$INVX

$30.66 +$0.75 (2.51%) Close

$INVX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 69.9M shares outstanding

Who owns INVX?

By type of holder

Institutions 73.3% Insiders 26.7% Everyone else 0.0%

Concentration Top 10 holders own 159.4%

Amberjack Capital Partners, L.P. 25.4% · Amberjack Management, LLC 25.4%

Institutional ownership

73.3%

+0.6 pts vs last qtr

Institutional holders

223

+12 vs last qtr

Net shares bought

+389.3K

by institutions in Q2 2026

New / sold out

41 / 29

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Silvercrest Asset Management Group LLC NEW +929.2K
BlackRock, Inc. +430.0K

Biggest sellers in Q2 2026

Wellington Management Group LLP −965.4K
Brandes Investment Partners, LP −856.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.33M

6 notices from 2 people

Shares covered

86.1K

0.12% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Anderson Adam Officer 10b5-1 $1.23M
Reddout Mark Officer 10b5-1 $1.1M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+84.2%

+7.02% a year

Each share's claim on the business

−45.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$221M vs $113M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years85% Under 1 year15%

Quarterly turnover

9.1%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting INVX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BI Brandes Investment Partners, LP	5.7M	8.19%	−856.0K (−13.0%)	2024	1.0%
Shares held by quarter Peak holding7.7M (Q3'25) Change over 8 quarters+1.3M Share of the company8.190% Brandes Investment Partners, LP's full portfolio →
B BlackRock, Inc.	6.5M	9.25%	+430.0K (+7.1%)	2024	0.0%
Shares held by quarter Peak holding6.5M (Q2'26) Change over 8 quarters+703.5K Share of the company9.250% BlackRock, Inc.'s full portfolio →

Brandes Investment Partners, LP

5.7M

% of company

8.19%

Change vs last qtr

−856.0K (−13.0%)

Held since

2024

BlackRock, Inc.

6.5M

% of company

9.25%

Change vs last qtr

+430.0K (+7.1%)

Held since

2024

28 more super investors behind a free account

See every manager holding Innovex International Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting INVX on Form N-PORT; together they hold 36.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$57.5M	2.3M	3.32%	0.05%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$35.2M	1.4M	2.03%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$57.5M

% of company

3.32%

% of the fund

0.05%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$35.2M

% of company

2.03%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Innovex International Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AC Amberjack Capital Partners, L.P. 5%+ holder 13D · 25.4%	17.8M	25.39%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company25.390% Disclosed stake13D · 25.4% View the 13D/G filing →
AM Amberjack Management, LLC 5%+ holder 13D · 25.4%	17.8M	25.39%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company25.390% Disclosed stake13D · 25.4% View the 13D/G filing →

Amberjack Capital Partners, L.P.

5%+ holder13D · 25.4%

17.8M

% of company

25.39%

Change vs last qtr

—

Held since

—

Amberjack Management, LLC

5%+ holder13D · 25.4%

17.8M

% of company

25.39%

Change vs last qtr

—

Held since

—

25 more holders behind a free account

See every insider and 5%+ holder of Innovex International Inc.

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