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Inventiva (IVA): which funds own it

Health Care →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Sections with a free account

5 concentrated managers hold it (−1 vs last quarter); combined they have held more shares for 3 quarters in a row (3 added, 0 trimmed). Its median weight in those portfolios is 0.3%.

Who owns Inventiva?

Inventiva trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. Holders reporting more than 5% of the ordinary shares to the SEC (Schedules 13D/13G): Invus Public Equities, 10.6% (13G/A filed Jul 31, 2025), Sofinnova Partners SAS, a French, 8.6% (13G/A filed Feb 17, 2026), Srinivas Akkaraju, 7.4% (13D/A filed Nov 19, 2025), Andera Partners, 6.7% (13G/A filed Oct 27, 2026) and Samsara BioCapital, 5.9% (13D filed Oct 21, 2025). As of Jun 30, 2026, the largest ADR holders reported on Form 13F were Caligan Partners (8.2 million ADRs), Samsara Biocapital (6.3 million ADRs) and Paradigm Biocapital Advisors (4.0 million ADRs).

Which institutions hold the most Inventiva shares?

Per Form 13F filings as of Jun 30, 2026, in ADRs:

  1. 1. Caligan Partners: 8.2 million ADRs
  2. 2. Samsara Biocapital: 6.3 million ADRs
  3. 3. Paradigm Biocapital Advisors: 4.0 million ADRs
  4. 4. Andera Partners: 3.6 million ADRs
  5. 5. ADAR1 Capital Management: 3.6 million ADRs
  6. 6. Millennium Management: 3.5 million ADRs
  7. 7. Nantahala Capital Management: 2.7 million ADRs
  8. 8. Trails Edge Capital Partners: 2.7 million ADRs
  9. 9. Franklin Resources: 2.6 million ADRs
  10. 10. Squadron Capital Management: 2.4 million ADRs

Sources:13G/A by Invus Public Equities (Jul 31, 2025) ↗13G/A by Sofinnova Partners SAS, a French (Feb 17, 2026) ↗13D/A by Srinivas Akkaraju (Nov 19, 2025) ↗13G/A by Andera Partners (Oct 27, 2026) ↗13D by Samsara BioCapital (Oct 21, 2025) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
5
All 13F: 88
Consensus
36/100
across 5 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$3.78
-31.9% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (6 → 5): 0 opened · 1 exited = −1

Net flow in the quarter: +$15.6M (+4.1 M shares) · bought $20.5M and sold $4.9MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Accumulation: combined they have held more shares for 3 quarters in a row (3 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of IVA (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • Andera Partners6.7%13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 27, 2026
  • Deep Track Capital3.76%(fell below 5%)13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: May 15, 2026
  • New Enterprise Associates 174.9%(fell below 5%)13D · amendmentfiling ↗Event: Mar 30, 2026 · filed: Apr 1, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

Other Health Care stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Health Care →

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