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InnovAge Holding
INNV

103 hedge funds and large institutions have $128M invested in InnovAge Holding in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

60% more capital invested

Capital invested by funds: $79.9M → $128M (+$48.1M)

32% more funds holding

Funds holding: 78 → 103 (+25)

0.45% more ownership

Funds ownership: 11.35% → 11.8% (+0.45%)

Holders
103
Holders Change
+25
Holders Change %
+32.05%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
37
Reduced
20
Closed
9
Calls
$99K
Puts
–
Net Calls
+$99K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$3.96M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.12M
3
II
Inspire Investing
Idaho
+$1.48M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
CCM
Coliseum Capital Management
Connecticut
-$13.9M
2
WCP
Welch Capital Partners
New York
-$1.52M
3
Marshall Wace
Marshall Wace
United Kingdom
-$1.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$468K
5
Jane Street
Jane Street
New York
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$49.2M -$263K -35,220 -0.6%
BlackRock
2
BlackRock
New York
$10M -$103K -13,807 -1%
CCM
3
Coliseum Capital Management
Connecticut
$8.94M -$13.9M -1,858,112 -63%
VCM
4
Vanguard Capital Management
Pennsylvania
$7.03M +$6.55M +877,136 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.6M +$154K +20,642 +4%
HIM
6
Hillsdale Investment Management
Ontario, Canada
$4.25M +$3.96M +529,984 New
State Street
7
State Street
Massachusetts
$3.46M +$490K +65,560 +18%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$3.35M +$3.12M +417,538 New
Renaissance Technologies
9
Renaissance Technologies
New York
$2.97M +$1.39M +186,117 +101%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$2.19M +$251K +33,659 +14%
Northern Trust
11
Northern Trust
Illinois
$2.14M +$54.4K +7,281 +3%
RWM
12
Ritholtz Wealth Management
New York
$1.99M +$620K +83,006 +50%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.9M +$1.4M +187,567 +383%
N
14
Nuveen
North Carolina
$1.65M +$1.21M +162,225 +375%
WCP
15
Welch Capital Partners
New York
$1.61M -$1.52M -203,600 -50%
II
16
Inspire Investing
Idaho
$1.59M +$1.48M +198,320 New
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$1.47M +$880K +117,919 +181%
Charles Schwab
18
Charles Schwab
California
$1.44M +$60.5K +8,101 +5%
Goldman Sachs
19
Goldman Sachs
New York
$1.44M +$471K +63,089 +54%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$1.13M +$1.05M +140,507 New
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$971K +$904K +121,117 New
VPM
22
Vanguard Portfolio Management
Pennsylvania
$951K +$886K +118,640 New
AllianceBernstein
23
AllianceBernstein
Tennessee
$830K +$904K +121,070 +311%
Two Sigma Investments
24
Two Sigma Investments
New York
$766K +$713K +95,526 New
Prudential Financial
25
Prudential Financial
New Jersey
$628K +$585K +78,285 New
1
2 3 4 5

INNV Hedge Fund Activity: Q1 2026 in Review

103 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in InnovAge Holding (INNV) for Q1 2026, worth a combined $128M — up 60% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new INNV positions and 9 closed out — a net gain of 26 holders — while 37 added to existing stakes and 20 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $3.96M. The largest seller was Coliseum Capital Management, cutting an estimated $13.9M.

  • 103 institutional investors held InnovAge Holding (INNV) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $128M of InnovAge Holding stock for Q1 2026, up 60% quarter-over-quarter.
  • 35 funds opened new InnovAge Holding positions in Q1 2026 and 9 closed out, a net change of +26 holders.
  • The largest InnovAge Holding buyer in Q1 2026 was Hillsdale Investment Management, an estimated $3.96M added.
  • The largest InnovAge Holding seller in Q1 2026 was Coliseum Capital Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2026.