INVE

INVE

INVE

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2021 Q2 Aug 18, 2021 Choice Equities Capital Management 6.2% 37.1% CVS, FARM, INVE, SIC Concentration, cybersecurity, RFID, small caps, technology, value INVE
2022 Q1 Apr 21, 2022 Choice Equities Capital Management -20.9% - AZEK, CBT, FARM, GMS, INVE, OEC, TA, TREX, WSO Building Products, consumer, Industrial, inflation, rates, small caps, value OEC
TA
AZEK
INVE
2021 Q4 Feb 5, 2021 Choice Equities Capital Management 2.3% 36.9% FARM, GMS, INVE, SPWH Building Materials, retail, small cap, technology, value SPWH
2021 Q3 Nov 19, 2021 Choice Equities Capital Management -2.5% 33.8% FARM, GMS, INVE Building Materials, Coffee, Concentration, small caps, value GMS
INVE
FARM

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 15, 2026 Fund Letters Choice Equities Capital Management Identiv Inc Building Products & Equipment Technology Hardware, Storage & Peripherals Bull NASDAQ Access Control, Gross Margin Pressure, growth, Physical Security, RFID, technology
Jun 15, 2026 Fund Letters Choice Equities Capital Management Identiv Inc. Building Products & Equipment Technology Hardware, Storage & Peripherals Bull NASDAQ backlog growth, Cannabis Tracking, Digital transformation, IoT Connectivity, NFC, Physical Security, RFID Technology, Team Expansion
Jun 15, 2026 Fund Letters Choice Equities Capital Management Identiv, Inc. Building Products & Equipment Technology Hardware, Storage & Peripherals Bull NASDAQ Access Control, Digital Connectivity, growth, IoT, NFC, RFID, Security, semiconductors, small-cap, technology hardware
Apr 27, 2026 Substack Shareholders Unite Identiv Technology RFID and Security Bull NASDAQ Stock Market business model scaling, cash position, Identiv, IFCO partnership, industry trends, investment opportunity, production capacity, RFID Technology, security solutions, technological advancements

BSD Shareholders of INVE

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.