13FPulse
IV

IVVD INVIVYD INC

2026Q2 · CUSIP 00534A102 · Sector: Healthcare & Biotech

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
124
Institutions that reported holding it to the SEC
Net decrease in holders
15
Last quarter 139 → now 124
How unusual is that
Bottom 20%
Stronger than only 9% of US stocks
What the filings say, in one paragraph

124 funds held IVVD at the end of 2026Q2, down 15 from the quarter before. Buying is stronger than only 9.1% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $53M(YoY +110.5%). IVVD has had 3 buying rushes in its history, and the price moved -68.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q4: holders=78 2022Q1: holders=75 2022Q2: holders=76 2022Q3: holders=79 2022Q4: holders=82 2023Q1: holders=70 2023Q2: holders=57 2023Q3: holders=58 2023Q4: holders=59 2024Q1: holders=86 2024Q2: holders=80 2024Q3: holders=76 2024Q4: holders=77 2025Q1: holders=80 2025Q2: holders=68 2025Q3: holders=78 2025Q4: holders=116 2026Q1: holders=139 2026Q2: holders=124 -38 -19 +0 +19 +38 5199146 21Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20%
2025Q4 Top 20% -32.3%
2024Q1 Top 20% -62.0% -68.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
69
Change in large funds
+7
Total value they hold
$203M
Funds buying for the first time
35
Funds that sold out entirely
50
Price change that quarter
-14.6%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-0.30
EPS YoY
Revenue (TTM)
$0.1B
Revenue YoY
+110.5%
Net margin
ROE
Debt ratio
16.0%
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.