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VATE · Innovate Corp.
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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VATE

INNOVATE Corp.
INDUSTRIALS · FABRICATED STRUCTURAL METAL PRODUCTS · CIK 0001006837
ACTIVIST 13D☆ WATCH
INSIDER NET · 180D
-
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
35
13F, latest reported quarter
REVENUE GROWTH
+12.5%
XBRL, annual
NET MARGIN
-4.9%
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
35 funds added or opened last quarter
below 79% of Industrials
REVENUE
+12.5% year over year
more than 65% of Industrials
MARGIN
-4.9% net margin
below 72% of Industrials
BUYBACKS
no share repurchases reported
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
35 funds added or opened positions in the latest 13F quarter, of 50 holders.
Voigt Paul disclosed a 5%+ stake (7.4%) in the last six months.
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 +32.7%
+32.7%12M
-28%+68%+164%+261%2025-092025-102025-122026-032026-052026-072026-09 2026-08-14 · Voigt Paul filed a 5%+ stake (7.4%)2026-08-14 · Paul K. Voigt Rev Trust, Paul K. Voigt TTE U/A DTD 11/20/2008 By Paul K. Voigt filed a 5%+ stake (0.2%)2026-08-14 · Jessie Holdings LLC filed a 5%+ stake (0.1%)
13D/G STAKE
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
An activist crossed the 5% line with declared intent.
The record shows 35 funds added last quarter. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
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 INNOVATE Corp. in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Voigt Paul
Interim CEO
BUY
2024-11-19
25,000.0
$99.5K
Voigt Paul
Interim CEO
BUY
2024-09-12
43,785.0
$166.4K
Voigt Paul
Interim CEO
BUY
2024-06-14
176.0
$106
Voigt Paul
Interim CEO
BUY
2024-06-12
7,030.0
$4.2K
Voigt Paul
Interim CEO
BUY
2024-06-11
8,826.0
$5.3K
22 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 17 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
Whitefort Capital Management, LP
743,000.0 sh
$13.9M
Jefferies Financial Group Inc.
700,802.0 sh
$13.1M
BlackRock, Inc.
354,408.0 sh
$6.6M
VANGUARD CAPITAL MANAGEMENT LLC
228,667.0 sh
$4.3M
GEODE CAPITAL MANAGEMENT, LLC
128,530.0 sh
$2.4M
5%+ owners
13D = intent to influence · 13G = passive
Voigt Paul
ACTIVIST 13D · 2026-08-14
7.4%
Paul K. Voigt Rev Trust, Paul K. Voigt TTE U/A DTD 11/20/2008 By Paul K. Voigt
ACTIVIST 13D · 2026-08-14
0.2%
Jessie Holdings LLC
ACTIVIST 13D · 2026-08-14
0.1%
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
Ultra-Small Company Market Fund
$142.0K POSITION · AS OF 2026-03-31
0.1%
Gabelli Global Mini Mites Fund
$14.2K POSITION · AS OF 2026-03-31
0.1%
TETON Westwood Mighty Mites Fund
$39.8K POSITION · AS OF 2026-03-31
0.0%
iShares Micro-Cap ETF
$87.1K POSITION · AS OF 2026-03-31
0.0%
The Gabelli Small Cap Growth Fund
$88.0K POSITION · AS OF 2026-03-31
0.0%
1290 VT Micro Cap Portfolio
$5.9K POSITION · AS OF 2026-03-31
0.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Paul K. Voigt
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$1.8M
$1.6M
$938.5K
-76%
2024
$2.7M
$2.4M
$1.0M
-74%
2023
$918.9K
$975.5K
$1.6M
-34%
2022
$1.3M
$1.1M
$1.3M
-49%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$1.2B$1.1B$1.4B$1.6B
GROSS PROFIT$199.7M$208.8M$216.0M$221.4M
OPERATING INCOME$28.7M$40.0M$26.5M$13.4M
NET INCOME$-64.0M$-39.7M$-38.9M$-35.9M
EPS (DILUTED)-4.84-3.08-4.81-0.53
OPERATING CASH FLOW$146.6M$9.1M$26.5M$-9.5M
CASH$112.1M$48.8M$80.8M$80.4M
DIVIDENDS PAID$2.2M$1.2M$2.2M$5.2M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →