Innventure, Inc.

NasdaqGM:INV Stock Report

Market Cap: US$268.4m

Innventure Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:INV Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
18 Dec 25SellUS$2,079,726Wasson Enterprise, LLCCompany437,279US$4.86
03 Dec 25SellUS$3,588,642Wasson Enterprise, LLCCompany717,791US$5.11
02 Dec 25BuyUS$60,720Michael OtworthIndividual12,000US$5.06
01 Dec 25BuyUS$24,549Roland AustrupIndividual4,900US$5.01
26 Nov 25BuyUS$51,400Gregory HaskellIndividual10,000US$5.14
26 Nov 25SellUS$2,322,187John ScottIndividual452,668US$5.13
21 Nov 25BuyUS$93,976James DonnallyIndividual27,886US$3.37
20 Nov 25BuyUS$13,600Suzanne NiemeyerIndividual4,000US$3.40
20 Nov 25SellUS$2,800,469Wasson Enterprise, LLCCompany801,758US$3.61
29 Oct 25SellUS$728,703Wasson Enterprise, LLCCompany247,875US$2.97
24 Oct 25SellUS$2,717,968Wasson Enterprise, LLCCompany893,510US$3.13
24 Oct 25SellUS$2,717,968Wasson Enterprise, LLCCompany893,510US$3.13

Insider Trading Volume

Insider Buying: INV insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of INV?
Owner TypeNumber of SharesOwnership Percentage
Private Companies751,7980.95%
VC/PE Firms5,682,9707.18%
Individual Insiders16,094,39720.3%
Institutions16,289,28920.6%
General Public40,356,46551%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 59.8%.

Top Shareholders

Top 25 shareholders own 47.99% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.4%
James Donnally
7,445,189US$25.2m0.38%no data
7.18%
Wasson Enterprise, LLC
5,682,970US$19.3m-38.5%100.0%
6.67%
Ascent Partners Fund LLC
5,282,828US$17.9m0%no data
4.41%
Michael Otworth
3,492,607US$11.8m0.34%no data
3.9%
Castleknight Management LP
3,086,416US$10.5m3,550%0.51%
2.48%
John Scott
1,965,051US$6.7m-18.7%no data
1.94%
The PNC Financial Services Group, Inc.
1,537,165US$5.2m0%no data
1.93%
Commonwealth Asset Management LP
1,529,836US$5.2m0%no data
1.93%
The Vanguard Group, Inc.
1,528,649US$5.2m3.86%no data
1.1%
Roland Austrup
868,164US$2.9m0.57%no data
0.99%
Abundance Wealth Counselors, LLC
782,197US$2.7m3.7%0.44%
0.96%
Gregory Haskell
762,115US$2.6m1.33%no data
0.94%
Joseph C. Glockner Revocable Trust
747,834US$2.5m0%no data
0.93%
Daniel Hennessy
738,790US$2.5m-37.3%no data
0.58%
Belpointe Asset Management LLC
459,552US$1.6m20.6%0.06%
0.52%
BlackRock, Inc.
409,932US$1.4m19.8%no data
0.44%
Geode Capital Management, LLC
346,338US$1.2m10.9%no data
0.32%
Adam Fisher
249,572US$846.1k0%no data
0.23%
Charles Schwab Investment Management, Inc.
181,966US$616.9k0%no data
0.22%
David Yablunosky
173,964US$589.7k0%no data
0.21%
Mariner, LLC
166,240US$563.6k0%no data
0.18%
FWG Holdings, LLC
143,691US$487.1k0%0.22%
0.18%
Michael Glockner
141,659US$480.2k0%no data
0.18%
Joseph Glockner
141,659US$480.2k0%no data
0.17%
State Street Global Advisors, Inc.
133,465US$452.4k78.7%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/30 10:53
End of Day Share Price 2026/01/30 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Innventure, Inc. is covered by 3 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nehal ChokshiNorthland Capital Markets
Alfred MooreRoth Capital Partners
Aashi ShahSidoti & Company, LLC