IREN Limited (IREN) Institutional Buying & Selling Tracker (Q2 2026)

IREN ranks #775 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IREN is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

IREN is a top-conviction position for BIT Capital GmbH — at 10.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IREN belongs to Goldman Sachs Group Inc, but the position matters far more to BIT Capital GmbH, who has 10.6% 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.

Portman Square Capital LLP has added to its IREN position for two straight quarters, increasing it by $189.0M to reach $195.1M today.

Bison Wealth, LLC has trimmed its IREN position for two straight quarters, cutting it by $2.0M while still holding $3.5M.

IREN is up 2% today, and institutions have been net buyers of $5.8B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

IREN reported a net loss of $702.6M over the trailing twelve months.

• Not yet profitable — net loss of $702.6M over the trailing twelve months
• Revenue grew 41.1% year over year
• Net income declined year over year, from $86.9M to -$702.6M
• Generated $2.1B in positive operating cash flow
• Current ratio of 3.55x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.77x equity — a highly leveraged balance sheet worth noting