INNV InnovAge (INNV) Insider Trading, Ownership & Congress Trades
Healthcare Services · Services-health services · CIK 0001834376
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
72
13F, latest reported quarter
What the filings say about INNV
Insiders, 180 days
-$226.9M net sold
4 sellers · 29% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$292.6K
1 notice
InnovAge insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, InnovAge Holding Corp. insiders sold a net $226.9M of stock across 32 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on Sep 25, 2026.
- The trade is 1.1% of the 301,495 shares held after it.
- 3 other insiders sold within 30 days.
- 72 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF LEGAL OFFICER DAMATO NICOLE sold about $32.4K of INNV under a 10b5-1 plan on Oct 22, 2026; 3 other insiders sold within 30 days and 72 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Sep 24, 2026.
- The trade is 1.5% of the 101,076,555 shares held after it.
- 3 other insiders sold within 30 days.
- 72 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider TCO GROUP HOLDINGS, L.P. sold about $13.9M of INNV on Oct 21, 2026; 3 other insiders sold within 30 days and 72 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Sep 24, 2026.
- The trade is 1.5% of the 101,076,555 shares held after it.
- 3 other insiders sold within 30 days.
- 72 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider IGNITE AGGREGATOR LP sold about $13.9M of INNV on Oct 21, 2026; 3 other insiders sold within 30 days and 72 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 1.5% of the 101,076,555 shares held after it.
- 3 other insiders sold within 30 days.
- 72 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider Welsh, Carson, Anderson & Stowe XII, L.P. sold about $13.9M of INNV on Oct 21, 2026; 3 other insiders sold within 30 days and 72 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Nov 6, 2024.
- The trade is 7.8% of the 304,897 shares held after it.
- 3 other insiders sold within 30 days.
- 72 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF LEGAL OFFICER DAMATO NICOLE sold about $207.2K of INNV under a 10b5-1 plan on Sep 25, 2026; 3 other insiders sold within 30 days and 72 funds added in the latest 13F quarter.32 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$226.9M over 180 days
-$226.9M over 90 days · -$226.6M of it by a 10%+ holder
below 90% of Healthcare Services
Congress
no House purchase disclosed in the last 12 months
Funds
72 funds bought in last quarter
below 71% of Healthcare Services
Revenue
+15.9% year over year
more than 59% of Healthcare Services
Margin
-0.3% net margin
more than 51% of Healthcare Services
Buybacks
no share repurchases reported
Short interest
3.3% of the float short (float per yahoo 2026-10-27) · 2.1 days to cover · settled 2026-10-15
below 69% of Healthcare Services
What changed in the last 30 days
Oct 26CHIEF LEGAL OFFICER DAMATO NICOLE sold $239.5K under a 10b5-1 plan (2 trades, Sep 25 to Oct 22)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 23Insider IGNITE AGGREGATOR LP sold $13.9M (Oct 21)
Oct 23Insider TCO GROUP HOLDINGS, L.P. sold $13.9M (Oct 21)
Oct 23Insider Welsh, Carson, Anderson & Stowe XII, L.P. sold $13.9M (Oct 21)
Watch INNV
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+77.6%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns INNV: institutional holders (13F)
13F holdings, latest reported quarter
1,903,713 sh
$22.6M
1,489,609 sh
$17.7M
935,264 sh
$11.1M
668,742 sh
$7.9M
630,520 sh
$7.5M
Congress trades in INNV
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
INNV planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Nicole Damato
Filed 2026-09-25
$292.6K
INNV mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Inspire Fidelis Multi Factor ETF
$1.7M position · as of 2026-05-31
0.8%
Zacks Small-Cap Core Fund
$272.5K position · as of 2026-05-31
0.8%
Federated Hermes MDT Small Cap Growth Fund
$3.9M position · as of 2026-07-31
0.5%
Federated Hermes MDT Small Cap Core Fund
$10.2M position · as of 2026-07-31
0.5%
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund
$782.7K position · as of 2026-06-30
0.4%
Small Company Value Trust
$629.0K position · as of 2026-06-30
0.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $226.9M sold by insiders over 180 days, 72 funds added last quarter, $292.6K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
INNV financials
Revenue growth
+15.9%
XBRL, annual
Net margin
-0.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$989.7M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM INNV
| FY Jun 2026 | $989.7M |
| FY Jun 2025 | $853.7M |
| FY Jun 2024 | $763.9M |
| FY Jun 2023 | $688.1M |
| FY Jun 2022 | $698.6M |
| Jun 2026 | $262.0M |
| Mar 2026 | $251.9M |
| Dec 2025 | $239.7M |
| Sep 2025 | $236.1M |
| Jun 2025 | $221.4M |
| Mar 2025 | $218.1M |
| Dec 2024 | $209.0M |
| Sep 2024 | $205.1M |
At each fiscal year end
Single quarter
Net margin, TTM
-0.3%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM INNV
| FY Jun 2026 | -0.3% |
| FY Jun 2025 | -3.6% |
| FY Jun 2024 | -2.8% |
| FY Jun 2023 | -5.9% |
| FY Jun 2022 | -0.9% |
| Jun 2026 | +3.2% |
| Mar 2026 | -11.7% |
| Dec 2025 | +4.4% |
| Sep 2025 | +3.4% |
| Jun 2025 | -0.4% |
| Mar 2025 | -5.2% |
| Dec 2024 | -6.3% |
| Sep 2024 | -2.4% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$50.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM INNV
| FY Jun 2026 | $50.4M |
| FY Jun 2025 | $26.6M |
| FY Jun 2024 | -$44.8M |
| FY Jun 2023 | -$3.1M |
| FY Jun 2022 | -$10.9M |
| Jun 2026 | $17.0M |
| Mar 2026 | $14.5M |
| Dec 2025 | $19.0M |
| Sep 2025 | -$153.0K |
| Jun 2025 | $9.2M |
| Mar 2025 | $21.7M |
| Dec 2024 | $5.4M |
| Sep 2024 | -$9.7M |
At each fiscal year end
Single quarter
Debt to equity
0.20x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity INNV
| FY Jun 2026 | 0.20x |
| FY Jun 2025 | 0.25x |
| FY Jun 2024 | 0.24x |
| FY Jun 2023 | 0.23x |
| FY Jun 2022 | 0.22x |
| Jun 2026 | 0.20x |
| Mar 2026 | 0.25x |
| Dec 2025 | 0.23x |
| Sep 2025 | 0.24x |
| Jun 2025 | 0.25x |
| Mar 2025 | 0.26x |
| Dec 2024 | 0.26x |
| Sep 2024 | 0.25x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.35x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt INNV
| FY Jun 2026 | 1.35x |
| FY Jun 2025 | 0.55x |
| FY Jun 2024 | -0.57x |
| FY Jun 2023 | 0.29x |
| FY Jun 2022 | 0.38x |
| Jun 2026 | 1.35x |
| Mar 2026 | 0.90x |
| Dec 2025 | 1.01x |
| Sep 2025 | 0.75x |
| Jun 2025 | 0.55x |
| Mar 2025 | 0.41x |
| Dec 2024 | 0.07x |
| Sep 2024 | -0.18x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-1.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity INNV
| FY Jun 2026 | -1.1% |
| FY Jun 2025 | -12.0% |
| FY Jun 2024 | -7.5% |
| FY Jun 2023 | -12.9% |
| FY Jun 2022 | -2.0% |
| Jun 2026 | -1.1% |
| Mar 2026 | -5.0% |
| Dec 2025 | +2.6% |
| Sep 2025 | -6.9% |
| Jun 2025 | -12.0% |
| Mar 2025 | -12.0% |
| Dec 2024 | -9.6% |
| Sep 2024 | -5.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-0.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets INNV
| FY Jun 2026 | -0.5% |
| FY Jun 2025 | -5.6% |
| FY Jun 2024 | -3.8% |
| FY Jun 2023 | -7.2% |
| FY Jun 2022 | -1.2% |
| Jun 2026 | -0.5% |
| Mar 2026 | -2.1% |
| Dec 2025 | +1.2% |
| Sep 2025 | -3.3% |
| Jun 2025 | -5.6% |
| Mar 2025 | -5.9% |
| Dec 2024 | -4.9% |
| Sep 2024 | -3.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital INNV
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+0.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed INNV
| FY Jun 2026 | +0.7% |
| FY Jun 2025 | -7.7% |
| FY Jun 2024 | -5.6% |
| FY Jun 2023 | -11.4% |
| FY Jun 2022 | -1.0% |
| Jun 2026 | +0.7% |
| Mar 2026 | -2.9% |
| Dec 2025 | +2.4% |
| Sep 2025 | -4.3% |
| Jun 2025 | -7.7% |
| Mar 2025 | -9.1% |
| Dec 2024 | -7.1% |
| Sep 2024 | -4.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing INNV
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | 86.50x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$1.2B
market value at close 2026-10-26 on 2026-09-01 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value INNV
| FY Jun 2026 | $1.6B |
| FY Jun 2025 | $493.8M |
| FY Jun 2024 | $682.8M |
| FY Jun 2023 | $958.6M |
| FY Jun 2022 | $481.2M |
| Jun 2026 | $1.6B |
| Mar 2026 | $1.1B |
| Dec 2025 | $679.5M |
| Sep 2025 | $691.9M |
| Jun 2025 | $493.8M |
| Mar 2025 | $405.3M |
| Dec 2024 | $549.9M |
| Sep 2024 | $839.1M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.0%
TTM free cash flow over market value at close 2026-10-26
FCF yield INNV
| FY Jun 2026 | +3.1% |
| FY Jun 2025 | +5.3% |
| FY Jun 2024 | -6.6% |
| FY Jun 2023 | -0.3% |
| FY Jun 2022 | -1.8% |
| Jun 2026 | +3.1% |
| Mar 2026 | +3.9% |
| Dec 2025 | +7.1% |
| Sep 2025 | +5.2% |
| Jun 2025 | +5.3% |
| Mar 2025 | +4.0% |
| Dec 2024 | -0.5% |
| Sep 2024 | -2.3% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing INNV
| FY Jun 2026 | n/a |
| FY Jun 2025 | n/a |
| FY Jun 2024 | n/a |
| FY Jun 2023 | n/a |
| FY Jun 2022 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-06 | 2025-06 | 2024-06 | 2023-06 | |
|---|---|---|---|---|
| Revenue | $989.7M | $853.7M | $763.9M | $688.1M |
| Gross profit | $227.8M | $153.6M | $132.1M | $101.3M |
| Operating income | $2.6M | -$29.8M | -$23.2M | -$49.4M |
| Net income | -$2.5M | -$30.3M | -$21.3M | -$40.7M |
| EPS (diluted) | -0.02 | -0.22 | -0.16 | -0.30 |
| Operating cash flow | $64.7M | $32.9M | -$36.9M | $20.2M |
| Cash | $97.9M | $64.1M | $56.9M | $127.2M |
| Long-term debt | $45.5M | $57.5M | $61.5M | $64.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
INNV Stock Sonar score 6/7 axes
Find similar shapesCompareINNV ranks highest on financial health (71st percentile) and growth (59th), and lowest on insider conviction (5th), among Healthcare Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
INNV filings, in plain words
Are InnovAge insiders buying or selling INNV?
In the 180 days to 2026-10-28, InnovAge insiders were net sellers, a net $226.9M across purchases and sales reported on Form 4, by 4 sellers.
Are there planned insider sales of INNV?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $292.6K of stock; the latest, by Nicole Damato, was filed 2026-09-25.
Read the full summary
In the 180 days to 2026-10-28, InnovAge insiders were net sellers of INNV, a net $226.9M across purchases and sales reported on Form 4 by 4 sellers. Most of that figure, $226.6M, came from a holder of 10% or more rather than an officer or director. 29% of the 7 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $292.6K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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