Follow The Filings

IREN

Financials, filed as IREN LIMITED (ORDINARY SHARES), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 1

  • 4 Owners
  • Max 2.1%
  • $826M
  • 2 new 1 add 1 reduce

In 2026 Q2 Nehal Chopra and Stanley Druckenmiller opened positions in IREN, Ben Hoskin added, and Situational Awareness trimmed.

Who owns this now

Largest portfolio weights among holders, up to 2.1% (Situational Awareness). Not free-float ownership.

  1. Situational Awareness Reduce 2.1%
  2. Ben Hoskin Add 0.97%
  3. Nehal Chopra New 0.35%
  4. Stanley Druckenmiller New 0.08%

Who owns IREN

Sorted by value, long equity only, as of 2026 Q2.

History
Situational Awareness 2.1%, was 2.9% Reduce −19.0% 9,474,099 $433M History
Ben Hoskin, Value Aligned Research Advisors 0.97%, was 0.79% Add +77.6% 8,467,327 $387M History
Stanley Druckenmiller, Duquesne Family Office 0.08% New 0.08% 87,100 $4M History
Nehal Chopra, Ratan Capital Management 0.35% New 0.35% 24,000 $1.1M History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IREN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IREN insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales
  1. Christopher Guzowski Director
    Sale
    $434K 11,958 shares at $36.32 23% of stake
    Traded Sep 16, 2025 Filed Jul 1
    ↗

Also filed in the last 12 months, not counted as buying or selling: 9 stock grants.

Congress

1 member of Congress traded IREN in the last three years: 5 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Cleo Fields D-LA-6 Buy $50K–$100K Jan 20 filed Feb 3
  2. Cleo Fields D-LA-6 Sell $50K–$100K Dec 26, 2025 filed Jan 16
  3. Cleo Fields D-LA-6 Buy $1K–$15K Dec 9, 2025 filed Dec 17, 2025
  4. Cleo Fields D-LA-6 Buy $1K–$15K Oct 10, 2025 filed Oct 30, 2025
  5. Cleo Fields D-LA-6 Buy $1K–$15K Oct 10, 2025 filed Oct 30, 2025
  6. Cleo Fields D-LA-6 Buy $15K–$50K Jul 10, 2025 filed Aug 6, 2025

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G — Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
424B7 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
8-K 5.02 Filing Doc
8-K 1.01,2.03 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
8-K 1.01,2.03,3.02,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2025 FY2026
Revenue $501.02M $707.01M
Gross profit * $342.03M $487.3M
Gross margin * 68.3% 68.9%
Net income $86.94M -$702.62M
Net margin * 17.4% -99.4%

Balance sheet

Metric FY2025 FY2026
Total current assets $0.641B $7.89B
Total non-current assets $2.3B $7.9B
Total assets $2.94B $15.79B
Total current liabilities $0.149B $2.22B
Total non-current liabilities $0.973B $9.38B
Total equity $1.82B $4.19B

Cash flow

Metric FY2025 FY2026
Cash from operations $0.246B $2.1B
Cash from investing -$1.38B -$4.72B
Cash from financing $1.29B $9.68B
Net change in cash * $0.16B $7.06B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.