Simplex Trading
INVX

Simplex Trading’s Innovex International INVX Stock Holding History

Simplex Trading’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 		$24.4K Buy
+1,000
New +$25.1K ﹤0.01% 6606
2025
Q3 		– Sell
-200
Closed -$3K – 10308
2025
Q2 		$3K Buy
+200
New +$3.07K ﹤0.01% 8057
2024
Q3 		– Sell
-3,300
Closed -$61K – 9790
2024
Q2 		$61K Sell
3,300
-6,700
-67% -$130K ﹤0.01% 5883
2024
Q1 		$225K Buy
10,000
+1,000
+11% +$21.9K ﹤0.01% 4721
2023
Q4 		$209K Buy
9,000
+8,600
+2,150% +$202K ﹤0.01% 4649
2023
Q3 		$11K Sell
400
-4,300
-91% -$117K ﹤0.01% 7143
2023
Q2 		$109K Sell
4,700
-100
-2% -$2.55K ﹤0.01% 4982
2023
Q1 		$137K Buy
4,800
+4,600
+2,300% +$136K ﹤0.01% 4790
2022
Q4 		$5K Sell
200
-5,100
-96% -$122K ﹤0.01% 8121
2022
Q3 		$103K Buy
5,300
+100
+2% +$2.32K ﹤0.01% 5492
2022
Q2 		$134K Buy
5,200
+3,400
+189% +$104K ﹤0.01% 5166
2022
Q1 		$67K Sell
1,800
-300
-14% -$8.61K ﹤0.01% 6725
2021
Q4 		$41K Buy
2,100
+1,700
+425% +$37.4K ﹤0.01% 7511
2021
Q3 		$13K Hold
400
– – ﹤0.01% 8777
2021
Q2 		$13K Buy
+400
New +$13.5K ﹤0.01% 8940
2020
Q3 		– Sell
-100
Closed -$297K – 8677
2020
Q2 		$297K Buy
100
+75
+300% +$2.31K ﹤0.01% 3538
2020
Q1 		$76K Sell
25
-89
-78% -$3.47K ﹤0.01% 4676
2019
Q4 		$534K Buy
114
+64
+128% +$2.93K ﹤0.01% 2681
2019
Q3 		$250K Buy
+50
New +$2.44K ﹤0.01% 3339
2018
Q4 		– Sell
-4
Closed -$20K – 7962
2018
Q3 		$20K Sell
4
-9
-69% -$469 ﹤0.01% 5962
2018
Q2 		$66K Buy
+13
New +$606 ﹤0.01% 4756
2017
Q2 		– Sell
-42
Closed -$5K – 6913
2017
Q1 		$5K Buy
42
+28
+200% +$1.67K ﹤0.01% 4640
2016
Q4 		$3K Buy
14
+3
+27% +$167 ﹤0.01% 4843
2016
Q3 		$3K Buy
+11
New +$613 ﹤0.01% 4756
2015
Q1 		– Sell
-8
Closed -$1K – 5712
2014
Q4 		$1K Buy
+8
New +$667 ﹤0.01% 4328

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

Simplex Trading's INVX Position: Q1 2026 in Review

Simplex Trading reduced its Innovex International (INVX) stake by 72% in Q1 2026, selling an estimated $7.56K and leaving 115 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #8222.

Simplex Trading first reported a position in INVX in Q1 2015 and has held it in 25 quarters since. The position peaked at $605K in Q4 2015. 208 funds tracked by Wall St. Rank hold INVX as of Q1 2026.

  • Simplex Trading held 115 shares of Innovex International worth $2.8K as of Q1 2026.
  • Simplex Trading sold 301 Innovex International shares in Q1 2026, an estimated $7.56K.
  • Innovex International made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8222 holding.
  • Simplex Trading first reported a position in Innovex International in Q1 2015 and has held it in 25 quarters since.
  • Simplex Trading's Innovex International position peaked at $605K in Q4 2015.
  • 208 funds tracked by Wall St. Rank held Innovex International as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.