FULLER & THALER ASSET MANAGEMENT, INC.
Position in IRTC — iRhythm Holdings, Inc.
CIK 1082327
SAN MATEO, CA
Position in IRTC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$79,627,857
-$33,831,360 QoQ
Shares Held
674,698
+5.5% QoQ
Ownership
2.05%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 94.29967185318469.ToString("F0")%
Shared 0.ToString("F0")%
None 5.700328146815316.ToString("F0")%
Common Shares in IRTC Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $285,454,157 across 10 Medical Devices names. IRTC ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GMED |
Globus Medical Inc
|
1,101,568 | $94,911,098 | |
| 2 | IRTC |
iRhythm Holdings, Inc.
This page
|
674,698 | $79,627,857 | |
| 3 | CNMD |
CONMED Corp
|
1,641,766 | $58,052,845 | |
| 4 | IART |
Integra Lifesciences Holdings Corp
|
3,529,404 | $33,246,985 | |
| 5 | ITGR |
Integer Holdings Corp
|
191,829 | $16,880,952 | |
| 6 | ABT |
Abbott Laboratories
|
8,269 | $848,978 | |
| 7 | TCMD |
Tactile Systems Technology Inc
|
19,695 | $514,630 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
6,710 | $477,617 |
All Filings in IRTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,627,857 | 674,698 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $113,459,217 | 639,423 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $102,376,703 | 595,248 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $90,294,152 | 586,478 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $54,249,363 | 518,240 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||