INVXNYSEOil & Gas Field Machinery & EquipmentFiscal year ends December 31
Innovex International, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$28.16+0.13 (+0.46%)
Close on Oct 19, 2026
- Market cap
- $1.96B
- P/E (TTM)
- 31.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
73.5%
51M of 70M shares
Institutional holders
223
41 new, 23 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 30 sales
Net sold $614.63M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,460,672 | 10.70% | 13G (passive) amendment | Sep 30, 2026 |
| Brandes Investment Partners, L.P. | 6,308,865 | 9.38% | 13G (passive) amendment | Dec 31, 2024 |
| Brandes Investment Partners, LP | 5,727,445 | 8.30% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Management Group LLP | 3,653,386 | 5.30% | 13G (passive) | Mar 31, 2026 |
| Amberjack Management, LLC | 22,757,322 | 33.20% | 13D (active) amendment | Feb 25, 2026 |
| Jason Turowsky | 17,757,322 | 25.40% | 13D (active) amendment | Aug 6, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of INVX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,467,302 | 9.25% | $160.39M | +429,988 | 0.00% |
| Brandes Investment Partners, LP | 5,727,445 | 8.19% | $142.04M | −855,970 | 1.00% |
| Dimensional Fund Advisors LP | 2,874,572 | 4.11% | $71.29M | +228,196 | 0.01% |
| Vanguard Portfolio Management LLC | 2,753,070 | 3.94% | $68.28M | +75,176 | 0.00% |
| Wellington Management Group Llp | 2,687,950 | 3.84% | $66.66M | −965,436 | 0.01% |
| Driehaus Capital Management LLC | 1,958,268 | 2.80% | $48.57M | +421,959 | 0.28% |
| Vanguard Capital Management LLC | 1,907,929 | 2.73% | $47.32M | −23,282 | 0.00% |
| State Street Corp | 1,891,701 | 2.70% | $46.91M | +175,423 | 0.00% |
| Gamco Investors, Inc. Et Al | 1,709,798 | 2.44% | $42.40M | −24,895 | 0.38% |
| FMR LLC | 1,218,242 | 1.74% | $30.21M | −100,873 | 0.00% |
| Geode Capital Management, LLC | 1,209,820 | 1.73% | $30.01M | +267,887 | 0.00% |
| American Century Companies Inc | 1,074,321 | 1.54% | $26.64M | +372,217 | 0.01% |
| Silvercrest Asset Management Group LLC | 929,203 | 1.33% | $23.04M | New | 0.15% |
| Van Eck Associates Corp | 879,677 | 1.26% | $21.82M | −148,989 | 0.01% |
| Victory Capital Management Inc | 828,851 | 1.19% | $20.56M | −37,596 | 0.01% |
| Loomis Sayles & Co L P | 828,455 | 1.18% | $20.55M | +157,146 | 0.03% |
| Neuberger Berman Group LLC | 776,903 | 1.11% | $17.40M | +38,533 | 0.01% |
| Bank Of America Corp /De/ | 666,940 | 0.95% | $16.54M | +12,675 | 0.00% |
| MetLife Investment Management, LLC | 663,735 | 0.95% | $16.46M | +12,258 | 0.07% |
| Investment Management Associates Inc /Adv | 605,042 | 0.87% | $15.01M | −26,664 | 3.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 223 | 51M | 73.5% | 41 / 81 | 70 / 23 | 5M | 4M |
| Q1 2026 | 211 | 51M | 72.7% | 41 / 75 | 65 / 16 | 16M | 3M |
| Q4 2025 | 190 | 43M | 61.9% | 34 / 67 | 62 / 19 | 4M | 2M |
| Q3 2025 | 175 | 42M | 59.9% | 27 / 69 | 53 / 20 | 4M | 4M |
| Q2 2025 | 169 | 41M | 59.3% | 24 / 70 | 51 / 30 | 5M | 3M |
| Q1 2025 | 176 | 39M | 56.4% | 30 / 69 | 51 / 21 | 4M | 2M |
| Q4 2024 | 169 | 38M | 54.4% | 30 / 71 | 55 / 31 | 6M | 4M |
| Q3 2024 | 171 | 36M | 51.5% | 170 / 0 | 0 / 0 | 36M | 0M |
| Q2 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2023 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q3 2023 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of INVX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,320,351 | 3.32% | $57.54M | 0.05% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,420,414 | 2.03% | $35.23M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,175,576 | 1.68% | $29.15M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,024,105 | 1.46% | $25.40M | 0.01% | Jun 30, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 750,000 | 1.07% | $18.60M | 0.41% | Jun 30, 2026 |
| VanEck Oil Services ETF | 740,045 | 1.06% | $18.35M | 0.92% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 703,628 | 1.01% | $18.79M | 0.07% | May 31, 2026 |
| Brandes Small Cap Value Fund | 651,958 | 0.93% | $16.17M | 2.54% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 587,928 | 0.84% | $14.58M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 500,914 | 0.72% | $14.07M | 0.04% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 477,402 | 0.68% | $13.41M | 0.07% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 446,224 | 0.64% | $12.53M | 0.07% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 442,471 | 0.63% | $10.97M | 0.01% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 385,518 | 0.55% | $9.56M | 0.09% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 362,733 | 0.52% | $9.00M | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Adam Anderson | Chief Executive Officer, Director | 491,790 | 0.70% | Sep 9, 2026 |
| Kendal Reed | Chief Financial Officer | 209,434 | 0.30% | Sep 9, 2026 |
| Mark Reddout | President of North America | 119,263 | 0.17% | Sep 9, 2026 |
| Innovex Co-Invest Fund II, L.P. | Director, 10% owner | 22,757,322 | 32.54% | Aug 10, 2026 |
| Amberjack Capital Associates II, LLC | Director, 10% owner | – | – | Aug 10, 2026 |
| Amberjack Capital Partners, L.P. | Director, 10% owner | – | – | Aug 10, 2026 |
| Amberjack Capital Fund II, L.P. | Director, 10% owner | – | – | Aug 10, 2026 |
| Amberjack Management, LLC | Director, 10% owner | – | – | Aug 10, 2026 |
| Amberjack Capital GP II, L.P. | Director, 10% owner | – | – | Aug 10, 2026 |
| Intervale Capital Fund III, L.P. | Director, 10% owner | 17,757,322 | 25.39% | Aug 10, 2026 |
| Interval Capital Associates II, LLC | Director, 10% owner | 22,757,322 | 32.54% | Aug 10, 2026 |
| Intervale Capital Associates III, LLC | Director, 10% owner | – | – | Aug 10, 2026 |
| Intervale Capital Fund II-A, L.P. | Director, 10% owner | – | – | Aug 10, 2026 |
| Intervale Capital GP III, L.P. | Director, 10% owner | – | – | Aug 10, 2026 |
| Innovex Co-Invest Fund, L.P. | Director, 10% owner | 29,369,822 | 42.00% | Aug 10, 2026 |
| Intervale Capital GP II, L.P. | Director, 10% owner | – | – | Aug 10, 2026 |
| Innovex Co-Invest Fund GP, L.P. | Director, 10% owner | – | – | Aug 10, 2026 |
| Intervale Capital Fund II, L.P. | Director, 10% owner | – | – | Aug 10, 2026 |
| Jason Turowsky | Director, 10% owner | 17,757,322 | 25.39% | Aug 10, 2026 |
| Innovex Co-Invest Associates, LLC | Director, 10% owner | – | – | Aug 10, 2026 |
| Innovex Co-Invest Fund II GP, L.P. | Director, 10% owner | 29,369,822 | 42.00% | Aug 10, 2026 |
| Angie Sedita | Director | 29,881 | 0.04% | Mar 3, 2026 |
| John Lovoi | Director | 101,427 | 0.15% | Mar 3, 2026 |
| Terence Bartlett Jupp | Director | 89,832 | 0.13% | Mar 3, 2026 |
| Benjamin Matthew Fink | Director | 21,376 | 0.03% | Mar 3, 2026 |
| Bonnie S. Black | Director | 35,844 | 0.05% | Mar 3, 2026 |
| Carri A. Lockhart | Director | 40,009 | 0.06% | Mar 18, 2025 |
| William Robert V. Donnell | Director | – | – | Mar 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Adam Anderson Chief Executive Officer, Director | Sep 6, 2026 | Tax withholding | −13,463 | $30.07 | $404.83K | 491,790 |
| Mark Reddout President of North America | Sep 6, 2026 | Tax withholding | −5,049 | $30.07 | $151.82K | 119,263 |
| Kendal Reed Chief Financial Officer | Sep 6, 2026 | Tax withholding | −5,049 | $30.07 | $151.82K | 209,434 |
| Intervale Capital Fund III, L.P. Director, 10% owner | Aug 10, 2026 | Sale | −205,126 | $28.71 | $5.89M | 728,498 |
| Intervale Capital Fund III, L.P. Director, 10% owner | Aug 10, 2026 | Sale | −3,706,801 | $28.71 | $106.42M | 13,164,573 |
| Intervale Capital Fund III, L.P. Director, 10% owner | Aug 10, 2026 | Sale | −865,508 | $28.71 | $24.85M | 3,073,822 |
| Intervale Capital Fund III, L.P. Director, 10% owner | Aug 10, 2026 | Sale | −176,944 | $28.71 | $5.08M | 628,411 |
| Intervale Capital Fund III, L.P. Director, 10% owner | Aug 10, 2026 | Sale | −88 | $28.71 | $2.53K | 311 |
| Intervale Capital Fund III, L.P. Director, 10% owner | Aug 10, 2026 | Sale | +45,533 | $28.71 | $1.31M | 161,707 |
| Jason Turowsky Director, 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −176,944 | $28.71 | $5.08M | 628,411 |
| Jason Turowsky Director, 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −205,126 | $28.71 | $5.89M | 728,498 |
| Jason Turowsky Director, 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −865,508 | $28.71 | $24.85M | 3,073,822 |
| Jason Turowsky Director, 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −88 | $28.71 | $2.53K | 311 |
| Jason Turowsky Director, 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −45,533 | $28.71 | $1.31M | 161,707 |
| Jason Turowsky Director, 10% owner | Aug 10, 2026 | Sale(10b5-1 plan) | −3,706,801 | $28.71 | $106.42M | 13,164,573 |
| Mark Reddout President of North America | Aug 4, 2026 | Sale(10b5-1 plan) | −10,000 | $30.00 | $300.00K | 124,312 |
| Mark Reddout President of North America | Jun 2, 2026 | Sale(10b5-1 plan) | −10,750 | $28.00 | $301.00K | 134,312 |
| Mark Reddout President of North America | Apr 6, 2026 | Tax withholding | −3,349 | $24.79 | $83.02K | 145,062 |
| Kendal Reed Chief Financial Officer | Apr 6, 2026 | Tax withholding | −3,349 | $24.79 | $83.02K | 214,483 |
| Kendal Reed Chief Financial Officer | Apr 6, 2026 | Tax withholding | −2,072 | $24.79 | $51.36K | 215,760 |
| Adam Anderson Chief Executive Officer, Director | Apr 6, 2026 | Tax withholding | −8,929 | $24.79 | $221.35K | 505,253 |
| Mark Reddout President of North America | Apr 6, 2026 | Tax withholding | −2,072 | $24.79 | $51.36K | 146,339 |
| John Lovoi Director | Feb 27, 2026 | Award | +5,465 | – | – | 101,427 |
| Mark Reddout President of North America | Feb 27, 2026 | Award | +18,975 | – | – | 148,411 |
| Adam Anderson Chief Executive Officer, Director | Feb 27, 2026 | Award | +47,438 | – | – | 514,182 |
| Terence Bartlett Jupp Director | Feb 27, 2026 | Award | +5,465 | – | – | 89,832 |
| Bonnie S. Black Director | Feb 27, 2026 | Award | +5,465 | – | – | 35,844 |
| Benjamin Matthew Fink Director | Feb 27, 2026 | Award | +5,465 | – | – | 21,376 |
| Kendal Reed Chief Financial Officer | Feb 27, 2026 | Award | +18,975 | – | – | 217,832 |
| Angie Sedita Director | Feb 27, 2026 | Award | +5,465 | – | – | 29,881 |
| Interval Capital Associates II, LLC Director, 10% owner | Feb 27, 2026 | Sale(10b5-1 plan) | −60,217 | $24.59 | $1.48M | 207,240 |
| Interval Capital Associates II, LLC Director, 10% owner | Feb 27, 2026 | Sale(10b5-1 plan) | −116 | $24.59 | $2.85K | 399 |
| Interval Capital Associates II, LLC Director, 10% owner | Feb 27, 2026 | Sale(10b5-1 plan) | −234,009 | $24.59 | $5.75M | 805,355 |
| Interval Capital Associates II, LLC Director, 10% owner | Feb 27, 2026 | Sale(10b5-1 plan) | −271,279 | $24.59 | $6.67M | 933,624 |
| Interval Capital Associates II, LLC Director, 10% owner | Feb 27, 2026 | Sale(10b5-1 plan) | −1,144,635 | $24.59 | $28.15M | 3,939,330 |
| Interval Capital Associates II, LLC Director, 10% owner | Feb 27, 2026 | Sale(10b5-1 plan) | −4,902,244 | $24.59 | $120.55M | 16,871,374 |
| Innovex Co-Invest Fund II, L.P. Director, 10% owner | Feb 27, 2026 | Sale | −60,217 | $24.59 | $1.48M | 207,240 |
| Innovex Co-Invest Fund II, L.P. Director, 10% owner | Feb 27, 2026 | Sale | −116 | $24.59 | $2.85K | 399 |
| Innovex Co-Invest Fund II, L.P. Director, 10% owner | Feb 27, 2026 | Sale | −234,009 | $24.59 | $5.75M | 805,355 |
| Innovex Co-Invest Fund II, L.P. Director, 10% owner | Feb 27, 2026 | Sale | −271,279 | $24.59 | $6.67M | 933,624 |
| Innovex Co-Invest Fund II, L.P. Director, 10% owner | Feb 27, 2026 | Sale | −1,144,635 | $24.59 | $28.15M | 3,939,330 |
| Innovex Co-Invest Fund II, L.P. Director, 10% owner | Feb 27, 2026 | Sale | −4,902,244 | $24.59 | $120.55M | 16,871,374 |
| Adam Anderson Chief Executive Officer, Director | Feb 24, 2026 | Sale(10b5-1 plan) | −18,837 | $28.50 | $536.85K | 466,744 |
| Adam Anderson Chief Executive Officer, Director | Feb 23, 2026 | Sale(10b5-1 plan) | −13,241 | $27.00 | $357.51K | 485,581 |
| Adam Anderson Chief Executive Officer, Director | Jan 14, 2026 | Sale(10b5-1 plan) | −13,241 | $25.00 | $331.03K | 498,822 |
| Mark Reddout President of North America | Jan 14, 2026 | Sale(10b5-1 plan) | −20,000 | $25.00 | $500.00K | 129,436 |
| Kendal Reed Chief Financial Officer | Jan 2, 2026 | Tax withholding | −8,026 | $22.78 | $182.83K | 198,857 |
| Adam Anderson Chief Executive Officer, Director | Jan 2, 2026 | Tax withholding | −23,232 | $22.78 | $529.22K | 512,063 |
| Mark Reddout President of North America | Dec 15, 2025 | Award | +40 | – | – | 149,452 |
| Mark Reddout President of North America | Dec 15, 2025 | Tax withholding | −16 | $22.77 | $364 | 149,436 |
| Kendal Reed Chief Financial Officer | Dec 15, 2025 | Tax withholding | −16 | $22.77 | $364 | 206,883 |
| Kendal Reed Chief Financial Officer | Dec 15, 2025 | Award | +40 | – | – | 206,899 |
| Adam Anderson Chief Executive Officer, Director | Dec 15, 2025 | Tax withholding | −16 | $22.77 | $364 | 535,295 |
| Adam Anderson Chief Executive Officer, Director | Dec 15, 2025 | Award | +40 | – | – | 535,311 |
| Kendal Reed Chief Financial Officer | Sep 8, 2025 | Tax withholding | −4,900 | $16.82 | $82.42K | 206,859 |
| Mark Reddout President of North America | Sep 8, 2025 | Tax withholding | −4,900 | $16.82 | $82.42K | 149,412 |
| Adam Anderson Chief Executive Officer, Director | Sep 8, 2025 | Tax withholding | −13,067 | $16.82 | $219.79K | 535,271 |
| Kendal Reed Chief Financial Officer | Sep 8, 2025 | Tax withholding | −3,033 | $16.82 | $51.02K | 208,726 |
| Adam Anderson Chief Executive Officer, Director | Sep 8, 2025 | Tax withholding | −12,833 | $16.82 | $215.85K | 535,505 |
| Mark Reddout President of North America | Sep 8, 2025 | Tax withholding | −3,033 | $16.82 | $51.02K | 151,279 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mark Reddout Officer | Aug 4, 2026 | 10,000 | $300.00K | Aug 4, 2026 | Stock Award |
| Mark Reddout Officer | Jun 2, 2026 | 10,750 | $301.00K | Jun 2, 2026 | Stock Award |
| Adam Anderson Officer, Director | Feb 24, 2026 | 18,837 | $536.85K | Feb 24, 2026 | Stock Award |
| Adam Anderson Officer, Director | Feb 23, 2026 | 13,241 | $357.51K | Feb 23, 2026 | Stock Award |
| Mark Reddout Officer | Jan 14, 2026 | 20,000 | $500.00K | Jan 14, 2026 | Stock Award |
| Adam Anderson Officer, Director | Jan 14, 2026 | 13,241 | $331.03K | Jan 14, 2026 | Stock Award |
| James C. Webster Officer | Aug 12, 2024 | 6,000 | $86.16K | Aug 12, 2024 | RSA/PSU |
| James C. Webster Officer | Apr 1, 2024 | 4,000 | $91.80K | Apr 1, 2024 | RSA/PSU |
| Kyle McClure Officer | Apr 1, 2024 | 4,000 | $91.80K | Apr 1, 2024 | RSA/PSU |
| Jeffrey J. Bird Officer | Apr 1, 2024 | 7,500 | $172.13K | Apr 1, 2024 | RSA/PSU |
| Terence Bartlett Jupp Officer | Jan 3, 2024 | 1,414 | $32.38K | Jan 3, 2024 | RSU |
| Jeffrey J. Bird Officer | Jan 2, 2024 | 7,500 | $175.58K | Jan 2, 2024 | RSA/PSU |
| Kyle McClure Officer | Jan 2, 2024 | 4,000 | $93.64K | Jan 2, 2024 | RSA/PSU |
| James C. Webster Officer | Jan 2, 2024 | 4,000 | $93.64K | Jan 2, 2024 | RSA/PSU |
| Terence Bartlett Jupp Officer | Dec 18, 2023 | 1,804 | $24.75K | Dec 18, 2023 | RSU |