Simplex Trading
INNV icon

Simplex Trading’s InnovAge Holding INNV Stock Holding History

Simplex Trading’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 		$39.1K Buy
+3,300
New +$27K ﹤0.01% 6532
2026
Q1 		– Sell
-200
Closed -$1.04K – 9576
2025
Q4 		$1.04K Sell
200
-800
-80% -$4.2K ﹤0.01% 8021
2025
Q3 		$5K Buy
+1,000
New +$4.04K ﹤0.01% 8311
2023
Q1 		– Sell
-1,100
Closed -$7K – 9523
2022
Q4 		$7K Sell
1,100
-2,600
-70% -$16.7K ﹤0.01% 7829
2022
Q3 		$21K Buy
+3,700
New +$16.9K ﹤0.01% 7465
2022
Q1 		– Sell
-40,100
Closed -$200K – 10865
2021
Q4 		$200K Buy
+40,100
New +$291K ﹤0.01% 5200

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

Simplex Trading's INNV Position: Q2 2026 in Review

Simplex Trading sold out of InnovAge Holding (INNV) in Q2 2026, closing a stake of 461 shares — an estimated $3.77K sold.

Simplex Trading first reported a position in INNV in Q4 2021 and held it in 6 quarters. The position peaked at $193K in Q1 2022. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Simplex Trading reported no remaining InnovAge Holding position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 461 InnovAge Holding shares in Q2 2026, an estimated $3.77K.
  • Simplex Trading first reported a position in InnovAge Holding in Q4 2021 and held it in 6 quarters.
  • Simplex Trading's InnovAge Holding position peaked at $193K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.