Who owns IVA
Which tracked institutional funds hold IVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IVA is one-sided between 2025-Q4 and 2026-Q1: 33 added or opened and 11 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IVA’s largest tracked holder by dollar value, SAMSARA BIOCAPITAL, LLC, sizes it at 2.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 66 tracked filers holding IVA, 44 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IVA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Point72 Asset Management, L.P.$5M
- HighVista Strategies LLC$3M
- Integral Health Asset Management, LLC$2M
- Artisan Partners Limited Partnership$2M
- Russell Investments Group, Ltd.$1M
- Seven Fleet Capital Management LP$1M
Full exits 5
- Alyeska Investment Group, L.P.$2M
- STEMPOINT CAPITAL LP$2M
- Saturn V Capital Management LP$1M
- Yiheng Capital Management, L.P.$1M
- EVENTIDE ASSET MANAGEMENT, LLC$1M
Largest adds
- Caligan Partners LP$18M
- Ikarian Capital, LLC$6M
- BOOTHBAY FUND MANAGEMENT, LLC$5M
- SAMSARA BIOCAPITAL, LLC$5M
- Deep Track Capital, LP$5M
- MILLENNIUM MANAGEMENT LLC$4M
Largest trims
- Ally Bridge Group (NY) LLC$3M
- J. Goldman & Co LP$2M
- GOLDMAN SACHS GROUP INC$971K
- Propel Bio Management, LLC$655K
- ADAR1 Capital Management, LLC$533K
- Simplify Asset Management Inc.$305K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SAMSARA BIOCAPITAL, LLC | 5,194,805 | $29M | 9.6% | 2026-Q1 |
| Caligan Partners LP added | 4,974,906 | $28M | 9.2% | 2026-Q1 |
| Paradigm Biocapital Advisors LP | 4,000,000 | $22M | 7.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,987,613 | $17M | 5.5% | 2026-Q1 |
| Trails Edge Capital Partners, LP | 2,657,997 | $15M | 4.9% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 2,461,565 | $14M | 4.6% | 2026-Q1 |
| SymBiosis Capital Partners, LLC trimmed | 2,354,000 | $13M | 4.4% | 2026-Q1 |
| UBS Group AG trimmed | 2,318,693 | $13M | 4.3% | 2026-Q1 |
| ADAR1 Capital Management, LLC trimmed | 2,174,398 | $12M | 4.0% | 2026-Q1 |
| Polar Capital Holdings Plc added | 2,132,138 | $12M | 4.0% | 2026-Q1 |
| ANDERA PARTNERS | 1,818,181 | $10M | 3.4% | 2026-Q1 |
| Yu Fan | 1,500,000 | $8M | 2.8% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 1,470,407 | $8M | 2.7% | 2026-Q1 |
| NEA Management Company, LLC | 1,462,586 | $8M | 2.7% | 2026-Q1 |
| Ikarian Capital, LLC added | 1,429,101 | $8M | 2.6% | 2026-Q1 |
| NEXTBio Capital Management LP added | 1,333,484 | $7M | 2.5% | 2026-Q1 |
| RTW INVESTMENTS, LP added | 1,298,702 | $7M | 2.4% | 2026-Q1 |
| Deep Track Capital, LP added | 1,222,453 | $7M | 2.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 956,221 | $5M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 844,215 | $5M | 1.6% | 2026-Q1 |
| Ally Bridge Group (NY) LLC trimmed | 745,300 | $4M | 1.4% | 2026-Q1 |
| Propel Bio Management, LLC trimmed | 724,678 | $4M | 1.3% | 2026-Q1 |
| BVF INC/IL | 686,040 | $4M | 1.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 653,575 | $4M | 1.2% | 2026-Q1 |
| HighVista Strategies LLC new | 615,666 | $3M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 613,357 | $3M | 1.1% | 2026-Q1 |
| Squadron Capital Management LLC added | 535,000 | $3M | 1.0% | 2026-Q1 |
| Integral Health Asset Management, LLC new | 400,000 | $2M | 0.7% | 2026-Q1 |
| DIADEMA PARTNERS LP added | 352,399 | $2M | 0.6% | 2026-Q1 |
| Artisan Partners Limited Partnership new | 323,006 | $2M | 0.6% | 2026-Q1 |
| Simplify Asset Management Inc. trimmed | 227,923 | $1M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 226,406 | $1M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. new | 205,639 | $1M | 0.4% | 2026-Q1 |
| Seven Fleet Capital Management LP new | 200,141 | $1M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 184,907 | $1M | 0.3% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 145,459 | $807K | 0.3% | 2026-Q1 |
| Persistent Asset Partners Ltd trimmed | 128,099 | $711K | 0.2% | 2026-Q1 |
| J. Goldman & Co LP trimmed | 103,518 | $575K | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd added | 84,323 | $468K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 77,561 | $430K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 69,434 | $385K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 66,121 | $367K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 64,950 | $360K | 0.1% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 40,000 | $222K | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP new | 38,256 | $212K | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC new | 31,482 | $175K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP new | 27,836 | $154K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 26,685 | $146K | 0.0% | 2026-Q1 |
| Quaker Wealth Management, LLC new | 24,960 | $139K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 24,467 | $136K | 0.0% | 2026-Q1 |
| Cerity Partners LLC | 20,000 | $111K | 0.0% | 2026-Q1 |
| Virtu Financial LLC added | 18,729 | $104K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 18,854 | $104K | 0.0% | 2026-Q1 |
| China Universal Asset Management Co., Ltd. new | 16,000 | $89K | 0.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL new | 10,000 | $56K | 0.0% | 2026-Q1 |
| Frec Markets, Inc. new | 10,000 | $56K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 4,515 | $25K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC | 20,000 | $20K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 2,862 | $16K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 352 | $12K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 881 | $5K | 0.0% | 2026-Q1 |
| Covestor Ltd | 402 | $2K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 300 | $2K | 0.0% | 2026-Q1 |
| Bell Investment Advisors, Inc new | 76 | $422 | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 5 | $28 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 2 | $11 | 0.0% | 2026-Q1 |
| Alyeska Investment Group, L.P. new | 500,000 | $2M | 0.8% | 2025-Q4 stale |
| STEMPOINT CAPITAL LP added | 467,242 | $2M | 0.7% | 2025-Q4 stale |
| Saturn V Capital Management LP new | 283,166 | $1M | 0.4% | 2025-Q4 stale |
| Yiheng Capital Management, L.P. trimmed | 255,915 | $1M | 0.4% | 2025-Q4 stale |
| EVENTIDE ASSET MANAGEMENT, LLC new | 250,000 | $1M | 0.4% | 2025-Q4 stale |
| SUPERSTRING CAPITAL MANAGEMENT LP new | 100,000 | $465K | 0.2% | 2025-Q4 stale |
| Creative Planning | 10,000 | $46K | 0.0% | 2025-Q4 stale |
| AQR CAPITAL MANAGEMENT LLC | 10,000 | $46K | 0.0% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 100 | $312 | 0.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ new | 44 | $205 | 0.0% | 2025-Q4 stale |
| CITIGROUP INC trimmed | 1 | $5 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.