Ironwood Pharmaceuticals Inc (IRWD) — Who's Buying and Selling (13F, Q2 2026)

IRWD ranks #2864 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IRWD is a top-conviction position for Sarissa Capital Management LP — at 21.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IRWD belongs to BlackRock, Inc., but the position matters far more to Sarissa Capital Management LP, who has 21.8% 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.

GAMMA Investing LLC has added to its IRWD position for two straight quarters, increasing it by $2.6K to reach $11.0K today.

Wedge Capital Management L L P/nc has trimmed its IRWD position for two straight quarters, cutting it by $167.6K while still holding $1.7M.

IRWD is up 3.3% today, but institutions show net selling of $26.5M this quarter — a divergence between today's price move and the underlying institutional flow.

IRWD posted net income of $129.9M over the trailing twelve months, and currently trades at a P/E of 4.7.

• Profitable — net income of $129.9M over the trailing twelve months
• Revenue grew 26.2% year over year
• Net income improved year over year, from -$7.9M to $129.9M
• Generated $127.0M in positive operating cash flow
• Current ratio of 1.13x — below the conventional 1.5x liquidity buffer