O'ROURKE & COMPANY, Inc INVZ — INNOVIZ TECHNOLOGIES LTD

Ownership history in O'ROURKE & COMPANY, Inc  ·  4 quarters on record

AI Ownership Summary

O'ROURKE & COMPANY, Inc reported INNOVIZ TECHNOLOGIES LTD (INVZ) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows INVZ at 0.01% 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.

What this INVZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'ROURKE & COMPANY, Inc's position in INNOVIZ TECHNOLOGIES LTD, 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
2026 Q1

INVZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

INVZ stock page O'ROURKE & COMPANY, Inc fund profile O'ROURKE & COMPANY, Inc full holdings
How O'ROURKE & COMPANY, Inc held INVZ — position size vs. price
% of Fund (quarterly)    INVZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,356 +4,232 +14.0% 0.01% $22K 2026-05-14 $0.75
2025 Q4 ADDED — — — 30,124 +7,000 +30.3% 0.01% $26K 2026-01-28 $1.04
2025 Q3 ADDED — — — 23,124 +3,019 +15.0% 0.02% $47K 2025-10-22 $2.00
2025 Q2 INITIATED — — — 20,105 — — 0.02% $33K 2025-07-18 $1.89

🏢 Other funds also holding INVZ

As of 2026 Q1 — sorted by position size

Aquamarine Financial (Cayman) Ltd 0.24% HITE Hedge Asset Management LLC 3Y 7Y 0.09% Polar Asset Management Partners Inc. 3Y 7Y 0.02% Phoenix Financial Ltd. 3Y 0.02% WMG Financial Advisors, LLC 3Y 0.01% Scientech Research LLC 0.01% Forefront Wealth Partners, LLC 0.01% XTX Topco Ltd 3Y 0.01% Migdal Insurance & Financial Holdings Ltd. 3Y 7Y 0.01% Lauterbach Financial Advisors, LLC 3Y 0.01%

FAQ About O'ROURKE & COMPANY, Inc and INVZ

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

How long has O'ROURKE & COMPANY, Inc reported owning INVZ?

O'ROURKE & COMPANY, Inc reported INVZ across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported INVZ position in O'ROURKE & COMPANY, Inc's portfolio?

The largest reported portfolio weight for INVZ was 0.02% in 2025 Q3.

What is the latest reported INVZ position on this page?

The most recent filing on this page is 2026 Q1, when O'ROURKE & COMPANY, Inc reported 34,356 shares, equal to 0.01% of portfolio, with an estimated market value of $22K.

What does the chart on this INVZ ownership page compare?

The chart compares O'ROURKE & COMPANY, Inc's quarterly INVZ 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.

How well did O'ROURKE & COMPANY, Inc time their INVZ position?

Based on 13F filing dates vs. subsequent INVZ price moves, O'ROURKE & COMPANY, Inc correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on INVZ relative to SPY over the holding period was -74.1%.

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