Opus Genetics Inc (IRD) — Who Owns This Stock? 13F Breakdown (Q2 2026)

IRD ranks #4503 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

IRD is a top-conviction position for BIOS Capital Management, LP — at 36.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IRD belongs to Caligan Partners LP, but the position matters far more to BIOS Capital Management, LP, who has 36.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its IRD position for two straight quarters, increasing it by $12.5M to reach $12.8M today.

Mink Brook Asset Management LLC has trimmed its IRD position for two straight quarters, cutting it by $2.7M while still holding $662.6K.

IRD is down 4.2% today, but institutions show net buying of $65.4M this quarter — a divergence between today's price move and the underlying institutional flow.

IRD reported a net loss of $107.6M over the trailing twelve months.

• Not yet profitable — net loss of $107.6M over the trailing twelve months
• Revenue declined 36.1% year over year
• Net income declined year over year, from -$58.3M to -$107.6M
• Operating cash flow was negative, using $35.3M in cash
• Current ratio of 6.43x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.27x equity — a highly leveraged balance sheet worth noting