Invivyd Ownership

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

Recent Insider Transactions

NasdaqGM:IVVD Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 Dec 25	SellUS$577,498	Adimab, LLC	Company	192,320	US$3.00
19 Nov 25	BuyUS$125,000	Kevin McLaughlin	Individual	50,000	US$2.50
17 Nov 25	SellUS$3,703,455	Adimab, LLC	Company	1,233,416	US$3.00

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of IVVD?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	354,046	0.126%
Private Companies	20,262,170	7.19%
VC/PE Firms	38,904,262	13.8%
General Public	52,155,676	18.5%
Hedge Funds	55,343,392	19.6%
Institutions	114,967,487	40.8%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 135.7%.

Top Shareholders

Top 25 shareholders own 79.79% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9%	Janus Henderson Group plc	25,383,077	US$44.2m	0%	0.02%
7.73%	Perceptive Advisors LLC	21,785,166	US$37.9m	0%	0.85%
7.22%	Point72 Asset Management, L.P.	20,372,479	US$35.4m	5,210%	0.06%
7.19%	Adimab, LLC	20,262,170	US$35.3m	-6.57%	no data
6.73%	Maverick Capital, Ltd.	18,970,913	US$33.0m	85.5%	0.42%
6.07%	RA Capital Management, L.P.	17,119,096	US$29.8m	0%	0.3%
5.67%	BVF Partners L.P.	16,000,000	US$27.8m	0%	0.78%
3.99%	Mithril Capital Management LLC	11,241,580	US$19.6m	0%	15.91%
3.85%	Soleus Capital Management, L.P.	10,850,000	US$18.9m	0%	0.71%
3.8%	The Vanguard Group, Inc.	10,703,977	US$18.6m	85.7%	no data
3.58%	Driehaus Capital Management LLC	10,105,078	US$17.6m	0%	0.08%
3.28%	M28 Capital Management LP	9,248,250	US$16.1m	0%	15.47%
2.61%	ADAR1 Capital Management, LLC	7,370,987	US$12.8m	0%	1.2%
2.41%	Polaris Venture Partners, Inc.	6,797,997	US$11.8m	0%	9.13%
2.23%	683 Capital Management, LLC	6,300,000	US$11.0m	105%	0.86%
0.81%	Redmile Group, LLC	2,285,320	US$4.0m	0%	0.25%
0.74%	Ikarian Capital, LLC	2,078,706	US$3.6m	0%	0.62%
0.73%	Eversept Partners, L.P.	2,047,265	US$3.6m	0%	0.23%
0.51%	Millennium Management LLC	1,446,615	US$2.5m	15.8%	no data
0.29%	Boothbay Fund Management, LLC	812,706	US$1.4m	0%	0.03%
0.29%	GSA Capital Partners LLP	805,221	US$1.4m	85%	0.12%
0.28%	Morgan Stanley	780,127	US$1.4m	51.9%	no data
0.27%	Jane Street Group, LLC	765,443	US$1.3m	272%	no data
0.26%	Geode Capital Management, LLC	732,344	US$1.3m	15%	no data
0.25%	BlackRock, Inc.	718,888	US$1.3m	-57.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/02/02 13:40
End of Day Share Price	2026/01/30 00:00
Earnings	2025/09/30
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

Invivyd, Inc. is covered by 6 analysts. 4 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
Thomas Shrader	BTIG
Joshua Schimmer	Cantor Fitzgerald & Co.
Jason Kolbert	D. Boral Capital LLC.