INNOVATE Corp.
VATE- Exchange
- NYSE
- Industry
- Fabricated Structural Metal Products
- SEC CIK
- 0001006837
No open-market purchases or sales by INNOVATE Corp. insiders were filed in the last 90 days; 49 institutions reported holding it in 13F filings for Q2 2026, worth $58.5M in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 12, 2026
- $67.3M
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +20 vs. previous quarter
- 49
- 13F valueReported value at the end of Q2 2026
- $58.5M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.25B
- +12.5% year over year
- Net income, FY2025
- -$60.6M
- No comparable prior period
- Free cash flow, FY2025
- $146.1M
- No comparable prior period
- Revenue, Q3 FY2026
- $495.5M
- +42.8% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $60.6M (4.9% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 541.2K
- Shares sold short
- Change
- −16.1K
- −2.9% vs. previous
- Days to cover
- 8.30
- At average daily volume
Superinvestors holding VATE, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding VATE at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by INNOVATE Corp. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 6, 2025 (view filing)4:14 PM ET | Aug 4 | 2 days | Glazer Avram A and 2 othersDirector, 10% Owner | SSale | −47.3K | – | – | – | Derivative |
| Aug 6, 2025 (view filing)4:14 PM ET | Aug 4 | 2 days | Glazer Avram A and 2 othersDirector, 10% Owner | PPurchase | +51.9K | – | – | – | Derivative |
| Nov 21, 2024 (view filing) | Nov 19 | 2 days | Voigt PaulInterim CEO | PPurchase | +25.0K | $3.98 | +$99.5K | New position25.0K after | |
| Sep 16, 2024 (view filing) | Sep 12 | 4 days | Voigt PaulInterim CEO | PPurchase | +43.8K | $3.80 | +$166.4K | +26.1%211.7K after | |
| Jun 17, 2024 (view filing) | Jun 14 | 3 days | Voigt PaulInterim CEO | PPurchase | +176 | $0.60 | +$105.6 | 0.0%1.68M after | |
| Jun 12, 2024 (view filing) | Jun 10-12 | 2 days | Voigt PaulInterim CEO | PPurchase | +17.8K | $0.60 | +$10.7K | +1.1%1.68M after | 3 lots |
| Mar 21, 2024 (view filing) | Mar 19 | 2 days | Percy Rockdale LLC10% Owner | SSaleCommon Stock, par value $0.001 per share | −25.0K | $0.00 | $0 | –4.95M after | DerivativeDuplicate filing |
| Mar 21, 2024 (view filing) | Mar 19 | 2 days | Gorzynski Michael10% Owner | SSaleCommon Stock, par value $0.001 per share | −25.0K | $0.00 | $0 | –4.95M after | Derivative |
| Mar 18, 2024 (view filing) | Mar 14-15 | 4 days | Sena Michael J.CFO and Corporate Secretary | SSale | −33.1K | $0.6447 | −$21.4K | −3.0%1.06M after | 2 lots |
| May 23, 2023 (view filing) | May 23 | Same day | Barr Wayne JrPresident and CEO | PPurchase | +5.00K | $1.48 | +$7.40K | +1.2%436.7K after |
Top 10 13F holders, Q2 2026
See all 49 holdersThe largest institutional positions in INNOVATE Corp. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whitefort Capital Management, LP | 743,000 | $13.9M | 3.42% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 700,802 | $13.1M | 0.12% | 00.0% | Unchanged |
| BlackRock, Inc. | 354,408 | $6.62M | 0.00% | +263,360+289.3% | Added |
| Vanguard Capital Management LLC | 228,667 | $4.27M | 0.00% | +4,511+2.0% | Added |
| Geode Capital Management, LLC | 128,530 | $2.40M | 0.00% | +38,594+42.9% | Added |
| Arena Capital Advisors, LLC- CA | 127,934 | $2.39M | 1.15% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 109,448 | $2.04M | 0.18% | 00.0% | Unchanged |
| Marshall Wace, LLP | 108,147 | $2.02M | 0.00% | +108,147 | New |
| Bank of America Corp | 83,239 | $1.55M | 0.00% | +67,105+415.9% | Added |
| State Street Corp | 82,764 | $1.55M | 0.00% | +35,000+73.3% | Added |
Holders of 5% or more of VATE
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of INNOVATE Corp..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Glazer Avram A | 13D/A | 51.50%6.81M shares | – | Mar 18, 20214 filings | Dec 18, 2024 | SEC |
| Whitefort Capital Management, LP | 13G/A | 7.80%1.06M shares | +0.20 ppfrom 7.60% | Jan 24, 20252 filings | Nov 14, 2025 | SEC |
| Voigt Paul | 13D | 7.40%1.03M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |