Skip to main content
Livermore
Livermore
ZHEN

Invivyd, Inc.

IVVD
Exchange
Nasdaq
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001832038

In the last 90 days, Invivyd, Inc. insiders filed 0 open-market purchases and 5 sales; 125 institutions reported holding it in 13F filings for Q2 2026, worth $203.1M in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q4 2022

Institutional positions in Invivyd, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
82
+4 vs. Q3 2022
Shares held
59.8M
−2.22M (−3.6%) vs. Q3 2022
Total value
$89.7M
−$104.4M (−53.8%) vs. Q3 2022
New holders
16
25 more added
Sold out
12
21 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IVVD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 82 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 67 institutionsQ4 2021: 80 institutionsQ1 2022: 75 institutionsQ2 2022: 76 institutionsQ3 2022: 78 institutionsQ4 2022: 82 institutionsQ1 2023: 70 institutionsQ2 2023: 57 institutionsQ3 2023: 58 institutionsQ4 2023: 59 institutionsQ1 2024: 86 institutionsQ2 2024: 80 institutionsQ3 2024: 76 institutionsQ4 2024: 77 institutionsQ1 2025: 79 institutionsQ2 2025: 68 institutionsQ3 2025: 78 institutionsQ4 2025: 116 institutionsQ1 2026: 140 institutionsQ2 2026: 125 institutions
Value heldQ4 2022: $89.7M
Q1 2021: $0Q2 2021: $0Q3 2021: $2.16BQ4 2021: $431.9MQ1 2022: $269.7MQ2 2022: $198.1MQ3 2022: $194.1MQ4 2022: $89.7MQ1 2023: $71.9MQ2 2023: $58.7MQ3 2023: $90.9MQ4 2023: $219.8MQ1 2024: $321.2MQ2 2024: $83.5MQ3 2024: $72.9MQ4 2024: $34.0MQ1 2025: $42.6MQ2 2025: $43.2MQ3 2025: $163.8MQ4 2025: $593.7MQ1 2026: $294.2MQ2 2026: $203.1M
Institutions holding IVVD and their total value by quarter
QuarterHoldersValue
Q2 2026125$203.1M
Q1 2026140$294.2M
Q4 2025116$593.7M
Q3 202578$163.8M
Q2 202568$43.2M
Q1 202579$42.6M
Q4 202477$34.0M
Q3 202476$72.9M
Q2 202480$83.5M
Q1 202486$321.2M
Q4 202359$219.8M
Q3 202358$90.9M
Q2 202357$58.7M
Q1 202370$71.9M
Q4 202282$89.7M
Q3 202278$194.1M
Q2 202276$198.1M
Q1 202275$269.7M
Q4 202180$431.9M
Q3 202167$2.16B
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Invivyd, Inc.; share changes are against Q3 2022.

Institutions holding IVVD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Rockefeller Capital Management L.P.500$00.00%00.0%Unchanged
Credit Suisse AG2$30.00%−291−99.3%Reduced
Ellevest, Inc.18$270.00%00.0%Unchanged
State of Wyoming164$2460.00%+121+281.4%Added
Glassman Wealth Services200$3000.00%00.0%Unchanged
Aspire Private Capital, LLC200$3000.00%00.0%Unchanged
Federated Hermes, Inc.212$3180.00%+212New
Belpointe Asset Management LLC300$4500.00%+300New
HM Payson & Co396$5940.00%00.0%Unchanged
Wells Fargo & Company755$1.13K0.00%−147−16.3%Reduced
China Universal Asset Management Co., Ltd.1,107$1.66K0.00%+1,107New
Citigroup Inc1,719$2.58K0.00%+943+121.5%Added
Group One Trading, L.P.2,435$3.65K0.00%−15,400−86.3%Reduced
Cubist Systematic Strategies, LLC3,582$5.37K0.00%+3,582New
Advisor Group Holdings, Inc.4,450$6.00K0.00%−1,000−18.3%Reduced
Legal & General Group Plc4,746$7.12K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.4,566$9.31K0.00%00.0%Unchanged
Amalgamated Bank6,522$10.0K0.00%00.0%Unchanged
Point72 Middle East FZE8,104$12.2K0.00%+8,104New
Royal Bank of Canada8,476$13.0K0.00%+7,851+1,256.2%Added
Public Employees Retirement System of Ohio9,237$14.0K0.00%−2,096−18.5%Reduced
Rathbone Brothers plc10,000$15.0K0.00%00.0%Unchanged
Ergoteles LLC10,006$15.0K0.00%+10,006New
Cannell Capital LLC12,649$19.0K0.00%00.0%Unchanged
Virtu Financial LLC13,299$20.0K0.00%−2,045−13.3%Reduced
Barclays PLC13,783$20.7K0.00%+11,607+533.4%Added
SG Americas Securities, LLC14,508$22.0K0.00%−820−5.3%Reduced
Tri Locum Partners LP14,967$22.0K0.01%+14,967New
Susquehanna International Group, LLP15,440$23.2K0.00%+742+5.0%Added
ProShare Advisors LLC15,619$23.4K0.00%+15,619New
Renaissance Technologies LLC15,800$24.0K0.00%+15,800New
UBS Group AG16,206$24.3K0.00%+15,247+1,589.9%Added
Invesco Ltd.18,067$27.1K0.00%+2,066+12.9%Added
Zacks Investment Management18,417$27.6K0.00%+18,417New
Deutsche Bank AG18,437$27.7K0.00%+342+1.9%Added
Voya Investment Management LLC19,953$29.9K0.00%00.0%Unchanged
California State Teachers Retirement System20,493$30.7K0.00%+230+1.1%Added
Principal Financial Group Inc23,739$35.6K0.00%+23,739New
STRS Ohio24,300$36.0K0.00%00.0%Unchanged
American International Group, Inc.24,282$36.4K0.00%−89−0.4%Reduced
Hongkou Capital LP25,800$38.7K0.13%00.0%Unchanged
Ameriprise Financial Inc25,920$39.0K0.00%−50.0%Reduced
ETF Managers Group, LLC27,171$40.8K0.00%−4,944−15.4%Reduced
New York State Common Retirement Fund31,147$46.7K0.00%+150.0%Added
TD Asset Management Inc31,300$47.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)32,628$49.0K0.00%+30,190+1,238.3%Added
Alliancebernstein L.P.39,900$59.9K0.00%+9,800+32.6%Added
Citadel Advisors LLC43,758$65.6K0.00%−2,429−5.3%Reduced
Shay Capital LLC44,429$66.6K0.04%+44,429New
Morgan Stanley45,369$68.1K0.00%+30,107+197.3%Added
Bank of America Corp48,614$72.9K0.00%+39,693+444.9%Added
Squarepoint Ops LLC50,540$75.8K0.00%+50,540New
Acadian Asset Management LLC56,862$85.0K0.00%+56,862New
Goldman Sachs Group Inc64,682$97.0K0.00%−75,782−54.0%Reduced
Rhumbline Advisers81,271$122.0K0.00%+374+0.5%Added
Jane Street Group, LLC96,542$144.8K0.00%+83,603+646.1%Added
HRT Financial LP100,363$150.0K0.00%+100,363New
Manufacturers Life Insurance Company, The122,964$183.4K0.00%+11,120+9.9%Added
Anson Funds Management LP154,156$231.2K0.08%+154,156New
Bank of New York Mellon Corp175,261$262.9K0.00%−238−0.1%Reduced
Nuveen Asset Management, LLC198,438$298.0K0.00%−31,566−13.7%Reduced
ArrowMark Colorado Holdings LLC211,650$317.5K0.00%−16,010−7.0%Reduced
JPMorgan Chase & Co324,833$487.0K0.00%−47,818−12.8%Reduced
Oasis Management Co Ltd.348,432$522.6K0.11%00.0%Unchanged
Charles Schwab Investment Management Inc400,518$600.8K0.00%+8,608+2.2%Added
Northern Trust Corp438,720$658.1K0.00%+6,805+1.6%Added
Price T Rowe Associates Inc513,203$769.0K0.00%−59,251−10.4%Reduced
Jacobs Levy Equity Management, Inc539,024$808.5K0.01%+145,845+37.1%Added
Newtyn Management, LLC900,000$1.35M0.28%+550,000+157.1%Added
State Street Corp1,006,982$1.51M0.00%+50,940+5.3%Added
Geode Capital Management, LLC1,021,855$1.53M0.00%+40,608+4.1%Added
Millennium Management LLC1,211,099$1.82M0.00%+714,402+143.8%Added
Redmile Group, LLC1,440,725$2.16M0.09%−480,235−25.0%Reduced
Bain Capital Life Sciences Investors, LLC1,937,207$2.91M0.32%00.0%Unchanged
Vanguard Group Inc2,691,919$4.04M0.00%−1,127,994−29.5%Reduced
683 Capital Management, LLC3,000,000$4.50M0.41%−390,000−11.5%Reduced
Slate Path Capital LP3,735,000$5.60M0.30%00.0%Unchanged
BlackRock Inc.3,877,043$5.82M0.00%+396,410+11.4%Added
OrbiMed Advisors LLC5,270,400$7.91M0.15%00.0%Unchanged
Alphabet Inc.5,680,785$8.52M0.49%00.0%Unchanged
M28 Capital Management LP9,248,250$13.9M13.22%00.0%Unchanged
FMR LLC14,110,982$21.2M0.00%−981,424−6.5%Reduced
Foresite Capital Management V, LLC0$00.00%−1,431,826−100.0%Sold out
Alps Advisors Inc0$00.00%−59,405−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−39,564−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−37,880−100.0%Sold out
MetLife Investment Management0$00.00%−32,195−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−19,992−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−22,026−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−3,772−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−3,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,960−100.0%Sold out
Leonteq Securities AG0$00.00%−1,000−100.0%Sold out
Cutler Group LP0$00.00%−1−100.0%Sold out