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Capital Advisors Inc’s Innoviz Technologies INVZ Stock Holding History

Capital Advisors Inc’s Portfolio INVZ Stock Details INVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-49,600
Closed -$84 – 368
2025
Q4 		$84 Sell
49,600
-50,400
-50% -$79.8K ﹤0.01% 342
2025
Q3 		$69.3K Sell
100,000
-25,000
-20% -$42.6K ﹤0.01% 334
2025
Q2 		$148K Buy
+125,000
New +$109K ﹤0.01% 313

Other funds holding INVZ

AF
Aquamarine Financial George Town $1.37B AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Capital Advisors Inc's INVZ Position: Q1 2026 in Review

Capital Advisors Inc sold out of Innoviz Technologies (INVZ) in Q1 2026, closing a stake of 49,600 shares — an estimated $84 sold.

Capital Advisors Inc first reported a position in INVZ in Q2 2025 and held it in 3 quarters. The position peaked at $148K in Q2 2025. 97 funds tracked by Wall St. Rank hold INVZ as of Q1 2026.

  • Capital Advisors Inc reported no remaining Innoviz Technologies position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 49,600 Innoviz Technologies shares in Q1 2026, an estimated $84.
  • Capital Advisors Inc first reported a position in Innoviz Technologies in Q2 2025 and held it in 3 quarters.
  • Capital Advisors Inc's Innoviz Technologies position peaked at $148K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Innoviz Technologies as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.