Get Transparency and Insight Into Your Shareholder Base with Shareholder Monitoring

The Most Comprehensive Shareholder Monitoring Solution Available

Reported Shareholder Insights

Understand Your Retail and Non-Reporting Shareholders

Adjust and Input Custom Holder Data

Get transparency and insight into your shareholder base with Irwin's comprehensive suite of shareholder monitoring solutions. Reporting filings, NOBO data, stock surveillance, custom holders, and intuitive reporting allow you to maintain relationships and communicate regularly with key shareholders.

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Reported Data

Access a global database of security ownership data to understand trends, composition, and changes in your shareholder base.

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NOBO Lists

Irwin automatically pulls your NOBO lists and integrates the data into your account. Analyze changes in your retail shareholder base over time to build relationships, identify risks and opportunities and communicate with a more comprehensive group of shareholders.

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Stock Surveillance

Get access to a dedicated surveillance analyst that will provide weekly updates on changes in your shareholder list. Irwin also automatically checks your shareholder's history of activism and notifies you of potential risks.

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Quentin Weber
“I could get much of the data from any platform, like consensus estimates, for example - but Irwin takes it a step past the data. When you get into targeting investors, many platforms have targeting services that you pay extra for on top of a platform fee, but with Irwin, that value is built right into the platform. When you're headed out on the road, it’s easy to set up your filters and get high-priority names for that trip. If, for example, we have some open time on a trip we’ve planned and the bank can’t come up with any more names, I’ll go into Irwin and grab high-value targets and provide them with that information."
Jeffrey Chastain
Vice President of Investor Relations
H&E Equipment Services
H&E Equipment Services
Quentin Weber
"Irwin has allowed us to do much of the same things that we were doing before, but much faster, and without as much of a headache as if we were using some of those other data platforms for this. Irwin also has a much more simplified and streamlined user interface, which goes a long way."
Steve Adams
Managing Director and Chief of Staff
Clermont Partners LLC
Clermont Partners LLC
Quentin Weber
“[The customer support] is excellent. I’ve been with a lot of different vendors through my 20-year career in IR. There’s continuity, there’s responsiveness -- even if my Irwin representative is traveling, I can easily find support and know that I will receive a quick response.”
Kenneth Levy
Vice President Investor Relations
Iridium Communications
Iridium Communications
Quentin Weber
“I think the IR function has been a certain way for the last couple of years, and many companies have been using Excel and the old ways of working. Now, the dynamic is different, and everything is evolving quickly. I think for an IRO, especially one within a small team, Irwin is a very good companion to help you save time, be better organized, and leverage all the tools that are out there. Having that extra tool internally is necessary if you want to be efficient and work effectively. I think innovation should be a top priority with service providers, and I think Irwin is continuing to move in that direction.”
Quentin Weber
Senior Advisor of Investor Relations
WSP Global
WSP Global