$IVVD

$0.59 -$0.02 (3.95%) Close

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

Ownership

13F as of Q2 2026 · 294.8M shares outstanding

Who owns IVVD?

By type of holder

Institutions 78.7% Insiders 5.2% Everyone else 16.1%

Concentration Top 10 holders own 61.4%

Jupiter Topco LLC 11.6% · BVF Inc/il 9.6%

Institutional ownership

78.7%

+1.9 pts vs last qtr

Institutional holders

124

-16 vs last qtr

Net shares bought

+5.6M

by institutions in Q2 2026

New / sold out

34 / 50

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +34.2M
BlackRock, Inc. +11.9M

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −33.1M
Eventide Asset Management, LLC SOLD OUT −9.1M

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.63M

7 notices from 6 people

Shares covered

1.6M

0.56% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Adimab, LLC 10% stockholder $4.28M
Andersen Jill Officer 10b5-1 $103K

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, FY2021–FY2025

+304.1%

+41.78% a year

Each share's claim on the business

−75.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$5K vs $89.5M

over 5 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 years35% 1–3 years3% Under 1 year62%

Quarterly turnover

33.9%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting IVVD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
JT Jupiter Topco LLC	34.2M	11.59%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding34.2M (Q2'26) Change over 8 quarters+34.2M Share of the company11.590% Jupiter Topco LLC's full portfolio →
JH Janus Henderson Group PLC	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding33.1M (Q1'26) Change over 8 quarters0 Janus Henderson Group PLC's full portfolio →

Jupiter Topco LLC

34.2M

% of company

11.59%

Change vs last qtr

NEW

Held since

Q2 '26

Janus Henderson Group PLC

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting IVVD on Form N-PORT; together they hold 14.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
EH Eventide Healthcare & Life Sciences Fund Mutual Fund Series Trust	$11.8M	9.1M	3.08%	0.74%	March 31, 2026
SS State Street(R) SPDR(R) S&P(R) Biotech ETF SPDR Series Trust	$7.35M	5.7M	1.92%	0.10%	March 31, 2026

Eventide Healthcare & Life Sciences Fund

Mutual Fund Series Trust

Position value

$11.8M

% of company

3.08%

% of the fund

0.74%

As of

March 31, 2026

State Street(R) SPDR(R) S&P(R) Biotech ETF

SPDR Series Trust

Position value

$7.35M

% of company

1.92%

% of the fund

0.10%

As of

March 31, 2026

23 more funds behind a free account

See every fund holding Invivyd, 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
A Adimab, LLC 5%+ holder 13D · 7.3%	20.3M	6.87%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company6.870% Disclosed stake13D · 7.3% View the 13D/G filing →
MI Mithril II LP 5%+ holder 13D · 4.8%	11.2M	3.81%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company3.810% Disclosed stake13D · 4.8% View the 13D/G filing →

Adimab, LLC

5%+ holder13D · 7.3%

20.3M

% of company

6.87%

Change vs last qtr

—

Held since

—

Mithril II LP

5%+ holder13D · 4.8%

11.2M

% of company

3.81%

Change vs last qtr

—

Held since

—

22 more holders behind a free account

See every insider and 5%+ holder of Invivyd, Inc..

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