Citadel Advisors
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Citadel Advisors’s InnovAge Holding INNV Stock Holding History

Citadel Advisors’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99.4K Sell
12,400
-2,400
-16% -$17.9K ﹤0.01% 12026
2025
Q4 		$76.8K Sell
14,800
-17,600
-54% -$92.5K ﹤0.01% 11822
2025
Q3 		$167K Buy
+32,400
New +$131K ﹤0.01% 11445
2025
Q2 		– Sell
-7,000
Closed -$20.9K – 13746
2025
Q1 		$20.9K Buy
7,000
+6,400
+1,067% +$22.1K ﹤0.01% 13112
2024
Q4 		$2.36K Buy
+600
New +$3.11K ﹤0.01% 14090
2022
Q1 		– Sell
-27,900
Closed -$140K – 14070
2021
Q4 		$140K Buy
+27,900
New +$203K ﹤0.01% 12353

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Citadel Advisors's INNV Position: Q1 2026 in Review

Citadel Advisors sold out of InnovAge Holding (INNV) in Q1 2026, closing a stake of 62,715 shares — an estimated $468K sold.

Citadel Advisors first reported a position in INNV in Q1 2021 and held it in 9 quarters. The position peaked at $13.2M in Q1 2021. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

  • Citadel Advisors reported no remaining InnovAge Holding position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 62,715 InnovAge Holding shares in Q1 2026, an estimated $468K.
  • Citadel Advisors first reported a position in InnovAge Holding in Q1 2021 and held it in 9 quarters.
  • Citadel Advisors's InnovAge Holding position peaked at $13.2M in Q1 2021.
  • 103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.