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Innovage Holding Corp. SEC Filings

INNV NASDAQ

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.

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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.

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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.

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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.

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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%.

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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.

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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 09/30/2025 and is signed by a power of attorney on 10/09/2025. The filing confirms the officer relationship and indicates no direct or indirect securities held at the time of the statement.

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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.

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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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Blair P. T. Blair, Chief Executive Officer and director of InnovAge Holding Corp. (INNV), reported a routine disposition of company stock tied to equity vesting. On 09/01/2025 the reporting person had 5,056 shares withheld at a price of $3.83 to satisfy tax obligations related to the vesting and settlement of restricted stock units. After the withholding, the reporting person beneficially owned 714,126 shares of common stock. The filing indicates this was a tax-withholding action rather than an open-market sale.

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FAQ

How many Innovage Holding (INNV) SEC filings are available on StockTitan?

StockTitan tracks 28 SEC filings for Innovage Holding (INNV), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Innovage Holding (INNV)?

The most recent SEC filing for Innovage Holding (INNV) was filed on November 17, 2025.