Vault-13

INNOVAGE HLDG CORP INNV

COM · Common Stock · CUSIP 45784A104

107 institutional holders +4 vs Q1 2026
18,424,44318.4m shares reported held*
13.6% of all shares outstanding*
$217.5mreported value*
26 new 45 added 24 reduced 19 sold out net bought ≈ $29.9m (+2.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.3k this quarter). Holder counts are more reliable. Shares outstanding: 135.7m as of 2026-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.81. Options: 3 managers hold calls ($380.4k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 55Q4 22: 55Q1 23: 52Q2 23: 51Q3 23: 50Q4 23: 46Q1 24: 48Q2 24: 46Q3 24: 48Q4 24: 52Q1 25: 58Q2 25: 65Q3 25: 65Q4 25: 78Q1 26: 103Q2 26: 107107Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202255
Q4 202255
Q1 202352
Q2 202351
Q3 202350
Q4 202346
Q1 202448
Q2 202446
Q3 202448
Q4 202452
Q1 202558
Q2 202565
Q3 202565
Q4 202578
Q1 2026103
Q2 2026107

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 24 bought or addedQ3 24: 11 cut or sold outQ4 24: 25 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 19 cut or sold outQ2 25: 29 bought or addedQ2 25: 30 cut or sold outQ2 25Q3 25: 37 bought or addedQ3 25: 26 cut or sold outQ4 25: 47 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 68 bought or addedQ1 26: 29 cut or sold outQ2 26: 71 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242411
Q4 20242516
Q1 20252619
Q2 20252930
Q3 20253726
Q4 20254723
Q1 20266829
Q2 20267143

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $202.1kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $77.8kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $99.4kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $380.4kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$202.1k$00.00
Q4 2025$77.8k$00.00
Q1 2026$99.4k$00.00
Q2 2026$380.4k$00.00

Biggest buyers

FEDERATED HERMES, INC. Added +1,899,133+1.9m
ALGERT GLOBAL LLC Added +563,735+563.7k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +251,204+251.2k
BlackRock, Inc. Added +241,518+241.5k
ACADIAN ASSET MANAGEMENT LLC Added +207,669+207.7k
LOS ANGELES CAPITAL MANAGEMENT LLC New +203,785+203.8k
DIMENSIONAL FUND ADVISORS LP Added +203,477+203.5k
Qube Research & Technologies Ltd New +156,641+156.6k
MILLENNIUM MANAGEMENT LLC Added +126,675+126.7k
SG Americas Securities, LLC New +85,215+85.2k

Biggest sellers

Coliseum Capital Management, LLC Sold out -1,114,809-1.1m
Hillsdale Investment Management Inc. Sold out -529,984-530.0k
Inspire Investing, LLC Sold out -198,320-198.3k
RENAISSANCE TECHNOLOGIES LLC Reduced -121,184-121.2k
NORTHERN TRUST CORP Reduced -91,929-91.9k
LAZARD ASSET MANAGEMENT LLC Sold out -64,376-64.4k
WELCH CAPITAL PARTNERS LLC/NY Reduced -64,093-64.1k
JANE STREET GROUP, LLC Sold out -45,673-45.7k
Centiva Capital, LP Sold out -40,631-40.6k
Nuveen, LLC Reduced -38,840-38.8k

Biggest calls

CITADEL ADVISORS LLC Added $334.2k28.2k shares
SIMPLEX TRADING, LLC New $39.1k3.3k shares
GROUP ONE TRADING LLC New $7.1k600 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 2 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—1$10.9k$10.9k
Q1 20250—0——
Q2 20252$320.8k0——
Q3 20250—0——
Q4 20250—1$161.7k—
Q1 20260—0——
Q2 20260—0——
Q3 20260—1$207.2k$207.2k
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-25 DAMATO NICOLE CHIEF LEGAL OFFICER Sold plan 23,814 $8.70 $207.2k23.8k shares -7%
2026-09-24 Apax X EUR L.P. +5 10% owner · See Footnotes Sold 10,000,000 $9.25 $92.5m10.0m shares -9%
2026-09-24 TCO GROUP HOLDINGS, L.P. 10% owner Sold 10,000,000 $9.25 $92.5m10.0m shares -9%
2026-09-24 WCAS MANAGEMENT CORP +9 10% owner · See Footnotes Sold 10,000,000 — —10.0m shares -9%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 T. Rowe Price Investment Management, Inc. 0.05% of their portfolio BALTIMORE, MD 6,124,0696.1m $72.6m $72.6m 0.05% Reduced -9.0k -9,041
2 FEDERATED HERMES, INC. 0.03% of their portfolio PITTSBURGH, PA 1,903,7131.9m $22.6m $22.6m 0.03% Added +1.9m +1,899,133
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,489,6091.5m $17.7m $17.7m 0.00% Added +241.5k +241,518
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 935,264935.3k $11.1m $11.1m 0.00% Added +58.1k +58,128
5 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 668,742668.7k $7.9m $7.9m 0.00% Added +251.2k +251,204
6 ALGERT GLOBAL LLC 0.09% of their portfolio SAN FRANCISCO, CA 630,520630.5k $7.5m $7.5m 0.09% Added +563.7k +563,735
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 602,127602.1k $7.1m $7.1m 0.00% Added +28.7k +28,710
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 461,656461.7k $5.5m $5.5m 0.00% Added +30.2k +30,230
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 439,962440.0k $5.2m $5.2m 0.00% Added +203.5k +203,477
10 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 390,850390.9k $4.6m $4.6m 0.01% Added +207.7k +207,669
11 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.02% of their portfolio Stamford, CT 314,585314.6k $3.7m $3.7m 0.02% Added +42.0k +42,045
12 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 249,633249.6k $3.0m $3.0m 0.00% Reduced -121.2k -121,184
13 RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio NEW YORK, NY 243,633243.6k $2.9m $2.9m 0.04% Reduced -4.4k -4,439
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 217,609217.6k $2.6m $2.6m 0.00% Added +38.4k +38,368
15 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 212,156212.2k $1.7m $1.7m 0.00% Added +52.2k +52,186
16 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 203,785203.8k $2.4m $2.4m 0.01% New
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 186,580186.6k $2.2m $2.2m 0.00% Added +7.0k +6,992
18 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 175,208175.2k $2.1m $2.1m 0.00% Reduced -91.9k -91,929
19 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 166,622166.6k $2.0m $2.0m 0.00% Reduced -38.8k -38,840
20 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 156,641156.6k $1.9m $1.9m 0.00% New
21 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 156,084156.1k $1.8m $1.8m 0.00% Added +15.6k +15,577
22 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 151,917151.9k $1.8m $1.8m 0.00% Added +33.3k +33,277
23 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 148,840148.8k $1.8m $1.8m 0.00% Added +126.7k +126,675
24 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 142,822142.8k $1.7m $1.7m 0.00% Added +76.6k +76,583
25 WELCH CAPITAL PARTNERS LLC/NY 0.32% of their portfolio HARRISON, NY 136,408136.4k $1.6m $1.6m 0.32% Reduced -64.1k -64,093
26 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 132,865132.9k $1.6m $1.6m 0.00% Added +54.6k +54,580
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 114,798114.8k $1.4m $1.4m 0.00% Added +19.3k +19,272
28 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 98,52598.5k $1.2m $1.2m 0.00% Added +60.9k +60,871
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 96,59896.6k $1.1m $1.1m 0.00% Added +46.0k +45,990
30 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 85,21585.2k $1.0m $1.0m 0.00% New
31 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 69,80069.8k $827.1k $827.1k 0.00% Added +5.6k +5,600
32 GWN SECURITIES INC. 0.14% of their portfolio Palm Beach Gardens, FL 68,40368.4k $810.6k $810.6k 0.14% Added +1.6k +1,624
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 67,17467.2k $796.0k $796.0k 0.00% Added +44.1k +44,100
34 OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio FORT LAUDERDALE, FL 63,25963.3k $749.6k $749.6k 0.04% Added +22.0k +22,036
35 Man Group plc 0.00% of their portfolio LONDON, X0 59,25259.3k $702.1k $702.1k 0.00% New
36 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 59,22559.2k $701.8k $701.8k 0.00% Added +4.0k +3,981
37 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 55,33855.3k $655.8k $655.8k 0.00% New
38 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 52,31552.3k $619.9k $619.9k 0.00% New
39 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 48,91848.9k $579.7k $579.7k 0.01% Added +17.7k +17,730
40 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio TORONTO, A6 48,16548.2k $570.8k $570.8k 0.00% New
41 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 44,02044.0k $521.6k $521.6k 0.00% Reduced -85 -85
42 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 42,57442.6k $504.5k $504.5k 0.00% Added +39.5k +39,538
43 Verdad Advisers, LP 0.48% of their portfolio BOSTON, MA 42,13942.1k $499.3k $499.3k 0.48% Added +10.5k +10,498
44 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 41,97742.0k $497.0k $497.0k 0.03% Added +7.7k +7,693
45 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 35,90735.9k $425.5k $425.5k 0.00% Unchanged
46 Legato Capital Management LLC 0.03% of their portfolio San Francisco, CA 34,42834.4k $408.0k $408.0k 0.03% Reduced -33.4k -33,391
47 Integrated Quantitative Investments LLC 0.07% of their portfolio BELLEVUE, WA 34,42834.4k $408.0k $408.0k 0.07% Reduced -33.4k -33,391
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,68832.7k $387.4k $387.4k 0.00% Added +19.7k +19,690
49 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 31,43931.4k $372.6k $372.6k 0.00% Added +16.3k +16,330
50 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 29,83329.8k $353.5k $353.5k 0.00% Reduced -23.5k -23,474
51 Arlington Capital Management, Inc. 0.22% of their portfolio ARLINGTON HEIGHTS, IL 29,69829.7k $351.9k $351.9k 0.22% New
52 PRELUDE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio NEW YORK, NY 25,36325.4k $300.6k $300.6k 0.02% Added +7.0k +6,968
53 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 24,52524.5k $290.6k $290.6k 0.00% Added +370 +370
54 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 21,84021.8k $258.8k $258.8k 0.00% Added +9.1k +9,065
55 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 20,72620.7k $245.6k $245.6k 0.00% New
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 20,03220.0k $237.4k $237.4k 0.00% Added +12.5k +12,502
57 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 19,48319.5k $230.9k $230.9k 0.01% New
58 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 19,01419.0k $225.3k $225.3k 0.00% Reduced -31.4k -31,350
59 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 18,37718.4k $217.8k $217.8k 0.00% New
60 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 18,25618.3k $217.0k $217.0k 0.00% Unchanged
61 D'Orazio & Associates, Inc. 0.02% of their portfolio VIENNA, VA 17,67117.7k $209.4k $209.4k 0.02% Reduced -535 -535
62 VIRTUS ADVISERS, LLC 0.08% of their portfolio HARTFORD, CT 17,42717.4k $206.5k $206.5k 0.08% New
63 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 17,12617.1k $202.9k $202.9k 0.00% New
64 Kathmere Capital Management, LLC 0.01% of their portfolio WAYNE, PA 15,42915.4k $182.8k $182.8k 0.01% Reduced -105 -105
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,93812.9k $150.2k $150.2k 0.00% Added +4.4k +4,428
66 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 12,83112.8k $152.0k $152.0k 0.00% New
67 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 12,18912.2k $144.4k $144.4k 0.00% Unchanged
68 MIRABELLA FINANCIAL SERVICES LLP 0.01% of their portfolio London, X0 12,12312.1k $143.7k $143.7k 0.01% New
69 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,98512.0k $142.0k $142.0k 0.00% New
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,28510.3k $121.9k $121.9k 0.00% Added +8.3k +8,327
71 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 10,25010.2k $121.5k $121.5k 0.00% New
72 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 10,11210.1k $119.8k $119.8k 0.00% Added +497 +497
73 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 8,0668.1k $95.6k $95.6k 0.00% Unchanged
74 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 6,6526.7k $78.8k $78.8k 0.00% Unchanged
75 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 6,5556.6k $77.0k $77.0k 0.00% Unchanged
76 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,9785.0k $59.0k $59.0k 0.00% Unchanged
77 FMR LLC 0.00% of their portfolio BOSTON, MA 4,8064.8k $57.0k $57.0k 0.00% Reduced -1.1k -1,133
78 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,8103.8k $45.1k $45.1k 0.00% Reduced -7.8k -7,821
79 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,6063.6k $42.7k $42.7k 0.00% Reduced -388 -388
80 Legal & General Group Plc 0.00% of their portfolio London, X0 2,1422.1k $25.4k $25.4k 0.00% Added +514 +514
81 Costello Asset Management, INC 0.01% of their portfolio FEASTERVILLE, PA 1,5501.6k $18.4k $18.4k 0.01% Unchanged
82 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,4371.4k $17.0k $17.0k 0.00% Unchanged
83 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,1291.1k $13.4k $13.4k 0.00% Reduced -1.4k -1,392
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,0221.0k $12.0k $12.0k 0.00% Added +1.0k +1,007
85 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 460460 $5.5k $5.5k 0.00% New
86 Quarry LP 0.00% of their portfolio NEW YORK, NY 431431 $5.1k $5.1k 0.00% New
87 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 427427 $5.1k $5.1k 0.00% Added +393 +393
88 SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio NEW YORK, NY 421421 $5.0k $5.0k 0.00% New
89 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 284284 $3.4k $3.4k 0.00% Reduced -811 -811
90 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 230230 $2.7k $2.7k 0.00% Unchanged
91 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 127127 $1.5k $1.5k 0.00% Reduced -24 -24
92 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 120120 $1.4k $1.4k 0.00% Added +50 +50
93 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 114114 $1.4k $1.4k 0.00% Added +11 +11
94 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 108108 $1.3k $1.3k 0.00% Reduced -35 -35
95 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 7777 $912 $912 0.00% Reduced -386 -386
96 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 7474 $877 $877 0.00% Unchanged
97 Covestor Ltd 0.00% of their portfolio LONDON, X0 6060 $1.0k $1.0k 0.00% New
98 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 5454 $640 $640 0.00% New
99 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1717 $201 $201 0.00% New
100 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1212 $142 $142 0.00% Added +2 +2