IR

IREN IREN Limited

2026Q2 · CUSIP Q4982L109 · Neocloud · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
658
Institutions that reported holding it to the SEC
Net increase in holders
+159
Last quarter 499 → now 658
How unusual is that
Top 1% in the market
Stronger buying than 99.1% of US stocks
What the filings say, in one paragraph

658 funds held IREN at the end of 2026Q2, up 159 from the quarter before. That is stronger buying than 99.1% of US stocks — among the most piled-into names this quarter. IREN has had 9 buying rushes in its history. It sits in the Financials sector, tagged Neocloud.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q1: holders=28 2022Q2: holders=31 2022Q3: holders=28 2022Q4: holders=25 2023Q1: holders=31 2023Q2: holders=43 2023Q3: holders=52 2023Q4: holders=64 2024Q1: holders=89 2024Q2: holders=138 2024Q3: holders=142 2024Q4: holders=184 2025Q1: holders=161 2025Q2: holders=206 2025Q3: holders=346 2025Q4: holders=400 2026Q1: holders=499 2026Q2: holders=658 -159 -79.5 +0 +79.5 +159 22357691 22Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market — —
2026Q1 Top 5% — —
2025Q4 Top 10% — —
2025Q3 Top 1% in the market — —
2025Q2 Top 10% — —
2024Q4 Top 20% — —
2024Q2 Top 5% — —
2024Q1 Top 20% — —
2023Q2 Top 20% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
224
Change in large funds
+56
Total value they hold
$9.3B
Funds buying for the first time
222
Funds that sold out entirely
63
Price change that quarter
—
Funds holding puts (bearish)
52
Funds holding calls (bullish)
57

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.