Insider Trading February 27, 2026

Amberjack Funds Sell $162.6M of Innovex Stock as Company Posts Mixed Q4 Results

Multiple Amberjack-affiliated vehicles sold 6.62 million INVX shares; Innovex reported revenue beat but missed adjusted EPS consensus and selling stockholders filed an offering

By Nina Shah INVX
Amberjack Funds Sell $162.6M of Innovex Stock as Company Posts Mixed Q4 Results
INVX

Several Amberjack Capital Partners entities sold a combined 6,620,497 shares of Innovex International, Inc. (NASDAQ: INVX) on February 27, 2026, for roughly $162.6 million. The stock has since risen to $26.35. Innovex reported fourth-quarter adjusted EPS below consensus while revenue exceeded expectations. Affiliates of Amberjack also disclosed a planned public offering of shares by selling stockholders, with underwriters granted an option to buy additional shares; Innovex will not receive proceeds from that offering.

Key Points

  • Amberjack-affiliated entities sold 6,620,497 Innovex (INVX) shares on February 27, 2026, at $24.5913 per share, totaling about $162.6 million.
  • Innovex reported mixed fourth-quarter results: adjusted EPS of $0.20 (below the $0.29 consensus) and revenue of $273.6 million (above the $239.47 million estimate), with revenue up 9% year-over-year and 14% sequentially.
  • Affiliates of Amberjack filed a selling stockholder offering for 5,750,000 shares, with a 30-day underwriter option for up to 862,500 additional shares; Innovex will not sell shares nor receive proceeds from the offering.

Overview

On February 27, 2026, Amberjack Capital Partners and related entities sold a total of 6,620,497 shares of Innovex International, Inc. (NASDAQ: INVX) common stock at a per-share price of $24.5913, resulting in aggregate proceeds of approximately $162.6 million. Since that trade date the stock has traded up to $26.35, a price that represents a 53% gain over the past six months and a 44% return over the past year.

Breakdown of the sales

The transactions were executed across several affiliated vehicles as follows:

  • Amberjack Capital Fund II, L.P. - 4,902,244 shares sold
  • Innovex Co-Invest Fund II, L.P. - 1,144,635 shares sold
  • Innovex Co-Invest Fund, L.P. - 271,279 shares sold
  • Intervale Capital Fund II, L.P. - 234,009 shares sold
  • Intervale Capital Fund III, L.P. - 60,217 shares sold
  • Intervale Capital Fund II-A, L.P. - 116 shares sold

Holdings after the transactions

Following the dispositions, the reported holdings for the named funds are:

  • Amberjack Capital Fund II, L.P. holds 16,871,374 shares
  • Innovex Co-Invest Fund II, L.P. holds 3,939,330 shares
  • Innovex Co-Invest Fund, L.P. holds 933,624 shares
  • Intervale Capital Fund II, L.P. holds 805,355 shares
  • Intervale Capital Fund III, L.P. holds 207,240 shares
  • Intervale Capital Fund II-A, L.P. holds 399 shares

Jason Turowsky, Managing Partner of Amberjack Management, LLC, is identified in association with these transactions.

Company results and financials

Innovex disclosed fourth-quarter results that were mixed versus consensus estimates. Adjusted earnings per share for the quarter were $0.20, below the analyst consensus of $0.29. Revenue for the period totaled $273.6 million, which exceeded the $239.47 million estimate and represented a 9% year-over-year increase as well as a 14% sequential rise from the prior quarter.

Selling stockholder offering

Certain affiliates of Amberjack Capital Partners, L.P. filed paperwork to offer 5,750,000 shares of Innovex common stock in a public offering. The selling stockholders intend to grant underwriters a 30-day option to purchase up to 862,500 additional shares. The filing specifies that Innovex itself will not sell any shares in this offering and will not receive proceeds from the sale.

Market context and closing notes

The transactions and the selling stockholder offering are distinct actions recorded in public filings and company results published for the fourth quarter. The information above reflects the quantities, prices, holdings and offer terms disclosed in those filings and the company-reported quarterly metrics.


Data and transaction details are reported as disclosed in company and filing statements.

Risks

  • Increased share supply from both the fund sales and the selling stockholder offering could affect market liquidity and price dynamics for INVX - impact on equity market trading of Innovex shares is indicated by the filings.
  • Innovex’s adjusted EPS for the quarter missed consensus estimates, which may create uncertainty around near-term earnings expectations - impact on investor sentiment and equity valuation is supported by the reported results.
  • The company will not receive proceeds from the announced selling stockholder offering, meaning any capital effects do not benefit Innovex’s balance sheet or cash position - this limits the company-side financial impact of the offering.

More from Insider Trading

Seacoast Banking EVP and CRO Sells Stock After Option Exercise; Q4 2025 Shows Mixed Results Feb 27, 2026 GLPI CFO Disposes $480K of Stock; Company Also Reports Q4 2025 Beat Feb 27, 2026 IonQ Director Purchases $115,155 in Shares as Company Posts Strong Q4 Revenue Feb 27, 2026 IonQ Director Sells $203,684 in Stock; Exercises Options and Sells Additional Shares to Cover Taxes Feb 27, 2026 Amalgamated Financial Executive Disposes of $78,112 in Shares; Company Posts Modest Q4 Revenue Beat Feb 27, 2026