Wellington entities report 2.69M Innovex (INVX) shares held for clients
Rhea-AI Filing Summary
Wellington Management Group LLP and related entities filed an amended Schedule 13G reporting their passive ownership in Innovex International, Inc. common stock. They report beneficial ownership of 2,687,950 shares, representing 3.91% of the outstanding common stock.
The Wellington entities report no sole voting or dispositive power, but shared voting power over 2,271,484 shares and shared dispositive power over 2,687,950 shares, held on behalf of investment advisory clients. No single client is reported to hold more than five percent of the class.
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Key Figures
Beneficially owned shares: 2,687,950 shares
Percent of class: 3.91%
Shared voting power: 2,271,484 shares
+3 more
6 metrics
Beneficially owned shares
2,687,950 shares
Innovex International, Inc. common stock reported by Wellington entities
Percent of class
3.91%
Percentage of Innovex common stock beneficially owned
Shared voting power
2,271,484 shares
Shares over which Wellington entities share voting power
Shared dispositive power
2,687,950 shares
Shares over which Wellington entities share dispositive power
Sole voting power
0 shares
Innovex shares with sole voting power reported by Wellington entities
Sole dispositive power
0 shares
Innovex shares with sole dispositive power reported by Wellington entities
Key Terms
beneficially owned, shared dispositive power, shared voting power, parent holding company, +2 more
6 terms
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
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.
parent holding company financial
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"
investment advisers financial
"The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers"
Schedule 13G regulatory
"The securities as to which this Schedule is filed are owned of record by clients"
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.
FAQ
What percentage of Innovex (INVX) does Wellington currently hold?
Wellington-related entities report beneficial ownership of 3.91% of Innovex International, Inc. common stock. This stake, disclosed on Schedule 13G/A, reflects shares held on behalf of multiple investment advisory clients rather than a single controlling holder.
Is any single Wellington client over 5% of Innovex (INVX)?
No single client is reported above that level. Wellington states that no client is known to have rights over more than five percent of Innovex’s common stock, even though clients collectively account for the 3.91% stake.
Which Wellington entities are reporting the Innovex (INVX) stake?
The filing is made by Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. The shares are owned of record by clients of various Wellington Investment Advisers they control.
AI-generated analysis. How Rhea-AI works. Not financial advice.