Innovage Holding Corp. (INNV)
Denver, CO, US
InnovAge Holding Corp. manages and provides a range of medical and ancillary services for seniors in need of care and support to live independently in its homes and communities. It manages its business through Program of All-Inclusive Care for the Elderly (PACE) approach. The company also offers in-home care services consisting of skilled, unskilled, and personal care; in-center services, such as primary care, physical therapy, occupational therapy, speech therapy, dental services, mental health and psychiatric services, meals, and activities; transportation to and from the PACE center and third-party medical appointments; and care management. It serves participants in the United States; and operates PACE centers in Colorado, California, New Mexico, Pennsylvania, Florida, and Virginia. The company was formerly known as TCO Group Holdings, Inc. and changed its name to InnovAge Holding Corp. in January 2021. InnovAge Holding Corp. was founded in 1989 and is headquartered in Denver, Colorado.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.58% | -8.26% | -7.93% | -9.58% | +32.69% | +45.47% | +98.68% | +19.46% | -67.17% | -68.80% | -68.80% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 5 |
6.80
-42.3%
|
-
Revenue growth Medical - Care Facilities: +10.2%+11.8% ★ Q1'26: +15.5% (vs Q1'25)
-
EPS growth Medical - Care Facilities: +19.2%-37.5% Q1'26: -161.3% (vs Q1'25)
-
FCF margin FCF growth · Medical - Care Facilities: +32.0%+0.8% Q1'26: +5.8% (vs Q1'25)
-
EBIT margin Medical - Care Facilities: +11.3%-1.9% Q1'26: +9.0% (vs Q1'25)
-
ROIC Medical - Care Facilities: +6.8%-6.3% Q1'26: +42.6% (vs Q1'25)
-
Share dilution Medical - Care Facilities: +0.0%-0.4% ★ Q1'26: +0.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×30.05× ★ Q1'26: 0.85× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 2 Rev. Ana. 1 EPS Ana. |
Jun 2027 3 Rev. Ana. 2 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
637.80M
est: 633.89M (+0.6%)
|
698.64M
est: 698.95M (0.0%)
|
688.09M
est: 686.11M (+0.3%)
|
763.86M
est: 756.16M (+1.0%)
|
853.70M
est: 852.01M (+0.2%)
|
960.37M
951.78M – 968.96M
+12.7% YoY
|
1.03B
1.02B – 1.04B
+7.5% YoY
|
1.11B
1.11B – 1.11B
+7.6% YoY
|
| EBITDA |
-5.89M
est: -5.04M (-16.7%)
|
9.21M
est: -5.56M (+265.6%)
|
-33.85M
est: -5.46M (-520.0%)
|
1.15M
est: -6.02M (+119.2%)
|
3.36M
est: -6.78M (+149.6%)
|
-7.64M
-7.71M – -7.57M
-12.7% YoY
|
-8.22M
-8.30M – -8.14M
-7.5% YoY
|
-8.84M
-8.84M – -8.84M
-7.6% YoY
|
| EBIT |
-18.18M
est: -18.90M (+3.8%)
|
-4.71M
est: -20.84M (+77.4%)
|
-49.27M
est: -20.46M (-140.9%)
|
-17.80M
est: -22.54M (+21.1%)
|
-16.15M
est: -25.40M (+36.4%)
|
-28.63M
-28.89M – -28.38M
-12.7% YoY
|
-30.79M
-31.09M – -30.49M
-7.5% YoY
|
-33.12M
-33.13M – -33.11M
-7.6% YoY
|
| Net Income |
-43.99M
est: -32.46M (-35.5%)
|
-6.52M
est: 7.76M (-184.0%)
|
-40.67M
est: -35.25M (-15.4%)
|
-21.34M
est: -22.68M (+5.9%)
|
-30.31M
est: -23.52M (-28.9%)
|
40.27M
-6.55M – 49.13M
+271.2% YoY
|
52.45M
43.87M – 57.58M
+30.2% YoY
|
60.80M
60.11M – 61.48M
+15.9% YoY
|
| SGA |
154.57M
est: 123.42M (+25.2%)
|
125.85M
est: 136.09M (-7.5%)
|
135.26M
est: 133.59M (+1.3%)
|
136.29M
est: 147.23M (-7.4%)
|
150.28M
est: 165.89M (-9.4%)
|
186.99M
185.32M – 188.66M
+12.7% YoY
|
201.07M
199.12M – 203.03M
+7.5% YoY
|
216.30M
216.21M – 216.39M
+7.6% YoY
|
| EPS |
-0.33
est: -0.24 (-37.7%)
|
-0.05
est: 0.06 (-187.2%)
|
-0.30
est: -0.26 (-15.2%)
|
-0.16
est: -0.17 (+7.3%)
|
-0.22
est: -0.17 (-26.6%)
|
0.21
-0.05 – 0.36
+218.3% YoY
|
0.37
0.32 – 0.43
+82.2% YoY
|
0.45
0.44 – 0.45
+19.9% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-01 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-29 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Apax X (Guernsey) USD AIV L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 2 | Apax X EUR L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 3 | Apax X GP Co. Limited | 116.52M | 85.98% | — | 116.52M | — | 116.52M | CO | — | 2022-02-11 | ↗ |
| 4 | Apax X USD L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 5 | Ignite Aggregator LP | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 6 | Ignite GP Inc. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | CO | — | 2022-02-11 | ↗ |
| 7 | TCO Group Holdings, L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 8 | WCAS - Co-Invest Holdco, L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 9 | WCAS Co-Invest Associates LLC | 116.52M | 85.98% | — | 116.52M | — | 116.52M | OO | — | 2022-02-11 | ↗ |
| 10 | WCAS Management Corporation | 116.52M | 85.98% | — | 116.52M | — | 116.52M | CO | — | 2022-02-11 | ↗ |
| 11 | WCAS XII Associates Cayman, L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 12 | WCAS XII Associates LLC | 116.52M | 85.98% | — | 116.52M | — | 116.52M | OO | — | 2022-02-11 | ↗ |
| 13 | WCAS XII Co-Investors LLC | 116.52M | 85.98% | — | 116.52M | — | 116.52M | OO | — | 2022-02-11 | ↗ |
| 14 | Welsh, Carson, Anderson & Stowe XII Cayman, L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 15 | Welsh, Carson, Anderson & Stowe XII Delaware II, L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 16 | Welsh, Carson, Anderson & Stowe XII Delaware, L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
| 17 | Welsh, Carson, Anderson & Stowe XII, L.P. | 116.52M | 85.98% | — | 116.52M | — | 116.52M | PN | — | 2022-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.17M +577.6K (+10.3%) | 32.01M +3.2M (+11.0%) | 4.55% +0.417 pp | 0.02% +0.003 pp | USD5.61 -7.5% | 14 qtrs — |
| 2 | COLISEUM CAPITAL MANAGEMENT, LLC | 2.97M -903.3K (-23.3%) | 15.43M -4.6M (-22.9%) | 2.19% -0.672 pp | 1.26% -0.689 pp | USD5.39 -3.7% | 17 qtrs — |
| 3 | BLACKROCK, INC. | 1.26M -16.6K (-1.3%) | 6.55M -47.8K (-0.7%) | 0.93% -0.014 pp | 0.00% +0.000 pp | USD5.97 -13.1% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 1.14M +15.9K (+1.4%) | 5.92M +116.3K (+2.0%) | 0.84% +0.010 pp | 0.00% +0.000 pp | USD21.25 -75.6% | 20 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 552.8K -704.0 (-0.1%) | 2.87M +12.9K (+0.5%) | 0.41% -0.001 pp | 0.00% +0.000 pp | USD15.21 -65.9% | 20 qtrs — |
| 6 | WELCH CAPITAL PARTNERS LLC/NY | 404.1K -42.9K (-9.6%) | 2.10M -209.0K (-9.1%) | 0.30% -0.032 pp | 0.42% -0.055 pp | USD4.63 +12.1% | 17 qtrs — |
| 7 | STATE STREET CORP | 365.9K +22.6K (+6.6%) | 1.90M +127.6K (+7.2%) | 0.27% +0.016 pp | 0.00% +0.000 pp | USD16.11 -67.8% | 19 qtrs — |
| 8 | MARSHALL WACE, LLP | 291.3K +291.3K (+100.0%) | 1.51M +1.5M (+100.0%) | 0.21% +0.215 pp | 0.00% +0.001 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 9 | NORTHERN TRUST CORP | 259.9K -22.6K (-8.0%) | 1.35M -108.7K (-7.5%) | 0.19% -0.017 pp | 0.00% +0.000 pp | USD12.22 -57.5% | 19 qtrs — |
| 10 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 238.9K +227.4K (+1,978.3%) | 1.24M +1.2M (+1,990.4%) | 0.18% +0.168 pp | 0.01% +0.007 pp | USD5.19 +0.0% | 2 qtrs — |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 184.7K +33.8K (+22.4%) | 958.6K +179.9K (+23.1%) | 0.14% +0.025 pp | 0.00% +0.001 pp | USD6.19 -16.2% | 19 qtrs — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 171.5K -133.0 (-0.1%) | 890.0K +4.5K (+0.5%) | 0.13% 0.000 pp | 0.00% +0.000 pp | USD12.29 -57.8% | 19 qtrs — |
| 13 | RITHOLTZ WEALTH MANAGEMENT | 165.1K +165.1K (+100.0%) | 856.7K +856.7K (+100.0%) | 0.12% +0.122 pp | 0.02% +0.016 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 14 | GOLDMAN SACHS GROUP INC | 116.2K +73.3K (+170.8%) | 602.8K +381.5K (+172.4%) | 0.09% +0.054 pp | 0.00% +0.000 pp | USD5.05 +2.8% | 17 qtrs — |
| 15 | STRS OHIO | 97.4K +34.9K (+55.8%) | 505.5K +183.0K (+56.7%) | 0.07% +0.026 pp | 0.00% +0.001 pp | USD5.94 -12.6% | 19 qtrs — |
| 16 | JANE STREET GROUP, LLC | 90.9K +48.2K (+112.9%) | 471.7K +251.4K (+114.1%) | 0.07% +0.035 pp | 0.00% +0.000 pp | USD4.98 +4.2% | 9 qtrs — |
| 17 | ACADIAN ASSET MANAGEMENT LLC | 65.3K +65.3K (+100.0%) | 336.0K +336.0K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.001 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 18 | GWN SECURITIES INC. | 57.2K +57.2K (+100.0%) | 296.8K +296.8K (+100.0%) | 0.04% +0.042 pp | 0.06% +0.060 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 19 | MORGAN STANLEY | 49.8K +32.9K (+194.6%) | 258.5K +171.3K (+196.4%) | 0.04% +0.024 pp | 0.00% +0.000 pp | USD5.50 -5.6% | 20 qtrs — |
| 20 | DIMENSIONAL FUND ADVISORS LP | 48.9K +48.9K (+100.0%) | 253.9K +253.9K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.000 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 21 | BANK OF NEW YORK MELLON CORP | 45.2K -1.3K (-2.9%) | 234.5K -5.5K (-2.3%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD5.84 -11.1% | 19 qtrs — |
| 22 | NUVEEN, LLC | 43.2K +— (+0.0%) | 224.4K +1.3K (+0.6%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD2.98 +74.2% | 4 qtrs — |
| 23 | GSA CAPITAL PARTNERS LLP | 38.8K +1.4K (+3.8%) | 202.0K +9.0K (+4.7%) | 0.03% +0.001 pp | 0.02% +0.001 pp | USD3.75 +38.4% | 3 qtrs — |
| 24 | ALLIANCEBERNSTEIN L.P. | 38.9K +— (+0.0%) | 201.9K +1.2K (+0.6%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD9.56 -45.7% | 19 qtrs — |
| 25 | ASSENAGON ASSET MANAGEMENT S.A. | 32.7K +32.7K (+100.0%) | 169.6K +169.6K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.000 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 26 | BARCLAYS PLC | 31.6K +6.0K (+23.3%) | 164.0K +10.3K (+6.7%) | 0.02% +0.004 pp | 0.00% +0.000 pp | USD4.92 +5.5% | 16 qtrs — |
| 27 | XTX TOPCO LTD | 27.8K +27.8K (+100.0%) | 144.4K +144.4K (+100.0%) | 0.02% +0.021 pp | 0.00% +0.004 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 28 | LOS ANGELES CAPITAL MANAGEMENT LLC | 29.8K +— (+0.0%) | 137.1K -16.4K (-10.7%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD3.69 +40.7% | 3 qtrs — |
| 29 | STATE OF WISCONSIN INVESTMENT BOARD | 26.4K +26.4K (+100.0%) | 137.0K +137.0K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.000 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 30 | SQUAREPOINT OPS LLC | 25.8K +25.8K (+100.0%) | 133.8K +133.8K (+100.0%) | 0.02% +0.019 pp | 0.00% +0.000 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 31 | AQR CAPITAL MANAGEMENT LLC | 25.7K +3.1K (+13.9%) | 133.4K +16.9K (+14.6%) | 0.02% +0.002 pp | 0.00% +0.000 pp | USD4.17 +24.5% | 3 qtrs — |
| 32 | RHUMBLINE ADVISERS | 25.7K -4.0K (-13.6%) | 133.2K -20.1K (-13.1%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD10.53 -50.7% | 19 qtrs — |
| 33 | MILLENNIUM MANAGEMENT LLC | 24.1K +1.1K (+4.8%) | 124.8K +6.4K (+5.4%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD3.38 +53.6% | 4 qtrs — |
| 34 | WELLS FARGO & COMPANY/MN | 22.5K +8.1K (+56.9%) | 116.6K +42.7K (+57.8%) | 0.02% +0.006 pp | 0.00% +0.000 pp | USD5.43 -4.4% | 17 qtrs — |
| 35 | BANK OF AMERICA CORP /DE/ | 21.3K +6.9K (+48.2%) | 110.7K +36.4K (+49.1%) | 0.02% +0.005 pp | 0.00% +0.000 pp | USD5.10 +1.8% | 20 qtrs — |
| 36 | VIRTU FINANCIAL LLC | 19.2K +19.2K (+100.0%) | 100.0K +100.0K (+100.0%) | 0.01% +0.014 pp | 0.00% +0.004 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.7K -1.8K (-10.1%) | 81.4K -8.6K (-9.6%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD3.39 +53.1% | 5 qtrs — |
| 38 | CITADEL ADVISORS LLC | 14.8K -17.6K (-54.3%) | 76.8K -90.4K (-54.1%) | 0.01% -0.013 pp | 0.00% +0.000 pp | USD5.16 +0.6% | 5 qtrs — |
| 39 | ALGERT GLOBAL LLC | 14.3K +14.3K (+100.0%) | 74.0K +74.0K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.001 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 40 | KATHMERE CAPITAL MANAGEMENT, LLC | 13.3K +13.3K (+100.0%) | 68.9K +68.9K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.005 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 41 | DEUTSCHE BANK AG\ | 12.8K +1.7K (+15.1%) | 66.3K +9.0K (+15.8%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD13.38 -61.2% | 19 qtrs — |
| 42 | PRICE T ROWE ASSOCIATES INC /MD/ | 11.5K +— (+0.0%) | 60.0K +— (+0.0%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD3.76 +38.0% | 3 qtrs — |
| 43 | CIBC ASSET MANAGEMENT INC | 11.1K +11.1K (+100.0%) | 57.5K +57.5K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 44 | INVESCO LTD. | 11.1K +11.1K (+100.0%) | 57.4K +57.4K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 45 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 9.4K -72.0 (-0.8%) | 48.7K -90.0 (-0.2%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD5.00 +3.8% | 7 qtrs — |
| 46 | JPMORGAN CHASE & CO | 8.4K -7.6K (-47.6%) | 43.5K -39.0K (-47.3%) | 0.01% -0.006 pp | 0.00% +0.000 pp | USD5.09 +2.0% | 20 qtrs — |
| 47 | NEW YORK STATE COMMON RETIREMENT FUND | 8.1K +— (+0.0%) | 41.9K +242.0 (+0.6%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD17.67 -70.6% | 19 qtrs — |
| 48 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 6.6K +— (+0.0%) | 34.0K +1.0K (+3.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.16 +0.6% | 2 qtrs — |
| 49 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 5.0K +— (+0.0%) | 25.8K +150.0 (+0.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.69 +40.7% | 3 qtrs — |
| 50 | BNP PARIBAS ARBITRAGE, SNC | 4.6K +871.0 (+23.1%) | 24.1K +4.6K (+23.8%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD4.38 +18.5% | 5 qtrs — |
| 51 | FEDERATED HERMES, INC. | 3.9K +3.9K (+100.0%) | 20.2K +20.2K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 52 | FMR LLC | 3.5K +403.0 (+13.2%) | 18.0K +2.2K (+13.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.50 +15.3% | 16 qtrs — |
| 53 | RUSSELL INVESTMENTS GROUP, LTD. | 2.9K +— (+0.0%) | 14.9K +85.0 (+0.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.30 +20.7% | 8 qtrs — |
| 54 | UBS GROUP AG | 2.0K -10.4K (-83.7%) | 10.6K -53.8K (-83.6%) | 0.00% -0.008 pp | 0.00% +0.000 pp | USD5.94 -12.6% | 20 qtrs — |
| 55 | TOWER RESEARCH CAPITAL LLC (TRC) | 2.0K -551.0 (-21.9%) | 10.2K -2.8K (-21.5%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD3.96 +31.1% | 19 qtrs — |
| 56 | CWM, LLC | 2.0K +133.0 (+7.2%) | 10.0K +1.0K (+11.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.20 +23.6% | 7 qtrs — |
| 57 | LEGAL & GENERAL GROUP PLC | 1.8K +— (+0.0%) | 9.3K +54.0 (+0.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.46 -61.4% | 20 qtrs — |
| 58 | ROYAL BANK OF CANADA | 1.8K -9.0 (-0.5%) | 9.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.51 +15.1% | 20 qtrs — |
| 59 | AMERITAS INVESTMENT PARTNERS, INC. | 1.4K +— (+0.0%) | 7.5K +43.0 (+0.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.31 -75.6% | 19 qtrs — |
| 60 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.2K -134.0 (-9.7%) | 6.5K -654.0 (-9.2%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD18.83 -72.4% | 19 qtrs — |
| 61 | STERLING CAPITAL MANAGEMENT LLC | 909.00 +32.0 (+3.6%) | 4.7K +193.0 (+4.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.41 +17.7% | 6 qtrs — |
| 62 | AMALGAMATED BANK | 636.00 +5.0 (+0.8%) | 3.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD6.70 -22.5% | 16 qtrs — |
| 63 | CITIGROUP INC | 467.00 -26.0 (-5.3%) | 2.4K -120.0 (-4.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.39 -3.7% | 19 qtrs — |
| 64 | ADVISOR GROUP HOLDINGS, INC. | 230.00 +180.0 (+360.0%) | 1.2K +936.0 (+362.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.71 +10.2% | 4 qtrs — |
| 65 | OPTIVER HOLDING B.V. | 208.00 +— (+0.0%) | 1.1K +7.0 (+0.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.16 +0.6% | 2 qtrs — |
| 66 | SIMPLEX TRADING, LLC | 145.00 +145.0 (+100.0%) | 752.00 +752.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.19 +0.0% | 1 qtrs NEW |
| 67 | GAMMA INVESTING LLC | 127.00 +72.0 (+130.9%) | 659.00 +375.0 (+132.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.17 +0.4% | 2 qtrs — |
| 68 | ASTER CAPITAL MANAGEMENT (DIFC) LTD | 88.00 +88.0 (+100.0%) | 457.00 +457.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.18 +0.2% | 1 qtrs NEW |
| 69 | EVERSOURCE WEALTH ADVISORS, LLC | 85.00 +4.0 (+4.9%) | 441.00 +23.0 (+5.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.36 +19.0% | 4 qtrs — |
| 70 | NISA INVESTMENT ADVISORS, LLC | 74.00 -1.3K (-94.7%) | 384.00 -6.8K (-94.7%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD5.54 -6.3% | 16 qtrs — |
| 71 | PNC FINANCIAL SERVICES GROUP, INC. | 50.00 +50.0 (+100.0%) | 260.00 +260.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.18 +0.2% | 3 qtrs — |
| 72 | ALLWORTH FINANCIAL LP | 11.00 +1.0 (+10.0%) | 58.00 +6.0 (+11.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD4.00 +29.8% | 3 qtrs — |
| 73 | FARTHER FINANCE ADVISORS, LLC | 8.00 +8.0 (+100.0%) | 42.00 +42.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.13 +1.2% | 1 qtrs NEW |
| 74 | TRUE WEALTH DESIGN, LLC | 6.00 +1.0 (+20.0%) | 32.00 +6.0 (+23.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD3.17 +63.7% | 4 qtrs — |
| 75 | IFP ADVISORS, INC | 6.00 +1.0 (+20.0%) | 31.00 +5.0 (+19.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.00 +3.8% | 5 qtrs — |
| 76 | SUNBELT SECURITIES, INC. | 2.00 +— (+0.0%) | 10.00 +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.00 +3.8% | 2 qtrs — |
| 77 | MAI CAPITAL MANAGEMENT | 1.00 +1.0 (+100.0%) | 6.00 +6.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD5.00 +3.8% | 1 qtrs NEW |
| 78 | CLEARSTEAD ADVISORS, LLC | — -26.0 (-100.0%) | — -135.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 79 | WADDELL & ASSOCIATES, LLC | — -33.0K (-100.0%) | — -170.4K (-100.0%) | 0.00% -0.024 pp | 0.00% -0.015 pp | USD— | 3 qtrs SOLD |
| 80 | SRS CAPITAL ADVISORS, INC. | — -331.0 (-100.0%) | — -1.7K (-100.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 81 | ACCORDANT ADVISORY GROUP INC | — -100.0K (-100.0%) | — -516.0K (-100.0%) | 0.00% -0.074 pp | 0.00% -0.351 pp | USD— | 7 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.42% | 692.1K | 0.51% |
| 2 | KraneShares Man Buyout Beta Index ETF BUYO | 0.04% | 7.1K | 0.89% |
| 3 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.02% | 60.5K | 0.39% |
| 4 | iShares Russell 2000 Growth ETF IWO | 0.02% | 2.38M | 0.24% |
| 5 | Avantis U.S. Small Cap Equity ETF AVSC | 0.01% | 366.8K | 0.25% |
| 6 | U.S. Micro Cap Portfolio ETF DFMC | 0.01% | 873.3K | 0.43% |
| 7 | U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG | 0.01% | 204.1K | 0.33% |
| 8 | Dimensional - US Small Cap ETF DFAS | 0.01% | 1.52M | 0.26% |
| 9 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.01% | 548.2K | 0.30% |
| 10 | iShares Morningstar Small-Cap Growth ETF ISCG | 0.01% | 94.8K | 0.06% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-28 | TRAYNOR SEAN | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-28 | MAHESH PAVITHRA | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 5,054 | 5.47 | 27.6K | 709,072 | D | ↗ |
| 2025-11-14 | SCARBROUGH MICHAEL ANTHONY | Officer | S-Sale | D | Common Stock, $0.001 par value | 33,000 | 4.90 | 161.7K | 119,617 | D | ↗ |
| 2025-09-30 | Delk Meredith | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 5,056 | 3.83 | 19.4K | 714,126 | D | ↗ |
| 2025-08-15 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 14,303 | 3.43 | 49.1K | 319,807 | D | ↗ |
| 2025-07-16 | BLAIR PATRICK T | Officer | A-Award | A | Common Stock, $0.001 par value | 137,299 | 0.00 | — | 719,182 | D | ↗ |
| 2025-07-15 | SCARBROUGH MICHAEL ANTHONY | Officer | A-Award | A | Common Stock, $0.001 par value | 119,617 | 0.00 | — | 152,617 | D | ↗ |
| 2025-07-15 | DAMATO NICOLE | Officer | A-Award | A | Common Stock, $0.001 par value | 125,598 | 0.00 | — | 334,110 | D | ↗ |
| 2025-07-01 | ZORETIC RICHARD C | Director | A-Award | A | Common Stock, $0.001 par value | 25,316 | 0.00 | — | 93,810 | D | ↗ |
| 2025-07-01 | TAVENNER MARILYN B | Director | A-Award | A | Common Stock, $0.001 par value | 25,316 | 0.00 | — | 45,157 | D | ↗ |
| 2025-07-01 | Sparks Teresa | Director | A-Award | A | Common Stock, $0.001 par value | 25,316 | 0.00 | — | 59,126 | D | ↗ |
| 2025-07-01 | Kennedy Edward Moore Jr. | Director | A-Award | A | Common Stock, $0.001 par value | 25,316 | 0.00 | — | 68,157 | D | ↗ |
| 2025-07-01 | FONTNEAU PATRICIA | Director | A-Award | A | Common Stock, $0.001 par value | 25,316 | 0.00 | — | 62,125 | D | ↗ |
| 2025-07-01 | CARLSON JAMES G | Director | A-Award | A | Common Stock, $0.001 par value | 25,316 | 0.00 | — | 87,350 | D | ↗ |
| 2025-07-01 | Bush John Ellis | Director | A-Award | A | Common Stock, $0.001 par value | 25,316 | 0.00 | — | 45,157 | D | ↗ |
| 2025-06-06 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 8,056 | 4.02 | 32.4K | 208,512 | D | ↗ |
| 2025-06-06 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 10,088 | 4.02 | 40.6K | 581,883 | D | ↗ |
| 2025-06-05 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 11,880 | 3.97 | 47.2K | 591,971 | D | ↗ |
| 2025-06-04 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 15,046 | 3.96 | 59.6K | 216,568 | D | ↗ |
| 2025-06-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 3,323 | 4.09 | 13.6K | 603,851 | D | ↗ |
| 2025-05-30 | ZORETIC RICHARD C | Director | P-Purchase | A | Common Stock, $0.001 par value | 8,450 | 4.08 | 34.5K | 68,494 | D | ↗ |
| 2025-05-29 | ZORETIC RICHARD C | Director | P-Purchase | A | Common Stock, $0.001 par value | 14,265 | 4.04 | 57.6K | 60,044 | D | ↗ |
| 2025-05-28 | ZORETIC RICHARD C | Director | P-Purchase | A | Common Stock, $0.001 par value | 20,000 | 4.06 | 81.2K | 45,779 | D | ↗ |
| 2025-05-23 | ZORETIC RICHARD C | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,198 | 3.93 | 4.7K | 25,779 | D | ↗ |
| 2025-05-22 | ZORETIC RICHARD C | Director | P-Purchase | A | Common Stock, $0.001 par value | 700 | 4.09 | 2.9K | 24,581 | D | ↗ |
| 2025-05-21 | ZORETIC RICHARD C | Director | P-Purchase | A | Common Stock, $0.001 par value | 1,147 | 4.13 | 4.7K | 23,881 | D | ↗ |
| 2025-05-20 | ZORETIC RICHARD C | Director | P-Purchase | A | Common Stock, $0.001 par value | 807 | 4.20 | 3.4K | 22,734 | D | ↗ |
| 2025-05-16 | ZORETIC RICHARD C | Director | P-Purchase | A | Common Stock, $0.001 par value | 2,086 | 4.28 | 8.9K | 21,927 | D | ↗ |
| 2025-05-13 | SCARBROUGH MICHAEL ANTHONY | Officer | P-Purchase | A | Common Stock, $0.001 par value | 10,000 | 3.89 | 38.9K | 33,000 | D | ↗ |
| 2025-05-12 | SCARBROUGH MICHAEL ANTHONY | Officer | P-Purchase | A | Common Stock, $0.001 par value | 13,000 | 3.73 | 48.5K | 23,000 | D | ↗ |
| 2025-05-09 | SCARBROUGH MICHAEL ANTHONY | Officer | P-Purchase | A | Common Stock, $0.001 par value | 10,000 | 3.55 | 35.5K | 10,000 | D | ↗ |
| 2025-03-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 3,807 | 3.25 | 12.4K | 607,174 | D | ↗ |
| 2024-12-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 5,053 | 4.87 | 24.6K | 610,981 | D | ↗ |
| 2024-11-06 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 1,660 | 6.54 | 10.9K | 231,614 | D | ↗ |
| 2024-11-04 | SCARBROUGH MICHAEL ANTHONY | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-17 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 7,521 | 6.00 | 45.1K | 233,274 | — | ↗ |
| 2024-09-16 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 4,372 | 5.95 | 26.0K | 240,795 | — | ↗ |
| 2024-09-05 | ZORETIC RICHARD C | Director | A-Award | A | Common Stock, $0.001 par value | 19,841 | 0.00 | — | 19,841 | — | ↗ |
| 2024-09-05 | TAVENNER MARILYN B | Director | A-Award | A | Common Stock, $0.001 par value | 19,841 | 0.00 | — | 19,841 | — | ↗ |
| 2024-09-05 | Kennedy Edward Moore Jr. | Director | A-Award | A | Common Stock, $0.001 par value | 19,841 | 0.00 | — | 42,841 | — | ↗ |
| 2024-09-05 | Bush John Ellis | Director | A-Award | A | Common Stock, $0.001 par value | 19,841 | 0.00 | — | 19,841 | — | ↗ |
| 2024-09-03 | Sparks Teresa | Director | A-Award | A | Common Stock, $0.001 par value | 16,448 | 0.00 | — | 33,810 | — | ↗ |
| 2024-09-03 | FONTNEAU PATRICIA | Director | A-Award | A | Common Stock, $0.001 par value | 22,523 | 0.00 | — | 36,809 | — | ↗ |
| 2024-09-03 | CARLSON JAMES G | Director | A-Award | A | Common Stock, $0.001 par value | 20,161 | 0.00 | — | 48,700 | — | ↗ |
| 2024-09-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 5,053 | 6.36 | 32.1K | 616,034 | — | ↗ |
| 2024-08-15 | Feifer Richard | Officer | F-InKind | D | Common Stock, $0.001 par value | 14,303 | 6.22 | 89.0K | 220,908 | — | ↗ |
| 2024-08-15 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 14,303 | 6.22 | 89.0K | 245,167 | — | ↗ |
| 2024-07-02 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 7,486 | 5.03 | 37.7K | 259,470 | — | ↗ |
| 2024-06-06 | Feifer Richard | Officer | F-InKind | D | Common Stock, $0.001 par value | 8,023 | 4.83 | 38.8K | 235,211 | — | ↗ |
| 2024-06-06 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 8,056 | 4.83 | 38.9K | 266,956 | — | ↗ |
| 2024-06-06 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 10,088 | 4.83 | 48.7K | 621,087 | — | ↗ |
| 2024-06-06 | BENT CHRISTINE | Officer | F-InKind | D | Common Stock, $0.001 par value | 10,187 | 4.83 | 49.2K | 201,955 | — | ↗ |
| 2024-06-05 | BLAIR PATRICK T | Officer | A-Award | A | Common Stock, $0.001 par value | 123,967 | 0.00 | — | 631,175 | — | ↗ |
| 2024-06-04 | Feifer Richard | Officer | A-Award | A | Common Stock, $0.001 par value | 108,226 | 0.00 | — | 243,234 | — | ↗ |
| 2024-06-04 | DAMATO NICOLE | Officer | A-Award | A | Common Stock, $0.001 par value | 97,403 | 0.00 | — | 275,012 | — | ↗ |
| 2024-06-04 | BENT CHRISTINE | Officer | A-Award | A | Common Stock, $0.001 par value | 86,581 | 0.00 | — | 212,142 | — | ↗ |
| 2024-06-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 3,321 | 4.44 | 14.7K | 507,208 | — | ↗ |
| 2024-04-17 | BENT CHRISTINE | Officer | F-InKind | D | Common Stock, $0.001 par value | 8,734 | 4.00 | 34.9K | 125,561 | — | ↗ |
| 2024-03-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 3,566 | 4.87 | 17.4K | 510,529 | — | ↗ |
| 2024-02-22 | Welsh, Carson, Anderson & Stowe XII, L.P. | 10% Owner | J-Other | D | Common Stock, $0.001 par value | 3,532,542 | 0.00 | — | 112,988,070 | — | ↗ |
| 2024-02-22 | TCO GROUP HOLDINGS, L.P. | 10% Owner | J-Other | D | Common Stock, $0.001 par value | 3,532,542 | 0.00 | — | 112,988,070 | — | ↗ |
| 2024-02-22 | IGNITE AGGREGATOR LP | 10% Owner | J-Other | D | Common Stock, $0.001 par value | 3,532,542 | 0.00 | — | 112,988,070 | — | ↗ |
| 2023-12-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 3,322 | 5.90 | 19.6K | 514,095 | — | ↗ |
| 2023-09-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 4,743 | 5.57 | 26.4K | 517,417 | — | ↗ |
| 2023-08-30 | BLAIR PATRICK T | Officer | A-Award | A | Common Stock, $0.001 par value | 105,264 | 0.00 | — | 522,160 | — | ↗ |
| 2023-08-15 | Feifer Richard | Officer | F-InKind | D | Common Stock, $0.001 par value | 9,737 | 5.60 | 54.5K | 135,008 | — | ↗ |
| 2023-08-15 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 9,673 | 5.60 | 54.2K | 177,609 | — | ↗ |
| 2023-08-14 | Sparks Teresa | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-18 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 4,000 | 7.12 | 28.5K | 187,282 | — | ↗ |
| 2023-07-17 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 1,866 | 7.07 | 13.2K | 191,282 | — | ↗ |
| 2023-07-13 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 3,448 | 7.07 | 24.4K | 193,148 | — | ↗ |
| 2023-07-12 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 411 | 7.08 | 2.9K | 196,596 | — | ↗ |
| 2023-07-11 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 892 | 7.06 | 6.3K | 197,007 | — | ↗ |
| 2023-07-10 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 6,422 | 7.10 | 45.6K | 197,899 | — | ↗ |
| 2023-07-10 | Adams Benjamin C | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-06 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 139 | 7.01 | 974.39 | 204,321 | — | ↗ |
| 2023-07-05 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 4,173 | 7.28 | 30.4K | 204,460 | — | ↗ |
| 2023-07-03 | DAMATO NICOLE | Officer | S-Sale | D | Common Stock, $0.001 par value | 2,101 | 7.26 | 15.3K | 208,633 | — | ↗ |
| 2023-07-02 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 20,220 | 7.50 | 151.7K | 210,734 | — | ↗ |
| 2023-06-06 | Feifer Richard | Officer | A-Award | A | Common Stock, $0.001 par value | 52,152 | 0.00 | — | 144,745 | — | ↗ |
| 2023-06-06 | DAMATO NICOLE | Officer | A-Award | A | Common Stock, $0.001 par value | 52,152 | 0.00 | — | 230,954 | — | ↗ |
| 2023-06-06 | BENT CHRISTINE | Officer | A-Award | A | Common Stock, $0.001 par value | 52,152 | 0.00 | — | 134,295 | — | ↗ |
| 2023-06-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 3,321 | 6.73 | 22.4K | 416,896 | — | ↗ |
| 2023-04-17 | FONTNEAU PATRICIA | Director | A-Award | A | Common Stock, $0.001 par value | 14,286 | 0.00 | — | 14,286 | — | ↗ |
| 2023-04-17 | BENT CHRISTINE | Officer | A-Award | A | Common Stock, $0.001 par value | 82,143 | 0.00 | — | 82,143 | — | ↗ |
| 2023-04-11 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 3,320 | 7.70 | 25.6K | 420,217 | — | ↗ |
| 2023-03-29 | FONTNEAU PATRICIA | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-20 | BENT CHRISTINE | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-01 | BLAIR PATRICK T | Officer | F-InKind | D | Common Stock, $0.001 par value | 20,062 | 7.20 | 144.4K | 423,537 | — | ↗ |
| 2022-09-15 | Scully Thomas | Director | P-Purchase | A | Common Stock, $0.001 par value | 100,000 | 5.10 | 509.8K | 100,000 | — | ↗ |
| 2022-08-15 | Feifer Richard | Officer | A-Award | A | Common Stock, $0.001 par value | 92,593 | 0.00 | — | 92,593 | — | ↗ |
| 2022-08-15 | DAMATO NICOLE | Officer | A-Award | A | Common Stock, $0.001 par value | 92,593 | 0.00 | — | 178,802 | — | ↗ |
| 2022-07-02 | DAMATO NICOLE | Officer | F-InKind | D | Common Stock, $0.001 par value | 10,707 | 4.45 | 47.6K | 86,209 | — | ↗ |
| 2022-06-30 | CARLSON JAMES G | Director | A-Award | A | Common Stock, $0.001 par value | 28,539 | 0.00 | — | 28,539 | — | ↗ |
| 2022-03-16 | DAMATO NICOLE | Officer | A-Award | A | Common Stock, $0.001 par value | 38,786 | 0.00 | — | 96,916 | — | ↗ |
| 2022-02-04 | DAMATO NICOLE | Officer | A-Award | A | Common Stock, $0.001 par value | 33,250 | 0.00 | — | 58,130 | — | ↗ |
| 2021-12-01 | BLAIR PATRICK T | Officer | A-Award | A | Nonqualified Stock Options (Right to Buy) | 1,330,798 | 7.89 | 10.50M | 1,330,798 | — | ↗ |
| 2021-09-14 | DAMATO NICOLE | Officer | — | D | Common Stock, $0.001 par value | 0 | 0.00 | — | 24,880 | — | ↗ |
| 2021-03-15 | DOERR ROBIN | Officer | P-Purchase | A | Common Stock, $0.001 Par value | 1,875 | 25.74 | 48.3K | 1,875 | — | ↗ |
| 2021-03-12 | HEWITT MAUREEN | Director / Officer | P-Purchase | A | Common Stock, $0.001 Par value | 9,350 | 26.62 | 248.9K | 9,350 | — | ↗ |
| 2021-03-12 | GUTIERREZ BARBARA | Officer | P-Purchase | A | Common Stock, $0.001 Par value | 2,000 | 26.43 | 52.9K | 2,000 | — | ↗ |
| 2021-03-08 | Kennedy Edward Moore Jr. | Director | P-Purchase | A | Common Stock, $0.001 par value | 23,000 | 21.00 | 483.0K | 23,000 | — | ↗ |
| 2021-03-03 | ZORETIC RICHARD C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | Welsh, Carson, Anderson & Stowe XII, L.P. | 10% Owner | — | I | Common stock, $0.001 par value | 0 | 0.00 | — | 116,520,612 | — | ↗ |
| 2021-03-03 | WELCH MELISSA | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | TRAYNOR SEAN | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | TCO GROUP HOLDINGS, L.P. | 10% Owner | — | D | Common stock, $0.001 par value | 0 | 0.00 | — | 116,520,612 | — | ↗ |
| 2021-03-03 | TAVENNER MARILYN B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | Scully Thomas | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | MAHESH PAVITHRA | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | LOZZANO MARIA | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | Kennedy Edward Moore Jr. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | IGNITE AGGREGATOR LP | 10% Owner | — | I | Common stock, $0.001 par value | 0 | 0.00 | — | 116,520,612 | — | ↗ |
| 2021-03-03 | HEWITT MAUREEN | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | GUTIERREZ BARBARA | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | DOERR ROBIN | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | DECHERT CAROLINE | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | Cavanna Andrew J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-03-03 | Bush John Ellis | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-01-02 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 6,742 | 0.00 | — | 38,104 | — | ↗ |
| 2019-10-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 2,858 | 0.00 | — | 31,362 | — | ↗ |
| 2019-07-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 3,948 | 0.00 | — | 28,504 | — | ↗ |
| 2019-07-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 5,922 | 0.00 | — | 34,656 | — | ↗ |
| 2019-04-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 1,095 | 0.00 | — | 24,556 | — | ↗ |
| 2019-04-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 1,643 | 0.00 | — | 28,734 | — | ↗ |
| 2019-01-02 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 89,552 | 0.00 | — | 2,461,314 | — | ↗ |
| 2019-01-02 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 89,552 | 0.00 | — | 2,842,387 | — | ↗ |
| 2018-10-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 2,371,762 | — | ↗ |
| 2018-10-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 2,752,835 | — | ↗ |
| 2018-07-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 54,545 | 0.00 | — | 2,321,762 | — | ↗ |
| 2018-07-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 54,545 | 0.00 | — | 2,702,835 | — | ↗ |
| 2018-04-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 49,059 | 0.00 | — | 2,267,217 | — | ↗ |
| 2018-04-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 49,059 | 0.00 | — | 2,648,290 | — | ↗ |
| 2018-02-23 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 35,928 | 0.00 | — | 1,718,158 | — | ↗ |
| 2018-02-23 | Gutierrez Rauly | Officer | A-Award | A | Restricted Stock Unit | 500,000 | 0.00 | — | 2,250,000 | — | ↗ |
| 2018-02-23 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 500,000 | 0.00 | — | 2,599,231 | — | ↗ |
| 2017-11-23 | ESBER HENRY JEMIL | Director | P-Purchase | A | Common Stock | 5,000 | 0.09 | 470.00 | 95,000 | — | ↗ |
| 2017-10-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 32,967 | 0.00 | — | 1,682,230 | — | ↗ |
| 2017-10-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 65,934 | 0.00 | — | 2,027,375 | — | ↗ |
| 2017-07-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 26,643 | 0.00 | — | 1,649,263 | — | ↗ |
| 2017-07-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 53,286 | 0.00 | — | 1,961,441 | — | ↗ |
| 2017-04-24 | Gutierrez Rauly | Officer | — | D | Restricted Stock Unit | 500,000 | 0.00 | — | 0 | — | ↗ |
| 2017-04-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 27,523 | 0.00 | — | 1,622,620 | — | ↗ |
| 2017-04-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 55,046 | 0.00 | — | 1,908,155 | — | ↗ |
| 2017-01-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 15,114 | 0.00 | — | 1,595,097 | — | ↗ |
| 2017-01-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 30,227 | 0.00 | — | 1,853,109 | — | ↗ |
| 2016-11-16 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 416,667 | 0.00 | — | 1,580,937 | — | ↗ |
| 2016-11-16 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 416,667 | 0.00 | — | 1,215,208 | — | ↗ |
| 2016-10-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 11,538 | 0.00 | — | 1,164,270 | — | ↗ |
| 2016-10-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 23,076 | 0.00 | — | 798,541 | — | ↗ |
| 2016-07-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 13,825 | 0.00 | — | 1,152,732 | — | ↗ |
| 2016-04-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Units | 44,709 | 0.00 | — | 1,138,907 | — | ↗ |
| 2016-04-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Units | 27,650 | 0.00 | — | 775,465 | — | ↗ |
| 2016-01-29 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Unit | 416,667 | 0.00 | — | 1,094,198 | — | ↗ |
| 2016-01-29 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Unit | 416,667 | 0.00 | — | 658,396 | — | ↗ |
| 2016-01-04 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Unit | 42,857 | 0.00 | — | 120,865 | — | ↗ |
| 2016-01-04 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Unit | 85,714 | 0.00 | — | 241,729 | — | ↗ |
| 2015-12-30 | ESBER HENRY JEMIL | Director | G-Gift | D | Common Stock | 2,949,145 | 0.00 | — | 0 | — | ↗ |
| 2015-10-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Unit | 31,579 | 0.00 | — | 78,008 | — | ↗ |
| 2015-10-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Unit | 63,158 | 0.00 | — | 156,015 | — | ↗ |
| 2015-07-02 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Unit | 25,000 | 0.00 | — | 46,429 | — | ↗ |
| 2015-07-02 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Unit | 50,000 | 0.00 | — | 92,857 | — | ↗ |
| 2015-04-01 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Unit | 21,429 | 0.00 | — | 21,429 | — | ↗ |
| 2015-04-01 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Unit | 42,857 | 0.00 | — | 42,857 | — | ↗ |
| 2015-03-31 | MIRZA ZIAD | Director | A-Award | A | Restricted Stock Unit | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2015-03-31 | ESBER HENRY JEMIL | Director | A-Award | A | Restricted Stock Unit | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2015-03-31 | DILLEN LYNNETTE | Officer | A-Award | A | Restricted Stock Unit | 2,570,000 | 0.00 | — | 2,570,000 | — | ↗ |
| 2015-01-21 | DILLEN LYNNETTE | Officer | P-Purchase | A | Warrants | 250,000 | 0.30 | 75.0K | 250,000 | — | ↗ |
| 2015-01-02 | MIRZA ZIAD | Director | A-Award | A | Common Stock | 18,750 | 0.00 | — | 474,483 | — | ↗ |
| 2015-01-02 | ESBER HENRY JEMIL | Director | A-Award | A | Common Stock | 37,500 | 0.00 | — | 1,826,284 | — | ↗ |
| 2014-10-01 | MIRZA ZIAD | Director | A-Award | A | Common Stock | 8,108 | 0.00 | — | 455,733 | — | ↗ |
| 2014-10-01 | ESBER HENRY JEMIL | Director | A-Award | A | Common Stock | 16,216 | 0.00 | — | 1,788,784 | — | ↗ |
| 2014-07-01 | MIRZA ZIAD | Director | A-Award | A | Common Stock | 11,111 | 0.00 | — | 447,625 | — | ↗ |
| 2014-07-01 | ESBER HENRY JEMIL | Director | A-Award | A | Common Stock | 22,222 | 0.00 | — | 1,772,568 | — | ↗ |
| 2014-04-01 | MIRZA ZIAD | Director | A-Award | A | Common Stock | 7,317 | 0.00 | — | 436,514 | — | ↗ |
| 2014-04-01 | ESBER HENRY JEMIL | Director | A-Award | A | Common Stock | 14,634 | 0.00 | — | 1,750,346 | — | ↗ |
| 2014-02-19 | MIRZA ZIAD | Director | C-Conversion | A | Common Stock | 14,601 | 0.00 | — | 429,197 | — | ↗ |
| 2014-02-19 | ESBER HENRY JEMIL | Director | C-Conversion | A | Common Stock | 190,304 | 0.00 | — | 1,735,712 | — | ↗ |
| 2014-02-06 | DILLEN LYNNETTE | Officer | — | D | Common Stock | 0 | 0.00 | — | 22,500 | — | ↗ |
| 2014-02-04 | MIRZA ZIAD | Director | A-Award | A | Common Stock | 7,500 | 0.00 | — | 414,596 | — | ↗ |
| 2014-02-04 | ESBER HENRY JEMIL | Director | A-Award | A | Common Stock | 15,000 | 0.00 | — | 1,507,444 | — | ↗ |
| 2013-10-16 | MIRZA ZIAD | Director | A-Award | A | Common Stock | 3,750 | 0.00 | — | 407,096 | — | ↗ |
| 2013-10-16 | ESBER HENRY JEMIL | Director | A-Award | A | Common Stock | 3,750 | 0.00 | — | 1,492,444 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Patrick Blair, Chief Executive Officer | 770.0K | — | — | — | 770.0K | 7.0K | 1.55M | 0.00% | ↗ |
| 2 | 2025 | Michael Scarbrough, President and Chief Operating Officer | 317.6K | 125.8K | — | 786.5K | 238.2K | 5.6K | 1.47M | 53.37% | ↗ |
| 3 | 2025 | Nicole D’Amato, Chief Legal Officer and Corporate Secretary | 457.0K | 27.8K | — | — | 274.2K | 7.1K | 766.1K | 0.00% | ↗ |
| 4 | 2024 | Patrick Blair, Chief Executive Officer | 826.5K | 150.0K | 1.20M | 2.01M | 750.0K | 6.9K | 4.94M | 64.92% | ↗ |
| 5 | 2024 | Patrick Blair, President and Chief Executive Officer | 826.5K | 150.0K | 1.20M | 2.01M | 750.0K | 6.9K | 4.94M | 64.92% | ↗ |
| 6 | 2024 | Benjamin Adams, Chief Financial Officer | 424.3K | 50.5K | — | 1.81M | 217.5K | 7.4K | 2.51M | 72.16% | ↗ |
| 7 | 2024 | Nicole D’Amato, Chief Legal Officer and Corporate Secretary | 468.9K | 63.0K | 450.0K | 360.0K | 261.0K | 6.6K | 1.61M | 50.33% | ↗ |
| 8 | 2023 | Patrick Blair, President and Chief Executive Officer | 750.0K | — | — | — | 750.0K | 6.6K | 1.51M | 0.00% | ↗ |
| 9 | 2023 | Nicole D’Amato, Chief Legal Officer and Corporate Secretary | 435.0K | 20.0K | 800.0K | — | 217.5K | 6.3K | 1.48M | 54.10% | ↗ |
| 10 | 2023 | Richard Feifer, Chief Medical Officer | 351.7K | — | 800.0K | — | 183.0K | 4.0K | 1.34M | 59.76% | ↗ |
| 11 | 2022 | Patrick Blair, President and Chief Executive Officer | 437.5K | 1.04M | 2.91M | 3.28M | — | 6.1K | 7.67M | 80.70% | ↗ |
| 12 | 2022 | Maureen Hewitt, Former Chief Executive Officer | 575.8K | — | — | — | — | 2.73M | 3.31M | 0.00% | ↗ |
| 13 | 2022 | Nicole D’Amato, Chief Legal Officer and Corporate Secretary | 410.2K | 264.9K | 913.0K | — | — | 8.9K | 1.60M | 57.17% | ↗ |
| 14 | 2022 | Barbara Gutierrez, Chief Financial Officer | 419.5K | 174.0K | — | — | — | 32.0K | 625.4K | 0.00% | ↗ |
| 15 | 2021 | Maureen Hewitt, Former Chief Executive Officer | 817.5K | 675.4K | — | 3.67M | 445.6K | 35.16M | 40.89M | 8.99% | ↗ |
| 16 | 2021 | Maureen Hewitt, President and Chief Executive Officer | 817.5K | 675.4K | — | 3.67M | 445.6K | 35.16M | 40.89M | 8.99% | ↗ |
| 17 | 2021 | Barbara Gutierrez, Chief Financial Officer | 393.3K | 140.9K | — | 1.47M | 111.1K | 7.54M | 9.68M | 15.18% | ↗ |
| 18 | 2021 | Maria Lozzano , Corporate Chief Operating Officer | 376.8K | 212.6K | — | 1.71M | 108.1K | 1.34M | 3.76M | 45.66% | ↗ |
| 19 | 2020 | Maureen Hewitt, President and Chief Executive Officer | 820.6K | 352.3K | — | — | 430.0K | 30.1K | 1.65M | 0.00% | ↗ |
| 20 | 2020 | Barbara Gutierrez, Chief Financial Officer | 367.5K | 190.9K | — | 233.8K | 107.8K | 29.6K | 932.6K | 25.07% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Patrick Blair | Chief Executive Officer | 2M | male |
| Nicole D'Amato | Chief Legal Officer & Corporate Secretary | 766.1K | female |
| Benjamin Crowninshield Adams | Chief Financial Officer | 699.7K | male |
| Edward Moore Kennedy Jr. | Independent Director | 100.0K | male |
| Marilyn Barbour Tavenner | Independent Director | 100.0K | — |
| Ryan Kubota | Director of Investor Relations | — | male |
| Cara Babachicos | Chief Information Officer | — | female |
| Dustin Lee | Chief People Officer | — | male |
| Meredith Delk | Executive Vice President & Chief Administrative Officer | — | female |
| Olivia Patton | Chief Compliance Officer | — | female |
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for INNV
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
