Innoviva Ownership

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

Recent Insider Transactions

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 INVA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	16,173	0.022%
Individual Insiders	557,592	0.757%
Hedge Funds	11,606,907	15.8%
Institutions	61,487,898	83.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 95.75% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.1%	BlackRock, Inc.	9,424,849	US$168.1m	-2.12%	no data
11.6%	Sarissa Capital Management LP	7,277,000	US$129.8m	0%	33.49%
10.7%	Putnam LLC	6,679,966	US$119.2m	1.92%	0.11%
9.95%	The Vanguard Group, Inc.	6,227,697	US$111.1m	0.76%	no data
7.5%	Dimensional Fund Advisors LP	4,692,926	US$83.7m	0.18%	0.01%
6.92%	Renaissance Technologies LLC	4,329,907	US$77.2m	0.09%	0.11%
4.49%	Pacer Advisors, Inc.	2,810,951	US$50.1m	-16.3%	0.12%
3.91%	State Street Global Advisors, Inc.	2,450,634	US$43.7m	-0.72%	no data
3.19%	Westfield Capital Management Company, L.P.	1,994,589	US$35.6m	-25.6%	0.15%
3.16%	Systematic Financial Management LP	1,979,073	US$35.3m	4.74%	0.84%
2.24%	Invesco Capital Management LLC	1,404,989	US$25.1m	-7.68%	0.01%
2.17%	Geode Capital Management, LLC	1,357,557	US$24.2m	0.99%	no data
1.7%	Arrowstreet Capital, Limited Partnership	1,065,101	US$19.0m	163%	0.02%
1.7%	Bank of America Corporation, Asset Management Arm	1,063,346	US$19.0m	11.4%	0.01%
1.68%	American Century Investment Management Inc	1,053,520	US$18.8m	129%	0.01%
1.38%	Goldman Sachs Group, Investment Banking and Securities Investments	863,888	US$15.4m	10.7%	0.01%
1.3%	Deutsche Bank, Private Banking and Investment Banking Investments	813,417	US$14.5m	12.7%	0.05%
1.17%	Charles Schwab Investment Management, Inc.	732,296	US$13.1m	-11.9%	no data
1.05%	D. E. Shaw & Co., L.P.	658,052	US$11.7m	-0.21%	0.02%
1.04%	Northern Trust Global Investments	652,615	US$11.6m	0.16%	no data
0.84%	Morgan Stanley, Investment Banking and Brokerage Investments	526,553	US$9.4m	14%	no data
0.78%	Citadel Advisors LLC	489,455	US$8.7m	378%	0.01%
0.77%	Two Sigma Investments, LP	483,812	US$8.6m	-10.4%	0.02%
0.73%	Eaton Vance Management	459,678	US$8.2m	1.27%	no data
0.72%	BNY Asset Management	449,547	US$8.0m	-10.5%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 11:25
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

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 .

Analyst Sources

Innoviva, Inc. is covered by 18 analysts. 2 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
Jon Langenfeld	Baird
James Birchenough	Barclays
Patrick Trucchio	Berenberg