Jim Simons
INNV icon

Jim Simons’s InnovAge Holding INNV Stock Holding History

Jim Simons’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 		$2.97M Buy
370,817
+186,117
+101% +$1.39M ﹤0.01% 1665
2025
Q4 		$959K Buy
184,700
+33,800
+22% +$178K ﹤0.01% 2306
2025
Q3 		$779K Buy
150,900
+2,600
+2% +$10.5K ﹤0.01% 2606
2025
Q2 		$547K Sell
148,300
-13,300
-8% -$46.6K ﹤0.01% 2789
2025
Q1 		$482K Sell
161,600
-400
-0.2% -$1.38K ﹤0.01% 2761
2024
Q4 		$637K Buy
162,000
+20,500
+14% +$106K ﹤0.01% 2734
2024
Q3 		$849K Buy
141,500
+5,100
+4% +$30.3K ﹤0.01% 2546
2024
Q2 		$677K Buy
136,400
+4,100
+3% +$17.8K ﹤0.01% 2543
2024
Q1 		$587K Buy
132,300
+2,500
+2% +$13.1K ﹤0.01% 2797
2023
Q4 		$779K Buy
129,800
+3,900
+3% +$22.2K ﹤0.01% 2555
2023
Q3 		$754K Buy
125,900
+4,300
+4% +$27.9K ﹤0.01% 2486
2023
Q2 		$912K Sell
121,600
-800
-0.7% -$5.49K ﹤0.01% 2520
2023
Q1 		$977K Buy
122,400
+2,200
+2% +$15.9K ﹤0.01% 2491
2022
Q4 		$863K Sell
120,200
-2,400
-2% -$15.4K ﹤0.01% 2618
2022
Q3 		$721K Sell
122,600
-1,200
-1% -$5.49K ﹤0.01% 2698
2022
Q2 		$542K Buy
123,800
+45,600
+58% +$238K ﹤0.01% 3118
2022
Q1 		$502K Buy
78,200
+29,500
+61% +$149K ﹤0.01% 3189
2021
Q4 		$244K Sell
48,700
-141,500
-74% -$1.03M ﹤0.01% 3431
2021
Q3 		$1.26M Buy
190,200
+149,863
+372% +$2.32M ﹤0.01% 2423
2021
Q2 		$860K Buy
+40,337
New +$923K ﹤0.01% 2736

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 $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jim Simons's INNV Position: Q1 2026 in Review

Jim Simons increased its InnovAge Holding (INNV) stake by 101% in Q1 2026, buying an estimated $1.39M and bringing the position to 370,817 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Jim Simons first reported a position in INNV in Q2 2021 and has held it in 20 quarters since. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

  • Jim Simons held 370,817 shares of InnovAge Holding worth $2.97M as of Q1 2026.
  • Jim Simons bought 186,117 InnovAge Holding shares in Q1 2026, an estimated $1.39M.
  • InnovAge Holding made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1665 holding.
  • Jim Simons first reported a position in InnovAge Holding in Q2 2021 and has held it in 20 quarters since.
  • 103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.