Company · Ownership research

InnovAge Holding Corp. INNV

CIK 0001834376 · CUSIP 45784A104

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 45784A104 (INNV), not CUSIP 45784A904 (INNV), and does not merge CUSIPs.

This page lists the top 20 of 48 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$21.11M 4,754,300 shares	0.01%	+73.71K(+1.60%)Added	SEC filing ↗ May 15, 2024	▾
02	Coliseum Capital Management, LLC CIK 1409751 · View history	$19.87M 4,475,143 shares	1.83%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$8.18M 1,842,764 shares	0.00%	+13.19K(+0.70%)Added	SEC filing ↗ May 10, 2024	▾
04	Kent Lake Capital LLC CIK 1777141 · View history	$7.77M 1,750,000 shares	3.39%	+62.14K(+3.70%)Added	SEC filing ↗ May 15, 2024	▾
05	BlackRock Inc. CIK 1364742 · View history	$5.72M 1,289,176 shares	0.00%	-42.10K(-3.20%)Reduced	SEC filing ↗ May 10, 2024	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$2.02M 454,609 shares	0.00%	+2.49K(+0.60%)Added	SEC filing ↗ May 13, 2024	▾
07	STATE STREET CORP CIK 93751 · View history	$1.50M 337,889 shares	0.00%	+3.95K(+1.20%)Added	SEC filing ↗ May 15, 2024	▾
08	WELCH CAPITAL PARTNERS LLC/NY CIK 1042063 · View history	$1.50M 337,558 shares	0.37%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2024	▾
09	NORTHERN TRUST CORP CIK 73124 · View history	$1.43M 321,967 shares	0.00%	-47.68K(-12.90%)Reduced	SEC filing ↗ May 14, 2024	▾
10	CAMBIAR INVESTORS LLC CIK 823621 · View history	$1.33M 298,586 shares	0.05%	-4.97K(-1.60%)Reduced	SEC filing ↗ May 2, 2024	▾
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$704.29K 158,623 shares	0.00%	+20.46K(+14.80%)Added	SEC filing ↗ May 9, 2024	▾
12	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$587.00K 132,300 shares	0.00%	+2.50K(+1.90%)Added	SEC filing ↗ May 13, 2024	▾
13	STRS OHIO CIK 820478 · View history	$293.00K 66,200 shares	0.00%	-3.60K(-5.20%)Reduced	SEC filing ↗ May 13, 2024	▾
14	Nuveen Asset Management, LLC CIK 1521019 · View history	$237.26K 53,437 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2024	▾
15	Bank of New York Mellon Corp CIK 1390777 · View history	$203.68K 45,874 shares	0.00%	-2.25K(-4.70%)Reduced	SEC filing ↗ Apr 25, 2024	▾
16	ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history	$147.59K 33,240 shares	0.00%	+150(+0.50%)Added	SEC filing ↗ May 14, 2024	▾
17	ExodusPoint Capital Management, LP CIK 1736225 · View history	$145.00K 32,669 shares	0.00%	-45.15K(-58.00%)Reduced	SEC filing ↗ May 14, 2024	▾
18	MORGAN STANLEY CIK 895421 · Amended · View history	$126.83K 28,565 shares	0.00%	-9.21K(-24.40%)Reduced	SEC filing ↗ Oct 17, 2024	▾
19	RHUMBLINE ADVISERS CIK 1115418 · View history	$114.14K 25,710 shares	0.00%	+727(+2.90%)Added	SEC filing ↗ May 9, 2024	▾
20	UBS Group AG CIK 1610520 · View history	$108.48K 24,432 shares	0.00%	-1.68K(-6.40%)Reduced	SEC filing ↗ May 13, 2024	▾

Showing 20 / 48 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

16,652,589

Not deduplicated across managers

Disclosed value

$73.98M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

InnovAge Holding Corp. · Q1 2024

Explore all 48 reporting institutions.

This page includes 20 of 48 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.