CCM
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Cloud Capital Management’s InnovAge Holding INNV Stock Holding History

Cloud Capital Management’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
2025
Q4 		– Sell
-13
Closed – – 776
2025
Q3 		$0 Buy
+13
New +$52 ﹤0.01% 1252

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WCP
Welch Capital Partners Harrison, New York $444M AUM 21.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Cloud Capital Management's INNV Position: Q4 2025 in Review

Cloud Capital Management sold out of InnovAge Holding (INNV) in Q4 2025, closing a stake of 13 shares.

Cloud Capital Management first reported a position in INNV in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 78 funds tracked by Wall St. Rank hold INNV as of Q4 2025.

  • Cloud Capital Management reported no remaining InnovAge Holding position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 13 InnovAge Holding shares in Q4 2025.
  • Cloud Capital Management first reported a position in InnovAge Holding in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's InnovAge Holding position peaked at $0 in Q3 2025.
  • 78 funds tracked by Wall St. Rank held InnovAge Holding as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.