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INV · Innventure, Inc.
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INV Innventure (INV) Insider Trading, Ownership & Congress Trades

Investment Vehicles · Blank checks · CIK 0002001557
Quote by TradingView
Cluster · 4 insidersC-suite buying · 2
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
91
13F, latest reported quarter

What the filings say about INV

Insiders, 180 days
+$807.8K net bought
4 buyers

Innventure insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Innventure, Inc. insiders bought a net $807.8K of stock across 34 Form 4 purchases and sales, with 4 insiders buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Haskell Gregory W
Chief Executive Officer
BUY
2026-08-21 SECtraded 2026-08-20
50,000
$75.6K
-76.9%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Nov 26, 2025.
  • The trade is 5.1% of the 979,803 shares held after it.
  • 3 other insiders bought within 30 days.
  • 91 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Haskell Gregory W bought about $75.6K of INV on Aug 20, 2026; 3 other insiders bought within 30 days and 91 funds added in the latest 13F quarter.
Otworth Michael
Executive Chairman
BUY
2026-08-21 SECtraded 2026-08-20
231,000
$349.3K
-76.9%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Dec 2, 2025.
  • The trade is 6.1% of the 3,781,087 shares held after it.
  • 3 other insiders bought within 30 days.
  • 91 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Chairman Otworth Michael bought about $349.3K of INV on Aug 20, 2026, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 91 funds added in the latest 13F quarter.
Donnally James O
Director
BUY
2026-08-21 SECtraded 2026-08-20
225,000
$337.5K
-76.9%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Nov 21, 2025.
  • The trade is 89.0% of the 252,886 shares held after it.
  • 3 other insiders bought within 30 days.
  • 91 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Donnally James O bought about $337.5K of INV on Aug 20, 2026, the largest insider purchase at the company on our record; 3 other insiders bought within 30 days and 91 funds added in the latest 13F quarter.
Brown Bruce
Director
BUY
2026-08-21 SECtraded 2026-08-20
30,000
$45.4K
-76.9%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 28.1% of the 106,905 shares held after it.
  • 3 other insiders bought within 30 days.
  • 91 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Brown Bruce bought about $45.4K of INV on Aug 20, 2026; 3 other insiders bought within 30 days and 91 funds added in the latest 13F quarter.
HENNESSY DANIEL J
Director
SELL
2026-04-22 SECtraded 2026-04-20
582,139
$3.2M
-95.4%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Apr 14, 2026.
  • The trade is 319.2% of the 182,358 shares held after it.
  • No other insider sold within 30 days.
  • 91 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director HENNESSY DANIEL J sold about $3.2M of INV on Apr 20, 2026, the largest insider sale at the company on our record; 91 funds added in the latest 13F quarter.
34 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 29 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$807.8K over 180 days
+$807.8K over 90 days
below 60% of Investment Vehicles
Congress
no House purchase disclosed in the last 12 months
Funds
91 funds bought in last quarter
more than 98% of Investment Vehicles
Revenue
+84.1% year over year
more than 77% of Investment Vehicles
Margin
-14266.4% net margin
the lowest in Investment Vehicles
Buybacks
no share repurchases reported
Short interest
19.3% of the float short (float per yahoo 2026-10-26) · 1.0 days to cover · settled 2026-09-30
the highest in Investment Vehicles
The situation: each line is one rule over one dataset
4 insiders independently bought a net $807.8K while the stock fell 95% over six months, with no planned sales queued.
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch INV

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-89.4%12M
-92%-13%+65%+144%2025-102025-122026-022026-042026-062026-082026-10 2026-04-20 · HENNESSY DANIEL J sold $3.2M2025-11-26 · Scott John Stewart sold $2.3M2025-12-01 · WE-INN LLC sold $2.2M2025-11-25 · HENNESSY DANIEL J sold $1.4M2025-10-22 · WE-INN LLC sold $1.3M2025-12-18 · WE-INN LLC sold $1.2M2025-11-20 · WE-INN LLC sold $1.1M2025-11-18 · WE-INN LLC sold $952.3K2025-12-17 · WE-INN LLC sold $898.0K2025-12-03 · WE-INN LLC sold $821.5K2025-10-24 · WE-INN LLC sold $798.8K2025-11-19 · WE-INN LLC sold $787.5K2025-10-23 · WE-INN LLC sold $605.9K2025-12-02 · WE-INN LLC sold $583.6K2025-10-29 · WE-INN LLC sold $437.1K2025-12-01 · HENNESSY DANIEL J sold $420.6K2026-08-20 · Otworth Michael bought $349.3K2026-08-20 · Donnally James O bought $337.5K2025-10-27 · WE-INN LLC sold $291.6K2025-12-04 · HENNESSY DANIEL J sold $289.8K2025-11-21 · Donnally James O bought $94.0K2026-08-20 · Haskell Gregory W bought $75.6K2025-12-02 · Otworth Michael bought $60.7K2025-11-26 · Haskell Gregory W bought $51.4K2026-08-20 · Brown Bruce bought $45.4K2025-12-02 · HENNESSY DANIEL J sold $42.3K2025-12-01 · Austrup Roland bought $24.5K2026-04-14 · HENNESSY DANIEL J sold $15.0K2025-11-20 · Niemeyer Suzanne bought $13.6K2026-02-18 · Ascent Capital Partners LLC filed a 5%+ stake (6.7%)2026-02-18 · Jonathan Loeffler filed a 5%+ stake (6.7%)2026-02-18 · Mark A Pomeroy Jr filed a 5%+ stake (6.7%)2026-02-17 · Fisher Adam filed a 5%+ stake (5.3%)2026-02-17 · COMMONWEALTH ASSET MANAGEMENT LP filed a 5%+ stake (1.9%)2026-02-17 · Commonwealth Asset Management Global Macro Master Fund Ltd. filed a 5%+ stake (1.9%)2026-02-17 · ABF Manager LLC filed a 5%+ stake (3.5%)2026-02-17 · AFT Investments LLC filed a 5%+ stake (3.5%)
Insider buyInsider sell13D/G stake
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns INV: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
3,754,254 sh
$19.0M
PNC Financial Services Group, Inc.
3,419,063 sh
$17.3M
Driehaus Capital Management LLC
2,987,465 sh
$15.1M
VANGUARD CAPITAL MANAGEMENT LLC
2,807,557 sh
$14.2M
UBS Group AG
2,756,695 sh
$14.0M

Congress trades in INV

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
Ascent Capital Partners LLC
Activist 13D · 2026-02-18
6.7%
Jonathan Loeffler
Activist 13D · 2026-02-18
6.7%
Mark A Pomeroy Jr
Activist 13D · 2026-02-18
6.7%
Fisher Adam
Activist 13D · 2026-02-17
5.3%
COMMONWEALTH ASSET MANAGEMENT LP
Activist 13D · 2026-02-17
1.9%

INV planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

INV mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Driehaus Micro Cap Growth Fund
$2.4M position · as of 2026-06-30
0.4%
Ultra-Small Company Market Fund
$498.5K position · as of 2026-06-30
0.3%
Adara Smaller Companies Fund
$1.2M position · as of 2026-05-31
0.1%
iShares Micro-Cap ETF
$953.5K position · as of 2026-06-30
0.1%
Destinations Small-Mid Cap Equity Fund
$420.2K position · as of 2026-05-31
0.1%
TIFF MULTI-ASSET FUND
$664.1K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
4 insiders reported buying shares.
The record shows a net $807.8K bought by insiders over 180 days, 91 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
TPLMNTRRGLDHASICRTSSRMUCASULBLEGOPBTAVNINRT

INV financials

Revenue growth
+84.1%
XBRL, annual
Net margin
-14266.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.8M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-3,022%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$105.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.03x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
-17.50x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
-52.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-20.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-24.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
-$8.8M
market value at close 2026-10-23 on 2026-08-07 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
FCF yield
-391.3%
TTM free cash flow over market value at close 2026-10-23
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-12
Revenue$2.1Mn/a$1.1M
Operating income-$464.7Mn/a-$23.7M
Net income-$293.3Mn/a-$30.8M
EPS (diluted)-5.39n/an/a
Operating cash flow-$80.7Mn/a-$19.5M
Cash$60.4M$11.1Mn/a
Long-term debt$8.3M$13.7M$5.5M
Dividends paidn/an/a$241.0K
SEC XBRL, fiscal years, as known on 2026-10-27

INV Stock Sonar score 6/7 axes

Find similar shapesCompare

INV ranks highest on institutional and government (98th percentile) and insider conviction (92nd), and lowest on risk and compliance (5th), among Investment Vehicles peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
12
Inputs
  • Return on equity-52.6% · 19 pct, universe of 3,863
  • Return on assets-20.1% · 12 pct, sector of 167
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-24.0% · 5 pct, sector of 116
Financial health
43
Inputs
  • Debt to equity0.03x · 81 pct, universe of 3,589
  • Cash flow to debt-17.50x · 5 pct, universe of 3,315
Growth
91
Inputs
  • Revenue growth, YoY+84.1% · 91 pct, universe of 4,656
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
92
Inputs
  • Net Form 4 buying (codes P and S), 180d$808K · 90 pct, universe of 3,403
  • Insider buyers, 180d4 · 94 pct, universe of 3,445
Institutional and government
98
Inputs
  • Funds adding, latest quarter91 · 98 pct, sector of 254
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
5
Inputs
  • Short interest, % of float+19.3% · 0 pct, sector of 293
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+29.5% · 11 pct, universe of 3,661
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

INV filings, in plain words

Are Innventure insiders buying or selling INV?

In the 180 days to 2026-10-27, Innventure insiders were net buyers, a net $807.8K across purchases and sales reported on Form 4, by 4 buyers.

Read the full summary

In the 180 days to 2026-10-27, Innventure insiders were net buyers of INV, a net $807.8K across purchases and sales reported on Form 4 by 4 buyers. 4 different insiders reported purchases within the last 90 days, a cluster buy, which is rarer than a single purchase. The latest 5% ownership filing is a 13D by Ascent Capital Partners LLC, filed 2026-02-18, for 6.7% of the class. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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