Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovex International Inc (INVX)

203 + Investors. Track Smart Money conviction in INVX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — INVX

Based on 205 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added INVX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
205 hedge funds hold INVX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

112 buying84 selling
Last quarter: 112 funds bought or added vs 84 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 27 → 34 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 33% entered in last year

■ 3% conviction (2yr+) ■ 64% medium ■ 33% new
Only 6 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

30 → 23 → 27 → 34 → 38 new funds/Q
New funds entering each quarter: 23 → 27 → 34 → 38. A growing number of institutions are discovering INVX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 3% veterans, 40% new entrants

■ 3% veterans ■ 56% 1-2yr ■ 40% new
Of 205 current holders: 7 (3%) held 2+ years, 115 held 1–2 years, 83 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
47 of 205 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — INVX

In 2026 Q1, 112 hedge funds were net buyers of INVX (38 opened a new position, 74 added to an existing one), while 84 reduced or exited (64 trimmed, 20 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in INVX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 205.

Hedge Fund Ownership: INVX

How many hedge funds hold INVX — quarterly history vs. share price
Quarterly hedge fund ownership of INVX vs. share price

Market Analysis: INVX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INVX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Innovex International Inc (INVX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INVX has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
INVX
+20.7%
XLE
-6.1%

INVX outperformed XLE by +26.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
INVX
+7.4%
XLE
-3.2%

Since the filing became public, INVX outperformed XLE by +10.6% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: INVX
203 + Investors

Track Smart Money conviction in INVX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 203 187 8.56%
13F Shares 50M 43M 16.54%
Total Value $1.19B $945M 25.37%
New Positions 36 34 +2
Increased Positions 74 68 +6
Closed Positions 20 19 +1
Reduced Positions 64 59 +5
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: INVX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

203 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INVX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 INVX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital LLC 3.80% 169,934 $4.1M
2 Investment Management Associates Inc /Adv 3.67% 631,706 $15.4M
3 GeoSphere Capital Management, LLC 1.26% 118,424 $2.9M
4 Brandes Investment Partners, LP 1.14% 6,583,415 $160.6M
5 Bridge City Capital, LLC 1.13% 167,183 $4.1M
6 Dean Capital Management 0.93% 91,931 $2.2M
7 Moody Aldrich Partners LLC 0.77% 174,730 $4.3M
8 De Lisle Partners LLP 0.69% 235,073 $5.7M
9 Heartland Advisors Inc 0.51% 407,332 $9.9M
10 Dean Investment Associates, LLC 0.45% 131,356 $3.2M
11 Gamco Investors, INC. Et Al 0.42% 1,734,693 $42.3M
12 Driehaus Capital Management LLC 0.28% 1,536,309 $37.5M
13 Bridgeway Capital Management, LLC 0.25% 499,979 $12.2M
14 Hussman Strategic Advisors, INC. 0.22% 42,000 $1.0M
15 MQS Management LLC 0.19% 11,381 $278K
16 Zimmer Partners, LP 0.17% 297,425 $7.3M
17 Legato Capital Management LLC 0.16% 71,052 $1.7M
18 Gendell Jeffrey L 0.12% 356,460 $8.7M
19 Penn Capital Management Company, LLC 0.10% 54,453 $1.3M
20 CoreCommodity Management, LLC 0.09% 20,384 $497K
21 CenterBook Partners LP 0.09% 65,733 $1.6M
22 Round Rock Advisors LLC 0.08% 22,654 $553K
23 State of Wyoming 0.08% 29,216 $713K
24 MetLife Investment Management, LLC 0.08% 651,477 $15.9M
25 Burkehill Global Management, LP 0.07% 60,000 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovex International Inc (INVX)

What does the Smart Money Trend signal show for INVX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added INVX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for INVX?

Slight buying edge — 57% buying: Last quarter: 112 funds bought or added vs 84 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for INVX holders?

Strong quality — 38% AUM from major funds: 47 of 205 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held INVX?

Mostly new holders — 33% entered in last year: Only 6 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Innovex International Inc (INVX) following the 2026 Q1 hedge fund 13F filings?

As of today, INVX has moved +7.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of +10.6%. Since the quarter end (March 31, 2026), INVX has gained +20.7% vs -6.1% for XLE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →