JFG
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Jefferies Financial Group’s Invivyd IVVD Stock Holding History

Jefferies Financial Group’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85.2K Sell
65,520
-22,165
-25% -$40.7K ﹤0.01% 1615
2025
Q4 		$217K Sell
87,685
-4,615
-5% -$9.6K ﹤0.01% 1600
2025
Q3 		$102K Buy
+92,300
New +$81.9K ﹤0.01% 1340
2024
Q2 		– Sell
-22,800
Closed -$101K – 1628
2024
Q1 		$101K Sell
22,800
-30,400
-57% -$126K ﹤0.01% 1436
2023
Q4 		$210K Hold
53,200
– – ﹤0.01% 1465
2023
Q3 		$90.4K Buy
+53,200
New +$84.5K ﹤0.01% 1469

Other funds holding IVVD

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Jefferies Financial Group's IVVD Position: Q1 2026 in Review

Jefferies Financial Group reduced its Invivyd (IVVD) stake by 25% in Q1 2026, selling an estimated $40.7K and leaving 65,520 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Jefferies Financial Group first reported a position in IVVD in Q3 2023 and has held it in 6 quarters since. The position peaked at $217K in Q4 2025. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Jefferies Financial Group held 65,520 shares of Invivyd worth $85.2K as of Q1 2026.
  • Jefferies Financial Group sold 22,165 Invivyd shares in Q1 2026, an estimated $40.7K.
  • Invivyd made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1615 holding.
  • Jefferies Financial Group first reported a position in Invivyd in Q3 2023 and has held it in 6 quarters since.
  • Jefferies Financial Group's Invivyd position peaked at $217K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.