Innovex International, Inc. (INVX) shareholders
INVXNYSEOil & Gas Field Machinery & EquipmentFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 9/3027% above fair value
$25.30+0.26 (+1.04%)
Close on Nov 13, 2026Market cap $1.77BP/E 36.7Yield –
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 · 31 sales
Net sold $615.15M
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 |
|---|---|---|---|---|
| Amberjack Management, LLC Joint filing with Amberjack Capital Partners, L.P. (33.20%), Turowsky Jason (33.20%) and 6 more | 22,757,322 | 33.20% | 13D (active) amendment | Feb 25, 2026 |
| Jason Turowsky Joint filing with Amberjack Capital Partners, L.P. (25.40%), Amberjack Management, LLC (25.40%) and 4 more | 17,757,322 | 25.40% | 13D (active) amendment | Aug 6, 2026 |
| BlackRock, Inc. | 7,460,672 | 10.70% | 13G (passive) amendment | Sep 30, 2026 |
| Brandes Investment Partners, L.P. Joint filing with Co-Gp, LLC (9.38%), Brandes Worldwide Holdings, L.P. (9.38%) and 1 more | 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 Joint filing with Wellington Group Holdings LLP (5.30%), Wellington Investment Advisors Holdings LLP (5.30%) and 1 more | 3,653,386 | 5.30% | 13G (passive) | Mar 31, 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)
301 funds held INVX in Q2 2026, 56% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 188,566 | 0.27% | Nov 13, 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 |
|---|---|---|---|---|---|---|
| Kendal Reed Chief Financial Officer | Nov 12, 2026 | Sale(10b5-1 plan) | −20,868 | $25.04 | $522.53K | 188,566 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
4.74%
3M shares short
Days to cover
5.1
At 1M shares a day
Change since last report
+11.0%
From 3M shares
Short volume, 20 days
63.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Innovex International's stock actually held short. Settlement fails (shares not delivered on time) peaked at 70,223 shares on Sep 18, 2026 over the last 90 days.
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 |
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