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John Overdeck’s InnovAge Holding INNV Stock Holding History

John Overdeck’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 		$1.36M Buy
114,798
+19,272
+20% +$158K ﹤0.01% 3364
2026
Q1 		$766K Buy
+95,526
New +$713K ﹤0.01% 3448
2021
Q4 		– Sell
-38,254
Closed -$253K – 4546
2021
Q3 		$253K Buy
+38,254
New +$592K ﹤0.01% 3792

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

John Overdeck's INNV Position: Q2 2026 in Review

John Overdeck increased its InnovAge Holding (INNV) stake by 20% in Q2 2026, buying an estimated $158K and bringing the position to 114,798 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

John Overdeck first reported a position in INNV in Q3 2021 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • John Overdeck held 114,798 shares of InnovAge Holding worth $1.36M as of Q2 2026.
  • John Overdeck bought 19,272 InnovAge Holding shares in Q2 2026, an estimated $158K.
  • InnovAge Holding made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3364 holding.
  • John Overdeck first reported a position in InnovAge Holding in Q3 2021 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.