InnovAge Holding Corp.

NasdaqGS:INNV Stock Report

Market Cap: US$478.2m

InnovAge Holding Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of INNV?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders948,9750.701%
General Public5,465,0494.03%
Institutions16,053,15011.9%
Private Companies112,988,07083.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 95.7% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
83.4%
TCO Group Holdings, L.P.
112,988,070US$398.8m0%no data
3.51%
T. Rowe Price Group, Inc.
4,756,137US$16.8m-0.44%no data
2.91%
Coliseum Capital Management, LLC
3,941,327US$13.9m-11.8%1.26%
1.35%
The Vanguard Group, Inc.
1,834,451US$6.5m0.57%no data
1.04%
Kent Lake PR LLC
1,415,025US$5.0m-19.9%1.76%
0.97%
BlackRock, Inc.
1,319,103US$4.7m3.46%no data
0.45%
Patrick Blair
610,981US$2.2m-0.82%no data
0.39%
Geode Capital Management, LLC
527,955US$1.9m5.45%no data
0.25%
State Street Global Advisors, Inc.
344,905US$1.2m1.24%no data
0.25%
Welch Capital Partners LLC
337,558US$1.2m0%0.29%
0.23%
Northern Trust Global Investments
315,199US$1.1m-1.55%no data
0.22%
Cambiar Investors, LLC
298,944US$1.1m0.12%0.04%
0.12%
Charles Schwab Investment Management, Inc.
165,531US$584.3k3.86%no data
0.1%
Renaissance Technologies LLC
141,500US$499.5k3.74%no data
0.074%
Thomas Scully
100,000US$353.0k0%no data
0.074%
Accordant Advisory Group, Inc.
100,000US$353.0k0%0.33%
0.051%
Nicole D’Amato
68,579US$242.1k-2.36%no data
0.046%
STRS Ohio
62,500US$220.6k-5.59%no data
0.039%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
52,734US$186.1k0%no data
0.037%
Morgan Stanley, Investment Banking and Brokerage Investments
49,889US$176.1k168%no data
0.035%
Richard Feifer
47,050US$166.1k54.3%no data
0.031%
James Carlson
41,873US$147.8k0%no data
0.03%
BNY Asset Management
39,992US$141.2k-31.4%no data
0.027%
AllianceBernstein L.P.
36,300US$128.1k0%no data
0.026%
Goldman Sachs Group, Investment Banking and Securities Investments
35,717US$126.1k113%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 13:42
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

InnovAge Holding Corp. is covered by 15 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Vikram KesavabhotlaBaird
Steven ValiquetteBarclays
Sarah JamesBarclays