PCM
INVX

Penn Capital Management’s Innovex International INVX Stock Holding History

Penn Capital 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
Q1 		$1.33M Buy
+54,453
New +$1.37M 0.1% 108

Other funds holding INVX

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Penn Capital Management's INVX Position: Q1 2026 in Review

Penn Capital Management opened a new position in Innovex International (INVX) in Q1 2026: 54,453 shares worth $1.33M. The stake represents 0.1% of the portfolio and ranks #108 among its holdings.

208 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • Penn Capital Management held 54,453 shares of Innovex International worth $1.33M as of Q1 2026.
  • Innovex International was a new Penn Capital Management position in Q1 2026.
  • Innovex International made up 0.1% of Penn Capital Management's portfolio in Q1 2026, its #108 holding.
  • 208 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on Penn Capital Management's 13F filing for Q1 2026, filed 7 May 2026.