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iRhythm Holdings, Inc.

IRTC Healthcare
$118.89 +$2.9 (2.50%)
Market Cap: $3.91 B
Gurus Holding
4
Popularity Rank
#2464
% of Shares Held
2.18%
Net Activity (Q1 2026)
-$263.95 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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $85.27 M.

Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $263.95 M net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 173.1%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 48.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$46.58 M
Total Buy Value
New Buys 0
Additions 2
-$310.53 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for iRhythm Holdings, Inc. (IRTC)

Major holders include Steven Cohen ($70.74 M), Renaissance Technologies (RenTech) ($6.35 M), Cliff Asness ($4.08 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 717,195 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $263.95 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited IRTC. The total reported sell value was $310.53 M.

Yes, 0 managers opened new positions in IRTC, and 2 increased their existing holdings. The total reported buy value was $46.58 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 173.1% 599,405 $70.74 M Q1 2026
0.01% Reduce -48.2% 53,800 $6.35 M Q1 2026
0.00% Reduce -13.9% 34,590 $4.08 M Q1 2026
0.75% Add 100.0% 29,400 $3.47 M Q1 2026
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