Disc Medicine Inc (IRON) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

IRON ranks #2732 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IRON is a top-conviction position for Atlas Venture Life Science Advisors, LLC — at 12.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IRON belongs to FMR LLC, but the position matters far more to Atlas Venture Life Science Advisors, LLC, who has 12.6% 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.

Opaleye Management Inc. has added to its IRON position for two straight quarters, increasing it by $46.7M to reach $62.5M today.

Orbimed Advisors LLC has trimmed its IRON position for two straight quarters, cutting it by $58.6M while still holding $26.2M.

IRON is up 0.3% today, and institutions have been net buyers of $307.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

IRON reported a net loss of $212.2M in its latest fiscal year.

• Not yet profitable — net loss of $212.2M in the latest fiscal year
• Net income declined year over year, from -$109.4M to -$212.2M
• Operating cash flow was negative, using $180.4M in cash
• Current ratio of 21.94x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.09x equity — within a conventional range