13FBOX
INNOVAGE HLDG CORP COM · 13F Institutional Holdings
Options Calculator Rankings

INNOVAGE HLDG CORP COM

INNV
Institutions
111
Combined AUM (Q2 2026)
$217.9M
Combined Shares (Q2 2026)
18.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.2M
76 · 30 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.5M
43 · 20 Exit · ≈
⚖️ Net
+2.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$217.9M
Institutions
111
New Buys
30
Adds
46
Reduces
23
Exits
20
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
T. Rowe Price Investment Management, Inc.
0.05%0.03%#8$72.6M6.1M$49.2M6.1M-9,041-0.15%Reduce
FEDERATED HERMES, INC.
0.03%<0.01%#12$22.6M1.9M$36,7324,580+1.9M+41,465.79%Add
BlackRock, Inc.
<0.01%<0.01%#59$17.7M1.5M$10.0M1.2M+241,518+19.35%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#62$11.1M935,264$7.0M877,136+58,128+6.63%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#26$7.9M668,742$3.3M417,538+251,204+60.16%Add
ALGERT GLOBAL LLC
0.09%0.01%#5$7.5M630,520$536,00066,785+563,735+844.10%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#56$7.1M602,127$4.6M573,417+28,710+5.01%Add
STATE STREET CORP
<0.01%<0.01%#68$5.5M461,656$3.5M431,426+30,230+7.01%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#37$5.2M439,962$1.9M236,485+203,477+86.04%Add
ACADIAN ASSET MANAGEMENT LLC
0.01%<0.01%#22$4.6M390,850$1.5M183,181+207,669+113.37%Add
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.02%0.01%#16$3.7M314,585$2.2M272,540+42,045+15.43%Add
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#25$3.0M249,633$3.0M370,817-121,184-32.68%Reduce
RITHOLTZ WEALTH MANAGEMENT
0.04%0.03%#9$2.9M243,633$2.0M248,072-4,439-1.79%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#64$2.6M217,609$1.4M179,241+38,368+21.41%Add
LOS ANGELES CAPITAL MANAGEMENT LLC
0.01%#19$2.4M203,785$00+203,785New Buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#58$2.2M186,580$1.4M179,588+6,992+3.89%Add
NORTHERN TRUST CORP
<0.01%<0.01%#61$2.1M175,208$2.1M267,137-91,929-34.41%Reduce
Nuveen, LLC
<0.01%<0.01%#47$2.0M166,622$1.6M205,462-38,840-18.90%Reduce
Qube Research & Technologies Ltd
<0.01%#31$1.9M156,641$00+156,641New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#53$1.8M156,084$1.1M140,507+15,577+11.09%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#72$1.8M151,917$951,493118,640+33,277+28.05%Add
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#41$1.8M148,840$177,76322,165+126,675+571.51%Add
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#43$1.7M212,156$830,244159,970+52,186+32.62%Add
STATE OF WISCONSIN INVESTMENT BOARD
<0.01%<0.01%#27$1.7M142,822$531,23766,239+76,583+115.62%Add
WELCH CAPITAL PARTNERS LLC/NY
0.32%0.36%#2$1.6M136,408$1.6M200,501-64,093-31.97%Reduce
PRUDENTIAL FINANCIAL INC
<0.01%<0.01%#32$1.6M132,865$627,84678,285+54,580+69.72%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#36$1.4M114,798$766,11995,526+19,272+20.17%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#54$1.2M98,525$301,98537,654+60,871+161.66%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#63$1.1M96,598$405,87650,608+45,990+90.87%Add
SG Americas Securities, LLC
<0.01%#45$1.0M85,215$00+85,215New Buy
STRS OHIO
<0.01%<0.01%#28$827,13069,800$514,88464,200+5,600+8.72%Add
GWN SECURITIES INC.
0.14%0.1%#4$810,57668,403$535,56866,779+1,624+2.43%Add
MORGAN STANLEY
<0.01%<0.01%#78$796,01267,174$87,23016,905+50,269+297.36%Add
OCCUDO QUANTITATIVE STRATEGIES LP
0.04%0.02%#10$749,61963,259$335,96741,223+22,036+53.46%Add
Man Group plc
<0.01%#34$702,13659,252$00+59,252New Buy
Trexquant Investment LP
<0.01%<0.01%#24$701,81659,225$443,05755,244+3,981+7.21%Add
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
<0.01%#35$655,75555,338$00+55,338New Buy
PANAGORA ASSET MANAGEMENT INC
<0.01%#30$619,93352,315$00+52,315New Buy
XTX Topco Ltd
0.01%<0.01%#20$579,67848,918$250,12831,188+17,730+56.85%Add
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
<0.01%#39$570,75548,165$00+48,165New Buy
Bank of New York Mellon Corp
<0.01%<0.01%#71$521,63844,020$353,72244,105-85-0.19%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#55$504,50142,574$24,3483,036+39,538+1,302.31%Add
Verdad Advisers, LP
0.48%0.29%#1$499,34742,139$253,76131,641+10,498+33.18%Add
GSA CAPITAL PARTNERS LLP
0.03%0.02%#13$497,42741,977$275,00034,284+7,693+22.44%Add
ZACKS INVESTMENT MANAGEMENT
<0.01%<0.01%#29$425,49835,907$287,97435,90700.00%Unchanged
Legato Capital Management LLC
0.03%#11$407,97234,428$00+34,428New Buy
Integrated Quantitative Investments LLC
0.07%0.1%#7$407,97234,428$543,90867,819-33,391-49.24%Reduce
UBS Group AG
<0.01%<0.01%#76$387,35332,688$104,24412,998+19,690+151.48%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#66$372,55231,439$121,17415,109+16,330+108.08%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#88$353,52129,833$427,52253,307-23,474-44.04%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow