IVFNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 31
INVO Fertility, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$0.60+0.04 (+7.78%)
Close on Oct 19, 2026
- Market cap
- $1.56M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
5.2%
0M of 3M shares
Institutional holders
9
8 new, 5 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $6
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 |
|---|---|---|---|---|
| Greenblock Capital, LLC | 617,954 | 9.99% | 13G (passive) | Jun 25, 2025 |
| Steven Boyd | 371,562 | 9.99% | 13G (passive) amendment | Mar 31, 2026 |
| Ashkan Mapar | 272,249 | 9.99% | 13G (passive) | Aug 4, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IVF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Virtu Financial LLC | 63,174 | 2.52% | $120 | New | 0.00% |
| Scientech Research LLC | 32,338 | 1.29% | $61.44K | New | 0.05% |
| StoneX Group Inc. | 15,702 | 0.63% | $29.82K | New | 0.00% |
| Susquehanna International Group, Llp | 11,463 | 0.46% | $21.78K | New | 0.00% |
| Tower Research Capital LLC (TRC) | 8,155 | 0.33% | $15.49K | New | 0.00% |
| SBI Securities Co., Ltd. | 53 | 0.00% | $101 | +50 | 0.00% |
| Caitong International Asset Management Co., Ltd | 38 | 0.00% | $72 | New | 0.00% |
| Integrated Wealth Concepts LLC | 8 | 0.00% | $15 | New | 0.00% |
| Danske Bank A/S | 1 | 0.00% | $2 | New | 0.00% |
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 | 9 | 0M | 5.2% | 8 / 1 | 0 / 5 | 0M | 0M |
| Q1 2026 | 6 | 0M | 7.7% | 6 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IVF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | 14,082 | 0.56% | $26.47K | 0.00% | May 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -400 | -0.02% | -$760 | -0.00% | 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 |
|---|---|---|---|---|
| Steve Shum | Chief Executive Officer, Director | 674 | 0.03% | Oct 3, 2025 |
| Terah Renee Krigsvold | Chief Financial Officer | 1 | 0.00% | Jan 13, 2026 |
| Andrea Goren | Chief Financial Officer | 129,227 | 5.15% | Aug 28, 2025 |
| Matthew K. Szot | Director | 0 | – | Dec 5, 2025 |
| Trent D. Davis | Director | 49 | 0.00% | Aug 28, 2025 |
| Barbara Ryan | Director | 46 | 0.00% | Aug 28, 2025 |
| Rebecca Messina | Director | 33 | 0.00% | Aug 28, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew K. Szot Director | Dec 4, 2025 | Other | −3 | – | – | 0 |
| Matthew K. Szot Director | Dec 3, 2025 | Sale | −4 | $1.52 | $6 | 3 |
| Trent D. Davis Director | Jun 1, 2022 | Buy | +11,184 | $0.95 | $10.62K | 33,622 |
| Barbara Ryan Director | Jun 1, 2022 | Buy | +10,526 | $0.95 | $10.00K | 22,991 |
| Michael Jos. Campbell Chief Operating Officer, Director | Jun 1, 2022 | Buy | +10,526 | $0.95 | $10.00K | 75,762 |
| Matthew K. Szot Director | Jun 1, 2022 | Buy | +14,474 | $0.95 | $13.75K | 39,175 |
| Kevin Doody Medical Director | Jun 1, 2022 | Buy | −177,306 | $0.95 | $168.44K | 0 |
| Rebecca Messina Director | Jun 1, 2022 | Buy | +9,868 | $0.95 | $9.37K | 23,045 |
| Andrea Goren Chief Financial Officer | Jun 1, 2022 | Buy | +52,632 | $0.95 | $50.00K | 129,015 |
| Jeffrey Segal Director | Jun 1, 2022 | Buy | +9,211 | $0.95 | $8.75K | 28,220 |
| Steve Shum Chief Executive Officer, Director | Jun 1, 2022 | Buy | +58,885 | $0.95 | $55.94K | 128,420 |
| Barbara Ryan Director | Jan 15, 2022 | Award | +8,588 | – | – | 21,053 |
| Kevin Doody Medical Director | Jan 15, 2022 | Award | +7,480 | – | – | 177,306 |
| Michael Jos. Campbell Chief Operating Officer, Director | Jan 15, 2022 | Award | +15,236 | – | – | 65,236 |
| Trent D. Davis Director | Jan 15, 2022 | Award | +8,865 | – | – | 22,438 |
| Jeffrey Segal Director | Jan 15, 2022 | Award | +8,034 | – | – | 18,009 |
| Rebecca Messina Director | Jan 15, 2022 | Award | +8,311 | – | – | 13,177 |
| Andrea Goren Chief Financial Officer | Jan 15, 2022 | Award | +5,361 | – | – | 17,861 |
| Matthew K. Szot Director | Jan 15, 2022 | Award | +10,250 | – | – | 24,701 |
| Steve Shum Chief Executive Officer, Director | Jan 15, 2022 | Award | +20,111 | – | – | 82,035 |
| Andrea Goren Chief Financial Officer | Oct 5, 2021 | Buy | +30,674 | $3.26 | $100.00K | 76,383 |
| Steve Shum Chief Executive Officer, Director | Oct 5, 2021 | Buy | +30,674 | $3.26 | $100.00K | 61,924 |
| Rebecca Messina Director | May 11, 2021 | Award | +4,806 | – | – | 4,806 |
| AWM Investment Company, Inc. 10% owner | May 10, 2021 | Buy | +1,000 | $3.76 | $3.76K | 1,159,075 |
| AWM Investment Company, Inc. 10% owner | May 6, 2021 | Buy | +1,000 | $3.85 | $3.85K | 1,158,075 |
| AWM Investment Company, Inc. 10% owner | May 4, 2021 | Buy | +2,457 | $3.85 | $9.46K | 1,157,075 |
| AWM Investment Company, Inc. 10% owner | May 4, 2021 | Buy | +465 | $3.85 | $1.79K | 1,154,618 |
| AWM Investment Company, Inc. 10% owner | Apr 27, 2021 | Buy | +3,800 | $4.44 | $16.87K | 1,154,153 |
| AWM Investment Company, Inc. 10% owner | Apr 20, 2021 | Buy | +3,500 | $3.90 | $13.65K | 1,150,353 |
| AWM Investment Company, Inc. 10% owner | Apr 19, 2021 | Buy | +5,801 | $3.64 | $21.12K | 1,146,853 |
| AWM Investment Company, Inc. 10% owner | Apr 16, 2021 | Buy | +9,001 | $3.83 | $34.47K | 1,141,052 |
| AWM Investment Company, Inc. 10% owner | Apr 15, 2021 | Buy | +322 | $3.85 | $1.24K | 1,132,051 |
| AWM Investment Company, Inc. 10% owner | Apr 14, 2021 | Buy | +17,152 | $3.95 | $67.75K | 1,131,729 |
| AWM Investment Company, Inc. 10% owner | Apr 13, 2021 | Buy | +5,800 | $3.97 | $23.03K | 1,114,577 |
| AWM Investment Company, Inc. 10% owner | Apr 12, 2021 | Buy | +13,146 | $4.00 | $52.58K | 1,108,777 |
| AWM Investment Company, Inc. 10% owner | Apr 9, 2021 | Buy | +27,811 | $4.08 | $113.47K | 1,095,631 |
| AWM Investment Company, Inc. 10% owner | Apr 8, 2021 | Buy | +15,000 | $4.08 | $61.20K | 1,067,820 |
| Trent D. Davis Director | Dec 31, 2020 | Award | +10,475 | – | – | 13,573 |
| Matthew K. Szot Director | Dec 31, 2020 | Award | +12,112 | – | – | 14,451 |
| Barbara Ryan Director | Dec 31, 2020 | Award | +10,148 | – | – | 12,465 |
| Kevin Doody Medical Director | Dec 31, 2020 | Award | +8,184 | – | – | 169,821 |
| Jeffrey Segal Director | Dec 31, 2020 | Award | +8,838 | – | – | 9,975 |
| Barbara Ryan Director | Nov 27, 2020 | Award | +2,317 | – | – | 2,317 |
| Jeffrey Segal Director | Nov 27, 2020 | Award | +1,137 | – | – | 1,137 |
| Matthew K. Szot Director | Nov 27, 2020 | Award | +2,339 | – | – | 2,339 |
| Michael Jos. Campbell Chief Operating Officer, Director | Jan 17, 2020 | Award | +1,000,000 | – | – | 1,607,800 |
| Steve Shum Chief Executive Officer, Director | Oct 16, 2019 | Award | +400,000 | – | – | 1,000,000 |
| Claude Ranoux 10% owner | Dec 3, 2018 | Discretionary | −1,000,000 | – | – | 25,194,000 |
| Claude Ranoux 10% owner | Dec 3, 2018 | Sale | −500,000 | $0.05 | $25.00K | 24,694,000 |
| Claude Ranoux 10% owner | Dec 3, 2018 | Discretionary | −1,000,000 | – | – | 25,194,000 |
| Claude Ranoux 10% owner | Dec 3, 2018 | Sale | −500,000 | $0.05 | $25.00K | 24,694,000 |
| Claude Ranoux 10% owner | Oct 31, 2018 | Award | +910,878 | – | – | 26,194,000 |
| Michael Jos. Campbell Director | Oct 31, 2018 | Award | +400,000 | $0.39 | $156.00K | 607,800 |
| Kathleen t. Karloff Chairwoman and CEO, Director | Oct 31, 2018 | Award | +1,040,183 | $0.39 | $405.67K | 13,200,183 |
| Steve Shum Director | Oct 31, 2018 | Award | +400,000 | $0.39 | $156.00K | 600,000 |
| Robert Joseph Bowdring Jr Director | Oct 31, 2018 | Award | +1,015,942 | $0.39 | $396.22K | 11,715,942 |
| Claude Ranoux 10% owner | Oct 31, 2018 | Award | +910,878 | $0.39 | $355.24K | 26,194,000 |
| Claude Ranoux 10% owner | Mar 5, 2018 | Sale | −12,642 | $0.19 | $2.40K | 25,283,122 |
| Claude Ranoux 10% owner | Mar 5, 2018 | Sale | −12,642 | $0.19 | $2.40K | 25,283,122 |
| Claude Ranoux 10% owner | Feb 28, 2018 | Sale | −2,000 | $0.18 | $360 | 25,296,764 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.