SEC ownership of Invivyd, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001832038.

Comparable stake leader

JANUS HENDERSON GROUP PLC

Disclosed value leader

Adimab, LLC

Comparable rows

50/50

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
JANUS HENDERSON GROUP PLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001832038
Issuer location
New Haven, CT

Ownership snapshot

Top shareholders of Invivyd, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
JANUS HENDERSON GROUP PLC
Disclosed value leader
Adimab, LLC
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F 13D/G 3/4/5 Lead comparable stake: 12% 13D/G row: JANUS HENDERSON GROUP PLC Showing 1-8 of 50 holder rows.

Quick read

JANUS HENDERSON GROUP PLC leads the comparable SEC ownership view at 12%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens JANUS HENDERSON GROUP PLC's linked filing trail.
Comparable ownership Top 5
JANUS HENDERSON GROUP PLC 12%
BIOTECHNOLOGY VALUE FUND L P 9%
PERCEPTIVE ADVISORS LLC 7.9%
Adimab, LLC 7.3%
RA CAPITAL MANAGEMENT, L.P. 7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
JANUS HENDERSON GROUP PLC
13F 13D/G
Company
12%
from 13D/G
$42,857,157
33,094,330 shares
31 Mar 2026
BIOTECHNOLOGY VALUE FUND L P
13D/G
BVF PARTNERS L P/IL
9%
$64,323,000
25,525,000 shares
+$24,003,000 31 Dec 2025
PERCEPTIVE ADVISORS LLC
13D/G 13F
Company
7.9%
$40,738,260
21,785,166 shares
$0 18 Nov 2025
Adimab, LLC
3/4/5 13D/G
10%+ Owner
7.3%
from 13D/G
$85,667,229
21,687,906 shares
19 Jan 2024
RA CAPITAL MANAGEMENT, L.P.
13D/G
7%
$36,709,000
21,342,442 shares
-$12,925,398 31 Mar 2026
MAVERICK CAPITAL LTD
13D/G 13F
Company
6.7%
$47,806,701
18,970,913 shares
+$22,029,323 31 Dec 2025
MITHRIL II LP
3/4/5 13D/G
Other*, 10%+ Owner
4.8%
from 13D/G
$44,404,241
11,241,580 shares
28 Mar 2022
FMR LLC
13D/G 13F
Company
4.8%
$3,811,862
5,775,549 shares
$0 31 Dec 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$395,906.

Buys
$125,000
Insiders: 1
Sells
$520,906
Insiders: 5
Net
-$395,906
Shares: -454,826
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 50,000 Shares: 504,826
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 227,172 $0 $354,232 -$354,232
6-9 50,000 0 $125,000 $0 +$125,000
9-12 0 277,654 $0 $166,674 -$166,674

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 38 reporting-owner rows connected to Invivyd, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
38
Largest Forms 3/4/5 holder
Adimab, LLC
Net 12M change
-$395,905
Latest report
19 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Adimab, LLC 10%+ Owner $85,667,229 Filing P/S 19 Jan 2024
MITHRIL II LP Other*, 10%+ Owner $44,404,241 Mixed 28 Mar 2022
Redmile Group, LLC 10%+ Owner $13,394,292 Mixed 10 Aug 2021
Rene Russo Director $7,841,915 Mixed 05 Aug 2021
Ajay Royan Director $5,008,124 Mixed 19 May 2026
Cox Christopher T. Other* $2,685,297 Mixed 28 Mar 2022
Polaris Venture Partners V, L.P. Other* $1,965,757 Mixed 28 Mar 2022
Terrance McGuire Director $1,366,240 Filing P/S 19 May 2026
Jill Andersen Chief Legal Officer, Secretary $510,598 -$155,258 -23% Mixed 15 Feb 2026
Timothy Edward Lee Chief Commercial Officer $319,383 -$93,158 -23% Mixed 15 Feb 2026
Robert D. Allen III Chief Scientific Officer $314,287 -$86,173 -22% Mixed 15 Feb 2026
William E. Duke Chief Financial Officer $303,605 -$93,158 -23% Mixed 15 Feb 2026
Julie Green Chief Human Resources Officer $303,605 -$93,158 -23% Mixed 15 Feb 2026
Kevin F. McLaughlin Director $125,000 +$125,000 +100% Filing P/S 19 May 2026
Sara Cotter Director $3,950 Mixed 21 May 2024
Ellen R. Marram Director Mixed 19 Nov 2021
Lynn Connolly Chief Medical Officer Mixed 30 Jan 2022
Jane Pritchett Henderson Chief Financial Officer Mixed 30 Jan 2022
Anand Shah Director Mixed 05 Aug 2021
Redonda Miller Director Mixed 22 Jun 2022

Recent insider transactions for Invivyd, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Ajay Royan IVVD Stock Option (Right to Buy) Award 50,000 50,000 19 May 2026 Direct
Kevin F. McLaughlin IVVD Stock Option (Right to Buy) Award 50,000 50,000 19 May 2026 Direct
Terrance McGuire IVVD Stock Option (Right to Buy) Award 50,000 50,000 19 May 2026 Direct
Elia Marc IVVD Stock Option (Right to Buy) Award 50,000 50,000 19 May 2026 Direct
Marc Elia IVVD Stock Option (Right to Buy) Award 50,000 50,000 19 May 2026 Direct
Paul Bolno IVVD Stock Option (Right to Buy) Award 32,876 32,876 19 May 2026 Direct
Tamsin Berry IVVD Stock Option (Right to Buy) Award 50,000 50,000 19 May 2026 Direct
Robert D. Allen III IVVD Common Stock Sale -14.5% $30,597 $1.58 -19,392 114,487 18 Feb 2026 Direct
Julie Green IVVD Common Stock Sale -16.3% $33,077 $1.58 -20,964 107,717 18 Feb 2026 Direct
William E. Duke IVVD Common Stock Sale -16.3% $33,077 $1.58 -20,964 107,717 18 Feb 2026 Direct
Timothy Edward Lee IVVD Common Stock Sale -15.1% $33,077 $1.58 -20,964 117,717 18 Feb 2026 Direct
Jill Andersen IVVD Common Stock Sale -16.1% $55,127 $1.58 -34,939 181,736 18 Feb 2026 Direct
Robert D. Allen III IVVD Common Stock Sale -12% $28,004 $1.54 -18,189 133,879 17 Feb 2026 Direct
Julie Green IVVD Common Stock Sale -13.3% $30,273 $1.54 -19,663 128,681 17 Feb 2026 Direct
William E. Duke IVVD Common Stock Sale -13.3% $30,273 $1.54 -19,663 128,681 17 Feb 2026 Direct
Timothy Edward Lee IVVD Common Stock Sale -12.4% $30,273 $1.54 -19,663 138,681 17 Feb 2026 Direct
Jill Andersen IVVD Common Stock Sale -13.1% $50,454 $1.54 -32,771 216,675 17 Feb 2026 Direct
Robert D. Allen III IVVD Common Stock Options Exercise 186.6% 99,000 152,068 15 Feb 2026 Direct
Robert D. Allen III IVVD Restricted Stock Units Options Exercise -49.2% -99,000 102,000 15 Feb 2026 Direct
Julie Green IVVD Common Stock Options Exercise 200.6% 99,000 148,344 15 Feb 2026 Direct
Julie Green IVVD Restricted Stock Units Options Exercise -49.2% -99,000 102,000 15 Feb 2026 Direct
William E. Duke IVVD Common Stock Options Exercise 200.6% 99,000 148,344 15 Feb 2026 Direct
William E. Duke IVVD Restricted Stock Units Options Exercise -49.2% -99,000 102,000 15 Feb 2026 Direct
Timothy Edward Lee IVVD Common Stock Options Exercise 166.8% 99,000 158,344 15 Feb 2026 Direct
Timothy Edward Lee IVVD Restricted Stock Units Options Exercise -49.2% -99,000 102,000 15 Feb 2026 Direct
Jill Andersen IVVD Common Stock Options Exercise 195.4% 165,000 249,446 15 Feb 2026 Direct
Jill Andersen IVVD Restricted Stock Units Options Exercise -49.2% -165,000 170,000 15 Feb 2026 Direct
Julie Green IVVD Stock Option (Right to Buy) Award 675,000 675,000 29 Jan 2026 Direct
Timothy Edward Lee IVVD Stock Option (Right to Buy) Award 675,000 675,000 29 Jan 2026 Direct
Jill Andersen IVVD Stock Option (Right to Buy) Award 820,000 820,000 29 Jan 2026 Direct
Robert D. Allen III IVVD Stock Option (Right to Buy) Award 625,000 625,000 29 Jan 2026 Direct
William E. Duke IVVD Stock Option (Right to Buy) Award 625,000 625,000 29 Jan 2026 Direct
Kevin F. McLaughlin IVVD Common Stock Purchase $125,000 $2.50 50,000 50,000 19 Nov 2025 Direct
Paul Bolno IVVD Stock Option (Right to Buy) Award 100,000 100,000 22 Sep 2025 Direct
Timothy Edward Lee IVVD Common Stock Sale -33.3% $16,796 $0.5666 -29,643 59,344 19 Aug 2025 Direct
William E. Duke IVVD Common Stock Sale -37.5% $16,796 $0.5666 -29,643 49,344 19 Aug 2025 Direct
Julie Green IVVD Common Stock Sale -37.5% $16,796 $0.5666 -29,643 49,344 19 Aug 2025 Direct
Jill Andersen IVVD Common Stock Sale -36.9% $27,991 $0.5666 -49,402 84,446 19 Aug 2025 Direct
Robert D. Allen III IVVD Common Stock Sale -34.1% $15,536 $0.5666 -27,420 53,068 19 Aug 2025 Direct
Timothy Edward Lee IVVD Common Stock Sale -18.4% $13,012 $0.6502 -20,013 88,987 18 Aug 2025 Direct
William E. Duke IVVD Common Stock Sale -20.2% $13,012 $0.6502 -20,013 78,987 18 Aug 2025 Direct
Julie Green IVVD Common Stock Sale -20.2% $13,012 $0.6502 -20,013 78,987 18 Aug 2025 Direct
Jill Andersen IVVD Common Stock Sale -20% $21,685 $0.6502 -33,352 133,848 18 Aug 2025 Direct
Robert D. Allen III IVVD Common Stock Sale -18.7% $12,036 $0.6502 -18,512 80,488 18 Aug 2025 Direct
Timothy Edward Lee IVVD Common Stock Options Exercise 990% 99,000 109,000 15 Aug 2025 Direct
Timothy Edward Lee IVVD Restricted Stock Units Options Exercise -33% -99,000 201,000 15 Aug 2025 Direct
William E. Duke IVVD Common Stock Options Exercise 99,000 99,000 15 Aug 2025 Direct
William E. Duke IVVD Restricted Stock Units Options Exercise -33% -99,000 201,000 15 Aug 2025 Direct
Julie Green IVVD Common Stock Options Exercise 99,000 99,000 15 Aug 2025 Direct
Julie Green IVVD Restricted Stock Units Options Exercise -33% -99,000 201,000 15 Aug 2025 Direct
* marks a reported price that did not pass the local price check.
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