Public record / Tickers / INVX

INVX — Innovex International, Inc.†

Both disclosure regimes on one name: who in Congress filed about INVX, 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
1
all PTR rows naming INVX
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
12-08
filed 2025-12-08
13F holders
179
top-179 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

No row discloses a lower bound

Every INVX row is a range with no usable floor; nothing can be ranked.

1 member · 0 buys / 1 sells

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

1 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. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING INVX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Every row below carries amount unparsed — stated once here rather than repeated on every row.
Latest congressional filings mentioning INVX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-12-08Debbie Wasserman Schultz D–FL-25SELL DC (dependent-child-owned)Traded 11-25 +13d—
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in INVX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing INVX in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Debbie Wasserman Schultz D–FL-251not disclosed2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · INVX

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
1 Gotham Asset Management $1.1M held
Trimming
0 — $0 held

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

Merged timeline of congressional filings and notable-manager moves on INVX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+15,566 sh

1 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 INVX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BRANDES INVESTMENT PARTNERS, LP$161M1
2BlackRock, Inc.$147M1
3WELLINGTON MANAGEMENT GROUP LLP$89.1M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$65.3M1
5DIMENSIONAL FUND ADVISORS LP$64.5M1
6VANGUARD CAPITAL MANAGEMENT LLC$47.1M1
7STATE STREET CORP$41.9M1
8DRIEHAUS CAPITAL MANAGEMENT LLC$37.5M1
9FMR LLC$32.2M1
10GEODE CAPITAL MANAGEMENT, LLC$23.0M1
11VICTORY CAPITAL MANAGEMENT INC$21.1M1
12AMERICAN CENTURY COMPANIES INC$17.1M1
13Invesco Ltd.$16.9M1
14BANK OF AMERICA CORP /DE/$16.0M1
15MetLife Investment Management, LLC$15.9M1
16MORGAN STANLEY$15.6M1
17INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$15.4M1
18WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$14.3M1
19BRIDGEWAY CAPITAL MANAGEMENT, LLC$12.2M1
20Nuveen, LLC$10.6M1
21NORTHERN TRUST CORP$10.3M1
22HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$10.1M1
23HEARTLAND ADVISORS INC$9.9M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$8.8M1
25GENDELL JEFFREY L$8.7M1
26UBS Group AG$8.5M1
27Empowered Funds, LLC$7.9M1
28Zimmer Partners, LP$7.3M1
29VANGUARD FIDUCIARY TRUST CO$6.2M1
30Bank of New York Mellon Corp$6.0M1
31ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5.7M1
32De Lisle Partners LLP$5.7M1
33PRINCIPAL FINANCIAL GROUP INC$5.6M1
34CITADEL ADVISORS LLC$5.4M1
35Alyeska Investment Group, L.P.$5.1M1
36JUPITER ASSET MANAGEMENT LTD$5.1M1
37Fisher Asset Management, LLC$4.8M1
38FIRST TRUST ADVISORS LP$4.6M1
39Tidal Investments LLC$4.3M1
40MOODY ALDRICH PARTNERS LLC$4.3M1
41Simcoe Capital LLC$4.1M1
42Bridge City Capital, LLC$4.1M1
43AMERIPRISE FINANCIAL INC$3.8M1
44PUBLIC SECTOR PENSION INVESTMENT BOARD$3.4M1
45SEI INVESTMENTS CO$3.1M1
46GeoSphere Capital Management, LLC$2.9M1
47RHUMBLINE ADVISERS$2.8M1
48Universal- Beteiligungs- und Servicegesellschaft mbH$2.6M1
49CITIGROUP INC$2.5M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.4M1
51Legal & General Group Plc$2.3M1
52DEUTSCHE BANK AG\$1.9M1
53Swiss National Bank$1.8M1
54VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.7M1
55CenterBook Partners LP$1.6M1
56Sanctuary Advisors, LLC$1.5M1
57AQR CAPITAL MANAGEMENT LLC$1.5M1
58ENVESTNET ASSET MANAGEMENT INC$1.5M1
59Burkehill Global Management, LP$1.5M1
60NEW YORK STATE COMMON RETIREMENT FUND$1.4M1
61Penn Capital Management Company, LLC$1.3M1
62LPL Financial LLC$1.2M1
63PRUDENTIAL FINANCIAL INC$1.2M1
64Brevan Howard Capital Management LP$1.1M1
65Gotham Asset Management, LLC$1.1M1
66New Age Alpha Advisors, LLC$1.0M1
67HUSSMAN STRATEGIC ADVISORS, INC.$1.0M1
68ALLIANCEBERNSTEIN L.P.$990K1
69SEVEN GRAND MANAGERS, LLC$976K1
70ROYAL BANK OF CANADA$867K1
71Atria Investments, Inc$846K1
72State of Wyoming$713K1
73GLENMEDE TRUST CO NA$709K1
74EVOLVE PRIVATE WEALTH, LLC$699K1
75SUSQUEHANNA INTERNATIONAL GROUP, LLP$626K1
76EXENCIAL WEALTH ADVISORS, LLC$623K1
77Creative Planning$575K1
78VANGUARD ASSET MANAGEMENT, Ltd$553K1
79Round Rock Advisors LLC$553K1
80Vanguard Global Advisers, LLC$513K1
81Inspire Investing, LLC$510K1
82Aventail Capital Group, LP$503K1
83&PARTNERS$500K1
84ALPS ADVISORS INC$499K1
85CoreCommodity Management, LLC$497K1
86Illinois Municipal Retirement Fund$488K1
87Covalis Capital LLP$488K1
88ROYCE & ASSOCIATES LP$463K1
89Man Group plc$452K1
90MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$444K1
91BALYASNY ASSET MANAGEMENT L.P.$428K1
92Hennion & Walsh Asset Management, Inc.$395K1
93NewEdge Wealth, LLC$386K1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$384K1
95Janus Henderson Group Ltd.$371K1
96WELLS FARGO & COMPANY/MN$365K1
97FRANKLIN RESOURCES INC$354K1
98Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$328K1
99D.A. DAVIDSON & CO.$324K1
100Amundi$310K1
101FIFTH THIRD BANCORP$310K1
102LEUTHOLD GROUP, LLC$306K1
103Cetera Investment Advisers$290K1
104INTECH INVESTMENT MANAGEMENT LLC$288K1
105MQS Management LLC$278K1
106PROFUND ADVISORS LLC$262K1
107Arizona State Retirement System$254K1
108YOUSIF CAPITAL MANAGEMENT, LLC$252K1
109STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$237K1
110COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$233K1
111Vanguard Investments Australia, Ltd.$230K1
112Zurcher Kantonalbank (Zurich Cantonalbank)$228K1
113Quantinno Capital Management LP$215K1
114OREGON PUBLIC EMPLOYEES RETIREMENT FUND$215K1
115MIRABELLA FINANCIAL SERVICES LLP$209K1
116Swiss Life Asset Management Ltd$207K1
117KLP KAPITALFORVALTNING AS$198K1
118BARCLAYS PLC$181K1
119Quantbot Technologies LP$177K1
120Ensign Peak Advisors, Inc$151K1
121CWM, LLC$111K1
122US BANCORP \DE\$99.9K1
123Tower Research Capital LLC (TRC)$99.4K1
124Ameritas Investment Partners, Inc.$79.0K1
125BNP Paribas Asset Management Holding S.A.$63.9K1
126USA FINANCIAL FORMULAS$52.8K1
127Central Pacific Bank - Trust Division$36.6K1
128Sterling Capital Management LLC$31.3K1
129Freestone Grove Partners LP$28.0K1
130Smartleaf Asset Management LLC$22.1K1
131NISA INVESTMENT ADVISORS, LLC$19.6K1
132Pinnacle Wealth Planning Services, Inc.$16.7K1
133Steward Partners Investment Advisory, LLC$13.4K1
134Rockefeller Capital Management L.P.$9.7K1
135QUADRANT CAPITAL GROUP LLC$8.0K1
136UMB Bank, n.a.$5.7K1
137Larson Financial Group LLC$4.7K1
138Allworth Financial LP$4.1K1
139SIMPLEX TRADING, LLC$2.8K1
140Wilmington Savings Fund Society, FSB$2.5K1
141OSAIC HOLDINGS, INC.$2.4K1
142SIGNATUREFD, LLC$1.6K1
143Quarry LP$1.6K1
144Aster Capital Management (DIFC) Ltd$1.6K1
145NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.4K1
146Parkside Financial Bank & Trust$1.2K1
147Physician Wealth Advisors, Inc.$1.1K1
148NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6591
149THRIVENT FINANCIAL FOR LUTHERANS$6281
150FARMERS & MERCHANTS INVESTMENTS INC$5611
151ASSETMARK, INC$5371
152State of Alaska, Department of Revenue$5261
153GILPIN WEALTH MANAGEMENT, LLC$2441
154TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2321
155PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1421
156MAI Capital Management$981
157Stone House Investment Management, LLC$731
158Ankerstar Wealth, LLC$731
159VANGUARD GROUP INC— value not disclosed1
160OLD NATIONAL BANCORP /IN/— value not disclosed1
161COMERICA BANK— value not disclosed1
162GROUP ONE TRADING LLC— value not disclosed1
163VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
164RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
165AVIVA PLC— value not disclosed1
166MILLENNIUM MANAGEMENT LLC— value not disclosed1
167NATIXIS— value not disclosed1
168CIBC Private Wealth Group LLC— value not disclosed1
169BROWN ADVISORY INC— value not disclosed1
170Verition Fund Management LLC— value not disclosed1
171Avidian Wealth Enterprises, LLC— value not disclosed1
172JANE STREET GROUP, LLC— value not disclosed1
173ExodusPoint Capital Management, LP— value not disclosed1
174Global Retirement Partners, LLC— value not disclosed1
175Aquatic Capital Management LLC— value not disclosed1
176XTX Topco Ltd— value not disclosed1
177AlphaQuest LLC— value not disclosed1
178SageView Advisory Group, LLC— value not disclosed1
179Dunhill Financial, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 158 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)0 buy / 1 sell
Congress net ($ bound)not disclosed
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 INVX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for INVX · financials and macro

Financials — as filed PLANNED

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