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 78 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 · Amended · View history	$32.01M 6,168,330 shares	0.02%	+577.56K(+10.30%)Added	SEC filing ↗ Feb 19, 2026	▾
02	Coliseum Capital Management, LLC CIK 1409751 · View history	$15.43M 2,972,921 shares	1.26%	-903.30K(-23.30%)Reduced	SEC filing ↗ Feb 17, 2026	▾
03	BlackRock, Inc. CIK 2012383 · View history	$6.55M 1,261,898 shares	0.00%	-16.60K(-1.30%)Reduced	SEC filing ↗ Feb 12, 2026	▾
04	VANGUARD GROUP INC CIK 102909 · View history	$5.92M 1,140,223 shares	0.00%	+15.90K(+1.40%)Added	SEC filing ↗ Jan 29, 2026	▾
05	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$2.87M 552,775 shares	0.00%	-704(-0.10%)Reduced	SEC filing ↗ Feb 9, 2026	▾
06	WELCH CAPITAL PARTNERS LLC/NY CIK 1042063 · View history	$2.10M 404,101 shares	0.42%	-42.88K(-9.60%)Reduced	SEC filing ↗ Feb 12, 2026	▾
07	STATE STREET CORP CIK 93751 · View history	$1.90M 365,866 shares	0.00%	+22.60K(+6.60%)Added	SEC filing ↗ Feb 13, 2026	▾
08	MARSHALL WACE, LLP CIK 1318757 · View history	$1.51M 291,286 shares	0.00%	+291.29KNew	SEC filing ↗ Feb 13, 2026	▾
09	NORTHERN TRUST CORP CIK 73124 · View history	$1.35M 259,856 shares	0.00%	-22.57K(-8.00%)Reduced	SEC filing ↗ Feb 17, 2026	▾
10	O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 1423442 · View history	$1.24M 238,881 shares	0.01%	+227.39K(+1,978.30%)Added	SEC filing ↗ Feb 11, 2026	▾
11	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$958.59K 184,700 shares	0.00%	+33.80K(+22.40%)Added	SEC filing ↗ Feb 12, 2026	▾
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$890.02K 171,487 shares	0.00%	-133(-0.10%)Reduced	SEC filing ↗ Feb 13, 2026	▾
13	RITHOLTZ WEALTH MANAGEMENT CIK 1698218 · View history	$856.69K 165,066 shares	0.02%	+165.07KNew	SEC filing ↗ Jan 23, 2026	▾
14	GOLDMAN SACHS GROUP INC CIK 886982 · Amended · View history	$602.83K 116,152 shares	0.00%	+73.26K(+170.80%)Added	SEC filing ↗ Mar 25, 2026	▾
15	STRS OHIO CIK 820478 · View history	$505.51K 97,400 shares	0.00%	+34.90K(+55.80%)Added	SEC filing ↗ Feb 2, 2026	▾
16	JANE STREET GROUP, LLC CIK 1595888 · View history	$471.67K 90,881 shares	0.00%	+48.19K(+112.90%)Added	SEC filing ↗ Feb 12, 2026	▾
17	ACADIAN ASSET MANAGEMENT LLC CIK 916542 · View history	$336.00K 65,262 shares	0.00%	+65.26KNew	SEC filing ↗ Feb 10, 2026	▾
18	CITADEL ADVISORS LLC CIK 1423053 · View history	$325.49K 62,715 shares	0.00%	-3.17K(-4.80%)Reduced	SEC filing ↗ Feb 17, 2026	▾
19	GWN SECURITIES INC. CIK 1265905 · View history	$296.78K 57,183 shares	0.06%	+57.18KNew	SEC filing ↗ Feb 11, 2026	▾
20	MORGAN STANLEY CIK 895421 · Amended · View history	$258.51K 49,809 shares	0.00%	+32.90K(+194.60%)Added	SEC filing ↗ May 27, 2026	▾

Showing 20 / 78 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

15,401,591

Not deduplicated across managers

Disclosed value

$79.92M

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. · Q4 2025

Explore all 78 reporting institutions.

This page includes 20 of 78 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.