InnovAge Holding Corp.
INNV- Exchange
- Nasdaq
- Industry
- Services-Health Services
- SEC CIK
- 0001834376
In the last 90 days, InnovAge Holding Corp. insiders filed 0 open-market purchases and 2 sales; 106 institutions reported holding it in 13F filings for Q2 2026, worth $217.5M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in InnovAge Holding Corp. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 103
- +26 vs. Q4 2025
- Shares held
- 16.0M
- +1.75M (+12.3%) vs. Q4 2025
- Total value
- $128.0M
- +$54.0M (+72.9%) vs. Q4 2025
- New holders
- 35
- 37 more added
- Sold out
- 9
- 20 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INNV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 106 | $217.5M |
| Q1 2026 | 103 | $128.0M |
| Q4 2025 | 78 | $79.9M |
| Q3 2025 | 65 | $84.5M |
| Q2 2025 | 64 | $60.7M |
| Q1 2025 | 57 | $48.3M |
| Q4 2024 | 51 | $62.9M |
| Q3 2024 | 47 | $96.1M |
| Q2 2024 | 45 | $83.3M |
| Q1 2024 | 47 | $74.0M |
| Q4 2023 | 45 | $100.0M |
| Q3 2023 | 48 | $99.1M |
| Q2 2023 | 50 | $123.4M |
| Q1 2023 | 51 | $134.2M |
| Q4 2022 | 54 | $123.2M |
| Q3 2022 | 55 | $99.2M |
| Q2 2022 | 52 | $73.8M |
| Q1 2022 | 59 | $113.5M |
| Q4 2021 | 61 | $74.2M |
| Q3 2021 | 68 | $101.9M |
| Q2 2021 | 73 | $427.8M |
| Q1 2021 | 73 | $491.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,133,110 | $49.2M | 0.03% | −35,220−0.6% | Reduced |
| BlackRock, Inc. | 1,248,091 | $10.0M | 0.00% | −13,807−1.1% | Reduced |
| Coliseum Capital Management, LLC | 1,114,809 | $8.94M | 0.73% | −1,858,112−62.5% | Reduced |
| Vanguard Capital Management LLC | 877,136 | $7.03M | 0.00% | +877,136 | New |
| Geode Capital Management, LLC | 573,417 | $4.60M | 0.00% | +20,642+3.7% | Added |
| Hillsdale Investment Management Inc. | 529,984 | $4.25M | 0.12% | +529,984 | New |
| State Street Corp | 431,426 | $3.46M | 0.00% | +65,560+17.9% | Added |
| Arrowstreet Capital, Limited Partnership | 417,538 | $3.35M | 0.00% | +417,538 | New |
| Renaissance Technologies LLC | 370,817 | $2.97M | 0.00% | +186,117+100.8% | Added |
| O'Shaughnessy Asset Management, LLC | 272,540 | $2.19M | 0.01% | +33,659+14.1% | Added |
| Northern Trust Corp | 267,137 | $2.14M | 0.00% | +7,281+2.8% | Added |
| Ritholtz Wealth Management | 248,072 | $1.99M | 0.03% | +83,006+50.3% | Added |
| Dimensional Fund Advisors LP | 236,485 | $1.90M | 0.00% | +187,567+383.4% | Added |
| Nuveen, LLC | 205,462 | $1.65M | 0.00% | +162,225+375.2% | Added |
| Welch Capital Partners LLC | 200,501 | $1.61M | 0.36% | −203,600−50.4% | Reduced |
| CWM Advisors, LLC | 198,320 | $1.59M | 0.09% | +198,320 | New |
| Acadian Asset Management LLC | 183,181 | $1.47M | 0.00% | +117,919+180.7% | Added |
| Charles Schwab Investment Management Inc | 179,588 | $1.44M | 0.00% | +8,101+4.7% | Added |
| Goldman Sachs Group Inc | 179,241 | $1.44M | 0.00% | +63,089+54.3% | Added |
| Vanguard Fiduciary Trust Co | 140,507 | $1.13M | 0.00% | +140,507 | New |
| Janus Henderson Group PLC | 121,117 | $971.4K | 0.00% | +121,117 | New |
| Vanguard Portfolio Management LLC | 118,640 | $951.5K | 0.00% | +118,640 | New |
| Alliancebernstein L.P. | 159,970 | $830.2K | 0.00% | +121,070+311.2% | Added |
| Two Sigma Investments, LP | 95,526 | $766.1K | 0.00% | +95,526 | New |
| Prudential Financial Inc | 78,285 | $627.8K | 0.00% | +78,285 | New |
| Legato Capital Management LLC | 67,819 | $543.9K | 0.05% | +67,819 | New |
| Integrated Quantitative Investments LLC | 67,819 | $543.9K | 0.10% | +67,819 | New |
| Algert Global LLC | 66,785 | $535.6K | 0.01% | +52,520+368.2% | Added |
| GWN Securities Inc. | 66,779 | $535.6K | 0.10% | +9,596+16.8% | Added |
| State of Wisconsin Investment Board | 66,239 | $531.2K | 0.00% | +39,839+150.9% | Added |
| Lazard Asset Management LLC | 64,376 | $516.3K | 0.00% | +64,376 | New |
| STRS Ohio | 64,200 | $514.9K | 0.00% | −33,200−34.1% | Reduced |
| Trexquant Investment LP | 55,244 | $443.1K | 0.00% | +55,244 | New |
| Bank of America Corp | 53,307 | $427.5K | 0.00% | +31,981+150.0% | Added |
| Ameriprise Financial Inc | 50,608 | $405.9K | 0.00% | +50,608 | New |
| Point72 Asset Management, L.P. | 50,364 | $403.9K | 0.00% | +50,364 | New |
| Jane Street Group, LLC | 45,673 | $366.3K | 0.00% | −45,208−49.7% | Reduced |
| Bank of New York Mellon Corp | 44,105 | $353.7K | 0.00% | −1,073−2.4% | Reduced |
| Occudo Quantitative Strategies LP | 41,223 | $336.0K | 0.02% | +41,223 | New |
| Centiva Capital, LP | 40,631 | $325.9K | 0.02% | +40,631 | New |
| AQR Capital Management LLC | 37,654 | $302.0K | 0.00% | +11,959+46.5% | Added |
| Zacks Investment Management | 35,907 | $288.0K | 0.00% | +35,907 | New |
| Gsa Capital Partners LLP | 34,284 | $275.0K | 0.02% | −4,562−11.7% | Reduced |
| Verdad Advisers, LP | 31,641 | $253.8K | 0.29% | +31,641 | New |
| XTX Topco Ltd | 31,188 | $250.1K | 0.00% | +3,359+12.1% | Added |
| Engineers Gate Manager LP | 30,300 | $243.0K | 0.00% | +30,300 | New |
| Dynamic Technology Lab Private Ltd | 26,630 | $213.6K | 0.04% | +26,630 | New |
| Rhumbline Advisers | 24,155 | $193.7K | 0.00% | −1,511−5.9% | Reduced |
| Morgan Stanley | 23,074 | $185.1K | 0.00% | −26,735−53.7% | Reduced |
| Millennium Management LLC | 22,165 | $177.8K | 0.00% | −1,889−7.9% | Reduced |
| Prelude Capital Management, LLC | 18,395 | $147.5K | 0.01% | +18,395 | New |
| Price T Rowe Associates Inc | 18,256 | $147.0K | 0.00% | +6,757+58.8% | Added |
| D'Orazio & Associates, Inc. | 18,206 | $146.0K | 0.02% | +18,206 | New |
| Raymond James Financial Inc | 18,101 | $145.2K | 0.00% | +18,101 | New |
| Susquehanna International Group, LLP | 18,047 | $144.7K | 0.00% | +2,369+15.1% | Added |
| Kathmere Capital Management, LLC | 15,534 | $124.6K | 0.01% | +2,260+17.0% | Added |
| American Century Companies Inc | 15,109 | $121.2K | 0.00% | +15,109 | New |
| UBS Group AG | 12,998 | $104.2K | 0.00% | +10,960+537.8% | Added |
| Baron Wealth Management LLC | 12,959 | $103.9K | 0.03% | +12,959 | New |
| Deutsche Bank AG | 12,775 | $102.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 12,189 | $97.8K | 0.00% | +12,189 | New |
| BNP Paribas Arbitrage, SA | 11,631 | $93.3K | 0.00% | +6,985+150.3% | Added |
| CIBC Asset Management Inc | 11,072 | $88.8K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 10,843 | $87.0K | 0.01% | +10,843 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 9,615 | $77.1K | 0.00% | +238+2.5% | Added |
| JPMorgan Chase & Co | 8,510 | $67.0K | 0.00% | +132+1.6% | Added |
| New York State Common Retirement Fund | 8,066 | $64.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,530 | $60.4K | 0.00% | −14,940−66.5% | Reduced |
| Vanguard Global Advisers, LLC | 6,652 | $53.3K | 0.00% | +6,652 | New |
| State of Alaska, Department of Revenue | 6,555 | $52.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,939 | $47.6K | 0.00% | +2,479+71.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,978 | $39.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,580 | $36.7K | 0.00% | +679+17.4% | Added |
| Barclays PLC | 3,994 | $32.0K | 0.00% | −27,597−87.4% | Reduced |
| Russell Investments Group, Ltd. | 3,036 | $24.3K | 0.00% | +169+5.9% | Added |
| CWM, LLC | 2,690 | $21.6K | 0.00% | +718+36.4% | Added |
| Tower Research Capital LLC (TRC) | 2,521 | $20.2K | 0.00% | +560+28.6% | Added |
| Citigroup Inc | 1,958 | $15.7K | 0.00% | +1,491+319.3% | Added |
| Legal & General Group Plc | 1,628 | $13.1K | 0.00% | −169−9.4% | Reduced |
| Costello Asset Management, INC | 1,550 | $12.4K | 0.00% | +1,550 | New |
| Ameritas Investment Partners, Inc. | 1,437 | $11.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,095 | $8.78K | 0.00% | −151−12.1% | Reduced |
| Sterling Capital Management LLC | 463 | $3.71K | 0.00% | −446−49.1% | Reduced |
| Simplex Trading, LLC | 461 | $3.70K | 0.00% | +316+217.9% | Added |
| Advisor Group Holdings, Inc. | 230 | $1.84K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 192 | $1.54K | 0.00% | −16−7.7% | Reduced |
| GAMMA Investing LLC | 151 | $1.21K | 0.00% | +24+18.9% | Added |
| Essential Partners LLC | 143 | $1.15K | 0.00% | +1+0.7% | Added |
| EverSource Wealth Advisors, LLC | 103 | $825 | 0.00% | +18+21.2% | Added |
| Nisa Investment Advisors, LLC | 74 | $593 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 70 | $562 | 0.00% | +59+536.4% | Added |
| SRS Capital Advisors, Inc. | 34 | $273 | 0.00% | +34 | New |
| Rothschild Investment LLC | 33 | $265 | 0.00% | +33 | New |
| Basecamp Wealth Advisors LLC | 25 | $201 | 0.00% | +25 | New |
| US Bancorp | 22 | $176 | 0.00% | +22 | New |
| The PNC Financial Services Group, Inc. | 20 | $160 | 0.00% | −30−60.0% | Reduced |
| Root Financial Partners, LLC | 11 | $88 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 10 | $80 | 0.00% | +2+25.0% | Added |
| True Wealth Design, LLC | 6 | $49 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $32 | 0.00% | −2−33.3% | Reduced |