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InnovAge Holding Corp. (INNV) institutional ownership

Latest close $11.47 Jul 29, 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 · 29

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
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
Citadel Advisors LLC Exited· Q1 2026 −63K −100.0% Q1 2026
Jane Street Group, LLC · Reduced
Change −45K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −45K Q1 2026
T. Rowe Price Investment Management, Inc. · Reduced
Change −35K Date Q1 2026
T. Rowe Price Investment Management, Inc. Reduced· Q1 2026 −35K Q1 2026
Strs Ohio · Reduced
Change −33K Date Q1 2026
Strs Ohio Reduced· Q1 2026 −33K Q1 2026
Assenagon Asset Management S.A. · Exited
Change −33K Δ Own −100.0% Date Q1 2026
Assenagon Asset Management S.A. Exited· Q1 2026 −33K −100.0% Q1 2026
Los Angeles Capital Management LLC · Exited
Change −30K Δ Own −100.0% Date Q1 2026
Los Angeles Capital Management LLC Exited· Q1 2026 −30K −100.0% Q1 2026
Barclays PLC · Reduced
Change −28K Date Q1 2026
Barclays PLC Reduced· Q1 2026 −28K Q1 2026
Morgan Stanley · Reduced
Change −27K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −27K Q1 2026
Squarepoint Ops LLC · Exited
Change −26K Δ Own −100.0% Date Q1 2026
Squarepoint Ops LLC Exited· Q1 2026 −26K −100.0% Q1 2026
Virtu Financial LLC · Exited
Change −19K Δ Own −100.0% Date Q1 2026
Virtu Financial LLC Exited· Q1 2026 −19K −100.0% Q1 2026
Wells Fargo & Company · Reduced
Change −15K Date Q1 2026
Wells Fargo & Company Reduced· Q1 2026 −15K Q1 2026
BlackRock · Reduced
Change −14K Date Q1 2026
BlackRock Reduced· Q1 2026 −14K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 29

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 Grant (A) 78K
Owned 751K ΔOwn +11.7% Trade date Jul 27, 2026 Filed date Jul 27, 2026
Blair Patrick T. Officer Grant (A) 78K 751K +11.7% Jul 27, 2026 Jul 27, 2026
Adams Benjamin C. · Officer Grant (A) 17K
Owned 17K Trade date Jul 22, 2026 Filed date Jul 23, 2026
Adams Benjamin C. Officer Grant (A) 17K 17K Jul 22, 2026 Jul 23, 2026
Damato Nicole · Officer Grant (A) 51K
Owned 329K ΔOwn +18.5% Trade date Jul 22, 2026 Filed date Jul 23, 2026
Damato Nicole Officer Grant (A) 51K 329K +18.5% Jul 22, 2026 Jul 23, 2026
Delk Meredith · Officer Grant (A) 43K
Owned 43K Trade date Jul 22, 2026 Filed date Jul 23, 2026
Delk Meredith Officer Grant (A) 43K 43K Jul 22, 2026 Jul 23, 2026
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
15 of 22
15 of 22 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.