WAVEMAN · COMPANY

INNV · Innovage Holding Corp.

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

← ALL COMPANIES

INNV

Name: InnovAge Holding Corp. (INNV) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

InnovAge Holding Corp.

HEALTHCARE SERVICES · SERVICES-HEALTH SERVICES · CIK 0001834376

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

+11.8%

XBRL, annual

NET MARGIN

-3.6%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

73 funds added or opened last quarter

below 71% of Healthcare Services

REVENUE

+11.8% year over year

more than 51% of Healthcare Services

MARGIN

-3.6% net margin

below 57% of Healthcare Services

BUYBACKS

no share repurchases reported

SHORT

0.6% of shares outstanding short · 3.0 days to cover · settled 2026-07-31

below 74% of Healthcare Services

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

73 funds added or opened positions in the latest 13F quarter, of 109 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +191.3%

+191.3%12M

INSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 73 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

NTRA CSTL PGNY HIMS WGS PRVA TDOC AVAH GH ADUS SERA BDSX

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for InnovAge Holding Corp. in the period covered. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

SCARBROUGH MICHAEL ANTHONY

President and COO

SELL

2025-11-14

33,000.0

$161.7K

ZORETIC RICHARD C

Director

BUY

2025-05-30

8,450.0

$34.5K

ZORETIC RICHARD C

Director

BUY

2025-05-29

14,265.0

$57.6K

ZORETIC RICHARD C

Director

BUY

2025-05-28

20,000.0

$81.2K

ZORETIC RICHARD C

Director

BUY

2025-05-23

1,198.0

$4.7K

25 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 20 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

FEDERATED HERMES, INC.

1,903,713.0 sh

$22.6M

BlackRock, Inc.

1,489,609.0 sh

$17.7M

VANGUARD CAPITAL MANAGEMENT LLC

935,264.0 sh

$11.1M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

668,742.0 sh

$7.9M

ALGERT GLOBAL LLC

630,520.0 sh

$7.5M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Zacks Small-Cap Core Fund

$321.7K POSITION · AS OF 2026-02-28

1.0%

Small Company Value Trust

$425.7K POSITION · AS OF 2026-03-31

0.3%

Small Cap Value Portfolio

$1.8M POSITION · AS OF 2026-03-31

0.3%

Janus Henderson Small Cap Growth Alpha ETF

$925.5K POSITION · AS OF 2026-04-30

0.3%

T. Rowe Price Small-Cap Value Fund, Inc.

$27.0M POSITION · AS OF 2026-03-31

0.3%

PGIM Quant Solutions Small-Cap Value Fund

$956.8K POSITION · AS OF 2026-04-30

0.2%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-06	2024-06	2023-06	2022-06
REVENUE	$853.7M	$763.9M	$688.1M	$698.6M
GROSS PROFIT	$153.6M	$132.1M	$101.3M	$135.4M
OPERATING INCOME	$-29.8M	$-23.2M	$-49.4M	$-4.4M
NET INCOME	$-30.3M	$-21.3M	$-40.7M	$-6.5M
EPS (DILUTED)	-0.22	-0.16	-0.30	-0.05
OPERATING CASH FLOW	$32.9M	$-36.9M	$20.2M	$27.3M
CASH	$64.1M	$56.9M	$127.2M	$184.4M
LONG-TERM DEBT	$57.5M	$61.5M	$64.8M	$68.2M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE