Public record / Tickers / INVA

INVA — Innoviva, Inc.

Both disclosure regimes on one name: who in Congress filed about INVA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming INVA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-23
filed 2025-04-23
13F holders
271
top-271 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

George Whitesides · $250K–$500K

Sale · traded 2025-03-25 → filed 2025-04-23. Ranked over every INVA row by the provable lower bound, never a point estimate.

No member disclosed INVA in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING INVA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning INVA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-04-23George Whitesides D–CA-27Sale · SP (spouse-owned)Traded 03-25 +29d$250K–$500K
2025-04-23George Whitesides D–CA-27SaleTraded 03-24 +30d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in INVA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed INVA in the trailing 12 months.

Congress ↔ notable managers · INVA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · INNOVIVA INC

Merged timeline of congressional filings and notable-manager moves on INVA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−7,719 sh
2026-05-14Caxton Associates 13Fexit−85,029 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of INVA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$263M1
2DIMENSIONAL FUND ADVISORS LP$103M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$98.4M1
4RENAISSANCE TECHNOLOGIES LLC$94.5M1
5VANGUARD CAPITAL MANAGEMENT LLC$73.2M1
6STATE STREET CORP$71.3M1
7MILLENNIUM MANAGEMENT LLC$53.1M1
8Sarissa Capital Management LP$49.7M1
9SYSTEMATIC FINANCIAL MANAGEMENT LP$47.2M1
10GEODE CAPITAL MANAGEMENT, LLC$45.0M1
11AMERICAN CENTURY COMPANIES INC$44.5M1
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44.0M1
13Boston Partners$40.0M1
14BANK OF AMERICA CORP /DE/$37.7M1
15TWO SIGMA INVESTMENTS, LP$34.6M1
16MORGAN STANLEY$30.5M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$27.1M1
18ROYCE & ASSOCIATES LP$24.7M1
19DEUTSCHE BANK AG\$21.2M1
20Invesco Ltd.$21.1M1
21DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$20.8M1
22Qube Research & Technologies Ltd$18.3M1
23NORTHERN TRUST CORP$18.0M1
24Man Group plc$17.4M1
25Nuveen, LLC$14.5M1
26WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$13.4M1
27VICTORY CAPITAL MANAGEMENT INC$12.2M1
28Allianz Asset Management GmbH$12.1M1
29AQR CAPITAL MANAGEMENT LLC$11.6M1
30VANGUARD FIDUCIARY TRUST CO$11.5M1
31Bank of New York Mellon Corp$11.4M1
32Assenagon Asset Management S.A.$10.4M1
33UBS Group AG$10.2M1
34BARCLAYS PLC$10.0M1
35PRINCIPAL FINANCIAL GROUP INC$9.8M1
36BALYASNY ASSET MANAGEMENT L.P.$7.5M1
37FIRST TRUST ADVISORS LP$6.5M1
38FRANKLIN RESOURCES INC$6.0M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$5.9M1
40D. E. Shaw & Co., Inc.$5.8M1
41VOLORIDGE INVESTMENT MANAGEMENT, LLC$5.5M1
42Uniplan Investment Counsel, Inc.$5.3M1
43ASSETMARK, INC$4.8M1
44TEACHER RETIREMENT SYSTEM OF TEXAS$4.7M1
45AMERIPRISE FINANCIAL INC$4.5M1
46Legal & General Group Plc$4.4M1
47CITADEL ADVISORS LLC$4.1M1
48Empowered Funds, LLC$3.9M1
49INTECH INVESTMENT MANAGEMENT LLC$3.8M1
50EXCHANGE TRADED CONCEPTS, LLC$3.8M1
51HUSSMAN STRATEGIC ADVISORS, INC.$3.4M1
52NOMURA HOLDINGS INC$3.4M1
53Swiss National Bank$3.3M1
54PRUDENTIAL FINANCIAL INC$3.2M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.1M1
56BNP Paribas Asset Management Holding S.A.$3.1M1
57Edgestream Partners, L.P.$3.1M1
58SEI INVESTMENTS CO$3.1M1
59MARTINGALE ASSET MANAGEMENT L P$2.9M1
60Dauntless Investment Group, LLC$2.9M1
61Gotham Asset Management, LLC$2.8M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$2.7M1
63HSBC HOLDINGS PLC$2.4M1
64QRG CAPITAL MANAGEMENT, INC.$2.4M1
65O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
66Orion Porfolio Solutions, LLC$2.1M1
67Oliver Luxxe Assets LLC$2.0M1
68Freestone Grove Partners LP$1.9M1
69Creative Planning$1.9M1
70KLP KAPITALFORVALTNING AS$1.8M1
71JAMES INVESTMENT RESEARCH, INC.$1.8M1
72NewEdge Wealth, LLC$1.8M1
73Synergy Asset Management, LLC$1.8M1
74Susquehanna Portfolio Strategies, LLC$1.7M1
75JENNISON ASSOCIATES LLC$1.6M1
76ALLIANCEBERNSTEIN L.P.$1.6M1
77FMR LLC$1.6M1
78HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.6M1
79VANGUARD ASSET MANAGEMENT, Ltd$1.5M1
80Aquatic Capital Management LLC$1.3M1
81RITHOLTZ WEALTH MANAGEMENT$1.2M1
82CANADA PENSION PLAN INVESTMENT BOARD$1.1M1
83Cetera Investment Advisers$1.1M1
84SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M1
85MetLife Investment Management, LLC$930K1
86Quantbot Technologies LP$918K1
87Illinois Municipal Retirement Fund$862K1
88MERCER GLOBAL ADVISORS INC /ADV$846K1
89HighTower Advisors, LLC$829K1
90Kendall Capital Management$822K1
91MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$820K1
92NewEdge Advisors, LLC$761K1
93ENVESTNET ASSET MANAGEMENT INC$757K1
94MANUFACTURERS LIFE INSURANCE COMPANY, THE$745K1
95CITIGROUP INC$739K1
96IEQ CAPITAL, LLC$734K1
97Engineers Gate Manager LP$733K1
98Quantinno Capital Management LP$723K1
99Vanguard Global Advisers, LLC$719K1
100STATE OF WISCONSIN INVESTMENT BOARD$708K1
101Vident Advisory, LLC$661K1
102MML INVESTORS SERVICES, LLC$660K1
103Janus Henderson Group Ltd.$649K1
104Zurcher Kantonalbank (Zurich Cantonalbank)$646K1
105WELLS FARGO & COMPANY/MN$642K1
106VIRTUS ADVISERS, LLC$628K1
107Morningstar Investment Management LLC$603K1
108WELLINGTON MANAGEMENT GROUP LLP$593K1
109FOX RUN MANAGEMENT, L.L.C.$591K1
110Magnetar Financial LLC$577K1
111Cerity Partners LLC$567K1
112State of New Jersey Common Pension Fund D$566K1
113QUADRANT CAPITAL GROUP LLC$565K1
114BRIDGEWAY CAPITAL MANAGEMENT, LLC$564K1
115denkapparat Operations GmbH$546K1
116ALPS ADVISORS INC$524K1
117OPPENHEIMER & CO INC$521K1
118Amundi$511K1
119OAK ASSOCIATES LTD /OH/$476K1
120Watershed Asset Management, L.L.C.$475K1
121NEW YORK STATE COMMON RETIREMENT FUND$466K1
122Arizona State Retirement System$455K1
123YOUSIF CAPITAL MANAGEMENT, LLC$449K1
124Vanguard Investments Australia, Ltd.$443K1
125Tidal Investments LLC$425K1
126STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$412K1
127COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$409K1
128FIFTH THIRD BANCORP$397K1
129OREGON PUBLIC EMPLOYEES RETIREMENT FUND$378K1
130nVerses Capital, LLC$370K1
131BANK OF MONTREAL /CAN/$363K1
132Vise Technologies, Inc.$361K1
133Mariner, LLC$359K1
134ProShare Advisors LLC$348K1
135GLENMEDE TRUST CO NA$339K1
136WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$332K1
137Sterling Capital Management LLC$332K1
138CWM, LLC$328K1
139PROFUND ADVISORS LLC$321K1
140AVIVA PLC$310K1
141State of Wyoming$307K1
142New Vernon Capital Holdings II LLC$306K1
143Ballentine Partners, LLC$302K1
144Integrated Advisors Network LLC$292K1
145Vanguard Personalized Indexing Management, LLC$274K1
146Crossmark Global Holdings, Inc.$272K1
147GUGGENHEIM CAPITAL LLC$271K1
148Pictet Asset Management Holding SA$260K1
149VOYA INVESTMENT MANAGEMENT LLC$258K1
150Financiere des Professionnels - Fonds d'investissement inc.$257K1
151EVERGREEN CAPITAL MANAGEMENT LLC$257K1
152BAILARD, INC.$255K1
153Brevan Howard Capital Management LP$251K1
154Dynamic Technology Lab Private Ltd$250K1
155Cornerstone Investment Partners, LLC$243K1
156iSAM Funds (UK) Ltd$241K1
157Maryland State Retirement & Pension System$239K1
158ROYAL BANK OF CANADA$235K1
159GRIMES & Co WEALTH MANAGEMENT, LLC$230K1
160Headlands Technologies LLC$230K1
161JOURNEY STRATEGIC WEALTH LLC$227K1
162Sequoia Financial Advisors, LLC$225K1
163HOHIMER WEALTH MANAGEMENT, LLC$220K1
164Envestnet Portfolio Solutions, Inc.$207K1
165Ensign Peak Advisors, Inc$195K1
166Lion Point Capital, LP$191K1
167Ameritas Investment Partners, Inc.$143K1
168Tower Research Capital LLC (TRC)$132K1
169Pinnacle Wealth Planning Services, Inc.$102K1
170SIGNATUREFD, LLC$96.2K1
171Mirae Asset Global Investments Co., Ltd.$90.0K1
172OSAIC HOLDINGS, INC.$70.2K1
173MATHER GROUP, LLC.$35.0K1
174Allworth Financial LP$30.3K1
175PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$29.4K1
176WealthCollab, LLC$22.0K1
177NISA INVESTMENT ADVISORS, LLC$20.7K1
178Westside Investment Management, Inc.$20.4K1
179US BANCORP \DE\$18.5K1
180MAI Capital Management$15.7K1
181Arax Advisory Partners$13.2K1
182Smartleaf Asset Management LLC$11.0K1
183Costello Asset Management, INC$9.3K1
184UMB Bank, n.a.$9.3K1
185Salomon & Ludwin, LLC$8.7K1
186DANSKE BANK A/S$7.0K1
187CX Institutional$6.5K1
188MANNING & NAPIER ADVISORS LLC$4.8K1
189Legacy Wealth Managment, LLC/ID$4.8K1
190Pacific Center for Financial Services$4.7K1
191Aster Capital Management (DIFC) Ltd$4.2K1
192Kilter Group LLC$3.5K1
193Parkside Financial Bank & Trust$3.1K1
194Medallion Wealth Advisors, LLC$2.6K1
195Valued Wealth Advisors LLC$2.4K1
196Rockefeller Capital Management L.P.$2.3K1
197NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1K1
198Keating Financial Advisory Services, Inc.$2.1K1
199Optiver Holding B.V.$2.0K1
200Godfrey Financial Associates, Inc.$1.8K1
201CBIZ Investment Advisory Services, LLC$1.8K1
202JPL Wealth Management, LLC$1.7K1
203CHASE INVESTMENT COUNSEL CORP$1.6K1
204LSV ASSET MANAGEMENT$1.6K1
205ALGERT GLOBAL LLC$1.4K1
206CANADA LIFE ASSURANCE Co$1.4K1
207PICTON MAHONEY ASSET MANAGEMENT$1.3K1
208Physician Wealth Advisors, Inc.$1.3K1
209NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.3K1
210HRT FINANCIAL LP$1.2K1
211State of Alaska, Department of Revenue$1.2K1
212Private Wealth Management Group, LLC$1.1K1
213THRIVENT FINANCIAL FOR LUTHERANS$1.1K1
214FARMERS & MERCHANTS INVESTMENTS INC$7691
215Financial Network Wealth Advisors LLC$6761
216Elequin Capital, LP$6291
217Summit Global Investments$5501
218AMALGAMATED BANK$4711
219NATIXIS ADVISORS, LLC$4001
220Ankerstar Wealth, LLC$3961
221Intentional Wealth Strategies, LLC$3731
222TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3541
223PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3501
224INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3041
225SJS Investment Consulting Inc.$2801
226GILPIN WEALTH MANAGEMENT, LLC$2571
227ACADIAN ASSET MANAGEMENT LLC$2371
228Vestcor Inc$1471
229GHP Investment Advisors, Inc.$941
230KBC Group NV$531
231HARBOR CAPITAL ADVISORS, INC.$111
232Capital Advisors, Ltd. LLC$11
233Avion Wealth$01
234VANGUARD GROUP INC$01
235Brandywine Global Investment Management, LLC$01
236Clearstead Advisors, LLC$01
237COMERICA BANK$01
238DENALI ADVISORS LLC$01
239CIBC Private Wealth Group LLC$01
240NORGES BANK$01
241Rafferty Asset Management, LLC$01
242Robeco Institutional Asset Management B.V.$01
243Legato Capital Management LLC$01
244SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
245Verition Fund Management LLC$01
246TWO SIGMA ADVISERS, LP$01
247Daiwa Securities Group Inc.$01
248SIMPLEX TRADING, LLC$01
249MIRABELLA FINANCIAL SERVICES LLP$01
250JANE STREET GROUP, LLC$01
251Connor, Clark & Lunn Investment Management Ltd.$01
252Point72 Asset Management, L.P.$01
253WINTON GROUP Ltd$01
254Trexquant Investment LP$01
255Squarepoint Ops LLC$01
256Versor Investments LP$01
257Inspire Investing, LLC$01
258Larson Financial Group LLC$01
259Atom Investors LP$01
260AIGEN INVESTMENT MANAGEMENT, LP$01
261Global Retirement Partners, LLC$01
262TWINBEECH CAPITAL LP$01
263AlphaQuest LLC$01
264SageView Advisory Group, LLC$01
265Signature Resources Capital Management, LLC$01
266Dunhill Financial, LLC$01
267Quarry LP$01
268QSV Equity Investors LLC$01
269Integrated Quantitative Investments LLC$01
270CAXTON ASSOCIATES LLP$01
271OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 271 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on INVA

RETAINED WINDOW · ACTIVE HITS

Zero hits on INVA in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for INVA · financials and macro

Financials — as filed PLANNED

INVA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: INVA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing