§ HEALTH CARE
USD · Health CareIRTC
IRHYTHM HOLDINGS INC
USDSector · Health CareBeta · 1.38
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
170 increased/new, 94 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 37.43 | EPS (TTM) | -1.41 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 2.7M | 0.0% | −3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | n/a | n/a |
| RTW INVESTMENTS, LP | 1.7M | 2.0% | +41% |
| Millennium Management | 1.6M | 0.1% | +95% |
| Artisan Partners Limited Partnership | 1.5M | 0.3% | −4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for IRTC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER54.1% · 209 holders
QUALITY / COMPOUNDER21.4% · 28 holders
PASSIVE / INDEX13.3% · 10 holders
DEALER / BANK11.6% · 26 holders
TACTICAL / MACRO6.2% · 3 holders
SYSTEMATIC / QUANT2.9% · 10 holders
INCOME / DEFENSIVE2.3% · 16 holders
DEEP VALUE2.1% · 1 holder
ACTIVIST1.7% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IRTC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IRTC yet.