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Marathon Capital Management’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Marathon Capital Management’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,500
Closed -$57.4K – 192
2026
Q1 		$57.4K Sell
15,500
-5,500
-26% -$18.5K 0.01% 164
2025
Q4 		$80.6K Hold
21,000
– – 0.02% 164
2025
Q3 		$72.5K Sell
21,000
-39,450
-65% -$141K 0.02% 158
2025
Q2 		$197K Sell
60,450
-114,650
-65% -$368K 0.05% 154
2025
Q1 		$559K Sell
175,100
-125,700
-42% -$441K 0.15% 86
2024
Q4 		$1.1M Sell
300,800
-405,975
-57% -$1.52M 0.28% 61
2024
Q3 		$2.49M Sell
706,775
-8,650
-1% -$31.7K 0.6% 46
2024
Q2 		$3.08M Sell
715,425
-2,549
-0.4% -$12.1K 0.78% 34
2024
Q1 		$5.69M Buy
717,974
+1,650
+0.2% +$13.2K 1.36% 19
2023
Q4 		$5.9M Sell
716,324
-27,427
-4% -$194K 1.48% 17
2023
Q3 		$6.28M Buy
743,751
+29,471
+4% +$245K 1.58% 15
2023
Q2 		$6.01M Sell
714,280
-87,800
-11% -$599K 1.48% 18
2023
Q1 		$4.92M Buy
802,080
+105,450
+15% +$776K 1.21% 21
2022
Q4 		$5.04M Buy
696,630
+150,675
+28% +$1.46M 1.39% 18
2022
Q3 		$6.85M Buy
545,955
+165,900
+44% +$2.27M 1.96% 8
2022
Q2 		$4.4M Buy
380,055
+15,575
+4% +$195K 1.42% 15
2022
Q1 		$5.89M Buy
364,480
+86,455
+31% +$1.66M 1.69% 9
2021
Q4 		$7.82M Buy
278,025
+4,275
+2% +$93.9K 1.83% 3
2021
Q3 		$5.16M Buy
+273,750
New +$4.66M 1.17% 11

Other funds holding INVE

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marathon Capital Management's INVE Position: Q2 2026 in Review

Marathon Capital Management sold out of INVE Technologies, Inc. Common Stock (INVE) in Q2 2026, closing a stake of 15,500 shares — an estimated $57.4K sold.

Marathon Capital Management first reported a position in INVE in Q3 2021 and held it in 19 quarters. The position peaked at $7.82M in Q4 2021. 57 funds tracked by Wall St. Rank hold INVE as of Q2 2026.

  • Marathon Capital Management reported no remaining INVE Technologies, Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
  • Marathon Capital Management sold 15,500 INVE Technologies, Inc. Common Stock shares in Q2 2026, an estimated $57.4K.
  • Marathon Capital Management first reported a position in INVE Technologies, Inc. Common Stock in Q3 2021 and held it in 19 quarters.
  • Marathon Capital Management's INVE Technologies, Inc. Common Stock position peaked at $7.82M in Q4 2021.
  • 57 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.