Welcome to our dedicated page for Innovage Holding SEC filings (Ticker: INNV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The InnovAge Holding Corp. (INNV) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as a Nasdaq-listed issuer focused on managing care for frail, predominantly dual-eligible seniors through the Program of All-inclusive Care for the Elderly (PACE). These documents help investors understand how InnovAge reports its financial performance, governance matters, and material events.
Key filings include Form 10-K annual reports and Form 10-Q quarterly reports, which contain audited or reviewed financial statements, discussions of business risks, descriptions of the PACE-focused care model, and details on the company’s dependence on government payors. InnovAge also files Form 8-K current reports to disclose material events, such as the release of quarterly and annual financial results, investor presentations, and changes involving certain officers.
Shareholders can review the company’s definitive proxy statement on Schedule 14A for information about the annual meeting of stockholders, director elections, auditor ratification, executive and director compensation, related party transactions, and security ownership of certain beneficial owners and management. This proxy material also explains how stockholders can vote and participate in the virtual annual meeting.
Through Stock Titan, these SEC filings are updated in near real time from EDGAR and are paired with AI-powered summaries that highlight the main points of lengthy documents. Investors can quickly see what changed in a new 10-K or 10-Q, understand the significance of an 8-K, and locate governance and compensation details in the proxy statement. The filings page also provides a structured view of InnovAge’s non-GAAP metrics, such as Center-level Contribution Margin and Adjusted EBITDA, as described in its reports and earnings-related 8-Ks, helping users analyze INNV’s PACE-based business model more efficiently.
InnovAge Holding Corp. furnished an investor presentation in connection with a live webcast investor conference held on January 12, 2026. The slide deck is included as Exhibit 99.1 to this report and is also being posted on the company’s website.
The company states that the information in this current report, including the investor presentation, is being provided under Regulation FD and is considered “furnished” rather than “filed,” which limits how it is treated under certain liability provisions of the federal securities laws. No financial results or major transactions are detailed in this report itself.
InnovAge Holding Corp. reported an insider stock sale by its President and COO. On 11/14/2025, the executive sold 33,000 shares of InnovAge common stock in an open market transaction coded as a sale. The weighted average sale price was reported as $4.90 per share, with individual trades executed between $4.81 and $5.01. After this transaction, the reporting person beneficially owned 119,617 shares of InnovAge common stock, held directly.
InnovAge Holding Corp. (INNV) reported Q1 FY26 results with total revenue of $236.1 million, up from $205.1 million a year ago, driven by capitation revenue of $235.8 million. The company generated operating income of $8.3 million versus a $4.9 million loss last year, and net income of $8.0 million, or $0.06 per diluted share, compared to a $0.04 loss.
Center-Level Contribution Margin rose to $51.4 million from $34.5 million, reflecting improved care economics despite higher cost of care and sales and marketing expenses. Cash from operating activities was $3.9 million versus a $7.5 million use last year; cash and equivalents ended at $67.1 million, with short-term investments of $42.3 million.
Long-term debt totaled $60.1 million, including $50.7 million under the Term Loan A Facility and $9.4 million drawn on the revolver. An August 2025 amendment extended both facilities’ maturities to August 8, 2028; the term loan rate was 6.63% at quarter end. InnovAge served about 7,890 PACE participants across 20 centers and consolidated a new Tampa JV after a $3.2 million partner contribution.
InnovAge Holding Corp. filed a Form 8-K noting it issued a press release announcing financial results for the first fiscal quarter ended September 30, 2025.
The press release is furnished as Exhibit 99.1 and incorporated by reference into Item 2.02. The company states this information is furnished, not filed, under the Exchange Act.
InnovAge Holding Corp. filed its 2025 proxy, asking stockholders to elect three Class II directors and ratify Deloitte & Touche LLP as independent auditor for the fiscal year ending June 30, 2026. The virtual annual meeting is set for December 4, 2025 at 9:00 a.m. ET at www.virtualshareholdermeeting.com/INNV2025.
Holders of common stock at the close of business on October 14, 2025 may vote. Shares outstanding were 135,681,431 as of the record date. Directors are elected by plurality; auditor ratification requires a majority of voting power present. Broker non‑votes will not impact director elections and are not expected on the auditor item.
The board has nine directors, with seven deemed independent. InnovAge is a Nasdaq “controlled company” under its Principal Shareholders and relies on certain governance exemptions. A Director Nomination Agreement grants those shareholders tiered rights to designate nominees based on ownership. Committee leadership includes Ms. Sparks (Audit Chair), Mr. Cavanna (Compensation & Nominating Chair), and Ms. Fontneau (Quality & Compliance Chair). Directors then in office attended the 2024 annual meeting; during fiscal 2025 all directors met at least 75% attendance except Mr. Carlson at 71%.
InnovAge Holding Corp. (INNV) announced a leadership change. On October 17, 2025, the Company and Michael Scarbrough agreed that he will leave his role as President and Chief Operating Officer, effective November 28, 2025. The Company and Mr. Scarbrough are working together to ensure a smooth transition, and a search has begun to fill the position.
InnovAge Holding Corp. (INNV) filing shows that Delk Meredith, listed as Chief Administrative Officer and director, submitted an initial Form 3 reporting no beneficial ownership of the issuer's securities. The report lists the triggering event date as
InnovAge Holding Corp. operates the largest PACE platform by participants, serving ~7,740 participants through 20 centers across six states and managing care under fully capitated contracts. The company receives virtually all revenue from PACE (99.8%), giving it recurring per-member payments and visibility into revenue; InnovAge estimates an average annual revenue opportunity of $115,000 per participant (or $9,600 PMPM) and reports an average Medicare RAF score of 2.42, reflecting a higher-acuity population. Clinical outcomes and operations highlights include approximately 93% of participants living safely at home and reported lower readmission rates versus comparable populations. Key financial and legal items disclosed include $60.0 million principal term loan, a $2.2 million convertible term loan classified as held for sale, and a securities class action settlement of $27.0 million with the company’s net share of $10.1 million. The filing emphasizes material regulatory, compliance and litigation risks, concentrated payor dependence on Medicare and Medicaid, cybersecurity and data privacy exposures, and ongoing investments and transformation initiatives that may affect future profitability.
InnovAge Holding Corp. filed a report describing that it released its financial results for the fiscal fourth quarter and full year ended June 30, 2025. The company issued a press release on September 9, 2025 covering these results and related matters, and attached this release as Exhibit 99.1. The disclosure is furnished rather than filed, which limits how it is treated under securities laws, and it is not automatically incorporated into other securities or exchange act filings unless specifically referenced.
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