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The company

InnovAge Holding Corp.

INNV · Nasdaq

Health CareProviders & FacilitiesSetting up

INNV stood above a rising 150-day average in 48 of the last 52 weekly readings, and has been out of that trend for the last 4 weeks. It is 6.0% below that average now. Providers & Facilities: 45% of its 53 stocks in an uptrend (−6 points in four weeks); Health Care: 25% (−11 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 4
Industry in uptrend
45% -6 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$370.6M
Officials’ trades on record
0
Institutions holding
100 (+6)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 48 of 52 weeks.

17 Apr – 16 Oct
26%43%59%Apr 26Jun 26Jul 26Sep 26Oct 26

Providers & Facilities: About half its stocks are in an uptrend and the share has been slipping. Health Care: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$357.1M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months6
Buyers · sellers0 · 6
WhoDidSharesTraded
Nicole DamatoCHIEF LEGAL OFFICERsold23,814at $8.7025 Sep 2026filed 29 Sep 2026
Welsh, Carson, Anderson & Stowe Xii, L.p.10% ownersold10,000,000at $0.0024 Sep 2026filed 28 Sep 2026
Ignite Aggregator Lp10% ownersold10,000,000at $9.2524 Sep 2026filed 28 Sep 2026
Tco Group Holdings, L.p.10% ownersold10,000,000at $9.2524 Sep 2026filed 28 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders100+6 on the quarter
New · exited27 · 22
Reported value$139.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
FEDERATED HERMES, INC.added · filed 12 Aug 20261,903,713$22.6M+1,899,133+41465.8%
BlackRock, Inc.added · filed 7 Aug 20261,489,609$17.7M+241,518+19.4%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026935,264$11.1M+58,128+6.6%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPadded · filed 13 Aug 2026668,742$7.9M+251,204+60.2%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026602,127$7.1M+28,710+5.0%
STATE STREET CORPadded · filed 7 Aug 2026461,656$5.5M+30,230+7.0%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026439,962$5.2M+203,477+86.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLCadded · filed 13 Aug 2026314,585$3.7M+42,045+15.4%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 2026249,633$3.0M-121,184−32.7%
RITHOLTZ WEALTH MANAGEMENTreduced · filed 10 Aug 2026243,633$2.9M-4,439−1.8%
31 Mar 2023 – 30 Jun 2026
346698Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Nicole Damato Company insiderCHIEF LEGAL OFFICER · last 25 Sep 20260 · 13
IGNITE AGGREGATOR LP Company insider10% owner · last 24 Sep 20260 · 1
TCO GROUP HOLDINGS, L.P. Company insider10% owner · last 24 Sep 20260 · 1
Wcas Co-Invest Associates Llc Company insider10% owner · last 24 Sep 20260 · 1
Welsh, Carson, Anderson & Stowe XII, L.P. Company insider10% owner · last 24 Sep 20260 · 1
Ignite Gp Inc. Company insider10% owner · last 3 Sep 20260 · 0
Wcas Xii Associates Llc Company insider10% owner · last 3 Sep 20260 · 0
Patrick T. Blair Company insiderCHIEF EXECUTIVE OFFICER · last 27 Jul 20260 · 0
Benjamin C. Adams Company insiderCHIEF FINANCIAL OFFICER · last 22 Jul 20260 · 0
Meredith Delk Company insiderChief Administrative Officer · last 22 Jul 20260 · 0
Edward Moore Kennedy Jr. Company insiderDirector · last 1 Jul 20261 · 0
James G. Carlson Company insiderDirector · last 1 Jul 20260 · 0

Same industry

PACS PACS GroupLeading+18%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 30 Jun 202623.0%
Operating profit marginFY 2026 · to 30 Jun 20260.3%
Free cash flow marginFY 2026 · to 30 Jun 20265.1%
Return on capital employedFY 2026 · to 30 Jun 20260.7%
Debt to equityFY 2026 · to 30 Jun 20260.22×
Share count trendFY 2026 · to 1 Sep 20260.3%
Cash and equivalentsFY 2026 · to 30 Jun 2026$97.9M
Free cash flowFY 2026 · to 30 Jun 2026$50.4M

Analyst forecasts

No analyst forecasts yet.