Innovage Holding Ownership | Who Owns Innovage Holding?

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Innovage Holding Ownership Summary

Innovage Holding is owned by 13.72% institutional investors, 84.32% insiders, and 1.96% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 4.52% of INNV shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 2.47% of its assets in Innovage Holding shares.

INNV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Innovage Holding	13.72%	84.32%	1.96%
Sector	Healthcare Stocks	52.57%	12.37%	35.07%
Industry	Medical Care Facilities Stocks	70.08%	16.49%	13.43%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
T. rowe price investment management	6.13M	4.52%	$49.19M
Kent lake capital	1.77M	1.30%	$8.77M
Kent lake pr	1.74M	1.28%	$8.98M
Blackrock	1.28M	0.94%	$6.32M
Blackrock funding, inc. /de	1.25M	0.92%	$10.01M
Vanguard group	1.14M	0.84%	$5.92M
Geode capital management	573.42K	0.42%	$4.60M
State street	431.43K	0.32%	$3.46M
Arrowstreet capital, limited partnership	417.54K	0.31%	$3.35M
Renaissance	370.82K	0.27%	$2.97M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Kent lake pr	1.74M	4.53%	$8.98M
Kent lake capital	1.77M	3.95%	$8.77M
Welch capital partners llc/ny	200.50K	0.36%	$1.61M
Verdad advisers, lp	31.64K	0.29%	$253.76K
Gwn securities	66.78K	0.10%	$535.57K
Integrated quantitative investments	67.82K	0.10%	$543.91K
Legato capital management	67.82K	0.05%	$543.91K
Ritholtz wealth management	248.07K	0.03%	$1.99M
T. rowe price investment management	6.13M	0.03%	$49.19M
D'orazio & associates	18.21K	0.02%	$146.01K

Top Buyers

Holder	Shares	% Assets	Change
Arrowstreet capital, limited partnership	417.54K	0.00%	417.54K
Dimensional fund advisors lp	236.49K	0.00%	187.57K
Renaissance	370.82K	0.00%	186.12K
Nuveen	205.46K	0.00%	162.22K
Vanguard fiduciary trust	140.51K	0.00%	140.51K

Top Sellers

Holder	Shares	% Assets	Change
Coliseum capital management	-	-	-1.11M
Hillsdale investment management	-	-	-529.98K
Marshall wace, llp	-	-	-291.29K
Cambiar investors	-	-	-229.99K
Welch capital partners llc/ny	200.50K	0.36%	-203.60K

New Positions

Holder	Shares	% Assets	Change	Value
Arrowstreet capital, limited partnership	417.54K	0.00%	417.54K	$3.35M
Vanguard fiduciary trust	140.51K	0.00%	140.51K	$1.13M
Janus henderson group	121.12K	0.00%	121.12K	$971.36K
Two sigma investments, lp	95.53K	0.00%	95.53K	$766.12K
Prudential financial	78.28K	0.00%	78.28K	$627.85K

Sold Out

Holder	Change
Mai capital management	-1.00
Nelson, van denburg & campbell wealth management group	-3.00
Root financial partners	-11.00
Us bancorp \de\	-22.00
Clearstead advisors	-26.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	110	6.80%	18,617,126	16.26%	13	9.85%	75	4.17%	23	15.00%
Mar 31, 2026	101	29.49%	16,013,406	3.97%	11	9.16%	70	48.94%	20	11.11%
Dec 31, 2025	52	-17.46%	5,680,496	-65.33%	4	2.86%	35	-2.78%	10	-37.50%
Sep 30, 2025	60	7.14%	16,384,006	0.84%	12	8.38%	33	22.22%	16	-27.27%
Jun 30, 2025	62	5.08%	16,450,331	1.45%	12	8.46%	29	3.57%	25	38.89%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
T. Rowe Price Small-Cap Value	3.35M	2.47%	-14.25K
T. Rowe Price U.S. SC Value Eq Tr-D	2.06M	1.52%	-11.55K
T. Rowe Price U.S. SC Value Eq Tr-Z	1.72M	1.27%	84.66K
Federated Hermes MDT SCC Institutional	900.03K	0.66%	900.03K
Federated Hermes MDT Small Cap Core IS	900.03K	0.66%	900.03K
Vanguard Morn Total Stk Mkt Idx Investor	665.12K	0.49%	49.80K
Vanguard Total Stock Mkt Idx Inv	665.12K	0.49%	49.80K
Vanguard MStar Total Stk Mkt Idx Invest	665.12K	0.49%	-
Vanguard US Total Market Shares ETF	630.75K	0.47%	-
iShares Russell 2000 ETF	570.19K	0.42%	-10.08K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 14, 2025	SCARBROUGH MICHAEL ANTHONY	President and COO	Sell	$161.70K
May 28, 2025	ZORETIC RICHARD C	-	Buy	$81.20K
May 30, 2025	ZORETIC RICHARD C	-	Buy	$34.48K
May 29, 2025	ZORETIC RICHARD C	-	Buy	$57.63K
May 21, 2025	ZORETIC RICHARD C	-	Buy	$4.74K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	-
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	-	1
2025 Q3	-	-

INNV Ownership FAQ

Who Owns Innovage Holding?

Innovage Holding shareholders are primarily institutional investors at 13.72%, followed by 84.32% insiders and 1.96% retail investors. The average institutional ownership in Innovage Holding's industry, Medical Care Facilities Stocks, is 70.08%, which Innovage Holding falls below.

Who owns the most shares of Innovage Holding?

Innovage Holding’s largest shareholders are T. rowe price investment management (6.13M shares, 4.52%), Kent lake capital (1.77M shares, 1.30%), and Kent lake pr (1.74M shares, 1.28%). Together, they hold 7.11% of Innovage Holding’s total shares outstanding.

Does Blackrock own Innovage Holding?

Yes, BlackRock owns 0.94% of Innovage Holding, totaling 1.28M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 6.32M$. In the last quarter, BlackRock decreased its holdings by -14.14K shares, a -1.10% change.

Who is Innovage Holding’s biggest shareholder by percentage of total assets invested?

Kent lake pr is Innovage Holding’s biggest shareholder by percentage of total assets invested, with 4.53% of its assets in 1.74M Innovage Holding shares, valued at 8.98M$.

Who is the top mutual fund holder of Innovage Holding shares?

T. Rowe Price Small-Cap Value is the top mutual fund holder of Innovage Holding shares, with 2.47% of its total shares outstanding invested in 3.35M Innovage Holding shares.

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