AI Holders Summary · Q1 2026

53 institutions reported INVE in Q1 2026. Bleichroeder LP leads at 28.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Bleichroeder LP

CIK 0001781002

$11M2.9M1.84%Q1 2026 02

ROYCE & ASSOCIATES LP

CIK 0000906304

$4M1.2M0.04%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$4M1.1M0.00%Q1 2026 04

ESSEX INVESTMENT MANAGEMENT CO LLC

CIK 0000201772

$3M737K0.43%Q1 2026 05

HARBERT FUND ADVISORS, INC.

CIK 0001616659

$3M736K89.90%Q1 2026 06

Pillsbury Lake Capital LLC

CIK 0002111915

$2M492K0.82%Q1 2026 07

AIGH Capital Management LLC

CIK 0001835943

$2M409K0.21%Q1 2026 08

Peapod Lane Capital LLC

CIK 0002050979

$1M377K1.13%Q1 2026 09

BlackRock, Inc.

CIK 0002012383

$1M316K0.00%Q1 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$969K262K0.00%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$895K242K0.00%Q1 2026 12

SEI INVESTMENTS CO

CIK 0000350894

$895K242K0.00%Q1 2026 13

PRELUDE CAPITAL MANAGEMENT, LLC

CIK 0001387508

$867K234K0.07%Q1 2026 14

Legato Capital Management LLC

CIK 0001442641

$854K231K0.08%Q1 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$768K208K0.00%Q1 2026 16

BOOTHBAY FUND MANAGEMENT, LLC

CIK 0001549230

$622K168K0.01%Q1 2026 17

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$501K135K0.00%Q1 2026 18

NewEdge Advisors, LLC

CIK 0001633516

$417K113K0.00%Q1 2026 19

STATE STREET CORP

CIK 0000093751

$331K90K0.00%Q1 2026 20

GOLDMAN SACHS GROUP INC

CIK 0000886982

$261K71K0.00%Q1 2026

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