Security

IRBTQ IROBOT CORP

COM
CUSIP: 462726100
FIGI: BBG000HXJB21
Institutional Holders24
Total Institutional Value$554,244
Total Shares Held1,934,136
Avg Position$23,094
Top 5 Holders %91.9%
Alpha-Weighted Score58.5
New Positions+6
Exited Positions-107

Top 15 Institutional Holders by Value

New   Increased   Decreased   Unchanged

Institutional Holders — Q4 25

ManagerAlphaFlowValueSharesChange
CAPTION MANAGEMENT, LLCModerate ConvictionSignificant Flow$130,295 (23.5%)1,184,500NEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COModerate ConvictionSignificant Flow$59,343 (10.7%)3,07075,017.7%
XTX TOPCO LTDModerate ConvictionModerate Flow$31,494 (5.7%)286,311-94.4%
MARATHON TRADING INVESTMENT MANAGEMENT LLCModerate ConvictionLow Flow$5,060 (0.9%)46,000NEW
BANQUE CANTONALE VAUDOISEHigh ConvictionModerate Flow$4,000 (0.7%)37,1172,863.0%
BARCLAYS PLCHigh ConvictionMarket Mover$3,669 (0.7%)33,350251.4%
MARSHALL WACE, LLPModerate ConvictionMarket Mover$3,441 (0.6%)31,278-99.7%
GAMMA INVESTING LLCHigh ConvictionModerate Flow$2,014 (0.4%)18,309NEW
ST GERMAIN D J CO INCHigh ConvictionLow Flow$77 (0.0%)700-96.9%
WALL STREET ACCESS ASSET MANAGEMENT, LLCHigh ConvictionLow Flow$33 (0.0%)300-96.9%
RUSSELL INVESTMENTS GROUP, LTD.Moderate ConvictionMarket Mover$24 (0.0%)220-99.8%
RHUMBLINE ADVISERSHigh ConvictionMarket Mover$23 (0.0%)217-99.6%
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLCHigh ConvictionMinimal Flow$11 (0.0%)100NEW
CGC FINANCIAL SERVICES, LLCHigh ConvictionMinimal Flow$6 (0.0%)53-96.8%
KOHMANN BOSSHARD FINANCIAL SERVICES, LLCHigh ConvictionModerate Flow$4 (0.0%)36NEW
ADIRONDACK TRUST COHigh ConvictionLow Flow$3 (0.0%)30-97.2%
ROCKEFELLER CAPITAL MANAGEMENT L.P.High ConvictionMarket Mover$1 (0.0%)10-99.9%
X-SQUARE CAPITAL, LLCModerate ConvictionMinimal Flow$1 (0.0%)10,000NEW
BESSEMER GROUP INCHigh ConvictionLow Flow$0 (0.0%)150-100.0%

Implied Institutional Price History

Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.

QuarterFilersInstitutional ValueShares HeldEst. Avg Price
Q4 2521$0.00B1,998,209$0.42
Q3 25124$0.06B15,830,992$3.73
Q2 25125$0.05B15,829,669$3.09
Q1 25145$0.05B19,540,836$2.65
Q4 24163$0.16B21,183,247$7.55
Q3 24169$0.21B24,611,678$8.72
Q2 24172$0.23B25,547,937$8.98
Q1 24179$0.25B28,557,190$8.85

Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.