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Vanguard Capital Management (INVA) reports 3.7M Innoviva shares in Schedule 13G

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Vanguard Capital Management LLC, together with certain affiliates, reports beneficial ownership of 3,704,185 shares of Innoviva Inc common stock on a Schedule 13G. This position represents 5.01% of Innoviva’s outstanding common stock.

Vanguard reports sole voting power over 546,132 shares and sole dispositive power over all 3,704,185 shares, with no shared voting or dispositive power. Dividends and sale proceeds are generally for Vanguard-managed funds and accounts, and no other single person has an interest exceeding 5% of the class.

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Beneficial ownership 3,704,185 shares Innoviva Inc common stock beneficially owned by Vanguard Capital Management
Percent of class 5.01% Portion of Innoviva Inc common stock class held by Vanguard Capital Management
Sole voting power 546,132 shares Shares of Innoviva Inc over which Vanguard has sole power to vote
Sole dispositive power 3,704,185 shares Shares of Innoviva Inc over which Vanguard has sole power to dispose
Filing date 07/31/2026 Date signed by Authorized Signatory My Trieu-Gatt
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 546,132.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 3,704,185.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"In accordance with SEC Release No. 34-39538 ... disaggregated from that of the reporting business unit"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940 and other managed accounts"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How many Innoviva Inc (INVA) shares does Vanguard Capital Management report owning?

Vanguard Capital Management reports beneficial ownership of 3,704,185 Innoviva Inc common shares, as disclosed in its Schedule 13G filing, representing a significant institutional position in the company’s equity.

What percentage of Innoviva Inc (INVA) does Vanguard Capital Management hold?

Vanguard Capital Management reports holding 5.01% of Innoviva Inc’s common stock. This crosses the 5% threshold that requires institutional investors to file a Schedule 13G ownership report with the SEC.

What voting power does Vanguard Capital Management have over Innoviva Inc (INVA) shares?

Vanguard Capital Management reports sole voting power over 546,132 Innoviva shares and no shared voting power. The remaining shares are held with dispositive power but without reported sole voting authority.

What dispositive power does Vanguard have over Innoviva Inc (INVA) shares?

Vanguard Capital Management reports sole dispositive power over 3,704,185 Innoviva shares and no shared dispositive power. This means it can decide how and when these shares are sold or otherwise disposed of.

Who benefits economically from Vanguard Capital Management’s Innoviva Inc (INVA) holdings?

The Innoviva shares are held for Vanguard investment companies and other managed accounts. Vanguard states no other single person’s interest in the reported securities exceeds 5% of the class.

Which Vanguard entities are included in the Innoviva Inc (INVA) Schedule 13G?

The filing aggregates securities beneficially owned or deemed owned by Vanguard Capital Management LLC and affiliates including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd.





45781M101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026