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Steve Schonfeld’s InnovAge Holding INNV Stock Holding History

Steve Schonfeld’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 		$152K Buy
+12,831
New +$105K ﹤0.01% 2243
2021
Q3 		– Sell
-11,800
Closed -$251K – 2297
2021
Q2 		$251K Sell
11,800
-3,840
-25% -$87.9K ﹤0.01% 1560
2021
Q1 		$404K Buy
+15,640
New +$385K ﹤0.01% 1219

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

Steve Schonfeld's INNV Position: Q2 2026 in Review

Steve Schonfeld opened a new position in InnovAge Holding (INNV) in Q2 2026: 12,831 shares worth $152K. The stake represents ﹤0.01% of the portfolio and ranks #2243 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in INNV as recently as Q2 2021.

Steve Schonfeld first reported a position in INNV in Q1 2021 and has held it in 3 quarters since. The position peaked at $404K in Q1 2021. 106 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Steve Schonfeld held 12,831 shares of InnovAge Holding worth $152K as of Q2 2026.
  • InnovAge Holding was a new Steve Schonfeld position in Q2 2026.
  • InnovAge Holding made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #2243 holding.
  • Steve Schonfeld first reported a position in InnovAge Holding in Q1 2021 and has held it in 3 quarters since.
  • Steve Schonfeld's InnovAge Holding position peaked at $404K in Q1 2021.
  • 106 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.