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Occudo Quantitative Strategies’s InnovAge Holding INNV Stock Holding History

Occudo Quantitative Strategies’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 		$750K Buy
63,259
+22,036
+53% +$180K 0.04% 430
2026
Q1 		$336K Buy
+41,223
New +$308K 0.02% 575

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

Occudo Quantitative Strategies's INNV Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its InnovAge Holding (INNV) stake by 53% in Q2 2026, buying an estimated $180K and bringing the position to 63,259 shares worth $750K. The position accounts for 0.04% of the portfolio, ranked #430.

Occudo Quantitative Strategies first reported a position in INNV in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Occudo Quantitative Strategies held 63,259 shares of InnovAge Holding worth $750K as of Q2 2026.
  • Occudo Quantitative Strategies bought 22,036 InnovAge Holding shares in Q2 2026, an estimated $180K.
  • InnovAge Holding made up 0.04% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #430 holding.
  • Occudo Quantitative Strategies first reported a position in InnovAge Holding in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.