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 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

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

Marshall Wace's INNV Position: Q1 2026 in Review

Marshall Wace sold out of InnovAge Holding (INNV) in Q1 2026, closing a stake of 291,286 shares — an estimated $1.51M sold.

Marshall Wace first reported a position in INNV in Q3 2021 and held it in 2 quarters. The position peaked at $1.51M in Q4 2025. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

Marshall Wace reported no remaining InnovAge Holding position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 291,286 InnovAge Holding shares in Q1 2026, an estimated $1.51M.
Marshall Wace first reported a position in InnovAge Holding in Q3 2021 and held it in 2 quarters.
Marshall Wace's InnovAge Holding position peaked at $1.51M in Q4 2025.
103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.