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Prelude Capital Management’s InnovAge Holding INNV Stock Holding History

Prelude Capital 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
Q2 		$301K Buy
25,363
+6,968
+38% +$57.1K 0.02% 777
2026
Q1 		$148K Buy
+18,395
New +$137K 0.01% 980
2021
Q4 		– Sell
-23,600
Closed -$156K – 2111
2021
Q3 		$156K Buy
+23,600
New +$365K ﹤0.01% 1422

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

Prelude Capital Management's INNV Position: Q2 2026 in Review

Prelude Capital Management increased its InnovAge Holding (INNV) stake by 38% in Q2 2026, buying an estimated $57.1K and bringing the position to 25,363 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #777.

Prelude Capital Management first reported a position in INNV in Q3 2021 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Prelude Capital Management held 25,363 shares of InnovAge Holding worth $301K as of Q2 2026.
  • Prelude Capital Management bought 6,968 InnovAge Holding shares in Q2 2026, an estimated $57.1K.
  • InnovAge Holding made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #777 holding.
  • Prelude Capital Management first reported a position in InnovAge Holding in Q3 2021 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.