IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Innovage Holding Corp (INNV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares450,705 from 439,962
Change+10,743 (+2%)
Value$4.0M (-$1.2M)
Filed 2026-11-04
Ritholtz Wealth Management
DECREASED
Shares241,657 from 243,633
Change-1,976 (-1%)
Value$2.1M (-$760.5K)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares81,700 from 69,800
Change+11,900 (+17%)
Value$719.0K (-$108.2K)
Filed 2026-10-30
Argent Capital Management LLC
NEW
Shares74,112
Change+74,112
Value$652.2K
Filed 2026-10-05
State of Wyoming
NEW
Shares56,394
Change+56,394
Value$496.3K
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares42,516 from 44,020
Change-1,504 (-3%)
Value$374.1K (-$147.5K)
Filed 2026-11-05
Arlington Capital Management Inc
INCREASED
Shares31,244 from 29,698
Change+1,546 (+5%)
Value$274.9K (-$77.0K)
Filed 2026-10-30
D'Orazio & Associates, Inc.
INCREASED
Shares29,524 from 17,671
Change+11,853 (+67%)
Value$259.8K (+$50.4K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares23,361
Change+23,361
Value$205.6K
Filed 2026-10-16
Vista Finance, LLC
NEW
Shares17,649
Change+17,649
Value$155.3K
Filed 2026-10-23
Kathmere Capital Management, LLC
DECREASED
Shares15,202 from 15,429
Change-227 (-1%)
Value$133.8K (-$49.1K)
Filed 2026-10-20
Olympiad Research LP
NEW
Shares15,113
Change+15,113
Value$133.0K
Filed 2026-11-04
Baron Wealth Management LLC
NEW
Shares12,949
Change+12,949
Value$114.0K
Filed 2026-10-27
State of Alaska, Department of Revenue
UNCHANGED
Shares6,555 from 6,555
Change0 (0%)
Value$57 (-$76.9K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares2,292 from 10,285
Change-7,993 (-78%)
Value$20.2K (-$101.7K)
Filed 2026-11-04
Costello Asset Management, Inc
DECREASED
Shares1,500 from 1,550
Change-50 (-3%)
Value$13.2K (-$5.2K)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares720 from 77
Change+643 (+835%)
Value$6.3K (+$5.4K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares331 from 54
Change+277 (+513%)
Value$2.9K (+$2.3K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares207 from 127
Change+80 (+63%)
Value$1.8K (+$317)
Filed 2026-10-08
Essential Partners LLC
INCREASED
Shares138 from 108
Change+30 (+28%)
Value$1.2K (-$66)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares122 from 114
Change+8 (+7%)
Value$1.1K (-$278)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares112 from 12
Change+100 (+833%)
Value$986 (+$844)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$880
Filed 2026-10-27
Nisa Investment Advisors, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$651 (-$226)
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares35
Change+35
Value$308
Filed 2026-11-03
Covestor Ltd
DECREASED
Shares25 from 60
Change-35 (-58%)
Value$0 (-$1)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares24
Change+24
Value$211
Filed 2026-10-21
True Wealth Design, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$44 (-$16)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$35 (-$12)
Filed 2026-10-16
Fortitude Family Office, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$18 (-$6)
Filed 2026-10-14
Summit Securities Group LLC
CLOSED
Shares0 from 421
Change-421 (-100%)
Value$0 (-$5.0K)
Filed 2026-11-05
SBI Securities Co., Ltd.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$201)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$24)
Filed 2026-10-29
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 6,124,069
Change-6,124,069 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,903,713
Change-1,903,713 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,489,609
Change-1,489,609 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 935,264
Change-935,264 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 668,742
Change-668,742 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 630,520
Change-630,520 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 602,127
Change-602,127 (-100%)
Value—
State Street Corp
N/A
Shares— from 461,656
Change-461,656 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 390,850
Change-390,850 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 314,585
Change-314,585 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 249,633
Change-249,633 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 217,609
Change-217,609 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 212,156
Change-212,156 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 203,785
Change-203,785 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 186,580
Change-186,580 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 175,208
Change-175,208 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 166,622
Change-166,622 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 156,641
Change-156,641 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 156,084
Change-156,084 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 151,917
Change-151,917 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 148,840
Change-148,840 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 142,822
Change-142,822 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 136,408
Change-136,408 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 132,865
Change-132,865 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 114,798
Change-114,798 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 98,525
Change-98,525 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 96,598
Change-96,598 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 85,215
Change-85,215 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 68,403
Change-68,403 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 67,174
Change-67,174 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 63,259
Change-63,259 (-100%)
Value—
Man Group plc
N/A
Shares— from 59,252
Change-59,252 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 59,225
Change-59,225 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 55,338
Change-55,338 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 52,315
Change-52,315 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 48,918
Change-48,918 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 48,165
Change-48,165 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 42,574
Change-42,574 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 42,139
Change-42,139 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 41,977
Change-41,977 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 35,907
Change-35,907 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 34,428
Change-34,428 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 34,428
Change-34,428 (-100%)
Value—
UBS Group AG
N/A
Shares— from 32,688
Change-32,688 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 31,439
Change-31,439 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 29,833
Change-29,833 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 25,363
Change-25,363 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 24,525
Change-24,525 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 21,840
Change-21,840 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 20,726
Change-20,726 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 20,032
Change-20,032 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 19,483
Change-19,483 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 19,014
Change-19,014 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 18,256
Change-18,256 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 17,427
Change-17,427 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 17,126
Change-17,126 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,938
Change-12,938 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 12,831
Change-12,831 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 12,189
Change-12,189 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 12,123
Change-12,123 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,985
Change-11,985 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 8,066
Change-8,066 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Quarry LP
N/A
Shares— from 431
Change-431 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 427
Change-427 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 284
Change-284 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 230
Change-230 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 120
Change-120 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED450,705439,962+10,743+2%$5.2M$4.0M-$1.2M2026-11-04
Ritholtz Wealth Management
DECREASED241,657243,633-1,976-1%$2.9M$2.1M-$760.5K2026-11-05
Strs Ohio
INCREASED81,70069,800+11,900+17%$827.1K$719.0K-$108.2K2026-10-30
Argent Capital Management LLC
NEW74,112—+74,112——$652.2K—2026-10-05
State of Wyoming
NEW56,394—+56,394——$496.3K—2026-10-28
Bank of New York Mellon Corp
DECREASED42,51644,020-1,504-3%$521.6K$374.1K-$147.5K2026-11-05
Arlington Capital Management Inc
INCREASED31,24429,698+1,546+5%$351.9K$274.9K-$77.0K2026-10-30
D'Orazio & Associates, Inc.
INCREASED29,52417,671+11,853+67%$209.4K$259.8K+$50.4K2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW23,361—+23,361——$205.6K—2026-10-16
Vista Finance, LLC
NEW17,649—+17,649——$155.3K—2026-10-23
Kathmere Capital Management, LLC
DECREASED15,20215,429-227-1%$182.8K$133.8K-$49.1K2026-10-20
Olympiad Research LP
NEW15,113—+15,113——$133.0K—2026-11-04
Baron Wealth Management LLC
NEW12,949—+12,949——$114.0K—2026-10-27
State of Alaska, Department of Revenue
UNCHANGED6,5556,55500%$77.0K$57-$76.9K2026-10-15
Citigroup Inc
DECREASED2,29210,285-7,993-78%$121.9K$20.2K-$101.7K2026-11-04
Costello Asset Management, Inc
DECREASED1,5001,550-50-3%$18.4K$13.2K-$5.2K2026-10-30
Sterling Capital Management LLC
INCREASED72077+643+835%$912$6.3K+$5.4K2026-10-22
SJS Investment Consulting Inc.
INCREASED33154+277+513%$640$2.9K+$2.3K2026-10-26
Gamma Investing LLC
INCREASED207127+80+63%$1.5K$1.8K+$3172026-10-08
Essential Partners LLC
INCREASED138108+30+28%$1.3K$1.2K-$662026-10-14
EverSource Wealth Advisors, LLC
INCREASED122114+8+7%$1.4K$1.1K-$2782026-11-04
Farther Finance Advisors, LLC
INCREASED11212+100+833%$142$986+$8442026-10-08
Latitude Advisors, LLC
NEW100—+100——$880—2026-10-27
Nisa Investment Advisors, LLC
UNCHANGED747400%$877$651-$2262026-10-20
Ascentis Wealth Management, LLC
NEW35—+35——$308—2026-11-03
Covestor Ltd
DECREASED2560-35-58%$1$0-$12026-10-30
Root Financial Partners, LLC
NEW24—+24——$211—2026-10-21
True Wealth Design, LLC
UNCHANGED5500%$60$44-$162026-10-13
IFP Advisors, Inc
UNCHANGED4400%$47$35-$122026-10-16
Fortitude Family Office, LLC
UNCHANGED2200%$24$18-$62026-10-14
Summit Securities Group LLC
CLOSED0421-421-100%$5.0K$0-$5.0K2026-11-05
SBI Securities Co., Ltd.
CLOSED017-17-100%$201$0-$2012026-10-22
Caitong International Asset Management Co., Ltd
CLOSED02-2-100%$24$0-$242026-10-29
T. Rowe Price Investment Management, Inc.
N/A—6,124,069-6,124,069-100%$72.6M———
Federated Hermes, Inc.
N/A—1,903,713-1,903,713-100%$22.6M———
BlackRock, Inc.
N/A—1,489,609-1,489,609-100%$17.7M———
Vanguard Capital Management LLC
N/A—935,264-935,264-100%$11.1M———
Arrowstreet Capital, Limited Partnership
N/A—668,742-668,742-100%$7.9M———
Algert Global LLC
N/A—630,520-630,520-100%$7.5M———
Geode Capital Management, LLC
N/A—602,127-602,127-100%$7.1M———
State Street Corp
N/A—461,656-461,656-100%$5.5M———
Acadian Asset Management LLC
N/A—390,850-390,850-100%$4.6M———
O'shaughnessy Asset Management, LLC
N/A—314,585-314,585-100%$3.7M———
Renaissance Technologies LLC
N/A—249,633-249,633-100%$3.0M———
Goldman Sachs Group Inc
N/A—217,609-217,609-100%$2.6M———
Alliancebernstein L.P.
N/A—212,156-212,156-100%$1.7M———
LOS Angeles Capital Management LLC
N/A—203,785-203,785-100%$2.4M———
Charles Schwab Investment Management Inc
N/A—186,580-186,580-100%$2.2M———
Northern Trust Corp
N/A—175,208-175,208-100%$2.1M———
Nuveen, LLC
N/A—166,622-166,622-100%$2.0M———
Qube Research & Technologies Ltd
N/A—156,641-156,641-100%$1.9M———
Vanguard Fiduciary Trust Co
N/A—156,084-156,084-100%$1.8M———
Vanguard Portfolio Management LLC
N/A—151,917-151,917-100%$1.8M———
Millennium Management LLC
N/A—148,840-148,840-100%$1.8M———
State of Wisconsin Investment Board
N/A—142,822-142,822-100%$1.7M———
Welch Capital Partners LLC
N/A—136,408-136,408-100%$1.6M———
Prudential Financial Inc
N/A—132,865-132,865-100%$1.6M———
Two Sigma Investments, LP
N/A—114,798-114,798-100%$1.4M———
AQR Capital Management LLC
N/A—98,525-98,525-100%$1.2M———
Ameriprise Financial Inc
N/A—96,598-96,598-100%$1.1M———
SG Americas Securities, LLC
N/A—85,215-85,215-100%$1.0M———
GWN Securities Inc.
N/A—68,403-68,403-100%$810.6K———
Morgan Stanley
N/A—67,174-67,174-100%$796.0K———
Occudo Quantitative Strategies LP
N/A—63,259-63,259-100%$749.6K———
Man Group plc
N/A—59,252-59,252-100%$702.1K———
Trexquant Investment LP
N/A—59,225-59,225-100%$701.8K———
State Board of Administration of Florida Retirement System
N/A—55,338-55,338-100%$655.8K———
Panagora Asset Management Inc
N/A—52,315-52,315-100%$619.9K———
XTX Topco Ltd
N/A—48,918-48,918-100%$579.7K———
Healthcare of Ontario Pension Plan Trust Fund
N/A—48,165-48,165-100%$570.8K———
Russell Investments Group, Ltd.
N/A—42,574-42,574-100%$504.5K———
Verdad Advisers, LP
N/A—42,139-42,139-100%$499.3K———
GSA Capital Partners LLP
N/A—41,977-41,977-100%$497.0K———
Zacks Investment Management
N/A—35,907-35,907-100%$425.5K———
Legato Capital Management LLC
N/A—34,428-34,428-100%$408.0K———
Integrated Quantitative Investments LLC
N/A—34,428-34,428-100%$408.0K———
UBS Group AG
N/A—32,688-32,688-100%$387.4K———
American Century Companies Inc
N/A—31,439-31,439-100%$372.6K———
Bank of America Corp
N/A—29,833-29,833-100%$353.5K———
Prelude Capital Management, LLC
N/A—25,363-25,363-100%$300.6K———
Rhumbline Advisers
N/A—24,525-24,525-100%$290.6K———
Deutsche Bank Ag\
N/A—21,840-21,840-100%$258.8K———
Brevan Howard Capital Management LP
N/A—20,726-20,726-100%$245.6K———
Wells Fargo & Company
N/A—20,032-20,032-100%$237.4K———
Martingale Asset Management L P
N/A—19,483-19,483-100%$230.9K———
Point72 Asset Management, L.P.
N/A—19,014-19,014-100%$225.3K———
Price T Rowe Associates Inc
N/A—18,256-18,256-100%$217.0K———
Virtus Advisers, LLC
N/A—17,427-17,427-100%$206.5K———
Invesco Ltd.
N/A—17,126-17,126-100%$202.9K———
JPMorgan Chase & Co
N/A—12,938-12,938-100%$150.2K———
Schonfeld Strategic Advisors LLC
N/A—12,831-12,831-100%$152.0K———
MetLife Investment Management, LLC
N/A—12,189-12,189-100%$144.4K———
Mirabella Financial Services LLP
N/A—12,123-12,123-100%$143.7K———
NewEdge Advisors, LLC
N/A—11,985-11,985-100%$142.0K———
Franklin Resources Inc
N/A—10,250-10,250-100%$121.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—10,112-10,112-100%$119.8K———
New York State Common Retirement Fund
N/A—8,066-8,066-100%$95.6K———
Vanguard Global Advisers, LLC
N/A—6,652-6,652-100%$78.8K———
Police & Firemen's Retirement System of New Jersey
N/A—4,978-4,978-100%$59.0K———
FMR LLC
N/A—4,806-4,806-100%$57.0K———
BNP Paribas Financial Markets
N/A—3,810-3,810-100%$45.1K———
Barclays PLC
N/A—3,606-3,606-100%$42.7K———
Legal & General Group Plc
N/A—2,142-2,142-100%$25.4K———
Ameritas Investment Partners, Inc.
N/A—1,437-1,437-100%$17.0K———
Tower Research Capital LLC (TRC)
N/A—1,129-1,129-100%$13.4K———
Royal Bank of Canada
N/A—1,022-1,022-100%$12.0K———
Quarry LP
N/A—431-431-100%$5.1K———
Arax Advisory Partners
N/A—427-427-100%$5.1K———
California State Teachers Retirement System
N/A—284-284-100%$3.4K———
Osaic Holdings, Inc.
N/A—230-230-100%$2.7K———
Allworth Financial LP
N/A—120-120-100%$1.4K———
PNC Financial Services Group, Inc.
N/A—10-10-100%$119———
Clearstead Advisors, LLC
N/A—7-7-100%$84———
Rothschild Investment LLC
N/A—6-6-100%$71———
Showing 114 of 114 institutions