IRTC at a glance
iRhythm Holdings, Inc. (IRTC, SEC CIK 1388658) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), iRhythm Holdings, Inc. (IRTC) reported revenue of $747.1 million (up 26.2% from FY2024) and a net loss of $44.6 million. Diluted EPS was -$1.39.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding iRhythm Holdings, Inc. (IRTC) shares worth $1.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Wilson Daniel G. on September 2, 2026 of 773 shares at $121.83 per share.
- In the last 90 days, IRTC insiders reported 0 open-market purchases ($0) and 9 open-market sales ($7.4M) on Form 4, a net sale of $7.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $747.1M
- +26.2% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$7.4M
- 13F holders
- 29 funds
- $1.6B · −2 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- No geopolitical or macroeconomic threat with concrete exposure detailed
- Operational risk: dependency on Nasdaq Global Select Market listing under symbol "IRTC" for liquidity and capital access
- Competitive risk: no named competitor or technology disruption identified in provided text
- Financial risk: no dividends declared, retaining all funds to finance growth, no issuer repurchases
Business Overview
- Core business model: Design, development, and commercialization of long-term continuous ambulatory cardiac monitoring (ACM) services using patch-based ECG biosensors with proprietary AI analytics
- New product emphasis: Introduction of smaller, lighter Zio monitor System with Bluetooth and breathable adhesive, enhancing patient compliance and data quality vs prior Zio XT
- Strategic shift: Expanding ACM adoption beyond cardiology into primary care and integrated delivery networks to capture earlier-stage patient populations with undiagnosed arrhythmias
- Quantitative highlights: ~2,400 employees as of Dec 31, 2025; ~40% penetration of core U.S. ambulatory cardiac monitoring market; over 12 million patient reports generated
- Noteworthy fact: Clinical studies (CAMELOT and AVALON) covering >700,000 diagnostic-naive patients demonstrate Zio LTCM Service’s highest diagnostic yield and lower costly hospitalizations than competitors
Management Discussion & Analysis
- Revenue $747.1M, up 26% YoY from $591.8M driven by volume increases and new Zio AT customer growth
- Operating margin -8% in 2025 vs -20% in 2024, loss from operations improved by $58.1M to ($57.4M)
- Best performing segment: iRhythm Services volume growth with significant Zio AT revenue increase; no specific segment dollar detailed for worst performance
- Cash flow from operations $80.9M vs $3.4M YoY; invested $277.1M in investing activities including $347.9M marketable securities purchases; financed with $12.6M cash from financing activities, down from $511.4M in 2024
- Management notes macroeconomic uncertainty, higher contractual allowance reserves due to payer claim denials, expects liquidity sufficiency for 12 months, terminated Verily collaboration to focus on clinical-grade wearables
AI summary of the IRTC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Medicare reimbursement risk: 26% of revenue from CMS, with remote-testing IDTF rules still incomplete
- LCD regulatory risk: June 2026 final policies eliminated attended monitoring for Holter monitors
- Billing compliance risk: CPT-code interpretation could challenge Zio AT’s MCT reimbursement eligibility
- Competitive risk: Apple, Fitbit, Samsung and large device companies expanding cardiac-monitoring offerings
- Revenue concentration risk: iRhythm Services remain the company’s only current offerings
AI summary of the IRTC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Disclosure concerns expected timing and completion of an Acquisition
- Acquisition remains subject to execution risk, including changed terms or timing
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Brian Yoor resigned as director and Audit Committee chair effective August 12, 2026
- Departure attributed to personal reasons, not disagreement with company operations, policies, or practices
AI summaries of IRTC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IRTC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wilson Daniel G. | Sell | Sep 2, 2026 | 773 | $121.83 |
| Patterson Chad | Sell | Aug 10, 2026 | 7,093 | $124.65 |
| Murphy Patrick Michael | Sell | Aug 10, 2026 | 7,093 | $124.65 |
| Shrishrimal Sumi | Sell | Aug 10, 2026 | 5,372 | $124.65 |
| Turakhia Minang | Sell | Aug 10, 2026 | 7,093 | $124.65 |
| Blackford Quentin S. | Sell | Aug 10, 2026 | 26,859 | $124.65 |
| Shrishrimal Sumi | A | Aug 7, 2026 | 9,706 | - |
| Patterson Chad | A | Aug 7, 2026 | 13,589 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $591.8M | $747.1M |
| Gross Profit | - | $407.5M | $527.3M |
| Operating Income | - | -$115.5M | -$57.4M |
| Net Income | - | -$113.3M | -$44.6M |
| Gross Margin | - | 68.9% | 70.6% |
| Op. Margin | - | -19.5% | -7.7% |
| Net Margin | - | -19.1% | -6.0% |
| Balance Sheet | |||
| Total Assets | $433.1M | $931.4M | $1.0B |
| Equity | $210.1M | $90.9M | $152.7M |
| ROE | - | -124.6% | -29.2% |
| Per Share | |||
| EPS | - | $-3.63 | $-1.39 |
| Cash Flow | |||
| Operating CF | - | $3.4M | $80.9M |
| CapEx | - | $33.9M | $46.3M |
Source: XBRL data in iRhythm Holdings, Inc. (IRTC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IRTC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.63B |
| Q1 2026 | 31 | $1.63B |
| Q4 2025 | 29 | $2.23B |
| Q3 2025 | 30 | $2.06B |
| Q2 2025 | 29 | $1.69B |
| Q1 2025 | 23 | $785.4M |
| Q4 2024 | 19 | $542.1M |
| Q3 2024 | 15 | $190.5M |
- BlackRock+244.2K (+9%)
- Vanguard Portfolio Management LLC+117.6K (+7%)
- D.E. Shaw & Co+75.4K (+14%)
- State Street Corp+68.2K (+9%)
- Ameriprise Financial+55.7K (+24%)
- Invesco Ltd−275.3K (-93%)
- Millennium Management−201.6K (-13%)
- FMR LLC (Fidelity)−169.9K (-12%)
- Franklin Resources−100.5K (-83%)
- Morgan Stanley−89.8K (-38%)
- Two Sigma Investments−52.6K
- Truist Financial−2.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 205 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IRTC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - |
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IRTC SEC filings: frequently asked questions
Are IRTC insiders buying or selling?
In the last 90 days, iRhythm Holdings, Inc. (IRTC) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $7.4 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IRTC stock?
As of June 30, 2026, the largest iRhythm Holdings, Inc. (IRTC) holders among the 13F filers tracked by SignalX were BlackRock ($355.1 million), Vanguard Portfolio Management LLC ($227.7 million), Vanguard Capital Management LLC ($174.0 million), Millennium Management ($167.3 million), FMR LLC (Fidelity) ($141.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IRTC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), iRhythm Holdings, Inc. (IRTC) reported revenue of $747.1 million (up 26.2% from FY2024) and a net loss of $44.6 million. Diluted EPS was -$1.39. The figures come from the XBRL data in the 10-K.
What are the main risks in IRTC's latest 10-K?
In the 10-K filed February 19, 2026, iRhythm Holdings, Inc. (IRTC) flagged: No geopolitical or macroeconomic threat with concrete exposure detailed. Operational risk: dependency on Nasdaq Global Select Market listing under symbol "IRTC" for liquidity and capital access. (AI summary of the Risk Factors section.)
What did IRTC report in its latest 8-K?
iRhythm Holdings, Inc. (IRTC) filed an 8-K on September 22, 2026 reporting Item 7.01 (Regulation FD Disclosure). Disclosure concerns expected timing and completion of an Acquisition.
What are the latest IRTC SEC filings?
iRhythm Holdings, Inc. (IRTC) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on September 3, 2026.
What is IRTC's SEC CIK number?
iRhythm Holdings, Inc. (IRTC)'s SEC Central Index Key (CIK) is 1388658. EDGAR lists every IRTC filing under that number.
Ask anything about IRTC
The research agent reads IRTC's filings, financials, insider trades and 13F holders, then answers with sources.