INVX US Equity

Innovex International, Inc.

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Industrials · Oil & Gas Field Machinery & Equipment · CIK 1042893 · FYE 1231

$25.62

-0.92 (-3.47%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding INVX · 2026-Q1 methodology → sources →

208 holders

% of shares outstanding held

75.1%

Shares held (13F)

51,658,193

Reporting holders

208

Top holders

largest 100 of 208 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BRANDES INVESTMENT PARTNERS, LP	6,583,4156.6M	$161M	9.57%	TRIM -14%
2	BlackRock, Inc.	6,037,3146.0M	$147M	8.78%	ADD 3%
3	WELLINGTON MANAGEMENT GROUP LLP	3,653,3863.7M	$89M	5.31%	ADD 77%
4	VANGUARD PORTFOLIO MANAGEMENT LLC	2,677,8942.7M	$65M	3.89%	NEW†
5	DIMENSIONAL FUND ADVISORS LP	2,646,3762.6M	$65M	3.85%	ADD 15%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,931,2111.9M	$47M	2.81%	NEW†
7	GAMCO INVESTORS, INC. ET AL	1,734,6931.7M	$42M	2.52%	TRIM -12%
8	STATE STREET CORP	1,716,2781.7M	$42M	2.50%	ADD 7%
9	Driehaus Capital Management LLC	1,536,3091.5M	$37M	2.23%	NEW†
10	Pacer Advisors, Inc.	1,077,9211.1M	$36M	1.57%	ADD 8%
11	FMR LLC	1,319,1151.3M	$32M	1.92%	ADD 9492%
12	VAN ECK ASSOCIATES CORP	1,028,6661.0M	$25M	1.50%	ADD 36%
13	GEODE CAPITAL MANAGEMENT, LLC	941,933941,933	$23M	1.37%	ADD 2%
14	VICTORY CAPITAL MANAGEMENT INC	866,447866,447	$21M	1.26%	ADD 31%
15	AMERICAN CENTURY COMPANIES INC	702,104702,104	$17M	1.02%	ADD 148%
16	Invesco Ltd.	693,814693,814	$17M	1.01%	ADD 85%
17	LOOMIS SAYLES & CO L P	671,309671,309	$16M	0.98%	NEW
18	NEUBERGER BERMAN GROUP LLC	738,370738,370	$16M	1.07%	—
19	BANK OF AMERICA CORP /DE/	654,265654,265	$16M	0.95%	ADD 103%
20	MetLife Investment Management, LLC	651,477651,477	$16M	0.95%	TRIM -21%
21	MORGAN STANLEY	640,400640,400	$16M	0.93%	TRIM -8%
22	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	631,706631,706	$15M	0.92%	—
23	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	587,123587,123	$14M	0.85%	—
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC	499,979499,979	$12M	0.73%	ADD 3%
25	Nuveen, LLC	433,026433,026	$11M	0.63%	—
26	NORTHERN TRUST CORP	422,083422,083	$10M	0.61%	ADD 4%
27	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	412,573412,573	$10M	0.60%	TRIM -25%
28	HEARTLAND ADVISORS INC	407,332407,332	$10M	0.59%	ADD 36%
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	362,616362,616	$9M	0.53%	—
30	GENDELL JEFFREY L	356,460356,460	$9M	0.52%	TRIM -9%
31	UBS Group AG	348,797348,797	$9M	0.51%	ADD 245%
32	GABELLI FUNDS LLC	340,800340,800	$8M	0.50%	TRIM -3%
33	Empowered Funds, LLC	325,179325,179	$8M	0.47%	NEW
34	Zimmer Partners, LP	297,425297,425	$7M	0.43%	NEW
35	VANGUARD FIDUCIARY TRUST CO	252,917252,917	$6M	0.37%	NEW
36	Bank of New York Mellon Corp	246,158246,158	$6M	0.36%	TRIM -4%
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	235,165235,165	$6M	0.34%	NEW
38	De Lisle Partners LLP	235,073235,073	$6M	0.34%	ADD 3%
39	PRINCIPAL FINANCIAL GROUP INC	231,404231,404	$6M	0.34%	—
40	CITADEL ADVISORS LLC	222,294222,294	$5M	0.32%	ADD 433%
41	Alyeska Investment Group, L.P.	208,929208,929	$5M	0.30%	NEW
42	BESSEMER GROUP INC	208,753208,753	$5M	0.30%	ADD 56%
43	JUPITER ASSET MANAGEMENT LTD	208,206208,206	$5M	0.30%	ADD 1893%
44	GOLDMAN SACHS GROUP INC	199,989199,989	$5M	0.29%	ADD 83%
45	Fisher Asset Management, LLC	195,314195,314	$5M	0.28%	TRIM -3%
46	FIRST TRUST ADVISORS LP	187,978187,978	$5M	0.27%	TRIM -11%
47	Tidal Investments LLC	176,248176,248	$4M	0.26%	NEW
48	Moody Aldrich Partners LLC	174,730174,730	$4M	0.25%	NEW
49	Simcoe Capital LLC	169,934169,934	$4M	0.25%	ADD 3%
50	Bridge City Capital, LLC	167,183167,183	$4M	0.24%	—
51	SG Americas Securities, LLC	165,170165,170	$4M	0.24%	TRIM -72%
52	AMERIPRISE FINANCIAL INC	157,533157,533	$4M	0.23%	TRIM -31%
53	Integrated Wealth Concepts LLC	142,889142,889	$3M	0.21%	TRIM -16%
54	Public Sector Pension Investment Board	138,097138,097	$3M	0.20%	ADD 3%
55	DEAN INVESTMENT ASSOCIATES, LLC	131,356131,356	$3M	0.19%	TRIM -38%
56	SEI INVESTMENTS CO	126,288126,288	$3M	0.18%	ADD 70%
57	Lesa Sroufe & Co	122,788122,788	$3M	0.18%	—
58	GeoSphere Capital Management, LLC	118,424118,424	$3M	0.17%	ADD 137%
59	RHUMBLINE ADVISERS	113,597113,597	$3M	0.17%	ADD 4%
60	Universal- Beteiligungs- und Servicegesellschaft mbH	105,968105,968	$3M	0.15%	NEW
61	CITIGROUP INC	100,704100,704	$2M	0.15%	TRIM -37%
62	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	97,18597,185	$2M	0.14%	—
63	Legal & General Group Plc	95,82695,826	$2M	0.14%	TRIM -8%
64	LOS ANGELES CAPITAL MANAGEMENT LLC	93,02793,027	$2M	0.14%	ADD 719%
65	Dean Capital Management	91,93191,931	$2M	0.13%	TRIM -36%
66	CSM Advisors, LLC	80,47980,479	$2M	0.12%	NEW
67	DEUTSCHE BANK AG\	76,22476,224	$2M	0.11%	TRIM -18%
68	Swiss National Bank	74,90074,900	$2M	0.11%	—
69	Legato Capital Management LLC	71,05271,052	$2M	0.10%	TRIM -28%
70	VOLORIDGE INVESTMENT MANAGEMENT, LLC	69,71769,717	$2M	0.10%	NEW
71	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	68,10268,102	$2M	0.10%	ADD 615%
72	MARSHALL WACE, LLP	66,19266,192	$2M	0.10%	NEW
73	CenterBook Partners LP	65,73365,733	$2M	0.10%	ADD 137%
74	Sanctuary Advisors, LLC	63,36863,368	$2M	0.09%	TRIM -6%
75	Russell Investments Group, Ltd.	62,01662,016	$2M	0.09%	TRIM -26%
76	AQR CAPITAL MANAGEMENT LLC	60,71060,710	$1M	0.09%	ADD 11%
77	ENVESTNET ASSET MANAGEMENT INC	60,50660,506	$1M	0.09%	ADD 37%
78	Burkehill Global Management, LP	60,00060,000	$1M	0.09%	NEW
79	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	58,54858,548	$1M	0.09%	TRIM -4%
80	NEW YORK STATE COMMON RETIREMENT FUND	56,45056,450	$1M	0.08%	ADD 5%
81	Penn Capital Management Company, LLC	54,45354,453	$1M	0.08%	NEW
82	LPL Financial LLC	48,92748,927	$1M	0.07%	ADD 3%
83	PRUDENTIAL FINANCIAL INC	48,33748,337	$1M	0.07%	ADD 30%
84	Brevan Howard Capital Management LP	46,77546,775	$1M	0.07%	ADD 394%
85	Gotham Asset Management, LLC	46,68046,680	$1M	0.07%	ADD 50%
86	New Age Alpha Advisors, LLC	42,09142,091	$1M	0.06%	TRIM -4%
87	HUSSMAN STRATEGIC ADVISORS, INC.	42,00042,000	$1M	0.06%	—
88	ALLIANCEBERNSTEIN L.P.	45,26945,269	$990,033	0.07%	TRIM -20%
89	SEVEN GRAND MANAGERS, LLC	40,00040,000	$975,600	0.06%	NEW
90	CAPTRUST FINANCIAL ADVISORS	37,85737,857	$923,328	0.06%	TRIM -17%
91	ROYAL BANK OF CANADA	35,55435,554	$867,000	0.05%	ADD 22%
92	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	34,86134,861	$850,260	0.05%	—
93	Atria Investments, Inc	34,69934,699	$846,309	0.05%	TRIM -15%
94	Horizon Investments, LLC	31,65131,651	$771,968	0.05%	ADD 12%
95	State of Wyoming	29,21629,216	$712,578	0.04%	ADD 73%
96	GLENMEDE TRUST CO NA	29,06629,066	$708,919	0.04%	NEW
97	EVOLVE PRIVATE WEALTH, LLC	28,64728,647	$698,700	0.04%	ADD 6%
98	PRICE T ROWE ASSOCIATES INC /MD/	27,71227,712	$676,000	0.04%	ADD 26%
99	STRS OHIO	27,30027,300	$665,847	0.04%	ADD 1265%
100	Thrivent Financial for Lutherans	25,76525,765	$628,000	0.04%	TRIM -3%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BRANDES INVESTMENT PARTNERS, LP

6.3M

6.5M

7.1M

7.7M

6.6M

$161M

BlackRock, Inc.

5.8M

5.9M

5.8M

5.9M

6.0M

$147M

WELLINGTON MANAGEMENT GROUP LLP

119K

1.0M

1.6M

2.4M

2.1M

3.7M

$89M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.7M

$65M

DIMENSIONAL FUND ADVISORS LP

1.9M

2.0M

1.9M

2.2M

2.3M

2.6M

$65M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.9M

$47M

GAMCO INVESTORS, INC. ET AL

2.2M

2.1M

2.0M

1.7M

$42M

STATE STREET CORP

1.8M

1.7M

1.6M

1.7M

$42M

Driehaus Capital Management LLC

—

1.5M

$37M

Pacer Advisors, Inc.

18K

386K

392K

999K

1.1M

$36M

FMR LLC

13K

14K

1.3M

$32M

VAN ECK ASSOCIATES CORP

553K

685K

729K

717K

759K

1.0M

$25M

GEODE CAPITAL MANAGEMENT, LLC

817K

877K

922K

920K

921K

942K

$23M

VICTORY CAPITAL MANAGEMENT INC

99K

97K

108K

91K

661K

866K

$21M

AMERICAN CENTURY COMPANIES INC

76K

89K

108K

119K

283K

702K

$17M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	208	51,658,193	75.1%	$1.3B
2025-Q4	189	44,038,942	64.0%	$969M
2025-Q3	174	41,881,240	60.9%	$777M
2025-Q2	169	41,497,992	60.4%	$648M
2025-Q1	175	39,473,233	57.4%	$709M
2024-Q4	169	38,055,488	55.3%	$532M
2024-Q3	171	37,062,863	53.9%	$567M
2024-Q2	1	1,066,977	1.6%	$31M
2024-Q1	1	1,162,853	1.7%	$32M
2023-Q4	1	1,029,112	1.5%	$32M
2023-Q2	1	1,214,992	1.8%	$27M
2023-Q1	1	1,126,111	1.6%	$26M
2022-Q4	1	735,185

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · INVX

Activists — 13D, active intent

Amberjack Capital Partners, L.P.42.4%NEWSCHEDULE 13D/A · Amd 1 · event 2025-03-03SEC →

29,369,822 shares · 18 reporting persons

“Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the following: On March 3, 2025, Will Donnell was appointed to the Board as an Amberjack Designee to replace W. Patrick Connelly.”

Amberjack Capital Fund II, L.P.33.2%NEWSCHEDULE 13D/A · Amd 2 · event 2026-02-25SEC →

22,757,322 shares · 18 reporting persons

“Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the following: Underwriting Agreement On February 25, 2026, the Issuer entered into an Underwriting Agreement (the "Underwriting Agreement") with Intervale Capital Fund II, L.P., Intervale Capital Fund II-A, L.P., Intervale Capital Fund III, L.P., Amberjack Capital Fund II, L.P., Innovex Co-Invest Fund, L.P., Innovex Co-Invest Fund II, L.P., (collectively, the "Seller Stockholders") and J.P. Morgan Securities LLC, a”

Large holders — 13G, passive (top 3 by % of class)

Holder

% of class

Type

As of

BRANDES INVESTMENT PARTNERS, LP

Institutional ownership· 13F filers holding INVX · 2026-Q1 methodology → sources →

208 holders

% of shares outstanding held

75.1%

Shares held (13F)

51,658,193

Reporting holders

208

Top holders

largest 100 of 208 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BRANDES INVESTMENT PARTNERS, LP	6,583,4156.6M	$161M	9.57%	TRIM -14%
2	BlackRock, Inc.	6,037,3146.0M	$147M	8.78%	ADD 3%
3	WELLINGTON MANAGEMENT GROUP LLP	3,653,3863.7M	$89M	5.31%	ADD 77%
4	VANGUARD PORTFOLIO MANAGEMENT LLC	2,677,8942.7M	$65M	3.89%	NEW†
5	DIMENSIONAL FUND ADVISORS LP	2,646,3762.6M	$65M	3.85%	ADD 15%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,931,2111.9M	$47M	2.81%	NEW†
7	GAMCO INVESTORS, INC. ET AL	1,734,6931.7M	$42M	2.52%	TRIM -12%
8	STATE STREET CORP	1,716,2781.7M	$42M	2.50%	ADD 7%
9	Driehaus Capital Management LLC	1,536,3091.5M	$37M	2.23%	NEW†
10	Pacer Advisors, Inc.	1,077,9211.1M	$36M	1.57%	ADD 8%
11	FMR LLC	1,319,1151.3M	$32M	1.92%	ADD 9492%
12	VAN ECK ASSOCIATES CORP	1,028,6661.0M	$25M	1.50%	ADD 36%
13	GEODE CAPITAL MANAGEMENT, LLC	941,933941,933	$23M	1.37%	ADD 2%
14	VICTORY CAPITAL MANAGEMENT INC	866,447866,447	$21M	1.26%	ADD 31%
15	AMERICAN CENTURY COMPANIES INC	702,104702,104	$17M	1.02%	ADD 148%
16	Invesco Ltd.	693,814693,814	$17M	1.01%	ADD 85%
17	LOOMIS SAYLES & CO L P	671,309671,309	$16M	0.98%	NEW
18	NEUBERGER BERMAN GROUP LLC	738,370738,370	$16M	1.07%	—
19	BANK OF AMERICA CORP /DE/	654,265654,265	$16M	0.95%	ADD 103%
20	MetLife Investment Management, LLC	651,477651,477	$16M	0.95%	TRIM -21%
21	MORGAN STANLEY	640,400640,400	$16M	0.93%	TRIM -8%
22	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	631,706631,706	$15M	0.92%	—
23	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	587,123587,123	$14M	0.85%	—
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC	499,979499,979	$12M	0.73%	ADD 3%
25	Nuveen, LLC	433,026433,026	$11M	0.63%	—
26	NORTHERN TRUST CORP	422,083422,083	$10M	0.61%	ADD 4%
27	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	412,573412,573	$10M	0.60%	TRIM -25%
28	HEARTLAND ADVISORS INC	407,332407,332	$10M	0.59%	ADD 36%
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	362,616362,616	$9M	0.53%	—
30	GENDELL JEFFREY L	356,460356,460	$9M	0.52%	TRIM -9%
31	UBS Group AG	348,797348,797	$9M	0.51%	ADD 245%
32	GABELLI FUNDS LLC	340,800340,800	$8M	0.50%	TRIM -3%
33	Empowered Funds, LLC	325,179325,179	$8M	0.47%	NEW
34	Zimmer Partners, LP	297,425297,425	$7M	0.43%	NEW
35	VANGUARD FIDUCIARY TRUST CO	252,917252,917	$6M	0.37%	NEW
36	Bank of New York Mellon Corp	246,158246,158	$6M	0.36%	TRIM -4%
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	235,165235,165	$6M	0.34%	NEW
38	De Lisle Partners LLP	235,073235,073	$6M	0.34%	ADD 3%
39	PRINCIPAL FINANCIAL GROUP INC	231,404231,404	$6M	0.34%	—
40	CITADEL ADVISORS LLC	222,294222,294	$5M	0.32%	ADD 433%
41	Alyeska Investment Group, L.P.	208,929208,929	$5M	0.30%	NEW
42	BESSEMER GROUP INC	208,753208,753	$5M	0.30%	ADD 56%
43	JUPITER ASSET MANAGEMENT LTD	208,206208,206	$5M	0.30%	ADD 1893%
44	GOLDMAN SACHS GROUP INC	199,989199,989	$5M	0.29%	ADD 83%
45	Fisher Asset Management, LLC	195,314195,314	$5M	0.28%	TRIM -3%
46	FIRST TRUST ADVISORS LP	187,978187,978	$5M	0.27%	TRIM -11%
47	Tidal Investments LLC	176,248176,248	$4M	0.26%	NEW
48	Moody Aldrich Partners LLC	174,730174,730	$4M	0.25%	NEW
49	Simcoe Capital LLC	169,934169,934	$4M	0.25%	ADD 3%
50	Bridge City Capital, LLC	167,183167,183	$4M	0.24%	—
51	SG Americas Securities, LLC	165,170165,170	$4M	0.24%	TRIM -72%
52	AMERIPRISE FINANCIAL INC	157,533157,533	$4M	0.23%	TRIM -31%
53	Integrated Wealth Concepts LLC	142,889142,889	$3M	0.21%	TRIM -16%
54	Public Sector Pension Investment Board	138,097138,097	$3M	0.20%	ADD 3%
55	DEAN INVESTMENT ASSOCIATES, LLC	131,356131,356	$3M	0.19%	TRIM -38%
56	SEI INVESTMENTS CO	126,288126,288	$3M	0.18%	ADD 70%
57	Lesa Sroufe & Co	122,788122,788	$3M	0.18%	—
58	GeoSphere Capital Management, LLC	118,424118,424	$3M	0.17%	ADD 137%
59	RHUMBLINE ADVISERS	113,597113,597	$3M	0.17%	ADD 4%
60	Universal- Beteiligungs- und Servicegesellschaft mbH	105,968105,968	$3M	0.15%	NEW
61	CITIGROUP INC	100,704100,704	$2M	0.15%	TRIM -37%
62	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	97,18597,185	$2M	0.14%	—
63	Legal & General Group Plc	95,82695,826	$2M	0.14%	TRIM -8%
64	LOS ANGELES CAPITAL MANAGEMENT LLC	93,02793,027	$2M	0.14%	ADD 719%
65	Dean Capital Management	91,93191,931	$2M	0.13%	TRIM -36%
66	CSM Advisors, LLC	80,47980,479	$2M	0.12%	NEW
67	DEUTSCHE BANK AG\	76,22476,224	$2M	0.11%	TRIM -18%
68	Swiss National Bank	74,90074,900	$2M	0.11%	—
69	Legato Capital Management LLC	71,05271,052	$2M	0.10%	TRIM -28%
70	VOLORIDGE INVESTMENT MANAGEMENT, LLC	69,71769,717	$2M	0.10%	NEW
71	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	68,10268,102	$2M	0.10%	ADD 615%
72	MARSHALL WACE, LLP	66,19266,192	$2M	0.10%	NEW
73	CenterBook Partners LP	65,73365,733	$2M	0.10%	ADD 137%
74	Sanctuary Advisors, LLC	63,36863,368	$2M	0.09%	TRIM -6%
75	Russell Investments Group, Ltd.	62,01662,016	$2M	0.09%	TRIM -26%
76	AQR CAPITAL MANAGEMENT LLC	60,71060,710	$1M	0.09%	ADD 11%
77	ENVESTNET ASSET MANAGEMENT INC	60,50660,506	$1M	0.09%	ADD 37%
78	Burkehill Global Management, LP	60,00060,000	$1M	0.09%	NEW
79	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	58,54858,548	$1M	0.09%	TRIM -4%
80	NEW YORK STATE COMMON RETIREMENT FUND	56,45056,450	$1M	0.08%	ADD 5%
81	Penn Capital Management Company, LLC	54,45354,453	$1M	0.08%	NEW
82	LPL Financial LLC	48,92748,927	$1M	0.07%	ADD 3%
83	PRUDENTIAL FINANCIAL INC	48,33748,337	$1M	0.07%	ADD 30%
84	Brevan Howard Capital Management LP	46,77546,775	$1M	0.07%	ADD 394%
85	Gotham Asset Management, LLC	46,68046,680	$1M	0.07%	ADD 50%
86	New Age Alpha Advisors, LLC	42,09142,091	$1M	0.06%	TRIM -4%
87	HUSSMAN STRATEGIC ADVISORS, INC.	42,00042,000	$1M	0.06%	—
88	ALLIANCEBERNSTEIN L.P.	45,26945,269	$990,033	0.07%	TRIM -20%
89	SEVEN GRAND MANAGERS, LLC	40,00040,000	$975,600	0.06%	NEW
90	CAPTRUST FINANCIAL ADVISORS	37,85737,857	$923,328	0.06%	TRIM -17%
91	ROYAL BANK OF CANADA	35,55435,554	$867,000	0.05%	ADD 22%
92	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	34,86134,861	$850,260	0.05%	—
93	Atria Investments, Inc	34,69934,699	$846,309	0.05%	TRIM -15%
94	Horizon Investments, LLC	31,65131,651	$771,968	0.05%	ADD 12%
95	State of Wyoming	29,21629,216	$712,578	0.04%	ADD 73%
96	GLENMEDE TRUST CO NA	29,06629,066	$708,919	0.04%	NEW
97	EVOLVE PRIVATE WEALTH, LLC	28,64728,647	$698,700	0.04%	ADD 6%
98	PRICE T ROWE ASSOCIATES INC /MD/	27,71227,712	$676,000	0.04%	ADD 26%
99	STRS OHIO	27,30027,300	$665,847	0.04%	ADD 1265%
100	Thrivent Financial for Lutherans	25,76525,765	$628,000	0.04%	TRIM -3%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BRANDES INVESTMENT PARTNERS, LP

6.3M

6.5M

7.1M

7.7M

6.6M

$161M

BlackRock, Inc.

5.8M

5.9M

5.8M

5.9M

6.0M

$147M

WELLINGTON MANAGEMENT GROUP LLP

119K

1.0M

1.6M

2.4M

2.1M

3.7M

$89M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.7M

$65M

DIMENSIONAL FUND ADVISORS LP

1.9M

2.0M

1.9M

2.2M

2.3M

2.6M

$65M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.9M

$47M

GAMCO INVESTORS, INC. ET AL

2.2M

2.1M

2.0M

1.7M

$42M

STATE STREET CORP

1.8M

1.7M

1.6M

1.7M

$42M

Driehaus Capital Management LLC

—

1.5M

$37M

Pacer Advisors, Inc.

18K

386K

392K

999K

1.1M

$36M

FMR LLC

13K

14K

1.3M

$32M

VAN ECK ASSOCIATES CORP

553K

685K

729K

717K

759K

1.0M

$25M

GEODE CAPITAL MANAGEMENT, LLC

817K

877K

922K

920K

921K

942K

$23M

VICTORY CAPITAL MANAGEMENT INC

99K

97K

108K

91K

661K

866K

$21M

AMERICAN CENTURY COMPANIES INC

76K

89K

108K

119K

283K

702K

$17M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	208	51,658,193	75.1%	$1.3B
2025-Q4	189	44,038,942	64.0%	$969M
2025-Q3	174	41,881,240	60.9%	$777M
2025-Q2	169	41,497,992	60.4%	$648M
2025-Q1	175	39,473,233	57.4%	$709M
2024-Q4	169	38,055,488	55.3%	$532M
2024-Q3	171	37,062,863	53.9%	$567M
2024-Q2	1	1,066,977	1.6%	$31M
2024-Q1	1	1,162,853	1.7%	$32M
2023-Q4	1	1,029,112	1.5%	$32M
2023-Q2	1	1,214,992	1.8%	$27M
2023-Q1	1	1,126,111	1.6%	$26M
2022-Q4	1	735,185

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · INVX

Activists — 13D, active intent

Amberjack Capital Partners, L.P.42.4%NEWSCHEDULE 13D/A · Amd 1 · event 2025-03-03SEC →

29,369,822 shares · 18 reporting persons

Amberjack Capital Fund II, L.P.33.2%NEWSCHEDULE 13D/A · Amd 2 · event 2026-02-25SEC →

22,757,322 shares · 18 reporting persons

Large holders — 13G, passive (top 3 by % of class)

Holder

% of class

Type

As of

BRANDES INVESTMENT PARTNERS, LP

INVX US Equity☆

Institutional ownership· 13F filers holding INVX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · INVX

Institutional ownership· 13F filers holding INVX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · INVX

INVX US Equity