Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNVENTURE INC (INV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +49
Streak
2Q ▲
Buyers last Q
93%

Smart Money Signals — INV

Based on 83 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
83 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 — +337% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+337% 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 — 93% buying

71 buying5 selling
Last quarter: 71 funds were net buyers (52 opened a brand new position + 19 added to an existing one). Only 5 were sellers (2 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+43 vs last Q)

new funds entering per quarter
Funds opening a new INV position: 12 → 11 → 9 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 75% entered in last year

■ 1% conviction (2yr+) ■ 24% medium ■ 75% new
Only 1 funds (1%) 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.
💎

Buying through price weakness — shares +121%, value +61%

Value
+60%
Shares
+121%
Last quarter: funds added +121% more shares while total portfolio value only changed +61%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

19 → 12 → 11 → 9 → 52 new funds/Q
New funds entering each quarter: 12 → 11 → 9 → 52. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 97% of holders entered in last year

■ 3% veterans ■ 0% 1-2yr ■ 97% new
Of 88 current holders: 85 (97%) entered in the past year, only 3 (3%) 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
28 of 83 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.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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.

Institutional Sentiment Summary — INV

In 2025 Q4, 71 hedge funds were net buyers of INV (52 opened a new position, 19 added to an existing one), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 93% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in INV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +49 funds (more new holders than closures). Total institutional holders: 83.

Hedge Fund Ownership: INV

How many hedge funds hold INV — quarterly history vs. share price
Quarterly hedge fund ownership of INV vs. share price

Market Analysis: INV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: INV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy INNVENTURE INC (INV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much INV has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
INV
+51.4%
XLF
+4.6%

INV outperformed XLF by +46.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
INV
-15.3%
XLF
+1.1%

Since the filing became public, INV outperformed XLF by -16.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: INV
105 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 105 83 26.51%
13F Shares 27M 17M 53.83%
Total Value $108M $72M 50.93%
New Positions 47 52 -5
Increased Positions 39 19 +20
Closed Positions 25 3 +22
Reduced Positions 7 2 +5
Total Calls 3 2 50.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: INV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

105 + 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:
Top 25 institutional holders of INV — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crystal Cove Asset Management, LLC 0.87% 185,000 $723K
2 Abundance Wealth Counselors 0.44% 782,891 $3.1M
3 FWG Holdings, LLC 0.25% 143,691 $672K
4 CenterBook Partners LP 0.18% 848,711 $3.3M
5 Redwood Family Wealth LLC 0.18% 46,000 $180K
6 TITLEIST ASSET MANAGEMENT, LLC 0.16% 537,068 $2.1M
7 EverSource Wealth Advisors, LLC 0.15% 69,408 $5.0M
8 CastleKnight Management LP 0.07% 1,029,465 $4.0M
9 SANDERS MORRIS HARRIS LLC 0.06% 100,000 $391K
10 Belpointe Asset Management LLC 0.06% 422,213 $1.7M
11 R Squared Ltd 0.03% 13,029 $51K
12 WESPAC Advisors, LLC 0.02% 10,000 $39K
13 Naviter Wealth, LLC 0.01% 29,471 $115K
14 ANGELES WEALTH MANAGEMENT, LLC 0.01% 62,957 $246K
15 Quantum Financial Advisors, LLC 0.01% 30,460 $119K
16 Legacy Bridge, LLC 0.01% 7,489 $29K
17 Fortis Capital Advisors, LLC 0.01% 16,718 $65K
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% 108,815 $425K
19 Root Financial Partners, LLC 0.01% 44,485 $174K
20 PNC FINANCIAL SERVICES GROUP, INC. 0.01% 3,074,330 $12.0M
21 Jump Financial, LLC 0.01% 131,801 $515K
22 Point72 Asset Management, L.P. 0.01% 1,258,558 $4.9M
23 BALYASNY ASSET MANAGEMENT L.P. 0.01% 1,149,579 $4.5M
24 OLD NATIONAL BANCORP /IN/ 0.01% 82,330 $322K
25 Pekin Hardy Strauss, Inc. 0.00% 10,000 $39K
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 — 2 quarters in a row: For 2 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 — 93% buying: Last quarter: 71 funds were net buyers (52 opened a brand new position + 19 added to an existing one). Only 5 were sellers (2 trimmed + 3 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: 28 of 83 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 — 75% entered in last year: Only 1 funds (1%) 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.

Is it too late to buy INNVENTURE INC (INV) following the 2026 Q1 hedge fund 13F filings?

As of today, INV has moved -15.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -16.4%. Since the quarter end (March 31, 2026), INV has gained +51.4% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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