PCM
INVX

Prelude Capital Management’s Innovex International INVX Stock Holding History

Prelude 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
2025
Q1 		– Sell
-43,444
Closed -$607K – 1586
2024
Q4 		$607K Buy
+43,444
New +$651K 0.04% 521
2020
Q1 		– Sell
-798
Closed -$37K – 2129
2019
Q4 		$37K Buy
+798
New +$36.5K ﹤0.01% 1447
2016
Q3 		– Sell
-400
Closed -$23K – 1865
2016
Q2 		$23K Sell
400
-602
-60% -$36.4K ﹤0.01% 1235
2016
Q1 		$61K Sell
1,002
-398
-28% -$22.2K 0.01% 930
2015
Q4 		$83K Buy
+1,400
New +$86.8K 0.01% 878
2015
Q3 		– Sell
-3,050
Closed -$230K – 1848
2015
Q2 		$230K Buy
+3,050
New +$229K 0.03% 532
2015
Q1 		– Sell
-300
Closed -$23K – 2237
2014
Q4 		$23K Sell
300
-1,000
-77% -$83.4K ﹤0.01% 1701
2014
Q3 		$116K Buy
+1,300
New +$130K 0.02% 1027
2014
Q2 		– Sell
-4,105
Closed -$460K – 2212
2014
Q1 		$460K Buy
4,105
+2,735
+200% +$283K 0.06% 434
2013
Q4 		$151K Buy
1,370
+1,260
+1,145% +$142K 0.02% 696
2013
Q3 		$13K Buy
+110
New +$11.2K ﹤0.01% 1251

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's INVX Position: Q1 2025 in Review

Prelude Capital Management sold out of Innovex International (INVX) in Q1 2025, closing a stake of 43,444 shares — an estimated $607K sold.

Prelude Capital Management first reported a position in INVX in Q3 2013 and held it in 11 quarters. The position peaked at $607K in Q4 2024. 175 funds tracked by Wall St. Rank hold INVX as of Q1 2025.

  • Prelude Capital Management reported no remaining Innovex International position as of Q1 2025 after selling out during the quarter.
  • Prelude Capital Management sold 43,444 Innovex International shares in Q1 2025, an estimated $607K.
  • Prelude Capital Management first reported a position in Innovex International in Q3 2013 and held it in 11 quarters.
  • Prelude Capital Management's Innovex International position peaked at $607K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Innovex International as of Q1 2025.

Based on Prelude Capital Management's 13F filing for Q1 2025, filed 15 May 2025.