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InnovAge Holding Corp. (INNV) institutional ownership

Latest close $11.84 Jul 21, 2026
Market cap$423M 52-week range SectorHealthcare
Funds holding · Q1 2026
96
reported INNV position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
67 buyers · 29 sellers

InnovAge Holding Corp. (INNV) price and institutional activity

Dates

Q1 2026

$0 bought by 67 investors
Hillsdale Investment Management Inc.Arrowstreet Capital, Limited Partnership +65 more
$0 sold by 29 investors
Coliseum Capital Management, LLCMarshall Wace, LLP +27 more
Bought Sold Totals per quarter; hover a bar for the names.

InnovAge Holding Corp. (INNV) institutional activity · 96

Investor Type Est. change Change Δ Own Date
Coliseum Capital Management, LLC · Reduced
Change −1.9M Date Q1 2026
Coliseum Capital Management, LLC Reduced· Q1 2026 −1.9M Q1 2026
Hillsdale Investment Management Inc. · New
Change +530K Date Q1 2026
Hillsdale Investment Management Inc. New· Q1 2026 +530K Q1 2026
Arrowstreet Capital, Limited Partnership · New
Change +418K Date Q1 2026
Arrowstreet Capital, Limited Partnership New· Q1 2026 +418K Q1 2026
Marshall Wace, LLP · Exited
Change −291K Δ Own −100.0% Date Q1 2026
Marshall Wace, LLP Exited· Q1 2026 −291K −100.0% Q1 2026
Welch Capital Partners LLC · Reduced
Change −204K Date Q1 2026
Welch Capital Partners LLC Reduced· Q1 2026 −204K Q1 2026
Inspire Investing, LLC · New
Change +198K Date Q1 2026
Inspire Investing, LLC New· Q1 2026 +198K Q1 2026
Dimensional · Added
Change +188K Date Q1 2026
Dimensional Added· Q1 2026 +188K Q1 2026
Renaissance Technologies LLC Added· Q1 2026 +186K +100.8% Q1 2026
Nuveen, LLC · Added
Change +162K Date Q1 2026
Nuveen, LLC Added· Q1 2026 +162K Q1 2026
Janus Henderson Group PLC · New
Change +121K Date Q1 2026
Janus Henderson Group PLC New· Q1 2026 +121K Q1 2026
Alliancebernstein L.P. · Added
Change +121K Date Q1 2026
Alliancebernstein L.P. Added· Q1 2026 +121K Q1 2026
Acadian Asset Management LLC · Added
Change +118K Date Q1 2026
Acadian Asset Management LLC Added· Q1 2026 +118K Q1 2026
Two Sigma Investments, LP · New
Change +96K Date Q1 2026
Two Sigma Investments, LP New· Q1 2026 +96K Q1 2026
Ritholtz Wealth Management · Added
Change +83K Date Q1 2026
Ritholtz Wealth Management Added· Q1 2026 +83K Q1 2026
Prudential Financial Inc · New
Change +78K Date Q1 2026
Prudential Financial Inc New· Q1 2026 +78K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 96

Famous investor activity in InnovAge Holding Corp. (INNV)

InnovAge Holding Corp. (INNV) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Blair Patrick T. · Officer Tax withholding or exercise payment (F) -$172K
Price $11.87 Qty -14K Owned 673K ΔOwn −2.1% Trade date Jul 16, 2026 Filed date Jul 17, 2026
Blair Patrick T. Officer Tax withholding or exercise payment (F) $11.87 -14K -$172K 673K −2.1% Jul 16, 2026 Jul 17, 2026
Damato Nicole · Officer Tax withholding or exercise payment (F) -$225K
Price $11.58 Qty -19K Owned 277K ΔOwn −6.5% Trade date Jul 15, 2026 Filed date Jul 17, 2026
Damato Nicole Officer Tax withholding or exercise payment (F) $11.58 -19K -$225K 277K −6.5% Jul 15, 2026 Jul 17, 2026
Zoretic Richard C. · Director Grant (A) 9K
Owned 102K ΔOwn +9.1% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Zoretic Richard C. Director Grant (A) 9K 102K +9.1% Jul 1, 2026 Jul 2, 2026
Tavenner Marilyn B. · Director Grant (A) 9K
Owned 54K ΔOwn +18.9% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Tavenner Marilyn B. Director Grant (A) 9K 54K +18.9% Jul 1, 2026 Jul 2, 2026
Sparks Teresa · Director Grant (A) 9K
Owned 68K ΔOwn +14.4% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Sparks Teresa Director Grant (A) 9K 68K +14.4% Jul 1, 2026 Jul 2, 2026
Kennedy Edward Moore Jr · Director Grant (A) 9K
Owned 77K ΔOwn +12.5% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Kennedy Edward Moore Jr Director Grant (A) 9K 77K +12.5% Jul 1, 2026 Jul 2, 2026
Bush John Ellis · Director Grant (A) 9K
Owned 54K ΔOwn +18.9% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Bush John Ellis Director Grant (A) 9K 54K +18.9% Jul 1, 2026 Jul 2, 2026
Fontneau Patricia · Director Grant (A) 9K
Owned 71K ΔOwn +13.7% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Fontneau Patricia Director Grant (A) 9K 71K +13.7% Jul 1, 2026 Jul 2, 2026
Carlson James G. · Director Grant (A) 9K
Owned 96K ΔOwn +9.8% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Carlson James G. Director Grant (A) 9K 96K +9.8% Jul 1, 2026 Jul 2, 2026
Browne Jennifer · Officer Grant (A) 68K
Owned 68K Trade date Jun 8, 2026 Filed date Jun 8, 2026
Browne Jennifer Officer Grant (A) 68K 68K Jun 8, 2026 Jun 8, 2026
Damato Nicole · Officer Tax withholding or exercise payment (F) -$59K
Price $7.30 Qty -8K Owned 297K Trade date Jun 6, 2026 Filed date Jun 8, 2026
Damato Nicole Officer Tax withholding or exercise payment (F) $7.30 -8K -$59K 297K Jun 6, 2026 Jun 8, 2026
Blair Patrick T. · CEO Tax withholding or exercise payment (F) -$74K
Price $7.30 Qty -10K Owned 687K Trade date Jun 6, 2026 Filed date Jun 8, 2026
Blair Patrick T. CEO Tax withholding or exercise payment (F) $7.30 -10K -$74K 687K Jun 6, 2026 Jun 8, 2026
Blair Patrick T. · CEO Tax withholding or exercise payment (F) -$87K
Price $7.30 Qty -12K Owned 697K Trade date Jun 5, 2026 Filed date Jun 8, 2026
Blair Patrick T. CEO Tax withholding or exercise payment (F) $7.30 -12K -$87K 697K Jun 5, 2026 Jun 8, 2026
Damato Nicole · Officer Tax withholding or exercise payment (F) -$108K
Price $7.20 Qty -15K Owned 305K Trade date Jun 4, 2026 Filed date Jun 8, 2026
Damato Nicole Officer Tax withholding or exercise payment (F) $7.20 -15K -$108K 305K Jun 4, 2026 Jun 8, 2026
Blair Patrick T. · Officer Tax withholding or exercise payment (F) -$28K
Price $5.47 Qty -5K Owned 709K Trade date Dec 1, 2025 Filed date Dec 2, 2025
Blair Patrick T. Officer Tax withholding or exercise payment (F) $5.47 -5K -$28K 709K Dec 1, 2025 Dec 2, 2025
15 of 18
15 of 18 Sign in to continue to older insider transactions.

InnovAge Holding Corp. (INNV) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Tco Group Holdings, L.P. 116.5M
% of shares outstanding 86.0% Filing date Feb 11, 2022
Tco Group Holdings, L.P. 116.5M 86.0% Feb 11, 2022
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InnovAge Holding Corp. (INNV) ownership FAQ

Who owns INNV?

96 reporting institutions disclosed INNV position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.