Innventure Inc (INV) Hedge Fund Ownership (Q2 2026)

Innventure Inc (INV)

127 + Investors. Track Smart Money conviction in INV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — INV

Based on 129 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added INV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

129 hedge funds hold INV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +361% more funds vs a year ago

fund count last 6Q

+101 new funds entered over the past year (+361% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 69% buying

94 buying42 selling

Last quarter: 94 funds were net buyers (41 opened a brand new position + 53 added to an existing one). Only 42 were sellers (24 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 9 → 53 → 48 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 72% entered in last year

■ 3% conviction (2yr+) ■ 25% medium ■ 72% new

Only 4 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +69% but shares only +37% — price-driven

Value

+69%

+37%

Last quarter: the total dollar value of institutional holdings rose +69%, but actual share count only changed +37%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

11 → 9 → 53 → 48 → 41 new funds/Q

New funds entering each quarter: 9 → 53 → 48 → 41. A growing number of institutions are discovering INV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 79% of holders entered in last year

■ 2% veterans ■ 19% 1-2yr ■ 79% new

Of 135 current holders: 107 (79%) entered in the past year, only 3 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

33 of 127 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in INV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.8

out of 10

Moderate Exit Risk

Exit risk score 6.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	127	106	19.81%
13F Shares	36M	27M	37.34%
Total Value	$183M	$108M	69.18%
New Positions	41	48	-7
Increased Positions	51	39	+12
Closed Positions	18	26	-8
Reduced Positions	23	7	+16
Total Calls	5	3	66.67%
Total Puts	3	3	-
PUT/CALL Ratio	0.6	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

127

106

19.81%

13F Shares

36M

27M

37.34%

Total Value

$183M

$108M

69.18%

New Positions

-7

Increased Positions

+12

Closed Positions

-8

Reduced Positions

+16

Total Calls

66.67%

Total Puts

PUT/CALL Ratio

0.6

1.0

Bullish

Institutional Holders (2026 Q2)

127 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INV. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 INV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Abundance Wealth Counselors	0.52%	1,566,239	$7.9M
2	Redwood Family Wealth LLC	0.25%	56,000	$284K
3	CenterBook Partners LP	0.24%	978,742	$5.0M
4	Blueprint Financial Advisors LLC	0.17%	302,762	$1.5M
5	FWG Holdings, LLC	0.14%	143,691	$415K
6	Blueprint Investment Partners LLC	0.13%	302,762	$1.5M
7	Titleist Asset Management, LLC	0.12%	344,690	$1.7M
8	Driehaus Capital Management LLC	0.09%	2,987,465	$15.1M
9	Belpointe Asset Management LLC	0.08%	497,066	$2.5M
10	WESPAC Advisors, LLC	0.06%	25,675	$130K
11	Fortis Capital Advisors, LLC	0.06%	109,413	$555K
12	Diametric Capital, LP	0.06%	108,931	$552K
13	Old National Bancorp /In/	0.06%	575,469	$2.9M
14	Royal Palms Capital LLC	0.04%	10,000	$51K
15	Schorn Wealth LLC	0.03%	22,000	$112K
16	Essex LLC	0.03%	34,739	$176K
17	Quantum Financial Advisors, LLC	0.02%	30,460	$154K
18	Valley Forge Investment Consultants Inc Adv	0.01%	10,000	$51K
19	Axq Capital, LP	0.01%	22,537	$114K
20	Quantbot Technologies LP	0.01%	61,505	$312K
21	Bell Bank	0.01%	62,223	$315K
22	Legacy Bridge, LLC	0.01%	7,489	$38K
23	Angeles Wealth Management, LLC	0.01%	49,462	$251K
24	CastleKnight Management LP	0.01%	150,000	$760K
25	Bridgeway Capital Management, LLC	0.01%	108,815	$552K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Innventure Inc (INV)

What does the Smart Money Trend signal show for INV?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added INV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for INV?

More buyers than sellers — 69% buying: Last quarter: 94 funds were net buyers (41 opened a brand new position + 53 added to an existing one). Only 42 were sellers (24 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for INV holders?

Elite ownership — 51% AUM from top-100 funds: 33 of 127 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in INV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held INV?

Mostly new holders — 72% entered in last year: Only 4 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Innventure Inc (INV)

Smart Money Signals — INV

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +361% more funds vs a year ago

More buyers than sellers — 69% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 72% entered in last year

Value +69% but shares only +37% — price-driven

Growing discovery — still being found

Early stage — 79% of holders entered in last year

Elite ownership — 51% AUM from top-100 funds

Institutional Sentiment Summary — INV

Hedge Fund Ownership: INV

Market Analysis: INV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: INV

Hedge Fund Positioning: INV

Statistics: INV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Innventure Inc (INV)

Welcome to 13Foresight!