Marshall Wace
INNV icon

Marshall Wace’s InnovAge Holding INNV Stock Holding History

Marshall Wace’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
Q3 		$3.59M Buy
+407,835
New +$4.45M ﹤0.01% 1507
2026
Q1 		– Sell
-291,286
Closed -$1.51M – 3442
2025
Q4 		$1.51M Buy
+291,286
New +$1.53M ﹤0.01% 1721
2021
Q4 		– Sell
-53,773
Closed -$355K – 4064
2021
Q3 		$355K Buy
+53,773
New +$833K ﹤0.01% 2572

Other funds holding INNV

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Marshall Wace's INNV Position: Q3 2026 in Review

Marshall Wace opened a new position in InnovAge Holding (INNV) in Q3 2026: 407,835 shares worth $3.59M. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings. This is a return to the name: Marshall Wace previously reported a position in INNV as recently as Q4 2025.

Marshall Wace first reported a position in INNV in Q3 2021 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold INNV as of Q3 2026.

  • Marshall Wace held 407,835 shares of InnovAge Holding worth $3.59M as of Q3 2026.
  • InnovAge Holding was a new Marshall Wace position in Q3 2026.
  • InnovAge Holding made up ﹤0.01% of Marshall Wace's portfolio in Q3 2026, its #1507 holding.
  • Marshall Wace first reported a position in InnovAge Holding in Q3 2021 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2026.

Based on Marshall Wace's 13F filing for Q3 2026, filed 13 Nov 2026.