OPUS GENETICS INC IRD
COM · Common Stock · CUSIP 67577R102
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersDurham, NC
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($172.9k this quarter). Holder counts are more reliable. Shares outstanding: 83.2m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.11. Options: 3 managers hold calls ($138.9k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 38 |
| Q4 2022 | 36 |
| Q1 2023 | 42 |
| Q2 2023 | 49 |
| Q3 2023 | 50 |
| Q4 2023 | 50 |
| Q1 2024 | 49 |
| Q2 2024 | 37 |
| Q3 2024 | 39 |
| Q4 2024 | 44 |
| Q1 2025 | 47 |
| Q2 2025 | 44 |
| Q3 2025 | 48 |
| Q4 2025 | 59 |
| Q1 2026 | 79 |
| Q2 2026 | 103 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 12 | 16 |
| Q4 2024 | 21 | 14 |
| Q1 2025 | 20 | 18 |
| Q2 2025 | 16 | 17 |
| Q3 2025 | 22 | 8 |
| Q4 2025 | 34 | 13 |
| Q1 2026 | 40 | 21 |
| Q2 2026 | 73 | 28 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $825 | $0 | 0.00 |
| Q4 2025 | $191.4k | $17.3k | 0.09 |
| Q1 2026 | $897.3k | $0 | 0.00 |
| Q2 2026 | $138.9k | $0 | 0.00 |
Biggest buyers
| Nantahala Capital Management, LLC | Added | +4.4m |
| BlackRock, Inc. | Added | +3.0m |
| Trails Edge Capital Partners, LP | Added | +2.2m |
| GREAT POINT PARTNERS LLC | Added | +1.6m |
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
| SummitTX Capital, L.P. | New | +1.0m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +829.4k |
| STATE STREET CORP | Added | +590.2k |
| Boxer Capital Management, LLC | Added | +565.0k |
| CITADEL ADVISORS LLC | Added | +544.8k |
Biggest sellers
| PERCEPTIVE ADVISORS LLC | Sold out | -1.8m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Sold out | -1.0m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -626.5k |
| Mink Brook Asset Management LLC | Reduced | -429.3k |
| AMERIPRISE FINANCIAL INC | Sold out | -388.5k |
| MARSHALL WACE, LLP | Reduced | -367.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -328.3k |
| Voleon Capital Management LP | Sold out | -143.8k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -73.2k |
| HRT FINANCIAL LP | Sold out | -67.7k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $84.7k20.6k shares |
| GROUP ONE TRADING LLC | Reduced | $49.7k12.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.5k1.1k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PERCEPTIVE ADVISORS LLC 13G · passive investor no change · filed 2026-08-14 | 10.0% |
| Adage Capital Management, L.P. 13G · institution new · filed 2026-05-13 | 8.5% |
| Caligan Partners LP 13G · institution -1.2 pts · filed 2026-08-14 | 7.3% |
| BALYASNY ASSET MANAGEMENT L.P. 13G · institution -0.5 pts · filed 2026-08-14 | 6.6% |
| Nantahala Capital Management, LLC 13G · institution -3.5 pts · filed 2026-05-15 | 6.5% |
| BlackRock, Inc. 13G · institution new · filed 2026-10-27 | 6.1% |
Fell to 5% or below in the last year: Foundation Fighting Blindness Retinal Degeneration Fund (4.7%, 2026-05-20), BIOS Fund III, LP (4.5%, 2026-05-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 2 | $208.9k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $323.9k | 1 | $8.6m | — |
| Q1 2026 | 0 | — | 4 | $180.7k | — |
| Q2 2026 | 0 | — | 7 | $7.6m | — |
| Q3 2026 | 0 | — | 4 | $213.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-03 | Gagnon Robert E. Chief Financial Officer | Sold | $127.1k28.0k shares |
| 2026-07-23 | Magrath George Chief Executive Officer, director | Sold | $28.0k9.5k shares |
| 2026-07-23 | Gagnon Robert E. Chief Financial Officer | Sold | $23.0k7.8k shares |
| 2026-07-23 | YERXA BENJAMIN R President, director | Sold | $22.1k7.4k shares |
| 2026-07-23 | SCHACHLE JOSEPH K Chief Operating Officer | Sold | $13.7k4.6k shares |
| 2026-05-18 | Foundation Fighting Blindness Retinal Degeneration Fund +1 Director | Sold | $7.4m1.7m shares |
| 2026-04-23 | Magrath George Chief Executive Officer, director | Sold | $49.6k9.5k shares |
| 2026-04-23 | Gagnon Robert E. Chief Financial Officer | Sold | $40.6k7.8k shares |
| 2026-04-23 | Jayagopal Ashwath Chief Scientific & Dev. Ofc. | Sold | $39.1k7.5k shares |
| 2026-04-23 | YERXA BENJAMIN R President, director | Sold | $39.1k7.5k shares |
| 2026-04-23 | SCHACHLE JOSEPH K Chief Operating Officer | Sold | $24.5k4.7k shares |
| 2026-04-23 | Zaremba Rabourn Amy Head of Fin. Quality Assurance | Sold | $8.5k1.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Nantahala Capital Management, LLC 0.76% of their portfolio | 6.1m $25.2m | Added +4.4m |
| Caligan Partners LP 1.21% of their portfolio | 6.1m $25.0m | Added +2.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 6.0m $24.8m | Unchanged |
| BIOS Capital Management, LP 36.33% of their portfolio | 3.7m $15.1m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 3.1m $12.8m | Added +3.0m |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 3.1m $12.7m | Added +369.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.0m $12.2m | Added +508.7k |
| Boxer Capital Management, LLC 0.87% of their portfolio | 2.8m $11.6m | Added +565.0k |
| Trails Edge Capital Partners, LP 1.79% of their portfolio | 2.7m $11.3m | Added +2.2m |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 2.3m $9.5m | Reduced -328.3k |
| GREAT POINT PARTNERS LLC 1.91% of their portfolio | 2.0m $8.1m | Added +1.6m |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.9m $8.0m | Reduced -367.8k |
| ADAR1 Capital Management, LLC 0.34% of their portfolio | 1.8m $7.3m | Reduced -65.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.5m $6.3m | Added +1.2m |
| Woodline Partners LP 0.02% of their portfolio | 1.4m $5.9m | Added +80.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $5.6m | Added +829.4k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.09% of their portfolio | 1.2m $4.9m | Added +402 |
| Opaleye Management Inc. 0.42% of their portfolio | 1.1m $4.6m | Added +5.0k |
| SummitTX Capital, L.P. 0.11% of their portfolio | 1.0m $4.1m | New |
| STATE STREET CORP 0.00% of their portfolio | 790.1k $3.2m | Added +590.2k |
| Bleichroeder LP 0.54% of their portfolio | 736.8k $3.0m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 683.9k $2.8m | Added +426.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 665.7k $2.7m | Added +544.8k |
| MORGAN STANLEY 0.00% of their portfolio | 464.9k $1.9m | Added +425.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 442.2k $1.8m | Added +347.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 410.4k $1.7m | Added +128.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 371.9k $1.5m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 330.8k $1.4m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 254.0k $1.0m | Added +145.3k |
| AWM Investment Company, Inc. 0.08% of their portfolio | 232.6k $955.9k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 196.9k $809.2k | Reduced -626.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 189.0k $776.7k | Added +30.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 165.1k $678.4k | Added +130.1k |
| Mink Brook Asset Management LLC 0.29% of their portfolio | 161.2k $662.6k | Reduced -429.3k |
| XTX Topco Ltd 0.01% of their portfolio | 144.1k $592.2k | Added +127.4k |
| Seven Fleet Capital Management LP 0.10% of their portfolio | 143.1k $588.3k | Added +8.9k |
| Creative Planning 0.00% of their portfolio | 128.4k $527.6k | Unchanged |
| Texas Capital Bank Wealth Management Services Inc 0.03% of their portfolio | 122.5k $503.6k | Added +34.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 122.5k $503.4k | New |
| Stonepine Capital Management, LLC 0.32% of their portfolio | 100.7k $414.0k | Added +32.0k |
| Jump Financial, LLC 0.00% of their portfolio | 94.8k $389.7k | New |
| Nuveen, LLC 0.00% of their portfolio | 71.3k $293.2k | New |
| Palogic Value Management, L.P. 0.10% of their portfolio | 65.1k $267.5k | Added +88 |
| Aureus Asset Management, LLC 0.01% of their portfolio | 58.2k $239.2k | New |
| Regency Capital Management Inc.\DE 0.09% of their portfolio | 58.0k $238.4k | Reduced -10.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 55.0k $226.1k | Reduced -12.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 53.3k $219.1k | New |
| Invesco Ltd. 0.00% of their portfolio | 53.2k $218.8k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 52.6k $216.3k | Added +48.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 51.5k $211.5k | New |
| EntryPoint Capital, LLC 0.05% of their portfolio | 50.9k $209.1k | New |
| Quadrature Capital Ltd 0.00% of their portfolio | 46.4k $190.7k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.9k $181.0k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 42.1k $172.9k | Unchanged |
| Empowered Funds, LLC 0.00% of their portfolio | 42.1k $172.9k | Unchanged |
| MANGROVE PARTNERS IM, LLC 0.01% of their portfolio | 41.7k $171.5k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 32.2k $132.4k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 32.0k $131.5k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 30.1k $123.7k | New |
| Miller Financial Services LLC 0.09% of their portfolio | 27.0k $111.0k | Added +5.0k |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 25.6k $105.0k | Reduced -56.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 25.4k $115.5k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 24.7k $101.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 22.2k $90.1k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 18.9k $77.8k | New |
| JAMES INVESTMENT RESEARCH, INC. 0.01% of their portfolio | 16.4k $67.3k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 16.4k $67.3k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 15.9k $65.5k | New |
| State of Wyoming 0.01% of their portfolio | 15.9k $65.4k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 15.8k $64.9k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 15.0k $61.7k | Reduced -4.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 14.5k $59.6k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 14.3k $58.9k | Reduced -7.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 13.9k $57.1k | Added +11.7k |
| BARCLAYS PLC 0.00% of their portfolio | 13.4k $54.9k | Added +11.5k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 12.8k $52.6k | Unchanged |
| STONERIDGE INVESTMENT PARTNERS LLC 0.03% of their portfolio | 12.7k $47.0k | New |
| Stokes Family Office, LLC 0.01% of their portfolio | 12.1k $49.8k | Unchanged |
| Engineers Gate Manager LP 0.00% of their portfolio | 12.1k $49.6k | New |
| First City Capital Management, Inc. 0.02% of their portfolio | 11.8k $48.6k | Unchanged |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.6k $47.5k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.0k $45.3k | New |
| STRS OHIO 0.00% of their portfolio | 10.5k $43.2k | New |
| Annandale Capital, LLC 0.01% of their portfolio | 10.0k $41.0k | Unchanged |
| Carolina Wealth Management Inc 0.02% of their portfolio | 10.0k $41.1k | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.2k $33.6k | New |
| Legal & General Group Plc 0.00% of their portfolio | 5.2k $21.4k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 4.9k $20.0k | New |
| Hilton Head Capital Partners, LLC 0.01% of their portfolio | 4.5k $18.4k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 4.3k $17.6k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 3.5k $14.3k | Added +1.2k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.2k $13.1k | Reduced -25.6k |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 3.0k $12.5k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.1k $8.0k | Added +2.1k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 2.0k $8.3k | Unchanged |
| GGM Financial LLC 0.00% of their portfolio | 1.0k $4.1k | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 737 $3.0k | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 521 $2.2k | Unchanged |
| Quarry LP 0.00% of their portfolio | 502 $2.1k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 501 $2.1k | Reduced -29 |