as Chief Financial Officer in an SEC filing dated Mar 3, 2020
- Derrick Sung · Last reported as EVP, Strat Corp Development in an SEC filing dated Mar 18, 2019
- Vijay K Lathi · Last reported as a director in an SEC filing dated Mar 12, 2018
- Casper L. de Clercq · Last reported as a director in an SEC filing dated May 12, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
IRTC Proposed Insider Sales (Form 144)
Latest: 2026-05-11
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | ABHIJIT Y TALWALKAR | Director | 5,312 | $626.4K | 2026-05-11 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-03-16 | MERVIN SMITH | Officer | 2,585 | $295.5K | 2026-03-16 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-02-24 | MERVIN SMITH | Officer | 732 | $103.1K | 2026-02-24 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-02-24 | MARC ROSENBAUM | Officer | 280 | $39.5K | 2026-02-24 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-02-23 | ABHIJIT Y TALWALKAR | Director | 5,312 | $774.0K | 2026-02-23 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-12-02 | CHAD PATTERSON | Officer | 280 | $51.8K | 2025-12-02 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-11-10 | ABHIJIT Y TALWALKAR | Director | 5,312 | $925.0K | 2025-11-10 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-10-31 | DANIEL WILSON | Officer | 8,000 | $1.66M | 2025-10-31 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-09-03 | DANIEL WILSON | Officer | 5,000 | $875.0K | 2025-09-03 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-08-22 | SUMI SHRISHRIMAL | Officer | 653 | $109.1K | 2025-08-22 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-11-05 | Earnings results | EDGAR |
| 2026-10-05 | Regulation FD disclosure | EDGAR |
| 2026-09-22 | Regulation FD disclosure | EDGAR |
| 2026-08-13 | Director or officer change | EDGAR |
| 2026-08-06 | Material agreement · Unregistered share sale | EDGAR |
| 2026-08-06 | Material agreement · Earnings results · Regulation FD disclosure | EDGAR |
| 2026-06-15 | Cybersecurity incident | EDGAR |
| 2026-06-05 | Regulation FD disclosure | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
74 ETFs hold IRTC
25 shown · $513.89M total exposure · 0.07% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $117.4M | — | 2026-09-30 |
| 2 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.05% | $82.7M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.10% | $77.4M | $76.6B | 2026-11-06 |
| 4 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.10% | $46.0M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.05% | $42.4M | — | 2026-09-30 |
| 6 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.21% | $28.2M | $13.7B | 2026-11-06 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.12% | $21.9M | — | 2026-09-30 |
| 8 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.08% | $18.5M | — | 2026-08-31 |
| 9 | IHI iShares U.S. Medical Devices ETF | iShares (BlackRock) | 0.37% | $14.8M | $4.0B | 2026-11-06 |
| 10 | VHT Vanguard Health Care ETF | Vanguard | 0.05% | $11.4M | — | 2026-09-30 |
| 11 | PSC Principal U.S. Small-Cap ETF | Nport | 0.29% | $6.7M | — | 2026-06-30 |
| 12 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.20% | $6.2M | $3.2B | 2026-11-05 |
| 13 | KOMP State Street® SPDR® S&P Kensho New Economies Composite ETF | SPDR (State Street) | 0.24% | $5.7M | $2.3B | 2026-11-05 |
| 14 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.25% | $4.1M | — | 2026-09-30 |
| 15 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $3.9M | $93.2B | 2026-11-06 |
| 16 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.05% | $3.5M | — | 2026-11-05 |
| 17 | VT Vanguard Total World Stock ETF | Vanguard | 0.00% | $3.1M | — | 2026-09-30 |
| 18 | GSC Goldman Sachs Small Cap Equity ETF | Goldman | 0.97% | $2.9M | $296.0M | 2026-11-05 |
| 19 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.21% | $2.7M | $1.3B | 2026-11-06 |
| 20 | XHE State Street® SPDR® S&P® Health Care Equipment ETF | SPDR (State Street) | 1.64% | $2.6M | $158.1M | 2026-11-05 |
| 21 | SCHB Schwab U.S. Broad Market ETF | Nport | 0.01% | $2.4M | — | 2026-08-31 |
| 22 | FFOX FundX Future Fund Opportunities ETF | Nport | 0.99% | $2.4M | — | 2026-06-30 |
| 23 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $2.4M | — | 2026-11-05 |
| 24 | FHLC Fidelity MSCI Health Care Index ETF | Fidelity | 0.06% | $2.2M | $4.0B | 2026-11-05 |
| 25 | MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF | Nport | 0.31% | $2.2M | — | 2026-08-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$-0.42
TTM Revenue
$825.34M
TTM Net Income
$-13.95M
TTM Op. Cash Flow
$86.00M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $224.17M | $-381.00K | $-0.01 | $51.08M |
| Q1 '26 | 2026-03-31 | $199.39M | $-13.93M | $-0.43 | $-26.17M |
| Q4 '25 | 2025-12-31 | $208.89M | $5.58M | $0.18 | $26.21M |
| Q3 '25 | 2025-09-30 | $192.88M | $-5.21M | $-0.16 | $34.88M |
| Q2 '25 | 2025-06-30 | $186.69M | $-14.22M | $-0.44 | $27.66M |
| Q1 '25 | 2025-03-31 | $158.68M | $-30.70M | $-0.97 | $-7.89M |
| Q4 '24 | 2024-12-31 | $164.32M | $-1.33M | $-0.04 | $19.23M |
| Q3 '24 | 2024-09-30 | $147.54M | $-46.18M | $-1.48 | $24.35M |
| Q2 '24 | 2024-06-30 | $148.05M | $-20.11M | $-0.65 | $11.84M |
| Q1 '24 | 2024-03-31 | $131.93M | $-45.67M | $-1.47 | $-52.03M |
| Q4 '23 | 2023-12-31 | $132.51M | $-38.70M | $-1.26 | $-15.97M |
| Q3 '23 | 2023-09-30 | $124.60M | $-27.12M | $-0.89 | $1.20M |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-06
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
15.55
P/S
3.50
EV/EBITDA
246.18
EV/Sales
3.99
ROE
-7.5%
ROA
-1.3%
Div Yield
0.00%
FCF Yield
2.97%
Debt/Equity
3.50
Current Ratio
—
Market Cap
$2.89B
as of 2026-11-09
IRTC vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| ISRG Intuitive Surgical Inc. | $160.0B | 55.8 | +20.5% | −17.9% | 18 |
| MRNA Moderna, Inc. Common Stock | $101.5B | — | −27.6% | +804.0% | 51 |
| NTRA Natera, Inc. Common Stock | $45.1B | — | +36.6% | +40.0% | 43 |
| GEHC GE HealthCare Technologies Inc. Common S | $37.2B | 17.8 | +6.9% | +2.0% | 30 |
| RMD ResMed Inc. | $33.1B | 21.5 | +9.0% | −3.4% | 22 |
| DXCM DexCom, Inc. | $29.6B | 32.0 | +13.0% | +22.1% | 40 |
| PODD Insulet Corporation | $10.2B | 28.1 | +29.4% | −47.0% | 33 |
| OSCR Oscar Health, Inc. | $9.5B | — | +32.3% | +110.8% | 0 |
| IRTC iRhythm Holdings, Inc. Common Stock | $3.0B | — | +25.6% | −48.9% | 35 |
| Peer median | $35.2B | 28.1 | +16.8% | +12.0% | 32 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
3.10M
SI % of Float
9.51%
Days to Cover
6.77
Short Vol Ratio
48.6%
Free Float
32.56M
Float %
98.8%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-08-07