JY
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Jeff Yass’s InnovAge Holding INNV Stock Holding History

Jeff Yass’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
Q2 		– Sell
-18,047
Closed -$145K – 13936
2026
Q1 		$145K Buy
18,047
+2,369
+15% +$17.7K ﹤0.01% 12048
2025
Q4 		$81.4K Sell
15,678
-1,767
-10% -$9.29K ﹤0.01% 11555
2025
Q3 		$90K Sell
17,445
-10,308
-37% -$41.6K ﹤0.01% 11629
2025
Q2 		$102K Sell
27,753
-14,370
-34% -$50.3K ﹤0.01% 11785
2025
Q1 		$126K Buy
42,123
+23,779
+130% +$82.1K ﹤0.01% 11369
2024
Q4 		$72.1K Buy
+18,344
New +$95K ﹤0.01% 11522
2024
Q2 		– Sell
-11,515
Closed -$51.1K – 12615
2024
Q1 		$51.1K Buy
+11,515
New +$60.5K ﹤0.01% 11555
2022
Q2 		– Sell
-75,343
Closed -$484K – 13383
2022
Q1 		$484K Sell
75,343
-124,154
-62% -$627K ﹤0.01% 9072
2021
Q4 		$997K Buy
+199,497
New +$1.45M ﹤0.01% 7303

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jeff Yass's INNV Position: Q2 2026 in Review

Jeff Yass sold out of InnovAge Holding (INNV) in Q2 2026, closing a stake of 18,047 shares — an estimated $145K sold.

Jeff Yass first reported a position in INNV in Q4 2021 and held it in 9 quarters. The position peaked at $997K in Q4 2021. 106 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Jeff Yass reported no remaining InnovAge Holding position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 18,047 InnovAge Holding shares in Q2 2026, an estimated $145K.
  • Jeff Yass first reported a position in InnovAge Holding in Q4 2021 and held it in 9 quarters.
  • Jeff Yass's InnovAge Holding position peaked at $997K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.