InnovAge Holding Corp. filings document the reporting framework for a Nasdaq-listed healthcare services company built around the Program of All-inclusive Care for the Elderly (PACE). Form 8-K reports furnish quarterly operating results, financial-condition updates, Regulation FD investor presentations, guidance-related materials, and governance events such as director appointments and executive transitions.
Proxy materials describe annual meeting matters, classified-board elections, committee governance, executive and director compensation, stockholder voting procedures, and auditor ratification. The filings also identify InnovAge common stock on the Nasdaq Global Select Market and include emerging-growth-company status, common-stock registration details, capital-structure information, and public-company reporting obligations tied to its PACE care model.
InnovAge Holding Corp. (INNV) has reporting persons that each list 101,076,555 shares of common stock as beneficially owned, equal to 74.08%, with the same shares attributed as shared voting and shared dispositive power. TCO Group Holdings, L.P. is the record holder; the identical figures across the reporting persons describe the same share block, not separate holdings to add.
The reported amount gives effect to dispositions by TCO after September 30, 2026, in connection with the underwriters’ exercise of their over-allotment option in the underwritten public offering. The 74.08% figure uses 136,451,425 shares outstanding as of September 21, 2026. The reporting persons disclaim being a group and state that the filing does not admit that any of them is a beneficial owner.
InnovAge Holding Corp. (INNV) reported $264.8 million in revenue for the quarter ended September 30, 2026, up 12.1% year over year. GAAP net income was $20.9 million versus $7.7 million; operating cash flow was $28.7 million versus $3.9 million.
TCO Group Holdings, L.P., InnovAge’s controlling shareholder, sold 10 million shares at $9.25 per share in a September underwritten offering; underwriters exercised in full an option for 1.5 million additional shares at that price in October. InnovAge sold no shares, received no proceeds and paid $1.7 million in offering expenses.
In October, InnovAge executed settlement agreements with the United States through the DOJ and separately California, Colorado, New Mexico and Virginia relating to civil investigative demands concerning its PACE program; approximately $36.9 million in payments were made at month-end. California paused applications for new PACE organizations and service-area expansions until at least November 19, 2027; the pause excludes the ongoing Bakersfield application, whose review may resume after remediation of deficiencies at Sacramento and San Bernardino and completion of the San Bernardino medical review. Colorado’s pause runs until October 31, 2028, or until otherwise notified.
InnovAge Holding Corp. (INNV) reported fiscal first-quarter 2027 revenue of $264.8 million for the three months ended September 30, 2026, up approximately 12.1% from $236.1 million a year earlier. GAAP net income was $20.9 million, compared with $7.7 million. Net income attributable to InnovAge was $19.6 million, or $0.14 per share, versus $8.0 million, or $0.06 per share.
Adjusted EBITDA, a non-GAAP measure, was $31.3 million versus $17.6 million, and its margin was 11.8% versus 7.5%. Center-level Contribution Margin was $63.6 million versus $51.4 million. Census was approximately 8,420 participants, compared with 7,890 in the first quarter of fiscal 2026.
The company confirmed fiscal 2027 guidance of $1,050 million to $1,085 million in revenue and $105 million to $115 million in Adjusted EBITDA, alongside census of 8,625 to 8,850 and 101,000 to 102,500 Total Member Months. It cautioned actual results may be materially different from guidance. At quarter-end, cash and cash equivalents were $119.3 million, short-term investments were $43.7 million, and debt was $61.4 million.
InnovAge Holding Corp. chief legal officer Nicole Damato sold 3,402 shares of common stock on October 22, 2026, at a weighted average price of $9.51 per share. The shares were sold in multiple transactions at prices from $9.5 to $9.525. The sale was made under a Rule 10b5-1 plan adopted October 22, 2026; she had no discretion over its timing. She directly held 301,495 shares after the sale.
InnovAge Holding Corp. (INNV) reported that TCO Group Holdings, L.P. sold 1,500,000 shares of common stock on October 21, 2026, at $9.25 per share. The sale was in connection with underwriters’ exercise of their over-allotment option for an underwritten public offering. No Rule 10b5-1 plan is reported.
TCO Group Holdings, L.P. sold 1,500,000 shares of InnovAge Holding Corp. (INNV) common stock on October 21, 2026, at $9.25 per share, in connection with the underwriters’ exercise of their over-allotment option. TCO held 101,076,555 shares after the sale. The named reporting entities are identified as ten-percent owners and disclaim beneficial ownership except to the extent of their pecuniary interest. No Rule 10b5-1 plan is reported for the sale.
TCO Group Holdings, L.P., a 10% owner of InnovAge Holding Corp. (INNV), sold 1,500,000 shares of common stock on October 21, 2026, at $9.25 per share. It held 101,076,555 shares directly after the sale. The transaction was connected to underwriters’ exercise of their over-allotment option in an underwritten public offering.
InnovAge Holding Corp. (INNV) is soliciting votes for its virtual annual meeting on December 3, 2026, at 9:00 a.m. Eastern Time. Holders of record on October 12, 2026, may vote; InnovAge reported 136,456,506 common shares outstanding on that date. The ballot includes four Class III director nominees, an advisory vote on say-on-pay frequency, an advisory say-on-pay vote, and ratification of Deloitte & Touche LLP for fiscal 2027. The Board recommends voting for each nominee, an annual pay vote, executive compensation, and auditor ratification.
For fiscal 2026, reported total compensation was $6,168,963 for Chief Executive Officer Patrick Blair, $2,586,810 for Chief Financial Officer Benjamin C. Adams, and $1,764,063 for Chief Legal Officer and Corporate Secretary Nicole D’Amato. The Board has 11 directors, and the company says Principal Shareholders control a majority of its common stock. InnovAge relies on certain controlled-company governance exemptions and says stockholders may not have the same protections as at companies subject to all Nasdaq requirements. Both say-on-pay votes are advisory and non-binding.
InnovAge Holding Corp. Chief Legal Officer Nicole Damato sold 23,814 shares of common stock on September 25, 2026, at a weighted average price of $8.70 per share.
The shares were sold in multiple transactions at prices ranging from $8.43 to $9.02 under a Rule 10b5-1 plan adopted June 2, 2026; Damato had no discretion over the transaction’s timing. She directly held 304,897 shares after the sale.