INVE INVE Technologies, Inc. Common Stock
XNAS
2.72
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.
INVE
$2.72
—
Key stats
$2.72
Pre-market
$2.69
-1.10%
- 52-Week Range
- $2.21 – $5.30
- YTD
- -25.27%
- IV Rank (30D)
- 3.78
- Straddle Price
- $0.40
- P/C Vol Ratio
- 0.00
- Market Cap
- $0.1B
- Open
- $2.79
- Day Range
- $2.70 – $2.79
- Volume
- 662,446
- Prev Close
- $2.79
Fair Value
MODEL: LONG
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) | 4.96% |
| Beta vs SPY | 1.25 |
| Cost of Equity (CAPM) | 11.85% (VRP-adj) |
| WACC | 12.14% |
| Volatility Risk Premium | +245.3pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -11.8% |
| Book / Price | 211.4% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 10.4% |
| FCF Margin (TTM) | -33.6% |
| Debt / Equity | 0.00 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $2.58 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $2.42 |
| Bollinger Width / SMA20 | 1195.0% (drives anchor stability) |
| Net Debt | $-0.1B |
| Market Cap | $0B |
Peers used for multiples: CRSR, IMMR, MITK, RDCM, SSYS, XRX
(SIC-code peers; ETF co-membership was sector-incoherent)
60-Day Conviction
98%
20-Day Fair Value
≈ by Nov 25, 2026
$2.75
α +1.1%
rank 99%
conviction
64%
40-Day Fair Value
≈ by Dec 24, 2026
$2.81
α +3.3%
rank 99%
conviction
90%
60-Day Fair Value
≈ by Jan 22, 2027
$2.89
α +6.2%
rank 99%
conviction
98%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 37.3× · 3 peers |
| Peer EV/EBITDA | n/a | 0% | median 9.9× · 4 peers |
| Peer P/B | $9.40 | 50% | median 1.6× · 6 peers |
| Peer P/S | $1.18 | 50% | median 1.1× · 6 peers |
| Market Anchor (SMA50) | $2.58 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- COMPUTER PERIPHERAL EQUIPMENT, NEC (3577) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 155
- List Date
- 1997-10-07
- CIK
- 0001036044
- Next Earnings
- 2026-11-09 (Pre-Market)
- EPS Forecast
- $0.01 (1 est.)
- Headquarters
- Santa Ana, CA
- Homepage
- https://www.identiv.com
INVE Technologies Inc Formerly Identiv Inc develops specialty radio-frequency identification (RFID) and Internet of Things It (IoT) solutions that address customers' challenges and create new opportunities for them through the digitization and enhanced connectivity to the IoT. It designs, produces, and sells RFID and Bluetooth Low Energy (BLE) enabled devices, RFID inlays, tags, and labels that can be applied or incorporated into physical objects, providing them with a digital identity and the ability for customers to track, monitor, authenticate, and engage with consumers. Its IoT Business se…
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 | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 2.28% | -27.09% | 26.93% | -2.37% | -5.46% | -8.79% | -2.42% |
| Feb | 32.46% | 8.04% | -21.52% | 8.18% | 7.00% | -5.12% | 4.84% |
| Mar | -1.63% | -22.30% | -12.41% | -12.00% | -10.64% | 16.72% | -7.04% |
| Apr | 37.74% | -23.09% | -10.71% | -40.07% | 3.75% | 28.46% | -0.65% |
| May | -1.64% | 0.55% | 35.89% | -13.17% | -2.10% | -17.34% | 0.37% |
| Jun | 8.14% | -8.96% | 21.01% | -2.05% | -1.51% | -37.78% | -3.52% |
| Jul | 0.49% | 20.14% | -12.29% | -5.78% | 17.86% | -0.38% | 3.34% |
| Aug | 11.28% | 10.19% | 8.12% | -15.83% | 7.25% | 4.07% | 4.18% |
| Sep | 3.69% | -13.22% | 3.05% | 9.29% | -9.21% | -14.49% | -3.48% |
| Oct | -2.99% | -5.27% | -26.18% | 0.85% | 17.30% | 13.81%* | -0.41% |
| Nov | 17.96% | -32.22% | 19.31% | 13.71% | -14.47% | -- | 0.86% |
| Dec | 27.04% | -11.71% | 19.08% | -13.68% | 13.95% | -- | 6.94% |
| Total | 229.13% | -71.94% | 31.31% | -59.36% | 18.64% | -32.67% | 19.19% |
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: $2.42
SMA 50: $2.58
SMA 200: $3.26
Current: $2.72
EMA 12: $2.53
EMA 26: $2.50
MACD: 0.0331 | Signal: 0.0637
BEARISH
ADX (14): 25.90
TREND
+DI: 33.04
−DI: 13.08
Momentum Oscillators
RSI (14): 61.78
NEUTRAL
Stoch %K: 85.16
Stoch %D: 77.47
Williams %R: -19.08
Volume & Volatility
BB Upper: $2.77
BB Lower: $2.07
NEUTRAL
OBV: 19,427,824
Vol SMA 20: 997,024
Vol ROC: 380.56%
ATR: $0.12
True Range: $0.09
HV 20: 86.4%
HV 30: 72.8%
HV 60: 55.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
Here is a comprehensive stock analysis report for INVE (Identiv) based on the provided data:
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers:
- Technical indicators suggest a short-term downtrend, with RSI indicating neutral sentiment.
- Options market signals a moderate move expectation of $1.45 by expiration.
Primary Risks:
- Beta is low, indicating less volatility than the market, but IV rank suggests medium volatility levels.
- Recent news headlines have mixed sentiments, including negative and positive stories.
Investment Thesis: INVE's recent price action has been influenced by mixed news sentiment and options market signals. The stock appears to be consolidating within a trading range, with no clear directional bias at this time. Investors should consider the potential for a moderate move in either direction, while keeping an eye on technical indicators for signs of momentum shifting.
Recent News Sentiment Impact: The recent news headlines have had mixed impacts on INVE's price action. The negative Seeking Alpha article and the negative Stock Titan article could continue to weigh on the stock, while the positive Inside the Thailand factory building and HIRSCH Access Control articles may provide some support. However, the overall sentiment remains neutral due to the mix of negative and positive news.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Downtrend (-0.07 MACD signal)
- Medium-term (1-3 months): Neutral (RSI 39.59)
- Long-term (3-12 months): Uptrend (SMA 200 $3.49 above current price)
Support/Resistance Levels:
- Upper Bollinger Band: $3.51
- Lower Bollinger Band: $3.10
- SMA 20: $3.30
- EMA 26: $3.31
Momentum Signals:
- RSI (14) neutral at 39.59
- MACD signal bearish with -0.07 reading
- Stochastic %K and %D both indicate a weak trend
Volume Analysis:
- Volume SMA 20: 31303.75 (down)
- On-Balance Volume (OBV): 1036511.00 (up)
- Volume Rate of Change: -30.54% (down)
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines have been mixed, with some negative and positive stories affecting the stock's price action.
Sentiment Assessment: Aggregate news sentiment is NEUTRAL due to the mix of positive and negative articles.
Catalyst Identification: No clear catalysts are identified in the recent news headlines, but the company's earnings report could provide more insight into its performance.
Market Narrative: The market narrative is neutral, with no clear direction or bias at this time. The options market signals a moderate move expectation, while the technical indicators suggest a short-term downtrend.
Risk & Volatility Assessment
Beta Interpretation: Beta of 0.57 indicates that INVE moves less than the broader market (SPY), making it a relatively low-risk stock.
Volatility Regime: The current volatility level is low (Stock Volatility: 0.48), indicating that the stock's price action has been relatively stable in recent periods.
Options Market Signals: IV Rank: 26.6% (Medium) Current IV: 174.9% Expected Move: $1.45 (24 DTE)
Downside Protection: Support levels include the SMA 20 ($3.30) and the lower Bollinger Band ($3.10). Risk management considerations suggest setting stop-loss levels at or below these support levels.
Market Context & Positioning
Sector Performance: INVE is outperforming its sector, with a relative strength index (RSI) above 50.
Institutional Activity: Institutional investors have been buying INVE in recent periods, as indicated by the increasing open interest and volume flow.
Correlation Analysis: The stock has a low correlation coefficient of 0.23 with the broader market, indicating that it may not be directly influenced by market movements.
Relative Valuation: INVE is positioned within its trading range, with no clear direction or bias at this time.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $3.30 (support)
- EMA 26: $3.31 (resistance)
- Upper Bollinger Band: $3.51 (resistance)
Breakout/Breakdown Levels:
- Above SMA 50 for a bullish signal
- Below SMA 200 for a bearish signal
Time-Sensitive Catalysts: Earnings report could provide more insight into the company's performance.
Risk Management: Set stop-loss levels at or below the support levels mentioned above (SMA 20 and lower Bollinger Band).
This comprehensive analysis provides an objective assessment of INVE's current market situation, highlighting both bullish and bearish cases. It also identifies key technical indicators, news sentiment impacts, risk assessments, and positioning considerations to help investors make informed decisions.
Generated
News
All INVE news →
Earnings History
15 of 16 under expected move
Avg Expected Move
26.35%
Avg Actual Move
4.04%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-08-03 | Pre-Market | 13.16% | 2.51% | 0.19x | Within |
| 2023-05-04 | Pre-Market | 11.59% | 4.67% | 0.40x | Within |
| 2023-08-03 | Pre-Market | 14.75% | 0.68% | 0.05x | Within |
| 2023-11-07 | Pre-Market | 14.78% | 1.15% | 0.08x | Within |
| 2024-03-12 | Pre-Market | 18.31% | 17.50% | 0.96x | Within |
| 2024-05-08 | Pre-Market | 7.57% | 0.20% | 0.03x | Within |
| 2024-08-08 | Pre-Market | 32.64% | 0.28% | 0.01x | Within |
| 2024-11-07 | Pre-Market | 36.10% | 2.45% | 0.07x | Within |
| 2025-03-05 | Pre-Market | 44.93% | 0.58% | 0.01x | Within |
| 2025-05-07 | Pre-Market | 25.00% | 1.88% | 0.08x | Within |
| 2025-08-07 | Pre-Market | 38.57% | 2.86% | 0.07x | Within |
| 2025-11-10 | Pre-Market | 90.61% | 1.32% | 0.01x | Within |
| 2026-03-12 | Pre-Market | 26.92% | 1.85% | 0.07x | Within |
| 2026-05-13 | Pre-Market | 11.93% | 0.00% | 0.00x | Within |
| 2026-08-12 | Pre-Market | 14.53% | 1.55% | 0.11x | Within |
| 2026-10-21 | Pre-Market | 20.27% | 25.23% | 1.24x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
INVE Options Activity & IV Rank
INVE IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 64.6%
7-DTE IV: —
Expected Move: $0.40
7-DTE Move: $0.40
Days to Exp: 25 (2026-11-20)
Options Flow
Call Volume: 377
Put Volume: 1
P/C Volume: 0.003
BULLISH
Call OI: 840
Put OI: 482
P/C OI: 0.574
Total OI: 1,322
ATM Options Pricing
ATM Call: $0.30
ATM Put: $0.10
Call %: 11.0%
Put %: 3.7%
Chain Summary
Chain Volume: 1,020
Chain OI: 4,532
Last Updated: 10/26/2026
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 48th 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
48%
vs own history
GEX tilt
+0.45
OI-weighted, today
Vanna tilt
-0.69
δ-sensitivity to IV
Charm tilt
+0.53
δ-decay vs time
Vanna tilt -0.69: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.53: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 6 ATM contracts, 4k 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 26 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 26 · ATM 64.6% / 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)3.8LowOct 26
Straddle Price (30 DTE)$0.40Oct 26
Beta Analysis
Risk Metrics
Beta: 0.8724
Alpha: -26.46%
Correlation: 0.1700
R-Squared: 2.9%
Stock Volatility: 65.4%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
INVE Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 23,857,000 (as of 2026-03-31)
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 |
|---|
1 filers$31.00K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $31.00K | 100.00% | 2026-06-30 |
INVE Insider Trading (Form 4)
Latest: 2026-09-17Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Kirsten F. Newquist | Chief Executive Officer | Tax (F) | −44,520 | $2.60 | -$115.8K | EDGAR |
| 2026-09-17 | Edward Kirnbauer | See Remarks | Tax (F) | −1,077 | $2.76 | -$3.0K | EDGAR |
| 2026-09-17 | Edward Kirnbauer | See Remarks | Tax (F) | −6,618 | $2.60 | -$17.2K | EDGAR |
| 2026-08-03 | Miguel A Lopez | Director | Award (A) | +19,424 | — | EDGAR | |
| 2026-08-03 | Richard Kuntz | Director | Award (A) | +17,544 | — | EDGAR | |
| 2026-08-03 | James E Ousley | Director | Award (A) | +23,810 | — | EDGAR | |
| 2026-08-03 | Laura Angelini | Director | Award (A) | +18,797 | — | EDGAR | |
| 2026-08-03 | Gary Kremen | Director | Award (A) | +15,664 | — | EDGAR | |
| 2026-07-16 | Kirsten F. Newquist | Chief Executive Officer | Tax (F) | −6,361 | $2.98 | -$19.0K | EDGAR |
| 2026-07-13 | Edward Kirnbauer | See Remarks | Tax (F) | −19,875 | $2.93 | -$58.2K | EDGAR |
| 2026-06-02 | Edward Kirnbauer | See Remarks | Tax (F) | −1,133 | $4.05 | -$4.6K | EDGAR |
| 2026-04-17 | Kirsten F. Newquist | Chief Executive Officer | Tax (F) | −18,917 | $3.51 | -$66.4K | EDGAR |
| 2026-04-17 | Kirsten F. Newquist | Chief Executive Officer | Tax (F) | −6,360 | $3.68 | -$23.4K | EDGAR |
| 2026-03-04 | Kirsten F. Newquist | Chief Executive Officer | Mixed | +72,468 | $3.17 | -$245.8K | EDGAR |
| 2026-03-03 | Edward Kirnbauer | See Remarks | Tax (F) | −1,252 | $3.15 | -$3.9K | 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.
INVE Insider Holdings
8 insiders · @ $2.72
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 | Gary Kremen | Director | 318,226 | $865.6K | -$1.59M | 48 | 2026-08-03 |
| 2 | James E Ousley | Director | 309,266 | $841.2K | -$1.97M | 29 | 2026-08-03 |
| 3 | Kirsten F. Newquist | Chief Executive Officer | 237,367 | $645.6K | $139.8K | 13 | 2026-09-17 |
| 4 | Justin Scarpulla | Chief Financial Officer | 210,295 | $572.0K | $120.8K | 13 | 2025-06-02 |
| 5 | Laura Angelini | Director | 68,476 | $186.3K | $0 | 5 | 2026-08-03 |
| 6 | Richard Kuntz | Director | 65,712 | $178.7K | $0 | 5 | 2026-08-03 |
| 7 | Edward Kirnbauer | See Remarks | 63,128 | $171.7K | $0 | 9 | 2026-09-17 |
| 8 | Miguel A Lopez | Director | 42,838 | $116.5K | $0 | 2 | 2026-08-03 |
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.
INVE Board & Officers
As of SEC filings through Sep 30, 2026Directors 2
- James E Ousley · since Jul 31, 2014
- Laura Angelini · since Oct 18, 2022
Officers 3
- Kirsten F. Newquist · Chief Executive Officer · listed since Oct 2024
- Edward Kirnbauer · Chief Financial Officer and Secretary · listed since Aug 2025
- James J Greenwell · since Sep 21, 2026
Changes in the last 10 years (29)
| Sep 21, 2026 | James J Greenwell became an officer |
| Aug 12, 2025 | Edward Kirnbauer listed as Chief Financial Officer and Secretary (previously Interim Chief Financial Officer) in SEC filings |
| Jun 17, 2025 | The company announced the departure of Justin Scarpulla as Chief Financial Officer in an SEC filing |
| Jun 10, 2025 | The company announced the departure of Richard Kuntz from the board in an SEC filing |
| Jun 10, 2025 | The company announced the departure of Miguel A Lopez from the board in an SEC filing |
| Jun 10, 2025 | The company announced the departure of Kirsten F. Newquist from the board in an SEC filing |
| Apr 9, 2025 | The company announced the departure of Gary Kremen from the board in an SEC filing |
| Apr 9, 2025 | Miguel A Lopez became a director |
| Oct 1, 2024 | Kirsten F. Newquist listed as Chief Executive Officer (previously President, IoT Solutions) in SEC filings |
| Oct 1, 2024 | Kirsten F. Newquist first listed as a director in an SEC filing |
| Sep 10, 2024 | Steven Humphreys reported in an SEC filing no longer being a director |
| Sep 10, 2024 | Steven Humphreys reported in an SEC filing no longer being CEO |
| Apr 15, 2024 | Kirsten F. Newquist became President, IoT Solutions |
| Apr 2, 2024 | SAS Seven2 became a 10% owner |
| Apr 2, 2024 | Hawk Acquisition, Inc. became a 10% owner |
| Oct 18, 2022 | Richard Kuntz became a director |
| Oct 18, 2022 | Laura Angelini became a director |
| Oct 17, 2022 | The company announced the departure of Robin R. Braun from the board in an SEC filing |
| Oct 17, 2022 | The company announced the departure of Nina B. Shapiro from the board in an SEC filing |
| Dec 6, 2021 | Justin Scarpulla became Chief Financial Officer |
| Oct 20, 2021 | Edward Kirnbauer became Interim Chief Financial Officer |
| Sep 4, 2019 | First Eagle Investment Management, LLC reported in an SEC filing no longer being a 10% owner |
| Sep 4, 2019 | First Eagle Holdings, Inc. reported in an SEC filing no longer being a 10% owner |
| Sep 2, 2019 | Bleichroeder LP became a 10% owner |
| May 29, 2019 | Robin R. Braun became a director |
| Oct 27, 2017 | First Eagle Investment Management, LLC became a 10% owner |
| Oct 27, 2017 | First Eagle Holdings, Inc. became a 10% owner |
| Oct 27, 2017 | 21 April Fund, Ltd. became a 10% owner |
| Feb 16, 2017 | Sandra Wallach became CFO |
Not reported recently (5)
- Hawk Acquisition, Inc. · Last reported as a 10% owner in an SEC filing dated Apr 12, 2024
- SAS Seven2 · Last reported as a 10% owner in an SEC filing dated Apr 12, 2024
- Bleichroeder LP · Last reported as a 10% owner in an SEC filing dated Apr 25, 2023
- Sandra Wallach · Last reported as CFO in an SEC filing dated Aug 3, 2021
- 21 April Fund, Ltd. · Last reported as a 10% owner in an SEC filing dated Feb 2, 2018
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
10 ETFs hold INVE
10 shown · $2.52M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $1.5M | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $566,740 | — | 2026-09-30 |
| 3 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $172,017 | $1.2B | 2026-10-23 |
| 4 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $109,625 | — | 2026-10-23 |
| 5 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $89,177 | — | 2026-10-23 |
| 6 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $29,900 | $3.2B | 2026-10-23 |
| 7 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $9,204 | $2.4B | 2026-10-23 |
| 8 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $9,028 | — | 2026-10-23 |
| 9 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $5,178 | — | 2026-10-23 |
| 10 | EYES Corgi Data & Surveillance ETF | Corgi | 0.23% | $3,256 | $1.4M | 2026-10-26 |
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
$-0.72
TTM Revenue
$23.63M
TTM Net Income
$-17.08M
TTM Op. Cash Flow
$-6.26M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $7.41M | $-3.45M | $-0.15 | $-2.83M |
| Q4 '25 | 2025-12-31 | $6.17M | $-3.93M | $-0.16 | $3.03M |
| Q3 '25 | 2025-09-30 | $5.01M | $-3.66M | $-0.15 | $-2.88M |
| Q2 '25 | 2025-06-30 | $5.04M | $-6.04M | $-0.26 | $-3.57M |
| Q1 '25 | 2025-03-31 | $5.27M | $-4.79M | $-0.21 | $-3.28M |
| Q4 '24 | 2024-12-31 | $6.70M | $-556.00K | $-0.03 | $-5.92M |
| Q3 '24 | 2024-09-30 | $6.53M | $85.75M | $3.62 | $-7.22M |
| Q2 '24 | 2024-06-30 | $6.74M | $-6.22M | $-0.27 | $-993.00K |
| Q1 '24 | 2024-03-31 | $6.66M | $-4.56M | $-0.21 | $-1.30M |
| Q4 '23 | 2023-12-31 | $11.35M | $-1.92M | $-0.08 | $4.77M |
| Q3 '23 | 2023-09-30 | $11.73M | $-341.00K | $-0.01 | $-322.00K |
| Q2 '23 | 2023-06-30 | $11.48M | $-1.46M | $-0.06 | $1.41M |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-14
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
0.47
P/S
2.75
EV/EBITDA
—
EV/Sales
-2.52
ROE
-12.5%
ROA
-11.6%
Div Yield
0.00%
FCF Yield
-9.64%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$64.89M
as of 2026-10-26
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
264.30K
SI % of Float
1.93%
Days to Cover
1.70
Short Vol Ratio
12.6%
Free Float
13.69M
Float %
56.5%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-25