Y-Intercept (HK)’s InnovAge Holding INNV Stock Holding History

Y-Intercept (HK)’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 Q3	$206K	Buy	+23,361	New	+$255K	﹤0.01%	1480

Other funds holding INNV

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Vista Finance Clayton, Missouri $188M AUM 14.08% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $389M AUM 21.95% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Y-Intercept (HK)'s INNV Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in InnovAge Holding (INNV) in Q3 2026: 23,361 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1480 among its holdings.

17 funds tracked by Wall St. Rank hold INNV as of Q3 2026.

Y-Intercept (HK) held 23,361 shares of InnovAge Holding worth $206K as of Q3 2026.
InnovAge Holding was a new Y-Intercept (HK) position in Q3 2026.
InnovAge Holding made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1480 holding.
17 funds tracked by Wall St. Rank held InnovAge Holding as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.