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.
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.
FONTNEAU PATRICIA reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. director Patricia Fontneau received a grant of 8,539 Restricted Stock Units, or RSUs, that will settle in shares of common stock. The award was recorded at a price of $0.00 per share, reflecting compensation rather than an open-market purchase. After this grant, Fontneau holds 70,664 shares directly. The RSUs vest in full on June 30, 2027, provided she continues her service with the company.
CARLSON JAMES G reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. director James G. Carlson received an equity grant in the form of 8,539 Restricted Stock Units (RSUs), which cost him $0.00 per unit. These RSUs will be settled in shares of common stock and vest in full on June 30, 2027, subject to his continued service with the company.
Following this grant, Carlson directly holds a total of 95,889 shares or share-equivalents of InnovAge common stock, reflecting routine, compensation-related alignment with shareholders rather than an open-market purchase.
Browne Jennifer reported acquisition or exercise transactions in this Form 4 filing.
InnovAge Holding Corp. reported that President and COO Jennifer Browne received an equity award of 67,842 shares of common stock in the form of Restricted Stock Units. The RSUs were granted at a price of $0.00 per share as compensation, not an open-market purchase.
The RSUs will vest in three equal annual installments on each anniversary of the grant date, as long as she continues serving with the company. After this award, Browne’s directly held common stock reported in this filing totals 67,842 shares, with no additional derivative positions shown.
InnovAge Holding Corp.'s Chief Legal Officer, Nicole Damato, reported routine share dispositions tied to taxes on vested restricted stock units. On two dates, shares of common stock were withheld by the company to cover her tax obligations, not sold on the open market. A total of 23,064 shares were used for tax withholding, and she continues to hold 296,743 shares of InnovAge common stock directly after these transactions.
InnovAge Holding Corp. chief executive officer Patrick T. Blair reported two Form 4 transactions where a total of 21,969 shares of common stock were disposed of to cover tax obligations tied to the vesting and settlement of restricted stock units. These F-code transactions represent shares withheld for taxes, not open-market sales. After these tax-withholding dispositions, he continues to directly own 687,103 shares of InnovAge common stock.
InnovAge Holding Corp. filed an initial Form 3 for President and COO Jennifer Browne. This filing is a required statement of beneficial ownership for new insiders and, based on the provided data, does not list any specific transactions or derivative positions.
InnovAge Holding Corp. filed a current report stating that it has posted a new investor presentation on its website. The company plans to use this presentation in meetings with investors, analysts and others, where it expects to reaffirm its full year fiscal 2026 guidance previously provided on May 5, 2026.
The disclosure is furnished under Regulation FD, meaning it is intended to share information broadly and is not treated as filed for liability purposes or automatically incorporated into other securities law filings.
InnovAge Holding Corp. appointed Jennifer Browne as President and Chief Operating Officer, effective June 8, 2026. She joins from Strive Health and previously held senior roles at Optum and DaVita in value-based care and population health.
Under her employment agreement, Browne will receive a $500,000 annual base salary, a one-time $200,000 sign-on bonus, and eligibility for an annual cash bonus targeted at 75% of base pay. She will receive an initial restricted stock unit grant valued at $500,000 plus ongoing annual RSU awards of similar value starting with fiscal 2027, each vesting over three years.
She is also being granted 1,260,000 Class B Units in TCO Group Holdings, L.P., with one-third vesting over three years based on time and two-thirds tied to performance hurdles measured by the Apax investor’s multiple on invested capital. As of March 31, 2026, InnovAge served about 8,050 participants across 20 centers in six states.
InnovAge Holding Corp. reported higher revenue but a larger quarterly loss for the period ended March 31, 2026. Total revenue rose to $251.9 million from $218.1 million a year earlier, driven by capitation payments. Net loss attributable to InnovAge widened to $29.5 million, or $0.22 per share, compared with a $11.4 million loss, largely reflecting higher corporate, general and administrative expenses.
For the first nine months of fiscal 2026, revenue increased to $727.8 million from $632.3 million, while net loss attributable to InnovAge narrowed to $10.8 million from $29.5 million. Operating cash flow improved to $43.4 million, and cash, cash equivalents and restricted cash reached $95.5 million. The company ended the quarter with $58.8 million of total debt and remained in compliance with its credit agreement covenants, while also recording substantial litigation-related accruals.
InnovAge Holding Corp. reported fiscal third-quarter 2026 results showing strong revenue growth but a larger net loss. Total revenues rose to $251.9 million, up about 15.5% from $218.1 million a year earlier, driven by higher PACE program volume.
Despite this growth, the company reported a net loss of $29.9 million versus a net loss of $11.1 million in the prior-year quarter, and its net loss margin widened to 11.9%. Results included substantial litigation costs and settlement charges of $51.9 million, which heavily affected GAAP profitability.
Operationally, Center-level Contribution Margin improved to $61.0 million, up nearly 50%, and Adjusted EBITDA increased to $30.5 million with a 12.1% margin, up from 4.9%. InnovAge ended the quarter serving about 8,050 participants and raised full-year 2026 guidance to total revenues of $950–$975 million and Adjusted EBITDA of $85–$90 million.