iRhythm Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
iRhythm Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
iRhythm Technologies has 10 disclosed suppliers and 6 disclosed customers in SEC filings.
SentenceDuring the year ended December 31, 2025, we received approximately 24% of our total revenue from the Medicare program through CMS.
basisIRTC FY2025 revenue $747M
IRTC 10-Kaccession 0001388658-26-000011
SentenceUnder the terms of the License Agreement, during the third quarter of 2024 we paid BioIS an upfront fee of $15.0 million in cash consideration in acceptance of the initial transfer of certain licensed technologies and data following the execution of the License Agreement.
IRTC 10-Kaccession 0001388658-25-000028
SentenceOur License Agreement with BioIS grants us an exclusive license to develop and commercialize pulse oximetry, accelerometry, and trending non-invasive blood pressure technologies for use within our remote cardiac monitoring products and services.
IRTC 10-Kaccession 0001388658-25-000028
SentenceThe Zio Monitor System and the Zeus System are currently marked in the EU under our CE mark under the EU MDR issued by the British Standards Institution ("BSI") in December 2023.
IRTC 10-Kaccession 0001388658-25-000028
SentenceThe delay was due to a cybersecurity incident experienced by Change Healthcare, a division of UnitedHealth Group, which one of our third-party vendors engages for services relating to billing and collections.
IRTC 10-Kaccession 0001388658-26-000011
SentenceBeginning in the third quarter of 2022, we engaged Sutherland Healthcare Solutions, Inc. and Techindia Infoway Private Limited to support certain customer care and clinical operations of our IDTFs.
IRTC 10-Kaccession 0001388658-25-000028
SentenceBeginning in the third quarter of 2022, we engaged Sutherland Healthcare Solutions, Inc. and Techindia Infoway Private Limited to support certain customer care and clinical operations of our IDTFs.
IRTC 10-Kaccession 0001388658-25-000028
SentenceFor long-term continuous monitoring utilizing our Zio XT System, for example, requires the physical return of the Zio XT patch to one of our clinical centers and we predominantly rely on the U.S. Postal Service ("USPS") to perform this delivery service.
IRTC 10-Kaccession 0001388658-25-000028
SentenceThrough termination of the Development Collaboration Agreement, we and Verily achieved milestones that resulted in payments from us to Verily totaling $11.0 million.
IRTC 10-Kaccession 0001388658-26-000011
SentenceOn September 3, 2019, we entered into a Development Collaboration Agreement with Verily Life Sciences LLC, an Alphabet company ("VLS") and Verily Ireland Limited ("VIL" and together with VLS, "Verily") (such Development Collaboration Agreement, as amended, the "Development Agreement").
IRTC 10-Kaccession 0001388658-25-000028
SentenceOn September 3, 2019, we entered into a Development Collaboration Agreement with Verily Life Sciences LLC, an Alphabet company ("VLS") and Verily Ireland Limited ("VIL" and together with VLS, "Verily") (such Development Collaboration Agreement, as amended, the "Development Agreement").
IRTC 10-Kaccession 0001388658-25-000028
SentenceThe following are Zio Services shown as a percentage of revenue: Year Ended December 31, 2024 2023 2022 Contracted third-party payors 53 % 54 % 55 % Centers for Medicare and Medicaid 24 % 25 % 25 % Healthcare institutions 16 % 14 % 14 % Non-contracted third party payors 7 % 7 % 6 %
IRTC 10-Kaccession 0001388658-25-000028
SentenceDuring the twelve months ended December 31, 2024, we received approximately 24% of our total revenue from the Medicare program (inclusive of Medicare Advantage).
IRTC 10-Kaccession 0001388658-25-000028
SentenceThis funding brought Zio Services to selected NHS sites over a three-year program measuring clinical, pathway, and economic outcomes.
IRTC 10-Kaccession 0001388658-25-000028
SentenceHealthcare institutions – Healthcare institutions are typically hospitals or physician practices in which we have negotiated amounts for our monitoring services, including certain governmental agencies such as the Veterans Administration and U.S. Department of Defense.
IRTC 10-Kaccession 0001388658-25-000028
SentenceHealthcare institutions – Healthcare institutions are typically hospitals or physician practices in which we have negotiated amounts for our monitoring services, including certain governmental agencies such as the Veterans Administration and U.S. Department of Defense.
IRTC 10-Kaccession 0001388658-25-000028
iRhythm Technologies, Inc.
123.54
Expected move
Inputsstraddle ±9.0%
spot 123.37exp Nov 20ATM strike 125ATM straddle 13.00IV 55%