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. is meeting with investors and analysts at the KeyBank Capital Markets Healthcare Forum. During these meetings, the company expects to reaffirm its full year fiscal 2026 guidance that was previously provided in a February 3, 2026 press release about second fiscal quarter results ended December 31, 2026.
InnovAge has also posted the investor presentation used for these meetings on its Investor Relations website, making it publicly accessible. The information is being furnished under Regulation FD and is not deemed filed or incorporated by reference into other securities law filings unless specifically stated.
InnovAge Holding Corp. returned to profitability while growing revenue. For the quarter ended December 31, 2025, revenue rose to $239.7 million from $209.0 million, driven mainly by higher capitation revenue. Net income attributable to InnovAge was $10.6 million, versus a $13.2 million loss a year earlier, with diluted EPS improving to $0.08 from a loss of $0.10.
For the first half of fiscal 2026, revenue reached $475.8 million, up from $414.1 million, and net income attributable to InnovAge was $18.6 million compared with a $18.2 million loss. Operating cash flow improved to $25.3 million. The company ended the period with $83.2 million in cash and cash equivalents and $59.4 million of total debt, after refinancing its term loan and extending the maturity of its credit facilities.
InnovAge served about 8,010 PACE participants across 20 centers and continues to focus on managing external provider and care costs, which represented roughly 78% of revenue for the six-month period. Management highlights ongoing labor cost pressures, potential Medicaid changes under the One Big Beautiful Bill Act, and a California moratorium on most new PACE applications. The company is also responding to multiple civil investigative demands from federal and state agencies and is involved in several legal matters, including a securities class action settlement approved by the court and an arbitration and court case with a former pharmacy vendor.
InnovAge Holding Corp. filed a Form 8-K to furnish a press release announcing its financial results for the second fiscal quarter ended December 31, 2025. The press release is attached as Exhibit 99.1. The company clarifies this information is furnished, not filed, and is only incorporated into other filings if specifically referenced.
InnovAge Holding Corp. director reports no holdings in Form 3 filing. Sean Traynor, a director of InnovAge Holding Corp. (INNV), filed an initial beneficial ownership statement indicating that no non-derivative or derivative securities of the company are beneficially owned.
InnovAge Holding Corp. director files initial ownership report showing no holdings. Pavithra Mahesh, a director of InnovAge Holding Corp. (INNV), filed a Form 3 reporting that no non-derivative or derivative securities of the company are beneficially owned. The filing includes a power of attorney authorizing the signatory.
InnovAge Holding Corp. appointed Pavithra Mahesh and Sean Traynor to its Board of Directors, effective January 28, 2026. Mahesh will serve as a Class III director until the 2026 annual meeting, and Traynor as a Class I director until the 2027 annual meeting.
The Board increased in size to eleven directors with these appointments. Mahesh joined the Quality and Compliance Committee, while Traynor joined the Compensation, Nominating and Governance Committee. Both were designated under a director nomination agreement with the company’s principal shareholders and will not receive compensation for their Board service.
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.