INVE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -30.0% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 35.80K | $84,495 | n/a | n/a |
| Q2 2026 | 24 | -2 | 2.98M | $7.51M | +5 | −7 |
| Q1 2026 | 26 | +1 | 2.78M | $10.29M | +4 | −3 |
| Q4 2025 | 25 | 0 | 2.64M | $10.13M | n/a | n/a |
| Q3 2025 | 10 | +1 | 2.22M | $7.67M | +1 | n/a |
| Q2 2025 | 6 | -2 | 2.01M | $6.56M | n/a | −2 |
| Q1 2025 | 6 | -2 | 575.74K | $1.84M | n/a | −2 |
| Q4 2024 | 8 | +1 | 917.33K | $3.36M | +1 | n/a |
| Q3 2024 | 6 | -1 | 738.61K | $2.61M | n/a | −1 |
| Q2 2024 | 7 | n/a | 879.31K | $3.78M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 251.81K | +3.3% | $803,522 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Renaissance Technologies ✦ | 110.40K | -37.5% | $352,176 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 89.52K | 0.0% | $285,553 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Millennium Management ✦ | 84.62K | -64.0% | $269,928 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 25.38K | -69.2% | $80,946 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 14.02K | -74.5% | $44,711 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $76,655 | was 0.0% |
| Marshall Wace | $50,709 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 10.60M shares, $39.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
19.9% of class · View original SEC filing ↗
19.9% of class · View original SEC filing ↗