HealthcareNasdaq
Institutional-grade research for retail investors
SEC EDGAR: CIK 1388658IRTC stock profile & AI dashboard →

13F Pro Quality Score

41.1/100

Rank #1,911 of 2,879 stocks

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

82.6/100

Profitability

29.7/100

Balance Sheet

22.1/100

Earnings Quality

30.0/100

Free Cash Flow

29.5/100

Institutional Flow

42.2/100

Revenue Scale

43.7/100

Dilution Risk

15.2/100

IRTC Stock Analysis & AI Quality Score

AI stock analysis and institutional research for iRhythm Holdings, Inc. (IRTC), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores IRTC at 41.1/100 on a 32-signal composite quality model, placing it at rank #1,911 of 2,879 stocks — the bottom half of the AI-ranked universe. IRTC scores in the top quartile across revenue growth (82.6). Areas of concern include balance sheet strength (22.1) and free cash flow (29.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), iRhythm Holdings, Inc. reports quarterly revenue of $199.4M, net income of $-13.9M, an operating margin of -8.1%. Top institutional holders of IRTC by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, RTW INVESTMENTS,, based on the most recent SEC filings. IRTC trades on the Nasdaq exchange and files with the SEC under CIK 1388658. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IRTC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for iRhythm Holdings, Inc. directly from SEC EDGAR. iRhythm Holdings, Inc.'s 13F Pro composite quality score has ranged between 34 and 45 since 2024, currently 41.1 — an improving long-term trajectory across 15 quarterly and live scoring snapshots.

Fun facts about iRhythm Holdings, Inc.

Quirks, history, and lore behind IRTC — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. medical technology company · small-cap · listed on Nasdaq · headquartered in San Francisco, California.
  • 2
    The Numbers
    Annual revenue in the range of $500–600 million — decent for a niche med-tech — yet the company has spent years unprofitable while scaling up its commercial operation.
  • 3
    The History
    Founded in the 2000s, it spent years in R&D before earning FDA clearance for a wearable cardiac monitor, then went public on Nasdaq in the 2010s.
  • 4
    The Secret
    The real product isn't hardware — it's the AI-powered data analysis behind it, which flags arrhythmias that a standard EKG appointment would almost certainly miss.
  • 5
    The Lore
    Its flagship device is a small patch worn on the chest for up to two weeks, quietly recording every heartbeat — think Holter monitor, but smarter and far less clunky.
  • 6
    The Giveaway
    Its Zio patch has monitored tens of millions of patients for atrial fibrillation and other heart-rhythm disorders — making it the leading long-term cardiac monitoring device on the market.
▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$199.4M

Net Income

Q1 2026

$-13.9M

Free Cash Flow

Q1 2026

$-33.1M

Operating Margin

Q1 2026

-8.1%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+20.1% YoY
$591.8MFY 2024
FY21 $322.8MFY22 $410.9MFY23 $492.7MFY24 $591.8M

Net Income

+8.4% YoY
$-113.0MFY 2024
FY21 $-101.4MFY22 $-116.0MFY23 $-123.4MFY24 $-113.0M

Operating Income

+7.7% YoY
$-115.5MFY 2024
FY21 $-99.9MFY22 $-113.8MFY23 $-125.2MFY24 $-115.5M

EPS (Diluted)

+10.1% YoY
$-3.63FY 2024
FY21 $-3.46FY22 $-3.88FY23 $-4.04FY24 $-3.63

Total Assets

+115.0% YoY
$931.4MFY 2024
FY21 $463.0MFY22 $448.2MFY23 $433.1MFY24 $931.4M

Total Debt

FY 2024
FY21 $21.4MFY22 $34.9MFY23 $35.0MFY24

Op. Cash Flow

+106.8% YoY
$3.4MFY 2024
FY21 $-37.8MFY22 $-23.0MFY23 $-50.1MFY24 $3.4M

AI Insight: IRTC Financial Trends

iRhythm turned its first quarterly net profit ($6M) in Q4 2025, but Q1 2026 operating cash flow cratered to -$26M, the worst in the dataset.

Revenue grew 34% year-over-year, from $148M in Q2 2024 to $199M in Q1 2026, with consistent sequential gains.

Operating loss narrowed dramatically from -$50M in Q3 2024 to +$2M in Q4 2025, signaling approaching operational breakeven.

Equity strengthened from $72M in Q3 2024 to $161M in Q1 2026, reflecting reduced balance-sheet stress despite ongoing losses.

Q1 2026 net income swung back to -$14M and operating income to -$16M after Q4 2025's rare profitable quarter.

Operating cash flow collapsed to -$26M in Q1 2026, reversing six quarters of improvement and the worst reading in the dataset.

Q1 seasonality repeatedly pressures results — Q1 2025 and Q1 2026 both showed sharp operating cash outflows; monitor if the pattern worsens.

Debt data is absent across all periods; clarity on leverage and liquidity runway is needed to assess sustainability of the growth trajectory.

AI Insight: IRTC Ratio Trends

iRhythm posted its first profitable quarter in Q4 2025 (OpMargin 1.1%, ROE 14.6%), but Q1 2026 reverted sharply to -8.1% operating margin, signaling profitability remains fragile.

Operating margin improved dramatically from -34.1% in Q3 2024 to 1.1% in Q4 2025, the only profitable quarter in the dataset.

Q1 2026 operating margin deteriorated to -8.1% from Q4 2025's +1.1%, with ROE swinging from +14.6% to -34.6%.

TTM operating margin of -5.2% and ROA of -2.8% reflect meaningful improvement versus Q3 2024's -34.1% and -20.3% troughs.

ROIC remains deeply negative at -40.2% in Q1 2026, after briefly turning positive at 6.0% in Q4 2025.

Q4 2025 profitability appears to be a one-quarter event; Q1 2026 relapse to -8.1% OpMargin warrants monitoring for sustainable breakeven.

ROIC swung from +6.0% in Q4 2025 to -40.2% in Q1 2026 — first positive reading reversed in a single quarter.

D/E data is absent across all periods, limiting visibility into balance sheet leverage and capital structure risk.

Get alerted when IRTC's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for iRhythm Holdings, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of IRTC

Put IRTC on your watchlist

Track score changes the day iRhythm Holdings, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Is IRTC a good stock to buy?

13F Pro's AI-powered analysis of iRhythm Holdings, Inc. (IRTC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IRTC are available on the IRTC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own IRTC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IRTC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of iRhythm Holdings, Inc.'s investment landscape.