INVA β€” INNOVIVA INC

Ownership history in VIRTUS ADVISERS, LLC  Β·  3 quarters on record

AI Ownership Summary

VIRTUS ADVISERS, LLC reported INNOVIVA INC (INVA) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.64% in 2025 Q1. The latest visible filing shows INVA at 0.25% 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 INVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VIRTUS ADVISERS, LLC's position in INNOVIVA 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

INVA was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 VIRTUS ADVISERS, LLC held INVA β€” position size vs. price
% of Fund (quarterly)    INVA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 26,946 β€” 0% 0.25% $539K 2026-02-14 (Est.) $22.70
2025 Q3 UNCHANGED 26,946 β€” 0% 0.32% $492K 2025-11-14 $22.25
2025 Q1 INITIATED 26,946 β€” β€” 0.64% $489K 2025-05-14 $18.01

FAQ About VIRTUS ADVISERS, LLC and INVA

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

How long has VIRTUS ADVISERS, LLC reported owning INVA?

VIRTUS ADVISERS, LLC reported INVA across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported INVA position in VIRTUS ADVISERS, LLC's portfolio?

The largest reported portfolio weight for INVA was 0.64% in 2025 Q1.

What is the latest reported INVA position on this page?

The most recent filing on this page is 2025 Q4, when VIRTUS ADVISERS, LLC reported 26,946 shares, equal to 0.25% of portfolio, with an estimated market value of $539K.

What does the chart on this INVA ownership page compare?

The chart compares VIRTUS ADVISERS, LLC's quarterly INVA 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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