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IVA · Inventiva S.A. · Holdings

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$3.69 +0.03 (+0.68%) At close · Oct 27 Q4 2025 earnings call transcript
Rebalance outlook locked
Market Cap
$864.57M
Shares
236.22M
Volume · Oct 27 1.78M Avg daily vol (3M) 1.89M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of IVA: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 90
Total Value: $319,275,388
Total Shares: 84,573,063

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 88 13F filers
Top Holder
9.6%
Sep 2023 → Jun 2026 · range 9.6% – 54.6%
of institutional value
Top 5
30.4%
Sep 2023 → Jun 2026 · range 30.4% – 100.0%
of institutional value
Top 10
46.8%
Sep 2023 → Jun 2026 · range 46.8% – 100.0%
of institutional value
HHI
350
Sep 2023 → Jun 2026 · range 350 – 4,092
Broadly held

Who Holds IVA

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 88 filers, like-for-like change +69.3%; actively managed books +65.1%; index-like books +306.5%.

Holder type Share Filers Change
Registered adviser 65.0% 46 +66.8%
Exempt adviser 6.2% 4 +100.2%
Adviser 6.1% 3 +13.5%
Bank 4.5% 7 +63.5%
Holding company 4.9% 6 +421.1%
Non-US 0.0% 0 —
Unknown 13.3% 22 +67.3%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

88 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
5
5.68% of filers hold it in their top 10
Mar 31, 2026: 5
Holders above 5%
2
median weight 0.005%
Mar 31, 2026: 3
Crowding
—
a foreign private issuer reports ordinary shares, a different unit from the listed shares
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
a foreign private issuer reports ordinary shares, a different unit from the listed shares
Top 10 holders
46.8%
of 13F shares, Herfindahl 0.035
Active holders
+65.1%
like-for-like share change of active filers
5% stakes on record
4
0 13D, 4 13G (1 institutional, 3 passive, 1 exempt)
How long holders have held it value-weighted 3.2 quarters
Under 1 year 89.4% 1 to 3 years 8.01% 3 years or more 2.64% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $12,399,997 (3 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$5.08
estimated per share
Mar 31, 2026: $5.29
Quarter-end price
$3.78
implied by 13F values
Estimated gain or loss
-25.6%
price against the estimated cost
Estimated at a loss
100.0%
of costed 13F value

Estimated cost covers 87.6% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies IVA's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 PMN ProMIS Neurosciences Inc. 7
2 CUE Cue Biopharma, Inc. 5
3 LBRX Lb Pharmaceuticals Inc 8
4 PCVX Vaxcyte, Inc. 11
5 OLMA Olema Pharmaceuticals, Inc. 8
6 RLMD Relmada Therapeutics, Inc. 8
7 ASMB Assembly Biosciences, Inc. 6
8 LONA LeonaBio, Inc. 5
9 LPCN Lipocine Inc. 3
10 IMUX Immunic, Inc. 5

Shareholder Targets

13F filers that own its peers but not IVA, quarter ended Jun 30, 2026

Found through its holder-overlap peers: PMN, CUE, LBRX, PCVX, OLMA, RLMD, ASMB, LONA, LPCN, IMUX, AVTX, ELVN, GLUE, ALMS, IMCR, PALI, CCCC, XFOR, FULC, CLDX. 603 filers in all.

# Filer In peers
1 BlackRock, Inc. Holding company, Index-like $2,059,730,767 19 held
2 Jupiter Topco LLC Unknown, Diversified active $1,419,876,691 12 held
3 VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like $1,059,424,868 18 held
4 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $990,767,485 15 held
5 PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active $920,226,710 16 held
6 STATE STREET CORP Bank, Index-like $852,020,047 19 held
7 RA CAPITAL MANAGEMENT, L.P. Registered adviser, Concentrated $837,468,949 6 held
8 T. Rowe Price Investment Management, Inc. Adviser, Diversified active $724,889,286 2 held
9 VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active $539,438,206 14 held
10 AyurMaya Capital Management Company, LP Adviser, Unknown $426,031,354 1 held

Fund Ownership of IVA by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0.01% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.01% 34,355
Index ETFs 0.00% 0
Active ETFs 0.13% 313,483
Active funds 1.80% 4,253,031
Unclassified 0.00% 8,145
All registered funds 1.95% 4,609,014
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 47 Exempt adviser 5 Adviser 3 Bank 7 Holding company 6 Unknown 22
Showing 90 of 90
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Caligan Partners LP $30,856,861 9.66% 8,163,191
SAMSARA BIOCAPITAL, LLC $23,869,962 7.48% 6,314,805
Paradigm Biocapital Advisors LP $15,120,000 4.74% 4,000,000
ADAR1 Capital Management, LLC $13,633,159 4.27% 3,606,656
ANDERA PARTNERS $13,406,437 4.20% 3,633,181
MILLENNIUM MANAGEMENT LLC $13,276,017 4.16% 3,512,174
Nantahala Capital Management, LLC $10,154,565 3.18% 2,686,393
Trails Edge Capital Partners, LP $10,047,228 3.15% 2,657,997
FRANKLIN RESOURCES INC $9,989,069 3.13% 2,642,611
Squadron Capital Management LLC $9,204,300 2.88% 2,435,000
Woodline Partners LP $8,781,503 2.75% 2,323,149
Aberdeen Group plc $8,723,381 2.73% 2,307,773
UBS Group AG $8,713,624 2.73% 2,305,192
BOOTHBAY FUND MANAGEMENT, LLC $7,574,295 2.37% 2,003,782
Patient Square Capital LP $7,435,906 2.33% 1,967,171
NEXTBio Capital Management LP $6,758,579 2.12% 1,787,984
CITADEL ADVISORS LLC $6,745,659 2.11% 1,784,566
AMERIPRISE FINANCIAL INC $6,415,219 2.01% 1,697,148
Point72 Asset Management, L.P. $6,361,785 1.99% 1,683,012
Integral Health Asset Management, LLC $5,745,600 1.80% 1,520,000
Yu Fan $5,670,000 1.78% 1,500,000
NEA Management Company, LLC $5,528,575 1.73% 1,462,586
STEMPOINT CAPITAL LP $5,391,489 1.69% 1,426,320
JPMORGAN CHASE & CO $4,948,398 1.55% 1,309,100
Propel Bio Management, LLC $4,842,981 1.52% 1,281,212
KINGDON CAPITAL MANAGEMENT, L.L.C. $4,800,600 1.50% 1,270,000
Ikarian Capital, LLC $4,268,001 1.34% 1,129,101
ADAGE CAPITAL PARTNERS GP, L.L.C. $4,233,600 1.33% 1,120,000
Polar Capital Holdings Plc $4,060,528 1.27% 1,074,214
MARSHALL WACE, LLP $3,651,127 1.14% 965,907
Alyeska Investment Group, L.P. $3,436,020 1.08% 909,000
MORGAN STANLEY $3,408,198 1.07% 901,640
JANE STREET GROUP, LLC $3,407,173 1.07% 901,369
HighVista Strategies LLC $3,142,850 0.98% 831,442
Deep Track Capital, LP $3,024,000 0.95% 800,000
Y-Intercept (Hong Kong) Ltd $2,860,004 0.90% 775,069
DIADEMA PARTNERS LP $2,800,171 0.88% 740,786
TWO SIGMA INVESTMENTS, LP $2,752,259 0.86% 728,111
BVF INC/IL $2,593,231 0.81% 686,040
FMR LLC $2,590,812 0.81% 685,400
Ally Bridge Group (NY) LLC $2,399,544 0.75% 634,800
Qube Research & Technologies Ltd $1,502,769 0.47% 397,558
J. Goldman & Co LP $1,275,750 0.40% 337,500
Simplify Asset Management Inc. $1,184,965 0.37% 313,483
Artisan Partners Limited Partnership $996,173 0.31% 263,538
Ghisallo Capital Management LLC $945,000 0.30% 250,000
SEVEN GRAND MANAGERS, LLC $850,500 0.27% 225,000
Burkehill Global Management, LP $850,500 0.27% 225,000
GOLDMAN SACHS GROUP INC $848,606 0.27% 224,499
XTX Topco Ltd $809,985 0.25% 214,282
Persistent Asset Partners Ltd $790,707 0.25% 209,182
Quadrature Capital Ltd $783,147 0.25% 207,182
Seven Fleet Capital Management LP $756,532 0.24% 200,141
BANK OF AMERICA CORP /DE/ $574,246 0.18% 151,917
Balyasny Asset Management L.P. $545,004 0.17% 144,181
Walleye Capital LLC $512,749 0.16% 135,648
HRT FINANCIAL LP $468,542 0.15% 123,953
Hudson Bay Capital Management LP $434,700 0.14% 115,000
Rathbones Group PLC $378,000 0.12% 100,000
COMMONWEALTH EQUITY SERVICES, LLC $317,504 0.10% 83,996
Engineers Gate Manager LP $268,818 0.08% 71,116
Indivisible Partners $177,120 0.06% 48,000
Jefferies Financial Group Inc. $151,200 0.05% 40,000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $146,684 0.05% 39,752
GEODE CAPITAL MANAGEMENT, LLC $129,861 0.04% 34,355
R Squared Ltd $113,090 0.04% 29,918
NEW YORK STATE COMMON RETIREMENT FUND $92,485 0.03% 24,467
Quaker Wealth Management, LLC $92,102 0.03% 24,960
Shay Capital LLC $82,672 0.03% 21,871
China Universal Asset Management Co., Ltd. $81,648 0.03% 21,600
NewEdge Advisors, LLC $75,894 0.02% 20,078
Cerity Partners LLC $75,600 0.02% 20,000
ROYAL BANK OF CANADA $59,500 0.02% 15,741
Ground Swell Capital, LLC $48,395 0.02% 12,803
Platt Investment Counsel, LLC $45,239 0.01% 12,260
BLAIR WILLIAM & CO/IL $37,800 0.01% 10,000
Frec Markets, Inc. $37,800 0.01% 10,000
FNY Investment Advisers, LLC $27,675 0.01% 7,500
CITIGROUP INC $24,993 0.01% 6,612
GAMMA Investing LLC $23,313 0.01% 6,318
RHUMBLINE ADVISERS $17,660 0.01% 4,672
Tower Research Capital LLC (TRC) $6,804 0.00% 1,800
BARCLAYS PLC $6,732 0.00% 1,781
OSAIC HOLDINGS, INC. $1,164 0.00% 308
Atlantic Union Bankshares Corp $1,134 0.00% 300
Larson Financial Group LLC $850 0.00% 225
Caitong International Asset Management Co., Ltd $585 0.00% 155
Bell Investment Advisors, Inc $287 0.00% 76
Arax Advisory Partners $192 0.00% 51
Covestor Ltd $2 0.00% 402
Key facts CIK 1756594 CUSIP 46124U107 13F (30d) 8 filings 8 filers Visit website Investor relations