Guru Ownership Over Time
Guru Analysis for iRhythm Technologies, Inc. (IRTC)
iRhythm Technologies, 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 $3.85 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for iRhythm Technologies, Inc. (IRTC)
Top Guru holders include Frank Sands ($384.59 M), Steven Cohen ($59.87 M), Paul Tudor Jones ($27.45 M). Collectively, tracked Gurus hold 22.76 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $81.83 M, with 4 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of IRTC completely. Total sell value was $120.26 M.
Yes, 1 Gurus opened new positions in IRTC, and 3 added to their existing holdings. Total buy value was $38.43 M.