$INNV

$9.27 -$0.28 (2.93%) Close

$INNV Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 136.5M shares outstanding

Who owns INNV?

By type of holder

Institutions 13.5% Insiders 0.0% Everyone else 86.5%

Concentration Top 10 holders own 10.0%

T. Rowe Price Investment Management, Inc. 4.5% · Federated Hermes, Inc. 1.4%

Institutional ownership

13.5%

+1.8 pts vs last qtr

Institutional holders

106

+3 vs last qtr

Net shares bought

+2.4M

by institutions in Q2 2026

New / sold out

25 / 22

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Federated Hermes, Inc. +1.9M
Algert Global LLC +563.7K

Biggest sellers in Q2 2026

Coliseum Capital Management, LLC SOLD OUT −1.1M
Hillsdale Investment Management Inc. SOLD OUT −530.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$462K

2 notices from 2 people

Shares covered

67.0K

0.05% of the company

Arranged in advance

63%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Nicole Damato Affiliate 10b5-1 $293K
Scarbrough Michael Anthony Officer $169K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2026

+0.3%

+0.06% a year

Each share's claim on the business

−0.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$77.6M vs $32.1M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years27% 3–5 years35% 1–3 years3% Under 1 year35%

Quarterly turnover

24.5%

of institutional shares changed hands

Top 10 managers, median time held

3.8 years

Super Investors

Investment managers reporting INNV on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TR T. Rowe Price Investment Management, Inc.	6.1M	4.49%	−9.0K (−0.1%)	2022	0.1%
Shares held by quarter Peak holding8.5M (Q4'25) Change over 8 quarters+1.4M Share of the company4.490% T. Rowe Price Investment Management, Inc.'s full portfolio →
FH Federated Hermes, Inc.	1.9M	1.40%	+1.9M (+41465.8%)	Q4 '25	0.0%
Shares held by quarter Peak holding1.9M (Q2'26) Change over 8 quarters+1.9M Share of the company1.400% Federated Hermes, Inc.'s full portfolio →

T. Rowe Price Investment Management, Inc.

6.1M

% of company

4.49%

Change vs last qtr

−9.0K (−0.1%)

Held since

2022

Federated Hermes, Inc.

1.9M

% of company

1.40%

Change vs last qtr

+1.9M (+41465.8%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding InnovAge Holding Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting INNV on Form N-PORT; together they hold 7.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TR T. Rowe Price Small-Cap Value Fund, Inc. T. Rowe Price Small-Cap Value Fund, Inc.	$39.7M	3.4M	2.46%	0.38%	June 30, 2026
FH Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series	$10.2M	900.0K	0.66%	0.46%	July 31, 2026

T. Rowe Price Small-Cap Value Fund, Inc.

Position value

$39.7M

% of company

2.46%

% of the fund

0.38%

As of

June 30, 2026

Federated Hermes MDT Small Cap Core Fund

Federated Hermes MDT Series

Position value

$10.2M

% of company

0.66%

% of the fund

0.46%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding InnovAge Holding Corp and how much of the fund the position is.

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