Public record / Tickers / INVA

INVA — Innoviva, Inc.†

Both disclosure regimes on one name: who in Congress filed about INVA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming INVA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-23
filed 2025-04-23
13F holders
271
top-271 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

George Whitesides · $250K–$500K

SELL · traded 2025-03-25 → filed 2025-04-23. Ranked over every INVA row by the provable lower bound, never a point estimate.

No member disclosed INVA in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING INVA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning INVA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-04-23George Whitesides D–CA-27SELL SP (spouse-owned)Traded 03-25 +29d$250K–$500K
2025-04-23George Whitesides D–CA-27SELLTraded 03-24 +30d$50K–$100K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in INVA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed INVA in the trailing 12 months.

Congress ↔ notable managers · INVA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · INNOVIVA INC

Merged timeline of congressional filings and notable-manager moves on INVA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FTRIM−7,719 sh
2026-05-14Caxton Associates 13FEXIT−85,029 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of INVA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$263M1
2DIMENSIONAL FUND ADVISORS LP$103M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$98.4M1
4RENAISSANCE TECHNOLOGIES LLC$94.5M1
5VANGUARD CAPITAL MANAGEMENT LLC$73.2M1
6STATE STREET CORP$71.3M1
7MILLENNIUM MANAGEMENT LLC$53.1M1
8Sarissa Capital Management LP$49.7M1
9SYSTEMATIC FINANCIAL MANAGEMENT LP$47.2M1
10GEODE CAPITAL MANAGEMENT, LLC$45.0M1
11AMERICAN CENTURY COMPANIES INC$44.5M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44.0M1
13Boston Partners$40.0M1
14BANK OF AMERICA CORP /DE/$37.7M1
15TWO SIGMA INVESTMENTS, LP$34.6M1
16MORGAN STANLEY$30.5M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$27.1M1
18ROYCE & ASSOCIATES LP$24.7M1
19DEUTSCHE BANK AG\$21.2M1
20Invesco Ltd.$21.1M1
21DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$20.8M1
22Qube Research & Technologies Ltd$18.3M1
23NORTHERN TRUST CORP$18.0M1
24Man Group plc$17.4M1
25Nuveen, LLC$14.5M1
26WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$13.4M1
27VICTORY CAPITAL MANAGEMENT INC$12.2M1
28Allianz Asset Management GmbH$12.1M1
29AQR CAPITAL MANAGEMENT LLC$11.6M1
30VANGUARD FIDUCIARY TRUST CO$11.5M1
31Bank of New York Mellon Corp$11.4M1
32Assenagon Asset Management S.A.$10.4M1
33UBS Group AG$10.2M1
34BARCLAYS PLC$10.0M1
35PRINCIPAL FINANCIAL GROUP INC$9.8M1
36BALYASNY ASSET MANAGEMENT L.P.$7.5M1
37FIRST TRUST ADVISORS LP$6.5M1
38FRANKLIN RESOURCES INC$6.0M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$5.9M1
40D. E. Shaw & Co., Inc.$5.8M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$5.5M1
42Uniplan Investment Counsel, Inc.$5.3M1
43ASSETMARK, INC$4.8M1
44TEACHER RETIREMENT SYSTEM OF TEXAS$4.7M1
45AMERIPRISE FINANCIAL INC$4.5M1
46Legal & General Group Plc$4.4M1
47CITADEL ADVISORS LLC$4.1M1
48Empowered Funds, LLC$3.9M1
49INTECH INVESTMENT MANAGEMENT LLC$3.8M1
50EXCHANGE TRADED CONCEPTS, LLC$3.8M1
51HUSSMAN STRATEGIC ADVISORS, INC.$3.4M1
52NOMURA HOLDINGS INC$3.4M1
53Swiss National Bank$3.3M1
54PRUDENTIAL FINANCIAL INC$3.2M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.1M1
56BNP Paribas Asset Management Holding S.A.$3.1M1
57Edgestream Partners, L.P.$3.1M1
58SEI INVESTMENTS CO$3.1M1
59MARTINGALE ASSET MANAGEMENT L P$2.9M1
60Dauntless Investment Group, LLC$2.9M1
61Gotham Asset Management, LLC$2.8M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$2.7M1
63HSBC HOLDINGS PLC$2.4M1
64QRG CAPITAL MANAGEMENT, INC.$2.4M1
65O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
66Orion Porfolio Solutions, LLC$2.1M1
67Oliver Luxxe Assets LLC$2.0M1
68Freestone Grove Partners LP$1.9M1
69Creative Planning$1.9M1
70KLP KAPITALFORVALTNING AS$1.8M1
71JAMES INVESTMENT RESEARCH, INC.$1.8M1
72NewEdge Wealth, LLC$1.8M1
73Synergy Asset Management, LLC$1.8M1
74Susquehanna Portfolio Strategies, LLC$1.7M1
75JENNISON ASSOCIATES LLC$1.6M1
76ALLIANCEBERNSTEIN L.P.$1.6M1
77FMR LLC$1.6M1
78HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.6M1
79VANGUARD ASSET MANAGEMENT, Ltd$1.5M1
80Aquatic Capital Management LLC$1.3M1
81RITHOLTZ WEALTH MANAGEMENT$1.2M1
82CANADA PENSION PLAN INVESTMENT BOARD$1.1M1
83Cetera Investment Advisers$1.1M1
84SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M1
85MetLife Investment Management, LLC$930K1
86Quantbot Technologies LP$918K1
87Illinois Municipal Retirement Fund$862K1
88MERCER GLOBAL ADVISORS INC /ADV$846K1
89HighTower Advisors, LLC$829K1
90Kendall Capital Management$822K1
91MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$820K1
92NewEdge Advisors, LLC$761K1
93ENVESTNET ASSET MANAGEMENT INC$757K1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$745K1
95CITIGROUP INC$739K1
96IEQ CAPITAL, LLC$734K1
97Engineers Gate Manager LP$733K1
98Quantinno Capital Management LP$723K1
99Vanguard Global Advisers, LLC$719K1
100STATE OF WISCONSIN INVESTMENT BOARD$708K1
101Vident Advisory, LLC$661K1
102MML INVESTORS SERVICES, LLC$660K1
103Janus Henderson Group Ltd.$649K1
104Zurcher Kantonalbank (Zurich Cantonalbank)$646K1
105WELLS FARGO & COMPANY/MN$642K1
106VIRTUS ADVISERS, LLC$628K1
107Morningstar Investment Management LLC$603K1
108WELLINGTON MANAGEMENT GROUP LLP$593K1
109FOX RUN MANAGEMENT, L.L.C.$591K1
110Magnetar Financial LLC$577K1
111Cerity Partners LLC$567K1
112State of New Jersey Common Pension Fund D$566K1
113QUADRANT CAPITAL GROUP LLC$565K1
114BRIDGEWAY CAPITAL MANAGEMENT, LLC$564K1
115denkapparat Operations GmbH$546K1
116ALPS ADVISORS INC$524K1
117OPPENHEIMER & CO INC$521K1
118Amundi$511K1
119OAK ASSOCIATES LTD /OH/$476K1
120Watershed Asset Management, L.L.C.$475K1
121NEW YORK STATE COMMON RETIREMENT FUND$466K1
122Arizona State Retirement System$455K1
123YOUSIF CAPITAL MANAGEMENT, LLC$449K1
124Vanguard Investments Australia, Ltd.$443K1
125Tidal Investments LLC$425K1
126STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$412K1
127COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$409K1
128FIFTH THIRD BANCORP$397K1
129OREGON PUBLIC EMPLOYEES RETIREMENT FUND$378K1
130nVerses Capital, LLC$370K1
131BANK OF MONTREAL /CAN/$363K1
132Vise Technologies, Inc.$361K1
133Mariner, LLC$359K1
134ProShare Advisors LLC$348K1
135GLENMEDE TRUST CO NA$339K1
136WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$332K1
137Sterling Capital Management LLC$332K1
138CWM, LLC$328K1
139PROFUND ADVISORS LLC$321K1
140AVIVA PLC$310K1
141State of Wyoming$307K1
142New Vernon Capital Holdings II LLC$306K1
143Ballentine Partners, LLC$302K1
144Integrated Advisors Network LLC$292K1
145Vanguard Personalized Indexing Management, LLC$274K1
146Crossmark Global Holdings, Inc.$272K1
147GUGGENHEIM CAPITAL LLC$271K1
148Pictet Asset Management Holding SA$260K1
149VOYA INVESTMENT MANAGEMENT LLC$258K1
150Financiere des Professionnels - Fonds d'investissement inc.$257K1
151EVERGREEN CAPITAL MANAGEMENT LLC$257K1
152BAILARD, INC.$255K1
153Brevan Howard Capital Management LP$251K1
154Dynamic Technology Lab Private Ltd$250K1
155Cornerstone Investment Partners, LLC$243K1
156iSAM Funds (UK) Ltd$241K1
157Maryland State Retirement & Pension System$239K1
158ROYAL BANK OF CANADA$235K1
159GRIMES & Co WEALTH MANAGEMENT, LLC$230K1
160Headlands Technologies LLC$230K1
161JOURNEY STRATEGIC WEALTH LLC$227K1
162Sequoia Financial Advisors, LLC$225K1
163HOHIMER WEALTH MANAGEMENT, LLC$220K1
164Envestnet Portfolio Solutions, Inc.$207K1
165Ensign Peak Advisors, Inc$195K1
166Lion Point Capital, LP$191K1
167Ameritas Investment Partners, Inc.$143K1
168Tower Research Capital LLC (TRC)$132K1
169Pinnacle Wealth Planning Services, Inc.$102K1
170SIGNATUREFD, LLC$96.2K1
171Mirae Asset Global Investments Co., Ltd.$90.0K1
172OSAIC HOLDINGS, INC.$70.2K1
173MATHER GROUP, LLC.$35.0K1
174Allworth Financial LP$30.3K1
175PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$29.4K1
176WealthCollab, LLC$22.0K1
177NISA INVESTMENT ADVISORS, LLC$20.7K1
178Westside Investment Management, Inc.$20.4K1
179US BANCORP \DE\$18.5K1
180MAI Capital Management$15.7K1
181Arax Advisory Partners$13.2K1
182Smartleaf Asset Management LLC$11.0K1
183Costello Asset Management, INC$9.3K1
184UMB Bank, n.a.$9.3K1
185Salomon & Ludwin, LLC$8.7K1
186DANSKE BANK A/S$7.0K1
187CX Institutional$6.5K1
188MANNING & NAPIER ADVISORS LLC$4.8K1
189Legacy Wealth Managment, LLC/ID$4.8K1
190Pacific Center for Financial Services$4.7K1
191Aster Capital Management (DIFC) Ltd$4.2K1
192Kilter Group LLC$3.5K1
193Parkside Financial Bank & Trust$3.1K1
194Medallion Wealth Advisors, LLC$2.6K1
195Valued Wealth Advisors LLC$2.4K1
196Rockefeller Capital Management L.P.$2.3K1
197NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1K1
198Keating Financial Advisory Services, Inc.$2.1K1
199Optiver Holding B.V.$2.0K1
200Godfrey Financial Associates, Inc.$1.8K1
201CBIZ Investment Advisory Services, LLC$1.8K1
202JPL Wealth Management, LLC$1.7K1
203CHASE INVESTMENT COUNSEL CORP$1.6K1
204LSV ASSET MANAGEMENT$1.6K1
205ALGERT GLOBAL LLC$1.4K1
206CANADA LIFE ASSURANCE Co$1.4K1
207PICTON MAHONEY ASSET MANAGEMENT$1.3K1
208Physician Wealth Advisors, Inc.$1.3K1
209NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.3K1
210HRT FINANCIAL LP$1.2K1
211State of Alaska, Department of Revenue$1.2K1
212Private Wealth Management Group, LLC$1.1K1
213THRIVENT FINANCIAL FOR LUTHERANS$1.1K1
214FARMERS & MERCHANTS INVESTMENTS INC$7691
215Financial Network Wealth Advisors LLC$6761
216Elequin Capital, LP$6291
217Summit Global Investments$5501
218AMALGAMATED BANK$4711
219NATIXIS ADVISORS, LLC$4001
220Ankerstar Wealth, LLC$3961
221Intentional Wealth Strategies, LLC$3731
222TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3541
223PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3501
224INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3041
225SJS Investment Consulting Inc.$2801
226GILPIN WEALTH MANAGEMENT, LLC$2571
227ACADIAN ASSET MANAGEMENT LLC$2371
228Vestcor Inc$1471
229GHP Investment Advisors, Inc.$941
230KBC Group NV$531
231HARBOR CAPITAL ADVISORS, INC.$111
232Capital Advisors, Ltd. LLC$11
233Avion Wealth$01
234VANGUARD GROUP INC— value not disclosed1
235Brandywine Global Investment Management, LLC— value not disclosed1
236Clearstead Advisors, LLC— value not disclosed1
237COMERICA BANK— value not disclosed1
238DENALI ADVISORS LLC— value not disclosed1
239CIBC Private Wealth Group LLC— value not disclosed1
240NORGES BANK— value not disclosed1
241Rafferty Asset Management, LLC— value not disclosed1
242Robeco Institutional Asset Management B.V.— value not disclosed1
243Legato Capital Management LLC— value not disclosed1
244SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
245Verition Fund Management LLC— value not disclosed1
246TWO SIGMA ADVISERS, LP— value not disclosed1
247Daiwa Securities Group Inc.— value not disclosed1
248SIMPLEX TRADING, LLC— value not disclosed1
249MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
250JANE STREET GROUP, LLC— value not disclosed1
251Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
252Point72 Asset Management, L.P.— value not disclosed1
253WINTON GROUP Ltd— value not disclosed1
254Trexquant Investment LP— value not disclosed1
255Squarepoint Ops LLC— value not disclosed1
256Versor Investments LP— value not disclosed1
257Inspire Investing, LLC— value not disclosed1
258Larson Financial Group LLC— value not disclosed1
259Atom Investors LP— value not disclosed1
260AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
261Global Retirement Partners, LLC— value not disclosed1
262TWINBEECH CAPITAL LP— value not disclosed1
263AlphaQuest LLC— value not disclosed1
264SageView Advisory Group, LLC— value not disclosed1
265Signature Resources Capital Management, LLC— value not disclosed1
266Dunhill Financial, LLC— value not disclosed1
267Quarry LP— value not disclosed1
268QSV Equity Investors LLC— value not disclosed1
269Integrated Quantitative Investments LLC— value not disclosed1
270CAXTON ASSOCIATES LLP— value not disclosed1
271OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 233 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on INVA

RETAINED WINDOW · ACTIVE HITS

Zero hits on INVA in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for INVA · financials and macro

Financials — as filed PLANNED

INVA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: INVA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing