Innovex International Ownership

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

Recent Insider Transactions

NYSE:INVX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
13 Dec 24	BuyUS$49,999	Kendal Reed	Individual		3,765	US$13.28
06 Sep 24	SellUS$3,194	GAMCO Investors, Inc.	Company		200	US$15.97

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of INVX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	18,455	0.0266%
Individual Insiders	1,067,885	1.54%
VC/PE Firms	29,369,822	42.4%
Institutions	38,807,041	56%

Dilution of Shares: INVX only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 90.08% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
42.6%	Amberjack Capital Partners, L.P.	29,369,822	US$445.8m	0%	no data
9.15%	Brandes Investment Partners, LP	6,308,865	US$95.8m	41.4%	0.55%
8.58%	BlackRock, Inc.	5,921,656	US$89.9m	1.47%	no data
6.24%	The Vanguard Group, Inc.	4,306,348	US$65.4m	1.02%	no data
3.91%	GAMCO Investors, Inc.	2,695,860	US$40.9m	-6.24%	0.16%
2.81%	Dimensional Fund Advisors LP	1,940,375	US$29.5m	1.45%	no data
2.61%	State Street Global Advisors, Inc.	1,801,230	US$27.3m	10.1%	no data
2.44%	Madison Avenue Partners, LP	1,686,476	US$25.6m	64.6%	2.06%
1.88%	William Blair Investment Management, LLC	1,294,355	US$19.6m	-3.83%	0.02%
1.18%	Geode Capital Management, LLC	816,945	US$12.4m	4.56%	no data
1.07%	Neuberger Berman Investment Advisers LLC	738,512	US$11.2m	-7.82%	0.01%
0.99%	Hotchkis and Wiley Capital Management, LLC	682,660	US$10.4m	21.2%	0.03%
0.8%	Van Eck Associates Corporation	552,851	US$8.4m	105%	0.01%
0.62%	Invesco Capital Management LLC	426,369	US$6.5m	37.1%	no data
0.58%	Nuveen Investments, Inc.	399,567	US$6.1m	8,160%	no data
0.56%	Investment Management Associates, Inc.	386,269	US$5.9m	0%	2.32%
0.56%	Northern Trust Global Investments	384,077	US$5.8m	8.33%	no data
0.53%	Charles Schwab Investment Management, Inc.	365,669	US$5.6m	6.06%	no data
0.51%	Fisher Asset Management, LLC	348,624	US$5.3m	18.3%	no data
0.45%	Eaton Vance Management	308,713	US$4.7m	0%	no data
0.44%	Morgan Stanley, Investment Banking and Brokerage Investments	306,172	US$4.6m	-20.5%	no data
0.41%	Mercer Investments LLC	282,000	US$4.3m	0%	0.07%
0.4%	Adam Anderson	276,785	US$4.2m	26.5%	no data
0.39%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	269,808	US$4.1m	0%	no data
0.39%	Columbia Management Investment Advisers, LLC	268,552	US$4.1m	-23.7%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/15 23:25
End of Day Share Price	2025/05/15 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Innovex International, Inc. is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Sungeun Kim	Barclays
James West	Evercore ISI