Innovage Hldg Corp (INNV) Hedge Fund Ownership (Q2 2026)

Innovage Hldg Corp (INNV)

105 + Investors. Track Smart Money conviction in INNV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — INNV

Based on 107 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added INNV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

107 hedge funds hold INNV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +70% more funds vs a year ago

fund count last 6Q

+44 new funds entered over the past year (+70% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

73 buying46 selling

Last quarter: 73 funds were net buyers (29 opened a brand new position + 44 added to an existing one). Only 46 were sellers (24 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 21 → 34 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 32% long-term, 46% new

■ 32% conviction (2yr+) ■ 22% medium ■ 46% new

Of the 107 current holders: 34 (32%) held >2 years, 24 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +84% but shares only +15% — price-driven

Value

+83%

+15%

Last quarter: the total dollar value of institutional holdings rose +84%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

10 → 7 → 21 → 34 → 29 new funds/Q

New funds entering each quarter: 7 → 21 → 34 → 29. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 45% veterans vs 49% newcomers

■ 45% veterans ■ 7% 1-2yr ■ 49% new

Entry-cohort mix of 107 holders: 48 (45%) are 2+ year veterans, 7 entered 1–2 years ago, and 52 (49%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds

33 of 106 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in INNV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	105	100	5.0%
13F Shares	18M	16M	15.19%
Total Value	$137M	$75M	83.19%
New Positions	29	34	-5
Increased Positions	43	36	+7
Closed Positions	23	11	+12
Reduced Positions	24	19	+5
Total Calls	1	1	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

105

100

5.0%

13F Shares

18M

16M

15.19%

Total Value

$137M

$75M

83.19%

New Positions

-5

Increased Positions

Closed Positions

+12

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

105 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in INNV. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 INNV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Verdad Advisers, LP	0.48%	42,139	$499K
2	Arlington Capital Management, Inc.	0.22%	29,698	$352K
3	Gwn Securities INC.	0.14%	68,403	$811K
4	Algert Global LLC	0.09%	630,520	$7.5M
5	Virtus Advisers, LLC	0.08%	17,427	$207K
6	Integrated Quantitative Investments LLC	0.07%	34,428	$408K
7	Ritholtz Wealth Management	0.04%	243,633	$2.9M
8	Occudo Quantitative Strategies LP	0.04%	63,259	$750K
9	Legato Capital Management LLC	0.03%	34,428	$408K
10	Federated Hermes, INC.	0.03%	1,903,713	$22.6M
11	D'Orazio & Associates, Inc.	0.02%	17,671	$209K
12	Prelude Capital Management, LLC	0.02%	25,363	$301K
13	O'shaughnessy Asset Management, LLC	0.02%	314,585	$3.7M
14	Mirabella Financial Services LLP	0.01%	12,123	$144K
15	Kathmere Capital Management, LLC	0.01%	15,429	$183K
16	Los Angeles Capital Management LLC	0.01%	203,785	$2.4M
17	XTX Topco Ltd	0.01%	48,918	$580K
18	Martingale Asset Management L P	0.01%	19,483	$231K
19	Trexquant Investment LP	0.00%	59,225	$702K
20	Renaissance Technologies LLC	0.00%	249,633	$3.0M
21	Arrowstreet Capital, Limited Partnership	0.00%	668,742	$7.9M
22	State of Wisconsin Investment Board	0.00%	142,822	$1.7M
23	Strs Ohio	0.00%	69,800	$827K
24	Zacks Investment Management	0.00%	35,907	$425K
25	Panagora Asset Management Inc	0.00%	52,315	$620K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Innovage Hldg Corp (INNV)

What does the Smart Money Trend signal show for INNV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added INNV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for INNV?

More buyers than sellers — 61% buying: Last quarter: 73 funds were net buyers (29 opened a brand new position + 44 added to an existing one). Only 46 were sellers (24 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for INNV holders?

Elite ownership — 45% AUM from top-100 funds: 33 of 106 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in INNV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held INNV?

Mixed — 32% long-term, 46% new: Of the 107 current holders: 34 (32%) held >2 years, 24 held 1–2 years, and 49 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Innovage Hldg Corp (INNV)

Smart Money Signals — INNV

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +70% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~29 new funds per quarter

Mixed — 32% long-term, 46% new

Value +84% but shares only +15% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 45% veterans vs 49% newcomers

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — INNV

Hedge Fund Ownership: INNV

Market Analysis: INNV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: INNV

Hedge Fund Positioning: INNV

Statistics: INNV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Innovage Hldg Corp (INNV)

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