INVX β€” Innovex International Inc

Ownership history in Dean Capital Management  Β·  7 quarters on record

AI Ownership Summary

Dean Capital Management reported Innovex International Inc (INVX) in 7 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.34% in 2025 Q4. The latest visible filing shows INVX at 1.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dean Capital Management's position in Innovex International Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INVX was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dean Capital Management held INVX β€” position size vs. price
% of Fund (quarterly)    INVX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 143,490 +3,834 +2.7% 1.34% $3.1M 2026-02-14 (Est.) $24.76
2025 Q3 REDUCED 139,656 -40,528 -22.5% 1.01% $2.6M 2025-11-14 $22.08
2025 Q2 ADDED 180,184 +27,451 +18.0% 1.16% $2.8M 2025-08-14 $16.25
2025 Q1 REDUCED 152,733 -11,744 -7.1% 1.20% $2.7M 2025-05-16 $14.93
2024 Q4 ADDED 164,477 +92,801 +129.5% 0.98% $2.3M 2025-02-14 $16.45
2024 Q3 REDUCED 71,676 -67,980 -48.7% 0.45% $1.1M 2024-11-14 $15.87
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Dean Capital Management and INVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dean Capital Management reported owning INVX?

Dean Capital Management reported INVX across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported INVX position in Dean Capital Management's portfolio?

The largest reported portfolio weight for INVX was 1.34% in 2025 Q4.

What is the latest reported INVX position on this page?

The most recent filing on this page is 2025 Q4, when Dean Capital Management reported 143,490 shares, equal to 1.34% of portfolio, with an estimated market value of $3.1M.

What does the chart on this INVX ownership page compare?

The chart compares Dean Capital Management's quarterly INVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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