INVX Innovex International, Inc.

XNYS 29.45 Delayed
Find condors

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.

INVX $29.45 —
Key stats
$29.45
52-Week Range
$18.40 – $33.71
YTD
+29.28%
IV Rank (30D)
46.31
Straddle Price
$3.33
P/C Vol Ratio
0.79
Market Cap
$2.0B
Open
$28.61
Day Range
$28.61 – $29.49
Volume
710,583
Prev Close
$28.46
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)5.15%
Beta vs SPY0.90
Cost of Equity (CAPM)9.63% (VRP-adj)
WACC9.61%
Volatility Risk Premium+27.8pp (IV − HV30)
Effective Tax Rate37.7%
Rev. Growth (YoY, DCF input)+2.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.02 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)5.8%
Book / Price51.9% — banking bias active (P/B is primary)
Gross Margin (TTM)32.4%
FCF Margin (TTM)12.5%
Debt / Equity0.02
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+2.9% (reverse-DCF on current price)
SMA 50$28.99 (Market Anchor value)
SMA 20 / Bollinger Mid$28.02
Bollinger Width / SMA2033.2% (drives anchor stability)
Net Debt$-0.2B
Market Cap$2B
Peers used for multiples: BKR, NOV, SEI, TDW, WFRD, WHD (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
78%
20-Day Fair Value
≈ by Nov 20, 2026
$30.18
α +2.5% rank 62%
conviction
95%
40-Day Fair Value
≈ by Dec 21, 2026
$30.45
α +3.4% rank 63%
conviction
89%
60-Day Fair Value
≈ by Jan 19, 2027
$30.22
α +2.6% rank 62%
conviction
78%
MethodImplied PriceWeightDetail
DCF $28.11 45%
DDM (Gordon) n/a 0%
Peer P/E $24.78 14% median 27.3× · 6 peers
Peer EV/EBITDA $30.15 14% median 10.7× · 6 peers
Peer P/B $46.22 14% median 3.0× · 6 peers
Peer P/S $36.51 14% median 2.5× · 6 peers
Market Anchor (SMA50) $28.99 0% stability 0% (BB-width)
Options Expected (B-L 30d) $27.67 0% 6 strikes · skew -0.28
As of 2026-10-22 · updated
About
Industry (SIC)
OIL & GAS FIELD MACHINERY & EQUIPMENT (3533) · industry map
Exchange
XNYS
Market Cap
$2.0B
Employees
2,160
List Date
2024-09-09
CIK
0001042893
Next Earnings
2026-11-02 (After-Close)
EPS Forecast
$0.37 (1 est.)
Headquarters
Humble, TX
Homepage
https://www.innovex-inc.com

Innovex International Inc designs, manufactures, sells, and rents mission-critical engineered products to the oil and natural gas industry. Its products are Subsea, Surface Wellheads, Well Construction, Well Completion, Production Solutions, Fishing & Intervention. Its products support upstream onshore and offshore activities. The group's geographic regions are North America, Latin America, Middle East & Asia Pacific, and Europe & Africa.

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
'24'25'26Avg
Jan--7.67%9.09%8.38%
Feb--16.92%7.86%12.39%
Mar--4.12%-8.07%-1.98%
Apr---17.93%14.61%-1.66%
May---10.16%-3.54%-6.85%
Jun--7.87%-8.08%-0.10%
Jul--4.72%16.47%10.59%
Aug--9.45%8.37%8.91%
Sep-7.56%8.55%-10.68%-3.23%
Oct-4.51%5.97%7.01%*2.82%
Nov17.22%7.84%--12.53%
Dec-15.38%-3.49%---9.44%
Total-12.44%43.05%32.61%21.07%
* Only 3 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: $28.02
SMA 50: $28.99
SMA 200: $26.96
Current: $29.45
EMA 12: $28.28
EMA 26: $28.33
MACD: -0.0533 | Signal: 0.1801
BEARISH
ADX (14): 13.04
RANGE
+DI: 26.88
−DI: 20.67

Momentum Oscillators

RSI (14): 57.62
NEUTRAL
Stoch %K: 75.90
Stoch %D: 61.36
Williams %R: -1.44

Volume & Volatility

BB Upper: $29.32
BB Lower: $26.72
OVERBOUGHT
OBV: 5,208,909
Vol SMA 20: 569,147
Vol ROC: 18.71%
ATR: $0.99
True Range: $1.03
HV 20: 37.5%
HV 30: 38.7%
HV 60: 47.6%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: INVX

Executive Summary Overall assessment: NEUTRAL with confidence level (6/10)

Key drivers: Technical indicators are mixed, while recent news headlines are unavailable.

Primary risks:

  • Volatility is moderate, with historical volatility relatively low.
  • Options market sentiment is bearish, but the implied move is relatively small ($2.38).

Recent news sentiment impact: No recent news headlines available to assess.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): NEUTRAL Medium-term (1-3 months): UPTREND Long-term (3-12 months): BEARISH

Support/Resistance Levels:

  • Resistance 1: $30.00 (SMA 20)
  • Support 1: $26.50 (Lower Bollinger Band)

Momentum Signals:

  • RSI interpretation: NEUTRAL (49.65), not overbought or oversold
  • MACD signal: BULLISH (0.69 / Signal: -0.22 / Histogram: 0.92)
  • Bollinger Bands position: NEUTRAL

Volume Analysis: Volume is moderate, but trending downward (-73.92%).

News & Sentiment Analysis Recent Headlines Summary: No recent news available Sentiment Assessment: Neutral (no recent news to analyze) Catalyst Identification: None Market Narrative: None

Risk & Volatility Assessment

  • Beta Interpretation: Low risk relative to market (beta = 0.81)
  • Volatility Regime: Moderate volatility, relatively low compared to historical levels
  • Options Market Signals:
    • IV Rank: Medium (26.7%)
    • Put/Call Volume Ratio: Bearish sentiment (2.33)
    • Put/Call OI Ratio: Defensive bias (0.20)

Market Context & Positioning Sector Performance: INVX is relatively strong compared to its sector Institutional Activity: Moderate volume, but not indicating significant institutional interest Correlation Analysis: Correlated with the market (R-squared interpretation) Relative Valuation: Slightly undervalued within its trading range

Key Levels & Action Items

  • Critical Price Levels:
    • Resistance 1: $30.00 (SMA 20)
    • Support 1: $26.50 (Lower Bollinger Band)
  • Breakout/Breakdown Levels: None
  • Time-Sensitive Catalysts: None
  • Risk Management: Monitor volume and momentum indicators for signs of increasing volatility or trend changes.

Note that the lack of recent news headlines makes it challenging to assess the impact of external factors on the stock's price. The technical analysis suggests a mixed picture, with some indicators indicating an uptrend while others suggest neutrality or potential bearishness. The options market signals indicate bearish sentiment, but the implied move is relatively small. Overall, the analysis is neutral due to the mixed signals and lack of recent news.

Generated
News
All INVX news →
Earnings History
6 of 7 under expected move
Avg Expected Move
14.09%
Avg Actual Move
6.70%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2025-02-25 After-Close 10.84% 17.29% 1.60x Exceeded
2025-05-06 Pre-Market 12.10% 1.70% 0.14x Within
2025-08-05 After-Close 10.39% 3.13% 0.30x Within
2025-11-03 After-Close 16.90% 3.97% 0.23x Within
2026-02-23 After-Close 13.34% 6.37% 0.48x Within
2026-05-04 After-Close 20.15% 2.70% 0.13x Within
2026-08-03 After-Close 14.93% 11.77% 0.79x Within

Earnings calendar: this week’s reports with expected vs actual moves →

INVX Options Activity & IV Rank

INVX IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 48.4%
7-DTE IV: —
Expected Move: $3.33
7-DTE Move: $3.33
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 19
Put Volume: 15
P/C Volume: 0.789
NEUTRAL
Call OI: 154
Put OI: 63
P/C OI: 0.409
Total OI: 217

ATM Options Pricing

ATM Call: $1.23
ATM Put: $2.10
Call %: 4.2%
Put %: 7.1%

Chain Summary

Chain Volume: 129
Chain OI: 993
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

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
HIGH γ vs HISTORY

Estimated net dealer gamma is at the 84th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
84%
vs own history
GEX tilt
+0.77
OI-weighted, today
Vanna tilt
+0.93
δ-sensitivity to IV
Charm tilt
-0.92
δ-decay vs time
Vanna tilt +0.93: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.92: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

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.

· 4 ATM contracts, 0k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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 21 · No data
30 DTE / 10d —
— pts EXTREME
as of Oct 21 · ATM 48.1% / Wing —

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)46.3MediumOct 21
Straddle Price (30 DTE)$3.33Oct 21
Beta Analysis

Risk Metrics

Beta: 0.6533
Alpha: 47.77%
Correlation: 0.1904
R-Squared: 3.6%
Stock Volatility: 43.6%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own INVX
2 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$694K
0.00%
#3056 of 3716new13F
Rockefeller Capital Management Family office
Rockefeller family
$7K
0.00%
#4139 of 4729-28.5%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

INVX Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 69,277,582 (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.

232 filers56,004,038 shares$1.37B value80.84% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 6,467,302 $160.39M 11.68% 9.34% 2026-06-30
2 BRANDES INVESTMENT PARTNERS, LP 5,727,445 $142.04M 10.34% 8.27% 2026-06-30
3 Vanguard Group Inc Custodian 4,712,614 $103.06M 7.50% 6.80% 2025-12-31
4 Dimensional Fund Advisors LP Custodian 2,874,572 $71.29M 5.19% 4.15% 2026-06-30
5 Vanguard Portfolio Management LLC 2,753,070 $68.28M 4.97% 3.97% 2026-06-30
6 Wellington Management Group LLP Custodian 2,687,950 $66.66M 4.85% 3.88% 2026-06-30
7 Driehaus Capital Management LLC 1,958,268 $48.57M 3.54% 2.83% 2026-06-30
8 Vanguard Capital Management LLC 1,907,929 $47.32M 3.45% 2.75% 2026-06-30
9 State Street Corp 1,891,701 $46.91M 3.42% 2.73% 2026-06-30
10 GAMCO INVESTORS, INC. ET AL 1,709,798 $42.40M 3.09% 2.47% 2026-06-30
11 FMR LLC Custodian 1,218,242 $30.21M 2.20% 1.76% 2026-06-30
12 Geode Capital Management, LLC Custodian 1,209,820 $30.01M 2.19% 1.75% 2026-06-30
13 American Century Companies, Inc. 1,074,321 $26.64M 1.94% 1.55% 2026-06-30
14 SILVERCREST ASSET MANAGEMENT GROUP LLC 929,203 $23.04M 1.68% 1.34% 2026-06-30
15 Van Eck Associates Corp 879,677 $21.82M 1.59% 1.27% 2026-06-30
16 Victory Capital Management Inc. 828,851 $20.56M 1.50% 1.20% 2026-06-30
17 LOOMIS SAYLES & CO L P 828,455 $20.55M 1.50% 1.20% 2026-06-30
18 Neuberger Berman Group LLC 776,903 $17.40M 1.27% 1.12% 2026-06-30
19 Bank of America Corp Custodian 666,940 $16.54M 1.20% 0.96% 2026-06-30
20 MetLife Investment Management, LLC 663,735 $16.46M 1.20% 0.96% 2026-06-30
21 INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 605,042 $15.01M 1.09% 0.87% 2026-06-30
22 Morgan Stanley Custodian 599,193 $14.86M 1.08% 0.86% 2026-06-30
23 Invesco Ltd. Custodian 557,464 $13.83M 1.01% 0.80% 2026-06-30
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 504,278 $12.51M 0.91% 0.73% 2026-06-30
25 Northern Trust Corp Custodian 483,296 $11.99M 0.87% 0.70% 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

INVX Insider Trading (Form 4)

Latest: 2026-09-09
Form 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
2026-09-09 Adam Anderson Chief Executive Officer Tax (F) −13,463 $30.07 -$404.8K EDGAR
2026-09-09 Mark Reddout President of North America Tax (F) −5,049 $30.07 -$151.8K EDGAR
2026-09-09 Kendal Reed Chief Financial Officer Tax (F) −5,049 $30.07 -$151.8K EDGAR
2026-08-10 Intervale Capital Fund III, L.P. Director Sell (S) −44,180,406 $28.71 -$1.27B EDGAR
2026-08-10 Amberjack Management, LLC Director Sell (S) −45,000,000 $28.71 -$1.29B EDGAR
2026-08-05 Mark Reddout President of North America Sell (S) −10,000 $30.00 -$300.0K EDGAR
2026-06-03 Mark Reddout President of North America Sell (S) −10,750 $28.00 -$301.0K EDGAR
2026-04-22 Kendal Reed Chief Financial Officer Tax (F) −3,349 $24.79 -$83.0K EDGAR
2026-04-22 Mark Reddout President of North America Tax (F) −3,349 $24.79 -$83.0K EDGAR
2026-04-07 Kendal Reed Chief Financial Officer Tax (F) −2,072 $24.79 -$51.4K EDGAR
2026-04-07 Adam Anderson Chief Executive Officer Tax (F) −8,929 $24.79 -$221.3K EDGAR
2026-04-07 Mark Reddout President of North America Tax (F) −2,072 $24.79 -$51.4K EDGAR
2026-03-03 Kendal Reed Chief Financial Officer Award (A) +18,975 — EDGAR
2026-03-03 Adam Anderson Chief Executive Officer Award (A) +47,438 — EDGAR
2026-03-03 Terence Bartlett Jupp Director Award (A) +5,465 — 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.

INVX Insider Holdings

13 insiders · @ $29.45
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 Amberjack Management, LLC Director 13,164,573 $387.70M -$2.76B 2 2026-08-10
2 INNOVEX CO-INVEST FUND, L.P. Director 3,939,330 $116.01M -$1.46B 1 2026-02-27
3 Intervale Capital Fund III, L.P. Director 728,498 $21.45M -$1.27B 1 2026-08-10
4 Adam Anderson Chief Executive Officer 491,790 $14.48M -$1.23M 12 2026-09-09
5 Kendal Reed Chief Financial Officer 209,434 $6.17M $50.0K 10 2026-09-09
6 Innovex Co-Invest Fund II GP, L.P. Director 161,707 $4.76M -$1.29B 1 2026-08-10
7 Mark Reddout President of North America 119,263 $3.51M -$1.10M 12 2026-09-09
8 John Lovoi Director 101,427 $2.99M $0 4 2026-03-03
9 Terence Bartlett Jupp Director 89,832 $2.65M $0 4 2026-03-03
10 Carri A. Lockhart Director 40,009 $1.18M $0 3 2025-03-18
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.

INVX Board & Officers

As of SEC filings through Sep 9, 2026

Directors 25

Officers 3

  • Adam Anderson · Chief Executive Officer · since Sep 6, 2024
  • Mark Reddout · President of North America · since Sep 6, 2024
  • Kendal Reed · Chief Financial Officer · since Sep 6, 2024

10% owners 18

Changes in the last 10 years (70)
Feb 27, 2026Intervale Capital GP III, L.P. first listed as a director in an SEC filing
Feb 27, 2026Intervale Capital GP II, L.P. first listed as a director in an SEC filing
Feb 27, 2026Intervale Capital Fund III, L.P. first listed as a director in an SEC filing
Feb 27, 2026Intervale Capital Fund II-A, L.P. first listed as a director in an SEC filing
Feb 27, 2026Intervale Capital Fund II, L.P. first listed as a director in an SEC filing
Feb 27, 2026Intervale Capital Associates III, LLC first listed as a director in an SEC filing
Feb 27, 2026Interval Capital Associates II, LLC first listed as a director in an SEC filing
Feb 27, 2026Innovex Co-Invest Fund II, L.P. first listed as a director in an SEC filing
Feb 27, 2026Innovex Co-Invest Fund II GP, L.P. first listed as a director in an SEC filing
Feb 27, 2026Innovex Co-Invest Fund GP, L.P. first listed as a director in an SEC filing
Feb 27, 2026Innovex Co-Invest Associates, LLC first listed as a director in an SEC filing
Feb 27, 2026Amberjack Capital GP II, L.P. first listed as a director in an SEC filing
Feb 27, 2026Amberjack Capital Fund II, L.P. first listed as a director in an SEC filing
Feb 27, 2026Amberjack Capital Associates II, LLC first listed as a director in an SEC filing
Nov 5, 2025The company announced the departure of Carri A. Lockhart from the board in an SEC filing
Mar 3, 2025William Robert V Donnell became a director
Mar 3, 2025The company announced the departure of W. Patrick Connelly from the board in an SEC filing
Sep 10, 2024Kyle McClure reported in an SEC filing no longer being Vice President and CFO
Sep 10, 2024Jeffrey J. Bird reported in an SEC filing no longer being a director
Sep 10, 2024Jeffrey J. Bird reported in an SEC filing no longer being President & CEO
Not reported recently (7)
  • W. Patrick Connelly · Last reported as a 10% owner in an SEC filing dated Sep 10, 2024
  • Darryl Keith Willis · Last reported as a director in an SEC filing dated Jul 2, 2024
  • Steven L Newman · Last reported as a director in an SEC filing dated Apr 2, 2024
  • A P Shukis · Last reported as a director in an SEC filing dated Apr 4, 2022
  • Raj Kumar · Last reported as VP - CFO in an SEC filing dated Nov 1, 2021
  • James A. Gariepy · Last reported as SR V.P. and COO in an SEC filing dated Oct 30, 2018
  • Jerry M Brooks · Last reported as VP - Finance and CFO in an SEC filing dated Nov 18, 2016
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.

INVX Proposed Insider Sales (Form 144)

Latest: 2026-08-04
Last 30d: 0 filings  ·  Last 90d: 1 filing · $300K notice value · 1 unique filer · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Reddout Mark (1, $300K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-04 Reddout Mark Officer 10,000 $300.0K 2026-08-04 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-06-02 Reddout Mark Officer 10,750 $301.0K 2026-06-02 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-02-24 Anderson Adam Officer, Director 18,837 $536.9K 2026-02-24 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-02-23 Anderson Adam Officer, Director 13,241 $357.5K 2026-02-23 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-01-14 Reddout Mark Officer 20,000 $500.0K 2026-01-14 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-01-14 Anderson Adam Officer, Director 13,241 $331.0K 2026-01-14 UBS Financial Services, Inc. 10b5-1 EDGAR
2024-08-12 Webster James C. Officer 6,000 $86.2K 2024-08-12 UBS Financial Services, Inc. 10b5-1 EDGAR
2024-04-01 McClure Kyle Officer 4,000 $91.8K 2024-04-01 UBS Financial Services, Inc 10b5-1 EDGAR
2024-04-01 Webster James C. Officer 4,000 $91.8K 2024-04-01 UBS Financial Services, Inc. 10b5-1 EDGAR
2024-04-01 Bird Jeffrey J. Officer 7,500 $172.1K 2024-04-01 UBS Financial Services, Inc. 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
104 ETFs hold INVX
25 shown · $449.10M total exposure · 0.09% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.08% $86.5M $103.1B 2026-10-20
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $46.6M — 2026-09-30
3 AVUV Avantis U.S. Small Cap Value ETF Avantis 0.12% $36.2M $31.4B 2026-10-20
4 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.04% $33.4M $75.1B 2026-10-20
5 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.02% $31.9M — 2026-09-30
6 DFSV Dimensional US Small Cap Value ETF Dimensional 0.09% $24.5M — 2026-10-20
7 DFAT Dimensional US Targeted Value ETF Dimensional 0.07% $21.4M — 2026-10-20
8 VBK Vanguard Morningstar Small-Cap Growth ETF Vanguard 0.04% $17.8M — 2026-09-30
9 OIH VanEck Oil Services ETF VanEck 0.88% $15.8M $1.8B 2026-10-20
10 VXF Vanguard Extended Market ETF Vanguard 0.02% $15.6M — 2026-09-30
11 DFAS Dimensional US Small Cap ETF Dimensional 0.04% $13.5M — 2026-10-20
12 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.08% $13.2M $15.7B 2026-10-20
13 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.07% $10.2M $13.7B 2026-10-20
14 VDE Vanguard Energy ETF Vanguard 0.07% $9.3M — 2026-09-30
15 BSVO EA Bridgeway Omni Small-Cap Value ETF Nport 0.34% $8.2M — 2026-06-30
16 XSMO Invesco S&P SmallCap Momentum ETF Invesco 0.28% $7.9M — 2026-10-20
17 VTWO Vanguard Russell 2000 ETF Vanguard 0.04% $7.3M — 2026-09-30
18 FYC First Trust Small Cap Growth AlphaDEX® Fund First Trust 0.54% $7.3M $1.3B 2026-10-20
19 CALF Pacer US Small Cap Cash Cows 100 ETF Nport 0.20% $6.9M — 2026-04-30
20 IJS iShares S&P Small-Cap 600 Value ETF iShares (BlackRock) 0.09% $6.9M $7.6B 2026-10-20
21 DFMC Dimensional US Micro Cap ETF Dimensional 0.09% $6.4M — 2026-10-20
22 XES State Street® SPDR® S&P® Oil & Gas Equipment & Services ETF SPDR (State Street) 1.84% $6.2M $339.1M 2026-10-20
23 IJT iShares S&P Small-Cap 600 Growth ETF iShares (BlackRock) 0.07% $5.6M $7.6B 2026-10-20
24 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.01% $5.2M — 2026-10-20
25 SCHA Schwab U.S. Small-Cap ETF Nport 0.02% $4.9M — 2026-05-31
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
33.09
TTM Diluted EPS
$0.89
TTM Revenue
$997.53M
TTM Net Income
$61.56M
TTM Op. Cash Flow
$157.48M
Quarterly figures (8 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$244.90M$25.03M$0.36$37.03M
Q1 '262026-03-31$239.03M$-16.67M$-0.24$19.84M
Q4 '252025-12-31$273.60M$13.97M$0.20$52.24M
Q3 '252025-09-30$240.00M$39.23M$0.57$48.37M
Q2 '252025-06-30$224.23M$15.35M$0.22$59.21M
Q1 '252025-03-31$240.41M$14.76M$0.21$31.09M
Q4 '242024-12-31$250.69M$31.79M$-0.31$36.34M
Q3 '242024-09-30$151.82M$82.59M$1.99$21.72M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-04
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
33.09
P/B
1.93
P/S
2.05
EV/EBITDA
10.68
EV/Sales
1.84
ROE
5.8%
ROA
4.6%
Div Yield
0.00%
FCF Yield
7.72%
Debt/Equity
0.02
Current Ratio
—
Market Cap
$2.04B
as of 2026-10-21
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
3.03M
SI % of Float
6.66%
Days to Cover
3.66
Short Vol Ratio
56.2%
Free Float
45.54M
Float %
65.1%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-24