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InnovAge Holding (INNV) SEC Filings, Sep 8-28, 2026

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.

Rhea-AI Summary

TCO Group Holdings, L.P., an INNV 10-percent owner, sold 10,000,000 shares of InnovAge Holding Corp. common stock on September 24, 2026, in an underwritten public offering at $9.25 per share. The transaction was not reported under a Rule 10b5-1 plan.

After the sale, TCO Group Holdings held 102,576,555 shares directly.

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Rhea-AI Summary

TCO Group Holdings, L.P. sold 10,000,000 InnovAge Holding Corp. common shares in an underwritten public offering on September 24, 2026, at $9.25 per share. The shares were held directly by TCO; following the sale, its reported position was 102,576,555 shares. No Rule 10b5-1 plan is reported.

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Rhea-AI Summary

InnovAge Holding Corp. (INNV) reported that TCO Group Holdings, L.P. sold 10,000,000 shares of common stock in an underwritten public offering on September 24, 2026, at a reported price of $0.0000 per share. The reported position following the transaction was 102,576,555 shares. No Rule 10b5-1 plan is reported.

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Rhea-AI Summary

InnovAge Holding Corp. (INNV) is named in a Rule 144 notice for affiliate Nicole Damato’s proposed sale of 34,021 common shares through J.P. Morgan Securities LLC. The approximate sale date is September 25, 2026, and Nasdaq is listed as the exchange. The stated aggregate market value is $292,581. The listed acquisition entries are 15,067 shares from RSU vesting on July 2, 2023, and 18,954 shares from RSU vesting on August 15, 2023.

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Rhea-AI Summary

InnovAge Holding Corp. (INNV) reported that a selling shareholder agreed to sell 10,000,000 common shares to the underwriters for $9.25 per share. Barclays Capital Inc., Goldman Sachs & Co. LLC and Wells Fargo Securities, LLC acted as representatives of the underwriters.

The selling shareholder also granted the underwriters an option, for a period of 30 calendar days from September 22, 2026, to purchase up to 1,500,000 additional shares. The shares were delivered against payment on September 24, 2026, and InnovAge will not receive proceeds from the selling shareholder’s sale.

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Rhea-AI Summary

InnovAge Holding Corp. registered 10,000,000 shares of common stock for resale by selling security holder TCO Group Holdings, L.P.; InnovAge will receive no proceeds from these sales. The selling holder has granted the underwriters an option, exercisable within 30 days of the prospectus supplement, to purchase up to 1,500,000 additional shares from it. At a public offering price of $9.25 per share, the base offering totals $92.5 million. After $4.625 million in underwriting discounts and commissions, proceeds before expenses to the selling holder are $87.875 million.

InnovAge estimates its offering expenses at approximately $1.0 million, excluding underwriting discounts and commissions, and says it will pay certain expenses incurred by the selling holder. InnovAge had 136,451,425 shares outstanding as of September 21, 2026. After the base offering, the Principal Shareholders will control approximately 75.2% of voting power; the figure is 74.1% if the option is exercised in full. InnovAge says it does not anticipate paying cash dividends in the foreseeable future.

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Rhea-AI Summary

InnovAge Holding Corp. (INNV) has filed a preliminary prospectus supplement for a secondary offering of 10,000,000 existing shares of common stock to be sold by selling security holder TCO Group Holdings, L.P. The underwriters have a 30‑day option to purchase up to 1,500,000 additional shares from the same holder. InnovAge will not receive any proceeds from these sales; all net proceeds go to the selling security holder.

The company’s common stock trades on Nasdaq under the symbol INNV, with a last reported price of $10.60 per share on September 21, 2026. Shares outstanding were 136,451,425 as of that date. As of June 30, 2026, InnovAge served approximately 8,230 PACE participants across 20 PACE centers in six states under its fully capitated, value‑based care model for frail, largely dual‑eligible seniors. After this offering, Principal Shareholders are expected to retain about 75.2% of voting power (74.1% if the option is fully exercised), maintaining their ability to control shareholder votes and board composition.

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Rhea-AI Summary

InnovAge Holding Corp. (INNV) reported strong top-line growth in its PACE-based senior care platform for the year ended June 30, 2026. Total revenues rose to $989.7 million from $853.7 million, driven mainly by capitation revenue of $988.4 million, while serving about 8,230 participants across 20 PACE centers in six states.

Operating performance improved markedly, shifting from a $29.8 million operating loss in 2025 to $2.6 million operating income in 2026, and net loss attributable to InnovAge narrowed to $2.5 million. Adjusted EBITDA increased to $94.6 million from $34.5 million, though this excludes significant litigation and one-time items. Cash and cash equivalents grew to $97.9 million, operating cash flow doubled to $64.7 million, and term debt declined to $48.8 million, with an additional $93.8 million of revolver capacity available. Auditors issued unqualified opinions on both the financial statements and internal control over financial reporting, highlighting estimated claims liability as a critical audit matter.

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Rhea-AI Summary

InnovAge Holding Corp. (INNV) reported that major shareholder TCO Group Holdings, L.P. recorded an "other" disposition of 411,515 shares of common stock on September 3, 2026, as a distribution to a limited partner as consideration for that partner’s interest in TCO Group Holdings.

After this distribution, TCO Group Holdings, L.P. reports holding 112,576,555 shares of InnovAge common stock directly, with voting and dispositive power exercised by an LP Board composed of designees of WCAS and Apax.

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Rhea-AI Summary

InnovAge Holding Corp. (INNV) had a Form 4 filed by a group of ten-percent owners associated with the Apax X funds reporting an internal restructuring transaction. On September 3, 2026, 411,515 shares of common stock were disposed of through a distribution by TCO Group Holdings, L.P. to one of its limited partners at a stated price of $0.00 per share, rather than through an open-market sale. Following this distribution, entities in the group continued to report 112,576,555 shares of InnovAge common stock held indirectly through TCO Group Holdings, L.P., with each entity disclaiming beneficial ownership except to the extent of its pecuniary interest.

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FAQ

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

StockTitan tracks 71 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 September 28, 2026.