38 tracked 13F filers disclose a position in INVE as of the latest SEC 13F filings, a combined $13.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $3.9M | 1.1M | →First observed position No prior filed position | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.2M | 316K | ▲+1.4% Added · +4K sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $969K | 262K | ▲+23% Added · +50K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $895K | 242K | ▼−0.2% Reduced · −402 sh | Q1 2026 | |
| 5 | SEI INVESTMENTS CO | $895K | 242K | ▲+109% Added · +126K sh | Q1 2026 | |
| 6 | PRELUDE CAPITAL MANAGEMENT, LLC | $867K | 234K | ▼−56% Reduced · −298K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $768K | 208K | ▼−0.4% Reduced · −902 sh | Q1 2026 | |
| 8 | BOOTHBAY FUND MANAGEMENT, LLC | $622K | 168K | ▼−58% Reduced · −233K sh | Q1 2026 | |
| 9 | VANGUARD FIDUCIARY TRUST CO | $501K | 135K | →First observed position No prior filed position | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $417K | 113K | ▲+184% Added · +73K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $331K | 90K | —Held | Q1 2026 | |
| 12 | Marquette Asset Management, LLC | $200K | 79K | ▲New +79K sh | Q2 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $261K | 71K | ▼−15% Reduced · −12K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $198K | 54K | —Held | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $188K | 51K | ▲+353% Added · +40K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $181K | 49K | ▲New +49K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $157K | 43K | ▲+101% Added · +21K sh | Q1 2026 | |
| 18 | Cruiser Capital Advisors, LLC | $118K | 32K | —Held | Q1 2026 | |
| 19 | HOLLENCREST CAPITAL MANAGEMENT | $97K | 26K | ▲+4.9% Added · +1K sh | Q1 2026 | |
| 20 | FRANKLIN RESOURCES INC | $84K | 23K | ▼−4.5% Reduced · −1K sh | Q1 2026 | |
| 21 | Activest Wealth Management | $81K | 22K | —Held | Q1 2026 | |
| 22 | XTX Topco Ltd | $66K | 18K | ▲New +18K sh | Q1 2026 | |
| 23 | Squarepoint Ops LLC | $61K | 17K | ▲New +17K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $56K | 15K | ▼−53% Reduced · −17K sh | Q1 2026 | |
| 25 | C2C Wealth Management, LLC | $38K | 15K | ▲+50% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in INVE and 4 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 6 funds | $3.3B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $2.2B |
| BROADCOM INCAVGO | 6 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.8B |
| MICROSOFT CORPMSFT | 6 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.5B |
| APPLIED MATERIALS INCAMAT | 6 funds | $1.1B |
| HOME DEPOT INCHD | 6 funds | $1.0B |
| ARISTA NETWORKS INCANET | 6 funds | $906.1M |
| SPOTIFY TECHNOLOGY SASPOT | 6 funds | $885.1M |
| CONSTELLATION BRANDS INC-ASTZ | 6 funds | $866.3M |
Ranked by how many of INVE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 14, 2025 | Scarpulla Justin | Chief Financial Officer | Buy (P) | 7K | $21K |
| Mar 13, 2025 | Newquist Kirsten F. | Chief Executive Officer, Director | Buy (P) | 19K | $63K |
| May 23, 2024 | Newquist Kirsten F. | President, IoT Solutions | Buy (P) | 17K | $77K |
| May 22, 2024 | HUMPHREYS STEVEN | CEO, Director | Buy (P) | 11K | $47K |
| May 21, 2024 | HUMPHREYS STEVEN | CEO, Director | Buy (P) | 9K | $39K |
| May 20, 2024 | KREMEN GARY | Director | Buy (P) | 25K | $104K |
| May 17, 2024 | HUMPHREYS STEVEN | CEO, Director | Buy (P) | 10K | $42K |
| May 15, 2023 | HUMPHREYS STEVEN | CEO, Director | Buy (P) | 5K | $35K |
| May 11, 2023 | HUMPHREYS STEVEN | CEO, Director | Buy (P) | 4K | $25K |
| May 11, 2023 | HUMPHREYS STEVEN | CEO, Director | Buy (P) | 1K | $10K |
| May 10, 2023 | HUMPHREYS STEVEN | CEO, Director | Buy (P) | 10K | $68K |
| May 25, 2022 | Bleichroeder LP | 10% Owner | Buy (P) | 5K | $61K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/INVE/capital-change-brief"
Use Arkolith's capital_change_brief for INVE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for INVE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.