Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
198 institutional managers reported holding INVX for the quarter ended Mar 31, 2026. Together they hold about 73% of shares outstanding; the top 10 hold 45%. 33 opened new positions; 15 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Brandes Investment Partners, LP | 6.58M | 9.55% | trimmed -14% | 2024 Q3 | |
| BlackRock | 6.04M | 8.76% | added +2.8% | 2024 Q3 | |
| Vanguard Group | 4.92M | 7.13% | added +4.3% | 2024 Q3 | |
| Wellington Management | 3.65M | 5.30% | added +77.4% | 2024 Q4 | |
| Dimensional Fund Advisors | 2.65M | 3.84% | added +14.5% | 2024 Q3 | |
| Gamco Investors, INC. et al | 1.73M | 2.52% | trimmed -12.4% | 2024 Q3 | |
| State Street | 1.72M | 2.49% | added +7.2% | 2024 Q3 | |
| Driehaus Capital Management LLC | 1.54M | 2.23% | opened | 2026 Q1 | |
| FMR (Fidelity) | 1.32M | 1.91% | added +9492.2% | 2024 Q3 | |
| VAN ECK Associates CORP | 1.03M | 1.49% | added +35.5% | 2024 Q3 | |
| Geode Capital | 941.9k | 1.37% | added +2.3% | 2024 Q3 | |
| Victory Capital Management INC | 866.4k | 1.26% | added +31.1% | 2024 Q3 | |
| Neuberger Berman Group LLC | 738.4k | 1.07% | added +1.1% | 2024 Q3 | |
| American Century Companies INC | 702.1k | 1.02% | added +148.2% | 2024 Q3 | |
| Invesco | 693.8k | 1.01% | added +85.2% | 2024 Q3 | |
| Loomis Sayles & CO L P | 671.3k | 0.97% | opened | 2026 Q1 | |
| Bank OF America CORP /DE/ | 654.3k | 0.95% | added +102.5% | 2024 Q3 | |
| MetLife Investment Management, LLC | 651.5k | 0.94% | trimmed -21.4% | 2024 Q3 | |
| Morgan Stanley | 640.4k | 0.93% | trimmed -7.5% | 2024 Q3 | |
| Investment Management Associates INC /ADV (focused) | 631.7k | 0.92% | unchanged | 2025 Q1 | |
| William Blair Investment Management, LLC | 587.1k | 0.85% | unchanged | 2024 Q3 | |
| Bridgeway Capital Management, LLC | 500.0k | 0.72% | added +2.5% | 2024 Q3 | |
| UBS | 446.0k | 0.65% | added +126.9% | 2024 Q3 | |
| Nuveen | 433.0k | 0.63% | trimmed -0.8% | 2024 Q3 | |
| Northern Trust | 422.1k | 0.61% | added +4.3% | 2024 Q3 | |
| Hotchkis & Wiley Capital Management LLC | 412.6k | 0.60% | trimmed -25.2% | 2024 Q3 | |
| Heartland Advisors INC | 407.3k | 0.59% | added +35.8% | 2025 Q3 | |
| Charles Schwab Investment Management | 362.6k | 0.53% | unchanged | 2024 Q3 | |
| Gendell Jeffrey L | 356.5k | 0.52% | trimmed -9.1% | 2025 Q2 | |
| GAMCO (Gabelli) | 340.8k | 0.49% | trimmed -3.3% | 2024 Q3 | |
| Empowered Funds, LLC | 325.2k | 0.47% | added +3.6% | 2024 Q3 | |
| Zimmer Partners, LP | 297.4k | 0.43% | opened | 2026 Q1 | |
| BNY Mellon | 246.2k | 0.36% | trimmed -4.1% | 2024 Q3 | |
| Arrowstreet Capital | 235.2k | 0.34% | opened | 2026 Q1 | |
| De Lisle Partners LLP | 235.1k | 0.34% | added +3.1% | 2024 Q3 | |
| Principal Financial Group INC | 231.4k | 0.34% | trimmed -1.9% | 2024 Q3 | |
| Dean Investment Associates, LLC | 223.3k | 0.32% | trimmed -37% | 2024 Q3 | |
| Citadel Advisors | 222.3k | 0.32% | added +432.7% | 2025 Q4 | |
| Alyeska Investment Group | 208.9k | 0.30% | opened | 2026 Q1 | |
| Bessemer Group INC | 208.8k | 0.30% | added +55.6% | 2025 Q4 | |
| Jupiter Asset Management LTD | 208.2k | 0.30% | added +1892.8% | 2025 Q4 | |
| Goldman Sachs | 200.0k | 0.29% | added +83.1% | 2024 Q3 | |
| Fisher Investments | 195.3k | 0.28% | trimmed -3.2% | 2024 Q3 | |
| First Trust Advisors LP | 188.0k | 0.27% | trimmed -11.4% | 2025 Q2 | |
| Tidal Investments LLC | 176.2k | 0.26% | opened | 2026 Q1 | |
| Moody Aldrich Partners LLC | 174.7k | 0.25% | opened | 2026 Q1 | |
| Simcoe Capital LLC (focused) | 169.9k | 0.25% | added +2.5% | 2025 Q4 | |
| Bridge City Capital, LLC | 167.2k | 0.24% | trimmed -1.4% | 2024 Q3 | |
| SG Americas Securities, LLC | 165.2k | 0.24% | trimmed -71.6% | 2024 Q3 | |
| Ameriprise Financial INC | 157.5k | 0.23% | trimmed -31.2% | 2024 Q3 |
Largest 50 of 198 shown; the full ranked, searchable register is at boothcheck.com/holders/INVX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.