L3VLUP
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 1 listed it in both
Shares listed
13,242,055
combined, among listed positions
Reported value
$50m
combined, at the quarter end

Among the 91 comparable managers: 10 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +7,776,499.

Managers listing IVA in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Millennium Management LLC3,512,174$13munder 0.1%Added+524,56114 Aug 2026 (the filing on sec.gov)
Woodline Partners LP2,323,149$8.8munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,784,566$6.7munder 0.1%Added+1,719,6162 Sep 2026 (the filing on sec.gov)
Point72 Asset Management LP1,683,012$6.4munder 0.1%Added+726,79114 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP965,907$3.7munder 0.1%Added+311,69613 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC901,369$3.4munder 0.1%Added+831,93514 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP728,111$2.8munder 0.1%Added+501,70514 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)685,400$2.6munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Artisan Partners LP263,538$996kunder 0.1%Trimmed-59,46813 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC144,181$545kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC135,648$513kunder 0.1%Newnew3 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP115,000$435kunder 0.1%Trimmed-30,45914 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2020 to 1 in Q2 2026

Tracked managers listing it, at least.

00111Q3 2020Q4 2020Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IVA by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20201$6.2mn.a.n.a.
Q4 20201$2.3mn.a.n.a.
Q1 20261$1.8m91
Q2 20261$996k103

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IVA and LLY →IVA and JNJ →IVA and VRTX →Choose a stock to compare with IVA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IVA, latest filings →Back to the 13F Explorer →