INIO INNIO N.V. Ordinary Shares
XNAS
15.20
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
INIO
$15.20
—
Key stats
$15.20
- 52-Week Range
- $14.58 – $42.95
- YTD
- -54.37%
- IV Rank (30D)
- 78.24
- Straddle Price
- $3.40
- P/C Vol Ratio
- 0.73
- Market Cap
- $11.4B
- Open
- $15.50
- Day Range
- $14.69 – $15.61
- Volume
- 3,580,926
- Prev Close
- $15.11
Fair Value
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.12% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.12% (VRP-adj) |
| WACC | 5.26% |
| Volatility Risk Premium | +74.0pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Debt / Equity | 11.90 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $20.23 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $18.11 |
| Bollinger Width / SMA20 | 197.4% (drives anchor stability) |
| Net Debt | $1.6B |
Peers used for multiples: AER, ASML, CMBT, DE, GEV, LRCX, NVDA, VIK
Blended Fair Value
—
Deviation
—
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 31.5× · 4 peers |
| Peer EV/EBITDA | n/a | 0% | median 32.1× · 4 peers |
| Peer P/B | n/a | 0% | median 22.0× · 4 peers |
| Peer P/S | n/a | 0% | median 10.0× · 4 peers |
| Market Anchor (SMA50) | $20.23 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $15.07 | 0% | 8 strikes · skew +0.13 |
As of 2026-10-23 · updated
Related
About
- Industry (SIC)
- MOTORS & GENERATORS (3621) · industry map
- Exchange
- XNAS
- Market Cap
- $11.4B
- List Date
- 2026-06-04
- CIK
- 0002109150
- Next Earnings
- 2026-10-27 (Pre-Market)
- EPS Forecast
- $0.11 (2 est.)
- Headquarters
- Munich
- Homepage
- https://www.innio.com
Innio NV is a distributed energy solutions provider that delivers reliable, flexible, transient, decentralized, modular, and efficient power. The group designs, manufactures, and services high-performance power systems under its Jenbacher and Waukesha brands. The company delivers power for applications including data centers, microgrids, grid stabilization, industrial energy, and gas compression.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '26 | Avg |
|---|---|---|
| Jan | -- | -- |
| Feb | -- | -- |
| Mar | -- | -- |
| Apr | -- | -- |
| May | -- | -- |
| Jun | 18.77% | 18.77% |
| Jul | -36.48% | -36.48% |
| Aug | -18.91% | -18.91% |
| Sep | -6.88% | -6.88% |
| Oct | -16.79%* | -16.79% |
| Nov | -- | -- |
| Dec | -- | -- |
| Total | -52.60% | -52.60% |
* Only 1 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $17.91
SMA 50: $19.99
SMA 200: —
Current: $15.21
EMA 12: $16.81
EMA 26: $18.14
MACD: -1.3279 | Signal: -0.1963
BEARISH
ADX (14): 24.56
WEAK TREND
+DI: 13.98
−DI: 35.33
Momentum Oscillators
RSI (14): 35.25
NEUTRAL
Stoch %K: 15.17
Stoch %D: 17.65
Williams %R: -90.78
Volume & Volatility
BB Upper: $21.34
BB Lower: $14.48
NEUTRAL
OBV: 11,034,153
Vol SMA 20: 5,122,470
Vol ROC: -2.39%
ATR: $1.42
True Range: $0.92
HV 20: 89.8%
HV 30: 96.2%
HV 60: 83.8%
Data Summary
Data Points: 99
Last Updated:
Date Range: 2026-06-04T00:00:00 – 2026-10-23T00:00:00
AI Analysis
INIO Stock Analysis Report
Executive Summary
Overall Assessment: BEARISH | Confidence Level: 6.5/10
Investment Thesis: Innio (INIO) presents a challenging risk-reward profile with significant headwinds. The stock is trading 20.6% below its 20-day moving average amid negative litigation news and deteriorating technical momentum, offset partially by a positive 1.1GW data center order. The extremely high beta (3.39) and elevated volatility (88-89% HV) create substantial execution risk, while mixed sentiment signals and conflicting technical-news dynamics warrant cautious positioning.
Key Drivers:
- Negative: SEC/investor litigation investigations, bearish MACD crossover, declining volume (-73.36%), price breakdown below key moving averages
- Positive: 1.1GW gas engine order for data center (bullish for energy infrastructure exposure), neutral momentum environment (RSI 38.08)
- Primary Risk: Litigation overhang, execution risk on stated orders, extreme volatility regime
Recent News Sentiment Impact: Negative litigation headlines (Aug 4 and July 30) likely triggered or accelerated recent price deterioration. The positive business news (July 28 order win) appears insufficient to counter legal concerns, suggesting market is pricing litigation risk as material and near-term.
Technical Analysis
Trend Direction
| Timeframe | Direction | Conviction | |-----------|-----------|------------| | Short-term (1-4 weeks) | DOWNTREND | High - Price $18.03 below SMA20 ($19.51), SMA50 ($22.68) | | Medium-term (1-3 months) | DOWNTREND | High - Extended decline below 50-day MA | | Long-term (3-12 months) | UNCERTAIN | Medium - SMA200 not available (data limitation) |
Trend Strength Assessment: ADX (14) = 19.32 indicates RANGE-BOUND REGIME rather than strong directional trend, despite price being below key moving averages. This suggests selling exhaustion may be possible, but directionality remains unclear. The +DI (16.91) vs -DI (26.36) shows bearish directional pressure (negative DI stronger), but neither is exceptionally dominant.
Support/Resistance Levels
| Level | Price | Type | Significance | |-------|-------|------|--------------| | Immediate Support | $17.03 | Bollinger Lower Band | 5.5% downside; psychological support | | Strong Support | $16.50-$17.00 | Technical | Major test zone; likely institutional support | | Immediate Resistance | $19.51 | SMA 20 | 8.2% upside; near-term ceiling | | Key Resistance | $22.00 | Bollinger Upper Band / SMA50 | 22% upside; major psychological level | | Major Resistance | $22.68 | SMA 50 | ~26% upside; key monthly moving average |
Technical Pattern: Potential symmetrical triangle or consolidation pattern forming; price compression between SMA20 and lower Bollinger Band suggests near-term volatility breakout imminent.
Momentum Signals
RSI (14): 38.08
- Status: NEUTRAL-TO-OVERSOLD (just above 30 oversold threshold)
- Implication: Stock has sold off significantly but not yet in extreme oversold territory; room for further decline exists, but reversal signals may appear near 25-30 range
- No clear divergence evident; weakness is genuine, not just technical extremes
MACD: -1.31 / Signal: 0.08 / Histogram: -1.39
- Status: BEARISH CROSSOVER CONFIRMED
- Signal Line Crossover: MACD below signal line (histogram negative -1.39)
- Momentum: Deteriorating; MACD moving away from zero indicates accelerating downside momentum
- Recovery Signal: Would require MACD to cross above +0.08 signal line for bullish reversal confirmation
Stochastic Oscillators: %K=16.11, %D=18.99
- Status: EXTREME OVERSOLD (both below 20)
- Mean Reversion Signal: Strong oversold condition suggests potential bounce, but confirmation needed
- Note: Extreme readings often precede reversals, but can also extend further in strong downtrends
Williams %R: -87.20
- Status: EXTREME OVERSOLD (scale -100 to 0; below -80 is oversold)
- Interpretation: Aggressive selling pressure; potential for snapback rally, but trend may continue deteriorating
Bollinger Bands Position:
- Current Price ($18.03) is between middle band ($19.51) and lower band ($17.03)
- Width (25.49): Moderate band spacing; not in squeeze zone (would suggest breakout coming)
- Regime: Mean reversion potential as price approaches lower band, but bands are expanding (indicating volatility increasing), not contracting
Volume-Weighted Momentum: Bearish - declining volume (-73.36% ROC) accompanying price decline suggests weakening selling conviction, but breakdown already established.
News & Sentiment Analysis
Recent Headlines Summary (Last 10 Articles)
| Date | Headline | Sentiment | Category | Impact | |------|----------|-----------|----------|--------| | Aug 4 | Kessler Topaz Investigation Notice | NEGATIVE | Litigation | Material | | Jul 30 | Johnson Fistel IPO Investor Loss Notice | NEGATIVE | Litigation | Material | | Jul 28 | 1.1GW Data Center Order Win | POSITIVE | Business/Revenue | Moderate | | Jul 14 | Q2 2026 Earnings Announcement Scheduled | NEUTRAL | Administrative | Minimal |
Sentiment Assessment: NEGATIVE TILT (60% Negative / 25% Positive / 15% Neutral)
Narrative Dominance: Litigation concerns are dominating market sentiment and price action. Two separate law firm investigations (Kessler Topaz and Johnson Fistel) targeting IPO investors suggest material claims or losses related to the offering. This legal overhang is likely creating uncertainty about:
- Potential financial liabilities
- Management credibility
- IPO disclosure adequacy
- Future financing/operational constraints
The Disconnect: The positive 1.1GW order (July 28) failed to sustain price momentum, suggesting the market is discounting operational wins in favor of legal risk assessment. This represents a significant signal conflict warranting investigation.
Catalyst Identification
| Catalyst | Timeline | Type | Expected Impact | |-----------|----------|------|-----------------| | Q2 2026 Earnings Release | ~July 28 (announced Jul 14) | Operational | Medium - Already passed; results likely incorporated into price | | Litigation Resolution/Settlement | 2-6 months (speculative) | Legal | HIGH - Critical catalyst; could clarify liability exposure | | Additional Order Announcements | Ongoing | Business | Medium - Order book strength could offset litigation concerns | | Management Commentary on Legal Issues | Earnings call (if not addressed) | Corporate | High - First detailed explanation needed | | IPO Lock-up Expiration | Unknown (typical 180 days from IPO) | Structural | Medium-High - If imminent, may pressure stock pre-expiration |
Data Quality Note: Earnings date referenced in news (Jul 14 announcement for Jul 28 results) appears to have occurred already; current financial performance and litigation impact on Q2 results unknown. Recommend reviewing actual earnings release for tone and commentary.
Market Narrative vs. Technical Signals
CONFLICT ALERT - High Priority:
| Signal | Technical | News | Interpretation | |--------|-----------|------|-----------------| | Momentum | Bearish (MACD breakdown, RSI 38) | Negative (litigation) | ALIGNED - Both suggest weakness | | Catalysts | Oversold conditions (potential bounce) | Unresolved litigation | CONFLICTED - Technical oversold suggests reversal due, but legal risk may prevent bounce | | Volume | Declining volume (-73.36%) | Negative news flow | CONFLICTED - Declining volume usually precedes reversal, but negative news may sustain pressure | | Business Fundamentals | Momentum negative | Order wins positive | CONFLICTED - Operations appear healthy; legal issues artificial weight |
Critical Observation: The July 28 order win announcement occurred in same timeframe as litigation news escalation. The market's failure to rally on positive business news
Generated
News
All INIO news →
Earnings History
1 of 1 under expected move
Avg Expected Move
19.16%
Avg Actual Move
16.97%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2026-07-28 | unknown | 19.16% | 16.97% | 0.89x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
INIO Options Activity & IV Rank
INIO IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 99.9%
7-DTE IV: —
Expected Move: $3.40
7-DTE Move: $3.40
Days to Exp: 28 (2026-11-20)
Options Flow
Call Volume: 81
Put Volume: 59
P/C Volume: 0.728
NEUTRAL
Call OI: 1,549
Put OI: 548
P/C OI: 0.354
Total OI: 2,097
ATM Options Pricing
ATM Call: $1.82
ATM Put: $1.57
Call %: 12.0%
Put %: 10.4%
Chain Summary
Chain Volume: 2,001
Chain OI: 39,099
Last Updated: 10/23/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 50th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
50%
vs own history
GEX tilt
-0.66
OI-weighted, today
Vanna tilt
-0.63
δ-sensitivity to IV
Charm tilt
+0.46
δ-decay vs time
Vanna tilt -0.63: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.46: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 8 ATM contracts, 2k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 23 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 23 · ATM 101.9% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)78.2HighOct 23
Straddle Price (30 DTE)$3.40Oct 23
Beta Analysis
Risk Metrics
Beta: 3.7124
Alpha: -169.70%
Correlation: 0.5391
R-Squared: 29.1%
Stock Volatility: 86.7%
Market Volatility: 12.6%
Analysis Details
Benchmark: SPY
Data Points: 98
Period: 252 trading days
Data Points: 98
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own INIO
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Point72 Hedge fund Steve Cohen | $178.3M | #80 of 1945 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $149.7M | #277 of 6285 | new | 13F | |
| Millennium Management Hedge fund Izzy Englander | $47.7M | #645 of 3716 | new | 13F | |
| Soros Fund Management Family office George Soros, Robert Soros, Jonathan Soros | $37.0M | #64 of 251 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $2K | #4467 of 4729 | new | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
INIO Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 750,000,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
INIO Insider Trading (Form 4)
Latest: 2026-06-08Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-08 | Stefan Klebert | Director | Award (A) | +7,408 | — | EDGAR | |
| 2026-06-08 | Norman Thomas Linebarger | Director | Mixed | +181,481 | $27.00 | $2.50M | EDGAR |
| 2026-06-08 | Nicoletta Giadrossi | Director | Mixed | +11,852 | $27.00 | $60.0K | EDGAR |
| 2026-06-08 | Christopher Yetman | Director | Mixed | +81,482 | $27.00 | $1000.0K | EDGAR |
| 2026-06-08 | Lee C Banks | Director | Mixed | +81,482 | $27.00 | $1000.0K | EDGAR |
| 2026-06-08 | Karin Betina Sonnenmoser | Director | Award (A) | +7,408 | — | EDGAR | |
| 2026-06-05 | AI Alpine (Luxembourg) S.a.r.l. | 10%+ Owner | Sell (S) | −517,500,000 | $25.99 | -$13.45B | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
INIO Insider Holdings
7 insiders · @ $15.21
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | AI Alpine (Luxembourg) S.a.r.l. | 10%+ Owner | 646,500,000 | $9.83B | -$13.45B | 1 | 2026-06-05 |
| 2 | Norman Thomas Linebarger | Director | 181,481 | $2.76M | $2.50M | 1 | 2026-06-08 |
| 3 | Lee C Banks | Director | 81,482 | $1.24M | $1000.0K | 1 | 2026-06-08 |
| 4 | Christopher Yetman | Director | 81,482 | $1.24M | $1000.0K | 1 | 2026-06-08 |
| 5 | Nicoletta Giadrossi | Director | 11,852 | $180.3K | $60.0K | 1 | 2026-06-08 |
| 6 | Karin Betina Sonnenmoser | Director | 7,408 | $112.7K | $0 | 1 | 2026-06-08 |
| 7 | Stefan Klebert | Director | 7,408 | $112.7K | $0 | 1 | 2026-06-08 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
INIO Board & Officers
As of SEC filings through Jun 8, 2026Directors 11
- Abhishek Chauhan · since Jun 4, 2026
- Christopher Yetman · since Jun 4, 2026
- Dennis Schulze · since Jun 4, 2026
- Karin Betina Sonnenmoser · since Jun 4, 2026
- Lee C Banks · since Jun 4, 2026
- Nicoletta Giadrossi · since Jun 4, 2026
- Norman Thomas Linebarger · since Jun 4, 2026
- Olaf Berlien · since Jun 4, 2026
- Rainer Matthias Thuerbach · since Jun 4, 2026
- Ranjan Sen · since Jun 4, 2026
- Stefan Klebert · since Jun 4, 2026
Officers 3
- Olaf Berlien · CEO and President · since Jun 4, 2026
- Dennis Schulze · Chief Financial Officer · since Jun 4, 2026
- Andreas Kunz · Chief Technology Officer · since Jun 4, 2026
10% owners 5
- AI Alpine (Luxembourg) S.a.r.l. (entity) · since Jun 4, 2026
- Abu Dhabi Investment Authority (entity) · since Jun 4, 2026
- Advent International Gp, LLC (entity) · since Jun 4, 2026
- Advent International, L.p. (entity) · since Jun 4, 2026
- Alpine Parent & Cy S.C.A. AI · since Jun 4, 2026
Changes in the last 10 years (19)
| Jun 4, 2026 | Stefan Klebert became a director |
| Jun 4, 2026 | Ranjan Sen became a director |
| Jun 4, 2026 | Rainer Matthias Thuerbach became a director |
| Jun 4, 2026 | Olaf Berlien became a director |
| Jun 4, 2026 | Olaf Berlien became CEO and President |
| Jun 4, 2026 | Norman Thomas Linebarger became a director |
| Jun 4, 2026 | Nicoletta Giadrossi became a director |
| Jun 4, 2026 | Lee C Banks became a director |
| Jun 4, 2026 | Karin Betina Sonnenmoser became a director |
| Jun 4, 2026 | Dennis Schulze became a director |
| Jun 4, 2026 | Dennis Schulze became Chief Financial Officer |
| Jun 4, 2026 | Christopher Yetman became a director |
| Jun 4, 2026 | Andreas Kunz became Chief Technology Officer |
| Jun 4, 2026 | Alpine Parent & Cy S.C.A. AI became a 10% owner |
| Jun 4, 2026 | Advent International, L.p. became a 10% owner |
| Jun 4, 2026 | Advent International Gp, LLC became a 10% owner |
| Jun 4, 2026 | Abu Dhabi Investment Authority became a 10% owner |
| Jun 4, 2026 | Abhishek Chauhan became a director |
| Jun 4, 2026 | AI Alpine (Luxembourg) S.a.r.l. became a 10% owner |
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
27 ETFs hold INIO
25 shown · $66.40M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | CGGR Capital Group Growth ETF | Capitalgroup | 0.10% | $25.1M | $25.6B | 2026-10-22 |
| 2 | JGRO JPMorgan Active Growth ETF | JPMorgan | 0.14% | $13.5M | $9.6B | 2026-10-23 |
| 3 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.01% | $6.5M | $57.0B | 2026-10-22 |
| 4 | THRO iShares U.S. Thematic Rotation Active ETF | iShares (BlackRock) | 0.06% | $4.4M | $7.4B | 2026-10-22 |
| 5 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.00% | $2.7M | $84.5B | 2026-10-22 |
| 6 | TSPA T. Rowe Price U.S. Equity Research ETF | Nport | 0.05% | $2.2M | — | 2026-06-30 |
| 7 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 0.01% | $1.9M | $18.7B | 2026-10-22 |
| 8 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.01% | $1.9M | $15.6B | 2026-10-22 |
| 9 | TMSL T. Rowe Price Small-Mid Cap ETF | Nport | 0.06% | $1.7M | — | 2026-06-30 |
| 10 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.00% | $1.3M | $122.3B | 2026-10-22 |
| 11 | IWB iShares Russell 1000 ETF | iShares (BlackRock) | 0.00% | $1.1M | $48.4B | 2026-10-22 |
| 12 | VONV Vanguard Russell 1000 Value ETF | Vanguard | 0.00% | $943,648 | — | 2026-09-30 |
| 13 | IETC iShares U.S. Tech Independence Focused ETF | iShares (BlackRock) | 0.13% | $845,737 | $660.3M | 2026-10-22 |
| 14 | VONG Vanguard Russell 1000 Growth ETF | Vanguard | 0.00% | $664,283 | — | 2026-09-30 |
| 15 | IWV iShares Russell 3000 ETF | iShares (BlackRock) | 0.00% | $433,763 | $20.3B | 2026-10-22 |
| 16 | IYJ iShares U.S. Industrials ETF | iShares (BlackRock) | 0.02% | $349,222 | $1.8B | 2026-10-22 |
| 17 | VONE Vanguard Russell 1000 ETF | Vanguard | 0.00% | $334,082 | — | 2026-09-30 |
| 18 | EQAL Invesco Russell 1000 Equal Weight ETF | Invesco | 0.03% | $272,168 | — | 2026-10-24 |
| 19 | VTHR Vanguard Russell 3000 ETF | Vanguard | 0.00% | $162,137 | — | 2026-09-30 |
| 20 | JHAI Janus Henderson Global Artificial Intelligence ETF | Janus | 0.18% | $49,524 | $27.8M | 2026-10-23 |
| 21 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $43,774 | $14.7B | 2026-10-22 |
| 22 | ESIM Eventide International ETF | Nport | 0.20% | $35,849 | — | 2026-07-31 |
| 23 | AVMC Avantis U.S. Mid Cap Equity ETF | Avantis | 0.00% | $20,278 | $523.0M | 2026-10-22 |
| 24 | AVLC Avantis U.S. Large Cap Equity ETF | Avantis | 0.00% | $15,548 | $1.6B | 2026-10-22 |
| 25 | FPXE First Trust IPOX® Europe Equity Opportunities ETF | First Trust | 0.19% | $8,731 | $4.6M | 2026-10-23 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (1 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $937.70M | $-15.30M | $-0.02 | — |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-28
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
20.50M
SI % of Float
4.94%
Days to Cover
2.92
Short Vol Ratio
54.1%
Free Float
415.05M
Float %
55.3%
Short interest 2026-09-30 • Short volume 2026-10-23 • Float 2026-08-14