Vanguard Capital Management (INVA) reports 3.7M Innoviva shares in 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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Key Figures
Beneficial ownership: 3,704,185 shares
Percent of class: 5.01%
Sole voting power: 546,132 shares
+2 more
5 metrics
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
Key Terms
beneficially owned, Sole Voting Power, Sole Dispositive Power, Schedule 13G, +1 more
5 terms
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.
FAQ
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.
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.