INVX Institutional Ownership
Innovex International, Inc.
1W: +9.6%
1M: +8.0%
3M: +21.2%
YTD: +36.9%
1Y: +52.2%
3Y: +21.4%
5Y: +26.6%
$31.13
+0.47 (+1.53%)
Weekly Expected Move ±6.9%
$26
$28
$30
$32
$34
Credit Risk of going bust: lower than 85% of companies Debt: 3.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.04 (down 99.9%), Innovex International, Inc. would be worth roughly what it owes.
Total debt $74.6M against a stock market value of $2.18B.
Distance to default 11.33 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $15.6M (short-term plus half of long-term), stock volatility 43.5%; Altman Z 6.72. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.04 (down 99.9%), Innovex International, Inc. would be worth roughly what it owes.
Total debt $74.6M against a stock market value of $2.18B.
Distance to default 11.33 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $15.6M (short-term plus half of long-term), stock volatility 43.5%; Altman Z 6.72. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — INVX
249
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
43
New Positions
80
Increased
94
Reduced
23
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (265 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,467,302 | $201M | +429,988 | +7.1% | 8Q | SEC ↗ |
| 2 | BRANDES INVESTMENT PARTNERS, LP | 5,727,445 | $178M | -855,970 | -13.0% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 2,874,572 | $89M | +228,196 | +8.6% | 8Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,753,070 | $86M | +75,176 | +2.8% | 2Q | SEC ↗ |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 2,687,950 | $84M | -965,436 | -26.4% | 7Q | SEC ↗ |
| 6 | Driehaus Capital Management LLC | 1,958,268 | $61M | +421,959 | +27.5% | 2Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1,907,929 | $59M | -23,282 | -1.2% | 2Q | SEC ↗ |
| 8 | STATE STREET CORP | 1,891,701 | $59M | +175,423 | +10.2% | 8Q | SEC ↗ |
| 9 | GAMCO INVESTORS, INC. ET AL | 1,709,798 | $53M | -24,895 | -1.4% | 8Q | SEC ↗ |
| 10 | FMR LLC | 1,218,242 | $38M | -100,873 | -7.6% | 8Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1,209,820 | $38M | +267,887 | +28.4% | 8Q | SEC ↗ |
| 12 | AMERICAN CENTURY COMPANIES INC | 1,074,321 | $33M | +372,217 | +53.0% | 8Q | SEC ↗ |
| 13 | SILVERCREST ASSET MANAGEMENT GROUP LLC NEW | 929,203 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 14 | VAN ECK ASSOCIATES CORP | 879,677 | $27M | -148,989 | -14.5% | 8Q | SEC ↗ |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 828,851 | $26M | -37,596 | -4.3% | 8Q | SEC ↗ |
| 16 | LOOMIS SAYLES & CO L P | 828,455 | $26M | +157,146 | +23.4% | 2Q | SEC ↗ |
| 17 | NEUBERGER BERMAN GROUP LLC | 702,324 | $22M | +41,513 | +6.3% | 8Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 666,940 | $21M | +12,675 | +1.9% | 8Q | SEC ↗ |
| 19 | MetLife Investment Management, LLC | 663,735 | $21M | +12,258 | +1.9% | 8Q | SEC ↗ |
| 20 | INVESTMENT MANAGEMENT ASSOCIATES INC / | 605,042 | $19M | -26,664 | -4.2% | 6Q | SEC ↗ |
| 21 | MORGAN STANLEY | 599,193 | $19M | -41,207 | -6.4% | 8Q | SEC ↗ |
| 22 | Invesco Ltd. | 557,464 | $17M | -136,350 | -19.7% | 8Q | SEC ↗ |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 504,278 | $16M | +4,299 | +0.9% | 8Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 483,296 | $15M | +61,213 | +14.5% | 8Q | SEC ↗ |
| 25 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 471,243 | $15M | +58,670 | +14.2% | 8Q | SEC ↗ |
| 26 | WILLIAM BLAIR INVESTMENT MANAGEMENT, L | 463,385 | $14M | -123,738 | -21.1% | 8Q | SEC ↗ |
| 27 | HEARTLAND ADVISORS INC | 444,373 | $14M | +37,041 | +9.1% | 4Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 442,679 | $14M | +254,701 | +135.5% | 5Q | SEC ↗ |
| 29 | Nuveen, LLC | 407,975 | $13M | -25,051 | -5.8% | 6Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 389,618 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 389,618 | $12M | +27,002 | +7.4% | 8Q | SEC ↗ |
| 32 | GENDELL JEFFREY L | 356,460 | $11M | — | +0.0% | 5Q | SEC ↗ |
| 33 | GABELLI FUNDS LLC | 340,800 | $11M | — | +0.0% | 8Q | SEC ↗ |
| 34 | Empowered Funds, LLC | 329,478 | $10M | +4,299 | +1.3% | 8Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 266,344 | $8M | +20,186 | +8.2% | 8Q | SEC ↗ |
| 36 | VANGUARD FIDUCIARY TRUST CO | 265,495 | $8M | +12,578 | +5.0% | 2Q | SEC ↗ |
| 37 | De Lisle Partners LLP | 242,073 | $8M | +7,000 | +3.0% | 8Q | SEC ↗ |
| 38 | PRINCIPAL FINANCIAL GROUP INC | 234,238 | $7M | +2,834 | +1.2% | 8Q | SEC ↗ |
| 39 | UBS Group AG | 232,883 | $7M | -115,914 | -33.2% | 8Q | SEC ↗ |
| 40 | JUPITER ASSET MANAGEMENT LTD | 230,882 | $7M | +22,676 | +10.9% | 3Q | SEC ↗ |
| 41 | BESSEMER GROUP INC | 208,734 | $6M | — | +0.0% | 3Q | SEC ↗ |
| 42 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 185,075 | $6M | -50,090 | -21.3% | 2Q | SEC ↗ |
| 43 | Fisher Asset Management, LLC | 184,995 | $6M | -10,319 | -5.3% | 8Q | SEC ↗ |
| 44 | Pacer Advisors, Inc. | 184,973 | $6M | -85,966 | -31.7% | 6Q | SEC ↗ |
| 45 | Tidal Investments LLC | 176,951 | $6M | +703 | +0.4% | 2Q | SEC ↗ |
| 46 | LOS ANGELES CAPITAL MANAGEMENT LLC | 165,357 | $5M | +72,330 | +77.8% | 6Q | SEC ↗ |
| 47 | Moody Aldrich Partners LLC | 165,006 | $5M | -9,724 | -5.6% | 2Q | SEC ↗ |
| 48 | GOLDMAN SACHS GROUP INC | 163,831 | $5M | -36,158 | -18.1% | 8Q | SEC ↗ |
| 49 | Bridge City Capital, LLC | 162,450 | $5M | -4,733 | -2.8% | 8Q | SEC ↗ |
| 50 | Weiss Asset Management LP NEW | 153,013 | $5M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP | 929,203 | $29M |
| Sixth Street Partners Management Co | 389,618 | $12M |
| Weiss Asset Management LP | 153,013 | $5M |
| Squarepoint Ops LLC | 81,319 | $3M |
| Edgestream Partners, L.P. | 76,036 | $2M |
| XTX Topco Ltd | 69,181 | $2M |
| Cresset Asset Management, LLC | 51,338 | $2M |
| Engineers Gate Manager LP | 46,307 | $1M |
| Y-Intercept (Hong Kong) Ltd | 38,681 | $1M |
| NOMURA ASSET MANAGEMENT INTERNATION | 37,980 | $1M |
| MILLENNIUM MANAGEMENT LLC | 27,978 | $871K |
| Savant Capital, LLC | 24,331 | $757K |
| BOOTHBAY FUND MANAGEMENT, LLC | 22,296 | $694K |
| MARTINGALE ASSET MANAGEMENT L P | 19,739 | $614K |
| Jupiter Topco LLC | 15,221 | $474K |
| D. E. Shaw & Co., Inc. | 14,955 | $466K |
| Ethic Inc. | 14,845 | $462K |
| Cerity Partners LLC | 14,387 | $448K |
| Bleakley Financial Group, LLC | 11,489 | $358K |
| Bridgefront Capital, LLC | 11,085 | $345K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Zimmer Partners, LP | 297,425 | $9M |
| Avidian Wealth Enterprises, LLC | 266,162 | $8M |
| CITADEL ADVISORS LLC | 222,294 | $7M |
| Alyeska Investment Group, L.P. | 208,929 | $7M |
| JANE STREET GROUP, LLC | 89,344 | $3M |
| ExodusPoint Capital Management, LP | 62,751 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 42,859 | $1M |
| SEVEN GRAND MANAGERS, LLC | 40,000 | $1M |
| Horizon Investments, LLC | 31,651 | $985K |
| AVIVA PLC | 21,565 | $671K |
| Aventail Capital Group, LP | 20,619 | $642K |
| Covalis Capital LLP | 20,000 | $623K |
| Man Group plc | 18,527 | $577K |
| Balyasny Asset Management L.P. | 17,539 | $546K |
| Verition Fund Management LLC | 17,134 | $533K |
| NewEdge Wealth, LLC | 15,814 | $492K |
| Campbell & CO Investment Adviser LL | 12,598 | $392K |
| OLD NATIONAL BANCORP /IN | 11,755 | $366K |
| MQS Management LLC | 11,381 | $354K |
| PROFUND ADVISORS LLC | 10,752 | $335K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -965,436 | -26.4% | 2,687,950 |
| BRANDES INVESTMENT PARTNERS, LP | -855,970 | -13.0% | 5,727,445 |
| VAN ECK ASSOCIATES CORP | -148,989 | -14.5% | 879,677 |
| Invesco Ltd. | -136,350 | -19.7% | 557,464 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | -123,738 | -21.1% | 463,385 |
| UBS Group AG | -115,914 | -33.2% | 232,883 |
| FMR LLC | -100,873 | -7.6% | 1,218,242 |
| DEAN INVESTMENT ASSOCIATES, LLC | -98,362 | -74.9% | 32,994 |
| Pacer Advisors, Inc. | -85,966 | -31.7% | 184,973 |
| Dean Capital Management | -67,963 | -73.9% | 23,968 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -50,090 | -21.3% | 185,075 |
| Simcoe Capital LLC | -49,846 | -29.3% | 120,088 |
| MORGAN STANLEY | -41,207 | -6.4% | 599,193 |
| SEI INVESTMENTS CO | -38,288 | -30.3% | 88,000 |
| VICTORY CAPITAL MANAGEMENT INC | -37,596 | -4.3% | 828,851 |
| GOLDMAN SACHS GROUP INC | -36,158 | -18.1% | 163,831 |
| SG Americas Securities, LLC | -35,647 | -21.6% | 129,523 |
| Legato Capital Management LLC | -35,445 | -49.9% | 35,607 |
| AQR CAPITAL MANAGEMENT LLC | -34,467 | -56.8% | 26,243 |
| DEUTSCHE BANK AG | -26,869 | -35.3% | 49,355 |