| Quarter | Score |
|---|---|
| 2023-Q4 | 36.6 |
| 2024-Q1 | 46.5 |
| 2024-Q2 | 46.1 |
| 2024-Q3 | 77.9 |
| 2024-Q4 | 77.5 |
| 2025-Q1 | 77.6 |
| 2025-Q2 | 79.5 |
| 2025-Q3 | 73.4 |
| 2025-Q4 | 84.7 |
Strong consensus, but price is extended — wait for pullback to funds' basis
Trading +150.5% above funds' purchase price — elevated pullback risk
2 of 18 tracked funds hold INDV. Avg conviction: 1.8%. Net holding. First tracked at $15.57 (current +150.5% vs tracked).
Oaktree Capital has 3.6% in this stock
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Oaktree Capital | 3.6% | Reduce |
| Citadel Advisors | 0.0% | Add |