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, Q2 2026
Institutional positions in InnovAge Holding Corp. as of Jun 30, 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
- 106
- +6 vs. Q1 2026
- Shares held
- 18.4M
- +2.53M (+16.0%) vs. Q1 2026
- Total value
- $217.5M
- +$90.5M (+71.3%) vs. Q1 2026
- New holders
- 25
- 45 more added
- Sold out
- 19
- 24 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding InnovAge Holding Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Algert Global LLC | 630,520 | $7.47M | 0.09% | +563,735+844.1% | Added |
| Arrowstreet Capital, Limited Partnership | 668,742 | $7.92M | 0.00% | +251,204+60.2% | Added |
| Vanguard Capital Management LLC | 935,264 | $11.1M | 0.00% | +58,128+6.6% | Added |
| BlackRock, Inc. | 1,489,609 | $17.7M | 0.00% | +241,518+19.4% | Added |
| Federated Hermes, Inc. | 1,903,713 | $22.6M | 0.03% | +1,899,133+41,465.8% | Added |
| T. Rowe Price Investment Management, Inc. | 6,124,069 | $72.6M | 0.05% | −9,041−0.1% | Reduced |
| Coliseum Capital Management, LLC | 0 | $0 | 0.00% | −1,114,809−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −529,984−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −198,320−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −64,376−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −45,673−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −40,631−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,630−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −18,101−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,047−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −12,959−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −11,072−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −10,843−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |