L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 3 listed it in both
Shares listed
15,300,128
combined, among listed positions
Reported value
$266m
combined, at the quarter end

Among the 92 comparable managers: 19 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -4,670,691.

Managers listing IRDM in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
ARK Investment Management LLC2,850,606$50m0.33%Trimmed-3,639,50211 Feb 2026 (the filing on sec.gov)
Man Group PLC1,851,528$32m0.05%Trimmed-160,54917 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,155,467$20munder 0.1%Added+217,88613 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,140,215$20munder 0.1%Trimmed-509,62817 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,037,281$18munder 0.1%Trimmed-2,002,45017 Feb 2026 (the filing on sec.gov)
Invesco Ltd994,205$17munder 0.1%Added+106,85619 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC812,037$14munder 0.1%Added+431,73417 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP700,544$12munder 0.1%Trimmed-39,04617 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp666,046$12munder 0.1%Added+5,11217 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC479,114$8.3munder 0.1%Added+351,05917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)459,861$8.0munder 0.1%Added+77,46217 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP419,838$7.3munder 0.1%Added+303,11213 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP353,826$6.1munder 0.1%Added+128,12617 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd279,359$4.9munder 0.1%Added+234,62017 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP248,461$4.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC190,558$3.3munder 0.1%Trimmed-102,80817 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP171,762$3.0munder 0.1%Trimmed-67,60217 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC170,361$3.0munder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP169,079$2.9munder 0.1%Trimmed-29,03817 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC153,756$2.7munder 0.1%Added+1,05113 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP148,836$2.6munder 0.1%Added+87,35813 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP141,135$2.5munder 0.1%Added+4,35717 Feb 2026 (the filing on sec.gov)
PDT Partners LLC138,207$2.4m0.16%Added+47,98117 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP109,244$1.9munder 0.1%Trimmed-8,84917 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC103,282$1.8munder 0.1%Trimmed-401,25212 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

024682014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IRDM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$41mn.a.n.a.
Q3 20132$33mn.a.n.a.
Q4 20132$14mn.a.n.a.
Q1 20141$15mn.a.n.a.
Q2 20141$39mn.a.n.a.
Q3 20141$43mn.a.n.a.
Q4 20142$49mn.a.n.a.
Q1 20151$47mn.a.n.a.
Q2 20151$44mn.a.n.a.
Q3 20152$30mn.a.n.a.
Q4 20151$41mn.a.n.a.
Q1 20161$40mn.a.n.a.
Q2 20161$45mn.a.n.a.
Q3 20161$49mn.a.n.a.
Q4 20161$67mn.a.n.a.
Q1 20172$75mn.a.n.a.
Q2 20172$87mn.a.n.a.
Q3 20172$81mn.a.n.a.
Q4 20172$93mn.a.n.a.
Q1 20182$89mn.a.n.a.
Q2 20182$144mn.a.n.a.
Q3 20182$115mn.a.n.a.
Q4 20183$141mn.a.n.a.
Q1 20194$212mn.a.n.a.
Q2 20193$154mn.a.n.a.
Q3 20193$89mn.a.n.a.
Q4 20193$114mn.a.n.a.
Q1 20204$138mn.a.n.a.
Q2 20204$201mn.a.n.a.
Q3 20203$228mn.a.n.a.
Q4 20203$450mn.a.n.a.
Q1 20215$524mn.a.n.a.
Q2 20213$621mn.a.n.a.
Q3 20214$555mn.a.n.a.
Q4 20214$511mn.a.n.a.
Q1 20225$199mn.a.n.a.
Q2 20226$186mn.a.n.a.
Q3 20227$200mn.a.n.a.
Q4 20228$216mn.a.n.a.
Q1 20236$257mn.a.n.a.
Q2 20237$356mn.a.n.a.
Q3 20238$228mn.a.n.a.
Q4 20235$169m40
Q1 20248$170m71
Q2 20242$94m02
Q3 20247$144m62
Q4 20243$81m30
Q1 20253$140m30
Q2 20252$170m20
Q3 20253$150m31
Q4 20256$108m1916
Q1 20264$109m1120
Q2 20268$561m1718

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IRDM and NFLX →IRDM and TMUS →IRDM and CMCSA →Choose a stock to compare with IRDM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IRDM, latest filings →Back to the 13F Explorer →