Opus Genetics, Inc. (IRD) shareholders
IRDNasdaqPharmaceutical PreparationsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 10, 2026Score 5/30460% above fair value
$3.98−0.08 (-1.97%)
Close on Nov 13, 2026Market cap $331.12MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
72.8%
61M of 83M shares
Institutional holders
103
40 new, 16 sold out
Net institutional buying
15M
In Q2 2026
Insider trades, 12 months
2 buys · 24 sales
Net sold $19.35M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Joseph Edelman Joint filing with Perceptive Advisors LLC (9.99%), Perceptive Life Sciences Master Fund, Ltd. (9.99%) | 9,233,710 | 9.99% | 13G (passive) amendment | Jun 30, 2026 |
| Daniel Mack Joint filing with Nantahala Capital Management, LLC (9.99%), Wilmot B. Harkey (9.99%) | 7,123,506 | 9.99% | 13G (passive) amendment | Dec 31, 2025 |
| Nantahala Capital Management, LLC Joint filing with Wilmot B. Harkey (9.99%), Daniel Mack (9.99%) | 6,250,299 | 9.99% | 13G (passive) amendment | Jun 30, 2025 |
| Caligan Partners LP Joint filing with Johnson David Edward (7.30%) | 6,077,084 | 7.30% | 13G (passive) amendment | Jun 30, 2026 |
| Johnson David Edward Joint filing with Caligan Partners LP (8.50%) | 6,075,028 | 8.50% | 13G (passive) | Mar 31, 2026 |
| Adage Capital Management, L.P. Joint filing with Robert Atchinson (8.47%), Phillip Gross (8.47%) | 6,029,775 | 8.47% | 13G (passive) | Mar 31, 2026 |
| Foundation Fighting Blindness, Inc. Joint filing with Foundation Fighting Blindness Retinal Degeneration Fund (8.00%) | 5,492,171 | 8.00% | 13D (active) amendment | Dec 9, 2025 |
| Balyasny Asset Management L.P. Joint filing with Bam Gp LLC (6.64%), Balyasny Asset Management Holdings LP (6.64%) and 2 more | 5,480,210 | 6.64% | 13G (passive) amendment | Jun 30, 2026 |
| Dames GP LLC Joint filing with Balyasny Asset Management L.P. (7.41%), Bam Gp LLC (7.41%) and 2 more | 5,110,373 | 7.41% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 5,044,847 | 6.10% | 13G (passive) | Sep 30, 2026 |
| Wilmot B. Harkey Joint filing with Nantahala Capital Management, LLC (6.51%), Daniel Mack (6.51%) | 4,839,225 | 6.51% | 13G (passive) amendment | Mar 31, 2026 |
| Aaron Glenn Louis Fletcher Joint filing with Bios Equity Partners Iii, LP (6.20%), Cavu Management, LP (6.20%) and 4 more | 3,683,429 | 6.20% | 13G (passive) | May 5, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IRD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | 6,122,718 | 7.36% | $25.16M | +4,441,388 | 0.42% |
| Caligan Partners LP | 6,077,084 | 7.30% | $24.98M | +2,056 | 1.17% |
| Adage Capital Partners Gp, L.L.C. | 6,029,775 | 7.25% | $24.78M | – | 0.03% |
| BIOS Capital Management, LP | 3,683,429 | 4.43% | $15.14M | – | 36.33% |
| BlackRock, Inc. | 3,116,487 | 3.75% | $12.81M | +2,968,747 | 0.00% |
| Balyasny Asset Management L.P. | 3,087,866 | 3.71% | $12.69M | +369,837 | 0.02% |
| Vanguard Capital Management LLC | 2,958,683 | 3.56% | $12.16M | +508,696 | 0.00% |
| Boxer Capital Management, LLC | 2,815,000 | 3.38% | $11.57M | +565,000 | 0.87% |
| Trails Edge Capital Partners, LP | 2,743,658 | 3.30% | $11.28M | +2,243,658 | 1.79% |
| Millennium Management LLC | 2,302,101 | 2.77% | $9.46M | −328,331 | 0.00% |
| Great Point Partners LLC | 1,970,187 | 2.37% | $8.10M | +1,645,847 | 1.53% |
| Marshall Wace, Llp | 1,945,609 | 2.34% | $8.00M | −367,771 | 0.01% |
| ADAR1 Capital Management, LLC | 1,783,781 | 2.14% | $7.33M | −65,223 | 0.34% |
| Goldman Sachs Group Inc | 1,527,229 | 1.84% | $6.28M | +1,200,420 | 0.00% |
| Woodline Partners LP | 1,434,713 | 1.72% | $5.90M | +80,683 | 0.02% |
| Geode Capital Management, LLC | 1,367,712 | 1.64% | $5.62M | +829,365 | 0.00% |
| Boothbay Fund Management, LLC | 1,189,515 | 1.43% | $4.89M | +402 | 0.06% |
| Opaleye Management Inc. | 1,125,000 | 1.35% | $4.62M | +5,000 | 0.42% |
| SummitTX Capital, L.P. | 1,007,351 | 1.21% | $4.14M | New | 0.11% |
| State Street Corp | 790,136 | 0.95% | $3.25M | +590,183 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 103 | 61M | 72.8% | 40 / 34 | 12 / 16 | 21M | 6M |
| Q1 2026 | 79 | 45M | 54.6% | 28 / 16 | 15 / 6 | 28M | 8M |
| Q4 2025 | 59 | 28M | 33.4% | 16 / 19 | 8 / 5 | 9M | 0M |
| Q3 2025 | 48 | 19M | 22.9% | 10 / 12 | 4 / 4 | 2M | 1M |
| Q2 2025 | 43 | 18M | 21.2% | 7 / 10 | 8 / 9 | 4M | 1M |
| Q1 2025 | 46 | 15M | 17.5% | 14 / 7 | 8 / 10 | 11M | 0M |
| Q4 2024 | 43 | 4M | 4.4% | 14 / 12 | 6 / 8 | 2M | 0M |
| Q3 2024 | 38 | 3M | 3.0% | 8 / 6 | 10 / 6 | 0M | 0M |
| Q2 2024 | 37 | 3M | 3.2% | 3 / 7 | 15 / 14 | 0M | 1M |
| Q1 2024 | 49 | 4M | 4.2% | 8 / 13 | 10 / 9 | 1M | 1M |
| Q4 2023 | 50 | 4M | 4.5% | 12 / 13 | 9 / 11 | 1M | 1M |
| Q3 2023 | 50 | 4M | 4.5% | 12 / 11 | 12 / 11 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
48 funds held IRD in Q2 2026, 83% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of IRD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,239,388 | 2.69% | $9.20M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,348,690 | 1.62% | $5.54M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 652,278 | 0.78% | $2.68M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 583,651 | 0.70% | $2.17M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 502,884 | 0.60% | $2.07M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 224,377 | 0.27% | $978.28K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 179,782 | 0.22% | $738.90K | 0.05% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 130,041 | 0.16% | $482.45K | 0.01% | Jul 31, 2026 |
| Master Small Cap Index Series | 100,099 | 0.12% | $411.41K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 95,002 | 0.11% | $414.21K | 0.00% | May 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 71,343 | 0.09% | $264.68K | 0.01% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 66,810 | 0.08% | $291.29K | 0.00% | May 31, 2026 |
| EQ/2000 Managed Volatility Portfolio | 58,411 | 0.07% | $240.07K | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Growth Index Fund | 49,881 | 0.06% | $205.01K | 0.01% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 45,672 | 0.05% | $199.13K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| George Magrath | Chief Executive Officer, Director | 2,010,636 | 2.42% | Nov 5, 2026 |
| Benjamin R. Yerxa | President, Director | 670,917 | 0.81% | Oct 27, 2026 |
| Joseph K. Schachle | Chief Operating Officer | 286,673 | 0.34% | Oct 27, 2026 |
| Robert E. Gagnon | Chief Financial Officer | 542,375 | 0.65% | Oct 27, 2026 |
| Ashwath Jayagopal | Chief Scientific & Dev. Ofc. | 509,233 | 0.61% | Apr 27, 2026 |
| Rabourn Amy Zaremba | Head of Fin. Quality Assurance | 188,671 | 0.23% | Apr 27, 2026 |
| Bernhard Hoffmann | SVP of Corp. Dev. | 185,446 | 0.22% | Mar 17, 2025 |
| Nirav S. Jhaveri | Chief Financial Officer | 194,293 | 0.23% | Mar 17, 2025 |
| Foundation Fighting Blindness, Inc. | Director | 9,492,171 | 11.41% | Oct 2, 2026 |
| Fighting Blindness Retinal Degeneration Fund Foundation | Director | 3,236,171 | 3.89% | Oct 2, 2026 |
| Cam Gallagher | Director | 2,883,111 | 3.47% | Sep 8, 2026 |
| James S. J. Manuso | Director | 317,318 | 0.38% | Apr 22, 2026 |
| Jean Bennett | Director | 259,019 | 0.31% | Apr 22, 2026 |
| Susan Benton | Director | 243,894 | 0.29% | Apr 22, 2026 |
| Richard J. Rodgers | Director | 343,022 | 0.41% | Apr 22, 2026 |
| Sean Ainsworth | Director | 321,692 | 0.39% | Apr 22, 2026 |
| Adrienne L. Graves | Director | 127,514 | 0.15% | Apr 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| George Magrath Chief Executive Officer, Director | Nov 3, 2026 | Sale | −28,258 | $3.90 | $110.18K | 2,010,636 |
| Joseph K. Schachle Chief Operating Officer | Oct 23, 2026 | Sale | −4,767 | $3.56 | $16.99K | 286,673 |
| Benjamin R. Yerxa President, Director | Oct 23, 2026 | Sale | −25,520 | $3.53 | $90.13K | 670,917 |
| Benjamin R. Yerxa President, Director | Oct 23, 2026 | Sale | −7,669 | $3.55 | $27.24K | 696,437 |
| Robert E. Gagnon Chief Financial Officer | Oct 23, 2026 | Sale(10b5-1 plan) | −14,000 | $3.55 | $49.65K | 542,375 |
| George Magrath Chief Executive Officer, Director | Oct 23, 2026 | Sale | −9,591 | $3.58 | $34.38K | 2,038,894 |
| Fighting Blindness Retinal Degeneration Fund Foundation Director | Sep 30, 2026 | Sale | −556,000 | $4.96 | $2.76M | 3,236,171 |
| George Magrath Chief Executive Officer, Director | Sep 9, 2026 | Tax withholding | −75,541 | $5.97 | $450.98K | 2,048,485 |
| George Magrath Chief Executive Officer, Director | Sep 9, 2026 | Option exercise | +392,157 | $1.15 | $450.98K | 2,124,026 |
| Cam Gallagher Director | Sep 8, 2026 | Option exercise | +784,314 | $1.15 | $901.96K | 2,800,111 |
| Robert E. Gagnon Chief Financial Officer | Sep 3, 2026 | Sale(10b5-1 plan) | −28,000 | $4.54 | $127.12K | 556,375 |
| Joseph K. Schachle Chief Operating Officer | Jul 23, 2026 | Sale | −4,644 | $2.94 | $13.65K | 291,440 |
| George Magrath Chief Executive Officer, Director | Jul 23, 2026 | Sale | −9,475 | $2.95 | $27.95K | 1,731,869 |
| Robert E. Gagnon Chief Financial Officer | Jul 23, 2026 | Sale | −7,783 | $2.95 | $22.96K | 584,375 |
| Benjamin R. Yerxa President, Director | Jul 23, 2026 | Sale | −7,429 | $2.97 | $22.06K | 704,106 |
| Fighting Blindness Retinal Degeneration Fund Foundation Director | May 18, 2026 | Sale | −1,700,000 | $4.35 | $7.39M | 3,792,171 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Apr 23, 2026 | Sale | −1,641 | $5.20 | $8.53K | 188,671 |
| Ashwath Jayagopal Chief Scientific & Dev. Ofc. | Apr 23, 2026 | Sale | −7,542 | $5.19 | $39.14K | 509,233 |
| Robert E. Gagnon Chief Financial Officer | Apr 23, 2026 | Sale | −7,842 | $5.18 | $40.62K | 592,158 |
| George Magrath Chief Executive Officer, Director | Apr 23, 2026 | Sale | −9,511 | $5.22 | $49.65K | 1,741,344 |
| Joseph K. Schachle Chief Operating Officer | Apr 23, 2026 | Sale | −4,697 | $5.22 | $24.52K | 296,084 |
| Benjamin R. Yerxa President, Director | Apr 23, 2026 | Sale | −7,470 | $5.24 | $39.14K | 711,535 |
| Richard J. Rodgers Director | Apr 20, 2026 | Award | +24,367 | – | – | 343,022 |
| Sean Ainsworth Director | Apr 20, 2026 | Award | +24,367 | – | – | 321,692 |
| James S. J. Manuso Director | Apr 20, 2026 | Award | +24,367 | – | – | 317,318 |
| Susan Benton Director | Apr 20, 2026 | Award | +24,367 | – | – | 243,894 |
| Jean Bennett Director | Apr 20, 2026 | Award | +24,367 | – | – | 259,019 |
| Cam Gallagher Director | Apr 20, 2026 | Award | +24,367 | – | – | 2,015,797 |
| Adrienne L. Graves Director | Apr 20, 2026 | Award | +24,367 | – | – | 127,514 |
| Ashwath Jayagopal Chief Scientific & Dev. Ofc. | Mar 16, 2026 | Sale | −3,719 | $5.12 | $19.04K | 516,775 |
| George Magrath Chief Executive Officer, Director | Mar 16, 2026 | Sale | −24,438 | $5.21 | $127.32K | 1,750,855 |
| Joseph K. Schachle Chief Operating Officer | Mar 16, 2026 | Sale | −3,719 | $5.25 | $19.52K | 300,781 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Mar 16, 2026 | Sale | −2,816 | $5.25 | $14.78K | 190,312 |
| Ashwath Jayagopal Chief Scientific & Dev. Ofc. | Feb 12, 2026 | Tax withholding | −5,313 | $3.39 | $18.01K | 520,494 |
| Robert E. Gagnon Chief Financial Officer | Jan 22, 2026 | Award | +400,000 | – | – | 600,000 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Jan 22, 2026 | Award | +86,500 | – | – | 193,128 |
| Ashwath Jayagopal Chief Scientific & Dev. Ofc. | Jan 22, 2026 | Award | +400,000 | – | – | 525,807 |
| Joseph K. Schachle Chief Operating Officer | Jan 22, 2026 | Award | +250,000 | – | – | 304,500 |
| George Magrath Chief Executive Officer, Director | Jan 22, 2026 | Award | +483,639 | – | – | 1,775,293 |
| Benjamin R. Yerxa President, Director | Jan 22, 2026 | Award | +400,000 | – | – | 719,005 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Jan 18, 2026 | Tax withholding | −3,390 | $2.10 | $7.12K | 106,628 |
| Rabourn Amy Zaremba Head of Fin. Quality Assurance | Jan 10, 2026 | Tax withholding | −3,950 | $1.93 | $7.62K | 110,018 |
| Cam Gallagher Director | Jan 6, 2026 | Award | +67,000 | – | – | 1,991,430 |
| Sean Ainsworth Director | Jan 1, 2026 | Award | +42,507 | – | – | 297,325 |
| Jean Bennett Director | Jan 1, 2026 | Award | +21,127 | – | – | 234,652 |
| James S. J. Manuso Director | Jan 1, 2026 | Award | +31,188 | – | – | 292,951 |
| Adrienne L. Graves Director | Jan 1, 2026 | Award | +23,643 | – | – | 103,147 |
| Cam Gallagher Director | Dec 31, 2025 | Award | +33,000 | – | – | 1,924,430 |
| Cam Gallagher Director | Dec 29, 2025 | Buy | +83,000 | $1.97 | $163.51K | 83,000 |
| Cam Gallagher Director | Dec 29, 2025 | Buy | +81,000 | $1.98 | $160.38K | 1,891,430 |
| Fighting Blindness Retinal Degeneration Fund Foundation Director | Dec 9, 2025 | Sale | −4,000,000 | $2.15 | $8.60M | 5,492,171 |
| George Magrath Chief Executive Officer, Director | Nov 1, 2025 | Tax withholding | −30,350 | $2.30 | $69.81K | 1,291,654 |
| George Magrath Chief Executive Officer, Director | Nov 1, 2025 | Tax withholding | −30,350 | $2.30 | $69.81K | 1,291,654 |
| Benjamin R. Yerxa President, Director | Oct 22, 2025 | Tax withholding | −23,795 | $1.95 | $46.40K | 319,005 |
| Robert E. Gagnon Chief Financial Officer | Sep 10, 2025 | Award | +200,000 | – | – | 200,000 |
| Sean Ainsworth Director | Aug 25, 2025 | Award | +86,956 | $1.15 | $100.00K | 254,818 |
| Cam Gallagher Director | Aug 25, 2025 | Award | +869,565 | $1.15 | $1,000.00K | 1,810,430 |
| Foundation Fighting Blindness, Inc. Director, 10% owner | May 5, 2025 | Conversion | +6,927,419 | – | – | 9,492,171 |
| Susan Benton Director | Apr 30, 2025 | Award | +79,504 | – | – | 219,527 |
| Richard J. Rodgers Director | Apr 30, 2025 | Award | +79,504 | – | – | 318,655 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
20.94%
11M shares short
Days to cover
8.4
At 1M shares a day
Change since last report
-18.5%
From 13M shares
Short volume, 20 days
55.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Opus Genetics's stock actually held short. Settlement fails (shares not delivered on time) peaked at 406,888 shares on Sep 3, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| George Magrath Officer | Nov 3, 2026 | 28,258 | $110.18K | Nov 3, 2026 | RSU GRANT VEST |
| Benjamin R. Yerxa Officer | Oct 23, 2026 | 33,189 | $117.36K | Oct 23, 2026 | RSU SHARE VEST |
| Robert E. Gagnon Officer | Oct 23, 2026 | 14,000 | $56.14K | Oct 23, 2026 | Vested Restricted Stock Units |
| George Magrath Officer | Oct 23, 2026 | 9,591 | $34.38K | Oct 23, 2026 | RSU GRANT VEST |
| Robert E. Gagnon Officer | Sep 3, 2026 | 28,000 | $124.60K | Sep 3, 2026 | Vested Restricted Stock Units |
| Robert E. Gagnon Officer | Jul 23, 2026 | 7,783 | $23.74K | Jul 23, 2026 | Vested Restricted Stock Units |
| Benjamin R. Yerxa Officer | Jul 23, 2026 | 7,429 | $22.06K | Jul 23, 2026 | RSU GRANT VEST |
| Joseph K. Schachle Officer | Jul 23, 2026 | 4,644 | $13.65K | Jul 23, 2026 | RSU Grant Vest |
| George Magrath Officer | Jul 23, 2026 | 9,475 | $28.90K | Jul 23, 2026 | Vested Restricted Stock Units |
| Ashwath Jayagopal Officer | Apr 23, 2026 | 7,542 | $39.16K | Apr 23, 2026 | RSU GRANT VEST |
| Robert E. Gagnon Officer | Apr 23, 2026 | 7,842 | $40.66K | Apr 23, 2026 | RSU GRANT VEST |
| George Magrath Officer | Apr 23, 2026 | 9,511 | $127.33K | Apr 23, 2026 | RSU GRANT VEST |
| Benjamin R. Yerxa Officer | Apr 23, 2026 | 7,470 | $39.12K | Apr 23, 2026 | RSU GRANT VEST |
| Joseph K. Schachle Officer | Apr 23, 2026 | 4,697 | $24.52K | Apr 23, 2026 | RSU GRANT VES |
| George Magrath Officer | Mar 16, 2026 | 24,438 | $127.33K | Mar 16, 2026 | RSU Grant Vest |
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