Iperionx LTD - Adr (IPX) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $24.0M

IPX ranks #5696 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

IPX is a disclosed holding of Israel Englander (Millennium Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

60 institutions disclose a position in IPX, but none treat it as a major bet — even Old West Investment Management, LLC, its most concentrated holder, allocates just 1.1% of its own portfolio to it.

Woodline Partners LP has added to its IPX position for two straight quarters, increasing it by $13.3M to reach $19.4M today.

Stifel Financial CORP has trimmed its IPX position for two straight quarters, cutting it by $14.4M while still holding $15.6M.

IPX is down 6.5% today, but institutions show net buying of $24.0M this quarter — a divergence between today's price move and the underlying institutional flow.

IPX reported a net loss of $35.3M in its latest fiscal year.

• Not yet profitable — net loss of $35.3M in the latest fiscal year
• Net income declined year over year, from -$21.8M to -$35.3M
• Operating cash flow was negative, using $21.8M in cash
• Current ratio of 6.99x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.14x equity — within a conventional range