Lazard Asset Management’s InnovAge Holding INNV Stock Holding History

Lazard Asset 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
2026 Q1	$516K	Buy	+64,376	New	+$481K	﹤0.01%	1373
2023 Q3	–	Sell	-10,157	Closed	-$76K	–	2373
2023 Q2	$76K	Buy	10,157 +1,691	+20%	+$11.6K	﹤0.01%	1683
2023 Q1	$67K	Hold	8,466	–	–	﹤0.01%	1688
2022 Q4	$60K	Hold	8,466	–	–	﹤0.01%	1718
2022 Q3	$49K	Hold	8,466	–	–	﹤0.01%	1807
2022 Q2	$37K	Buy	+8,466	New	+$44.2K	﹤0.01%	1938

Other funds holding INNV

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Lazard Asset Management's INNV Position: Q1 2026 in Review

Lazard Asset Management opened a new position in InnovAge Holding (INNV) in Q1 2026: 64,376 shares worth $516K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Lazard Asset Management previously reported a position in INNV as recently as Q2 2023.

Lazard Asset Management first reported a position in INNV in Q2 2022 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

Lazard Asset Management held 64,376 shares of InnovAge Holding worth $516K as of Q1 2026.
InnovAge Holding was a new Lazard Asset Management position in Q1 2026.
InnovAge Holding made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1373 holding.
Lazard Asset Management first reported a position in InnovAge Holding in Q2 2022 and has held it in 6 quarters since.
103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.