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
2022
Q4 		– Sell
-500
Closed -$2K – 9737
2022
Q3 		$2K Buy
+500
New +$2.29K ﹤0.01% 9290
2022
Q2 		– Sell
-300
Closed -$1K – 10462
2022
Q1 		$1K Sell
300
-1,800
-86% -$9.09K ﹤0.01% 10089
2021
Q4 		$10K Buy
+2,100
New +$15.3K ﹤0.01% 9034

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
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.