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 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 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

Simplex Trading's INNV Position: Q1 2026 in Review

Simplex Trading increased its InnovAge Holding (INNV) stake by 218% in Q1 2026, buying an estimated $2.36K and bringing the position to 461 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8074.

Simplex Trading first reported a position in INNV in Q4 2021 and has held it in 6 quarters since. The position peaked at $193K in Q1 2022. 103 funds tracked by Wall St. Rank hold INNV as of Q1 2026.

Simplex Trading held 461 shares of InnovAge Holding worth $3.7K as of Q1 2026.
Simplex Trading bought 316 InnovAge Holding shares in Q1 2026, an estimated $2.36K.
InnovAge Holding made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8074 holding.
Simplex Trading first reported a position in InnovAge Holding in Q4 2021 and has held it in 6 quarters since.
Simplex Trading's InnovAge Holding position peaked at $193K in Q1 2022.
103 funds tracked by Wall St. Rank held InnovAge Holding as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.