Innovex International, Inc. has 9 Schedule 13D or 13G filings on record since 2025-07-29. 2 holders' latest filing reports 5% or more of common shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Amberjack Capital Fund II, L.P. | 25.4% | 13,164,573 | SCHEDULE 13D/A, 2026-08-10 | 2026-08-06 |
| Brandes Investment Partners, LP | 8.3% | 5,727,445 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Wellington Management Group LLP | 3.9% | 2,687,950 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Amberjack Capital Fund II, L.P.
Item 4 of the Schedule 13D is hereby amended and supplemented by the addition of the following: Underwriting Agreement On August 6, 2026, the Issuer entered into an Underwriting Agreement (the "Underwriting Agreement") with Intervale Capital Fund II, L.P., Intervale Capital Fund II-A, L.P., Intervale Capital Fund III, L.P., Amberjack Capital Fund II, L.P., Innovex Co-Invest Fund, L.P., Innovex Co-Invest Fund II, L.P., (collectively, the "Seller Stockholders") and Barclays Capital Inc., as underwriter (the "Underwriter"), relating to the offer and sale by the Selling Stockholders of 5,000,000 shares of common stock, par value $0.01 per share, of the Issuer (the "Common Stock"), at a price to the Underwriter of $28.71 per share (the "Offering"). Amberjack Capital Fund II, L.P. sold 3,706,801 shares of Common Stock to the Underwriter. Innovex Co-Invest Fund II, L.P. sold 865,508 shares of Common Stock to the Underwriter. Innovex Co-Invest Fund, L.P. sold 205,126 shares of Common Stock to the Underwriter. Intervale Capital Fund II, L.P. sold 176,944 shares of Common Stock to the Underwriter. Intervale Capital Fund II-A, L.P. sold 88 shares of Common Stock to the Underwriter. Intervale Capital Fund III, L.P. sold 45,533 shares of Common Stock to the Underwriter. The Offering closed on August 10, 2026. The Underwriting Agreement contains customary representations and warranties, agreements and obligations, closing conditions and termination provisions. The …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-08-10; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 7.07% | SCHEDULE 13G/A |
| 2025-11-13 | Brandes Investment Partners, LP | 11.1% | SCHEDULE 13G/A |
| 2026-02-27 | Amberjack Capital Fund II, L.P. | 33.2% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-14 | Brandes Investment Partners, LP | 9.6% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 5.3% | SCHEDULE 13G |
| 2026-08-10 | Amberjack Capital Fund II, L.P. | 25.4% | SCHEDULE 13D/A |
| 2026-08-13 | Wellington Management Group LLP | 3.9% | SCHEDULE 13G/A |
| 2026-08-13 | Brandes Investment Partners, LP | 8.3% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.