Jupiter Asset Management
INVX icon

Jupiter Asset Management’s Innovex International INVX Stock Holding History

Jupiter Asset Management’s Portfolio INVX Stock Details INVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.24M Hold
230,882
– – 0.03% 354
2026
Q2 		$5.73M Buy
230,882
+22,676
+11% +$616K 0.03% 353
2026
Q1 		$5.08M Buy
208,206
+197,758
+1,893% +$4.96M 0.03% 341
2025
Q4 		$228K Buy
+10,448
New +$218K ﹤0.01% 392

Other funds holding INVX

ACPLP
Amberjack Capital Partners, L.P. Houston, Texas $480M AUM 45.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Jupiter Asset Management's INVX Position: Q3 2026 in Review

Jupiter Asset Management held its Innovex International (INVX) position steady in Q3 2026 at 230,882 shares worth $6.24M. The position accounts for 0.03% of the portfolio, ranked #354.

Jupiter Asset Management first reported a position in INVX in Q4 2025 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold INVX as of Q3 2026.

  • Jupiter Asset Management held 230,882 shares of Innovex International worth $6.24M as of Q3 2026.
  • Jupiter Asset Management left its Innovex International share count unchanged in Q3 2026.
  • Innovex International made up 0.03% of Jupiter Asset Management's portfolio in Q3 2026, its #354 holding.
  • Jupiter Asset Management first reported a position in Innovex International in Q4 2025 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held Innovex International as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.