Guru Ownership Trend
Guru Analysis for iRhythm Holdings, Inc. (IRTC)
iRhythm Holdings, Inc. (IRTC), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.52 B.
Top institutional holders include Frank Sands and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $81.83 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 349.8%. Conversely, Frank Sands reduced exposure by 23.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.06% | Reduce -23.3% | 2,236,110 | $384.59 M | Q3 2025 | |
| 0.10% | Add 8.1% | 348,112 | $59.87 M | Q3 2025 | |
| 0.05% | New Buy | 20,000,000 | $27.45 M | Q3 2025 | |
| 0.03% | Reduce -14.0% | 121,400 | $20.88 M | Q3 2025 | |
| 0.00% | Add 349.8% | 31,421 | $5.4 M | Q3 2025 | |
| 0.02% | Add 167.5% | 21,332 | $3.67 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iRhythm Holdings, Inc. (IRTC)
Major holders include Frank Sands ($384.59 M), Steven Cohen ($59.87 M), Paul Tudor Jones ($27.45 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 22.76 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $81.83 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited IRTC. The total reported sell value was $120.26 M.
Yes, 1 managers opened new positions in IRTC, and 3 increased their existing holdings. The total reported buy value was $38.43 M.