INVE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow +5.9% ·
net new positions +10.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 | The Vanguard Group ✦ (passive) | 1.19M | +1.8% | $4.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 312.33K | +0.2% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Geode Capital Management ✦ (passive) | 242.30K | -2.9% | $836,159 | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 4 | Renaissance Technologies ✦ | 222.16K | +70.0% | $766,452 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 89.52K | 0.0% | $308,827 | 0.0% | Held | 4 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 82.71K | n/a | $285,353 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 42.45K | -34.0% | $146,449 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 39.70K | New | $136,979 | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Morgan Stanley ✦ | 6.00K | n/a | $20,706 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 70 | n/a | $242 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $136,979 | 0.0% |
Exited
| No tracked exits this quarter. |
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 ↗