Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovex International Inc (INVX)

217 + 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
↑ +14
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — INVX

Based on 220 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
220 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.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

123 buying96 selling
Last quarter: 123 funds bought or added vs 96 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new INVX position: 28 → 35 → 38 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 32% entered in last year

■ 4% conviction (2yr+) ■ 65% medium ■ 32% new
Only 8 funds (4%) 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

23 → 28 → 35 → 38 → 44 new funds/Q
New funds entering each quarter: 28 → 35 → 38 → 44. 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, 39% new entrants

■ 3% veterans ■ 58% 1-2yr ■ 39% new
Of 220 current holders: 7 (3%) held 2+ years, 128 held 1–2 years, 85 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
50 of 220 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in INVX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q2, 123 hedge funds were net buyers of INVX (44 opened a new position, 79 added to an existing one), while 96 reduced or exited (66 trimmed, 30 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in INVX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 220.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: INVX
217 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 217 206 5.34%
13F Shares 51M 50M 1.24%
Total Value $1.24B $1.19B 4.84%
New Positions 43 38 +5
Increased Positions 78 74 +4
Closed Positions 32 20 +12
Reduced Positions 66 64 +2
Total Calls 0 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 Q2)

217 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investment Management Associates Inc /Adv 3.08% 605,042 $15.0M
2 Simcoe Capital LLC 1.82% 120,088 $3.0M
3 GeoSphere Capital Management, LLC 1.06% 131,066 $3.3M
4 Brandes Investment Partners, LP 1.00% 5,727,445 $142.0M
5 Bridge City Capital, LLC 0.92% 162,450 $4.0M
6 Moody Aldrich Partners LLC 0.74% 165,006 $4.1M
7 De Lisle Partners LLP 0.65% 242,073 $6.0M
8 Heartland Advisors Inc 0.49% 444,373 $11.0M
9 Gamco Investors, INC. Et Al 0.38% 1,709,798 $42.4M
10 Driehaus Capital Management LLC 0.28% 1,958,268 $48.6M
11 Hussman Strategic Advisors, INC. 0.24% 42,000 $1.0M
12 Bridgeway Capital Management, LLC 0.22% 504,278 $12.5M
13 Dean Capital Management 0.22% 23,968 $594K
14 Silvercrest Asset Management Group LLC 0.15% 929,203 $23.0M
15 CoreCommodity Management, LLC 0.11% 22,920 $568K
16 Dean Investment Associates, LLC 0.11% 32,994 $818K
17 State of Wyoming 0.08% 31,205 $774K
18 Gendell Jeffrey L 0.08% 356,460 $8.8M
19 MetLife Investment Management, LLC 0.07% 663,735 $16.5M
20 Legato Capital Management LLC 0.07% 35,607 $883K
21 Bridgefront Capital, LLC 0.07% 11,085 $275K
22 Round Rock Advisors LLC 0.07% 22,654 $562K
23 Edgestream Partners, L.P. 0.06% 76,036 $1.9M
24 Gabelli Funds LLC 0.05% 340,800 $8.5M
25 Burkehill Global Management, LP 0.05% 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 — 4 quarters in a row: For 4 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 — 56% buying: Last quarter: 123 funds bought or added vs 96 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?

Elite ownership — 51% AUM from top-100 funds: 50 of 220 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in INVX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held INVX?

Mostly new holders — 32% entered in last year: Only 8 funds (4%) 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.

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 →