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iRhythm Holdings, Inc.

IRTC Healthcare
$117.53 +$3.76 (3.30%)
Market Cap: $3.8 B
Gurus Holding
7
Popularity Rank
#1059
% of Shares Held
6.47%
Net Activity (Q4 2025)
-$145.83 M

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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $245.78 M.

Top institutional holders include Frank Sands and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $145.83 M net outflow during the quarter.

Recent activity highlights John Hussman who opened a new position. Conversely, Joel Greenblatt reduced exposure by 90.5%.

Key Holders

Top 5 by Value

$301.59 M
$38.94 M
$7.13 M
$2.61 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$6.17 M
Total Buy Value
New Buys 2
Additions 1
-$152 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for iRhythm Holdings, Inc. (IRTC)

Major holders include Frank Sands ($301.59 M), Steven Cohen ($38.94 M), Renaissance Technologies ($18.44 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.09 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $145.83 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited IRTC. The total reported sell value was $152 M.

Yes, 2 managers opened new positions in IRTC, and 1 increased their existing holdings. The total reported buy value was $6.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.92% Reduce -24.0% 1,699,645 $301.59 M Q4 2025
0.04% Reduce -37.0% 219,468 $38.94 M Q4 2025
0.03% Reduce -14.4% 103,900 $18.44 M Q4 2025
0.00% Add 27.8% 40,165 $7.13 M Q4 2025
0.63% New Buy 14,700 $2.61 M Q4 2025
0.01% New Buy 11,348 $2.01 M Q4 2025
0.00% Reduce -90.5% 2,017 $357,896 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form