Welcome to our dedicated page for Innventure SEC filings (Ticker: INV), 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 Innventure, Inc. (NASDAQ: INV) SEC filings page on Stock Titan provides access to the company’s official U.S. Securities and Exchange Commission documents, along with AI-powered summaries that explain their contents in plain language. These filings are central to understanding how Innventure structures its industrial growth conglomerate model, finances its operations, and governs its family of technology-driven businesses.
Innventure’s recent Form 8-K current reports describe material events such as securities purchase agreements for convertible debentures with YA II PN, Ltd. (Yorkville), private placements of common stock and warrants, changes in independent registered public accounting firms, and the appointment of its first Lead Independent Director. Other 8-Ks detail financing arrangements and governance rights related to Accelsius Holdings LLC, Innventure’s controlled subsidiary focused on data center cooling products.
The company’s registration statements, including Form S-1 and shelf registration on Form S-3, outline its capital structure, preferred stock designations, and the registration of common shares and warrant shares for resale. Definitive proxy materials on Schedule 14A explain proposals submitted to stockholders, such as approvals needed under Nasdaq listing rules for issuing 20% or more of outstanding common stock in connection with convertible debentures and equity purchase agreements.
On this page, users can also monitor proxy statements, special meeting notices, and related voting information that describe how Innventure seeks shareholder approval for key financing transactions. For subsidiary-level financing, filings discuss convertible notes, preferred units, and rights granted to strategic investors in Accelsius.
Stock Titan’s interface surfaces these filings in real time from EDGAR and enhances them with AI-generated highlights, helping readers quickly identify important terms such as conversion prices, voting rights, index inclusion effects, and changes in auditor or board structure without needing to parse every technical detail themselves.
Donnally James O reported acquisition or exercise transactions in this Form 4 filing.
Innventure, Inc. director James O. Donnally received a grant of 7,180 fully vested shares of common stock at $3.83 per share under the company’s Non-Management Director Compensation Plan, in lieu of cash retainers for the fourth quarter of 2025, bringing his direct holdings to 22,305 shares. He also reports indirect interests through the James O. Donnally Revocable Trust and Our-No Family Holdings LP, where he has voting and investment power, and through the Glockner Family Venture Fund, where he has no decision-making authority and disclaims beneficial ownership beyond any pecuniary interest.
Innventure, Inc. updated its leadership arrangements by entering into new employment letter agreements with Executive Chairman Michael Otworth and Chief Strategy Officer John Scott on February 16, 2026 through its subsidiary Innventure LLC.
Their prior consulting agreements with Sugar Grove Ventures, LLC and Corporate Development Group LLC were terminated the same day, and both executives will continue in their current roles as at-will employees. Base salary, target annual bonus, and long-term equity incentives are described as remaining materially consistent with their prior consulting compensation, and they are now eligible to participate in Innventure LLC’s employee benefit plans, subject to plan terms.
Innventure, Inc. shareholder Ascent Capital Partners LLC filed an amended Schedule 13D reporting beneficial ownership of 5,282,828 shares of Class A Common Stock, or 6.7% of the company based on 79,174,919 shares outstanding as of January 14, 2026.
Ascent reports acquiring this stake for approximately $18,591,403 through private funds and separately managed accounts it advises. The filing emphasizes that the position is held for investment but details an increasingly activist stance toward Innventure’s strategy, capital allocation, and governance.
In a letter to the board incorporated into the filing, Ascent describes itself as one of Innventure’s largest shareholders and criticizes what it characterizes as excessive corporate overhead, dilutive financing, and a board structure it views as insufficiently independent. Ascent highlights Accelsius as a core asset, citing a 300‑megawatt deployment agreement and a $65 million Series B round anchored by Johnson Controls and Legrand, and urges Innventure to cut parent-level costs, halt parent funding of ventures other than Accelsius, redirect excess capital into Accelsius equity, and reconstitute the board with greater independence.
Ascent Capital Partners LLC filed a Schedule 13D disclosing beneficial ownership of 5,282,828 shares of Innventure, Inc. Class A common stock, representing 6.7% of the company based on 79,174,919 shares outstanding as of January 14, 2026.
Ascent Capital, an Arizona-based investment adviser to private funds and separately managed accounts, reports that its clients invested approximately $18,591,403 in Innventure using working capital. The position includes 3,541,685 shares and 76,000 warrants in funds it manages and 1,741,143 shares in separately managed accounts.
The group describes the stake as an investment but also outlines an activist posture. On February 18, 2026, Ascent sent a letter to Innventure’s board urging four steps: materially reducing corporate overhead, stopping parent-level funding of ventures beyond Accelsius until stabilization, directing excess capital into Accelsius equity, and reconstituting the board with greater independence. Ascent indicates it may buy more shares, sell shares, or continue holding while engaging with management and the board on strategy, performance, governance, and capital allocation.
Innventure, Inc. filed a report highlighting a press release that responds to a Schedule 13D filed by Commonwealth Asset Management and reiterates its long-term value creation strategy. The company describes its “Disruptive Conglomerate Model,” founding and scaling operating companies such as PureCycle, AeroFlexx, Accelsius and Refinity.
Innventure notes key milestones, including Accelsius’ opportunity pipeline exceeding $1 billion and a $65 million financing round, as well as AeroFlexx’s six consecutive quarters of revenue recognition. Refinity has validated its plastic waste conversion technology and is targeting a first commercial demonstration in 2026. The company also reports cutting G&A expenses from $19.7 million in Q1 2025 to $16.9 million in Q3 2025, and emphasizes an actively refreshed, mostly independent board, including the recent appointment of Bruce Brown as Lead Independent Director.
Innventure, Inc. received an amended ownership report from CastleKnight and related entities showing a significant passive stake in its common stock. CastleKnight Master Fund LP, CastleKnight Fund GP LLC, CastleKnight Management LP, CastleKnight Management GP LLC, Weitman Capital LLC, and Aaron Weitman together report beneficial ownership of 4,442,325 shares of Innventure common stock as of 12/31/2025, representing 6.3% of the class.
This amount includes 2,812,860 warrants, each exercisable for one share of common stock. All reporting persons disclose shared voting and dispositive power over the full 4,442,325 shares and no sole power. They certify that the securities were not acquired and are not held for the purpose of changing or influencing control of Innventure.
Innventure, Inc., through its subsidiary Refinity Holdings LLC, reported that Refinity has validated its plastic waste conversion technology at pilot scale and advanced key commercialization steps. The company produced a metric ton of product from real-world plastic waste with yields typically exceeding 60 to 70 percent and virtually no char byproducts.
Refinity outlined a roadmap that includes a mid-scale demonstration of approximately 2.5 kilotonnes per year at a partner site in 2026, followed by a 10 kilotonne commercial demonstration and ultimately a full commercial system designed for about 150 kilotonnes per year. It filed two patent applications covering its DuoZone™ reactor design and methods for converting difficult-to-recycle plastics, and secured two technology licenses from a U.S. university and a U.S. national lab to improve waste feeding and upgrade gas products into high-value chemicals.
The company continues to collaborate with Dow, which is providing technical input on product specifications, and is working with engineering firms and global fluidized bed equipment providers as it plans larger-scale validation in 2026 and construction of a 10 kilotonne per year commercial demonstration system.
Adam Fisher and affiliated Commonwealth entities filed a Schedule 13D on Innventure, Inc., disclosing beneficial ownership of 4,366,739 shares of common stock, or about 5.3% of the company. The position includes 2,587,331 shares underlying warrants held by AFT Investments LLC, exercisable at $11.50 per share and expiring on October 2, 2029.
The filing describes an activist campaign. In a February 17, 2026 letter to Innventure’s board, the group expresses strong dissatisfaction with performance, governance, and strategy, criticizing ongoing dilutive equity financing and capital allocation. They urge sharp overhead cuts, a focus on Accelsius, Innventure’s majority‑owned data‑center cooling subsidiary, and significant refreshment of the board and management, and indicate they may seek board changes, engage other shareholders, and oppose further dilutive financings.
Innventure, Inc. received an updated Schedule 13D/A from WE-INN LLC, which now reports beneficial ownership of 5,682,970 shares of common stock, representing approximately 9.1% of the outstanding shares based on 62,471,971 shares outstanding as of November 12, 2025.
During the last sixty days, the reporting persons sold 184,777 shares on December 17, 2025 at a volume-weighted average price of $4.86 per share and 252,502 shares on December 18, 2025 at a volume-weighted average price of $4.68 per share. On January 15, 2026, WE-INN LLC made a pro rata distribution of 2,932,180 shares to members of Wasson Enterprise LLC, followed by a contribution of an aggregate 2,479,866 shares back to WE-INN LLC in exchange for additional equity in the parent entity.
The filing states that these dispositions are primarily for portfolio diversification and liquidity for holders in WE-INN LLC and do not change the reporting persons’ view that Innventure remains an attractive investment based on its business prospects and strategy.
Innventure, Inc. filed a prospectus supplement to its S-1-based prospectus to incorporate two recent Form 8-K filings, while its common stock continues to trade on Nasdaq under the symbol INV, which closed at $3.75 on January 16, 2026.
One 8-K describes a completed SEC-registered public offering of 11,428,572 shares of common stock under an effective Form S-3, conducted on a reasonable best efforts basis with Titan Partners Group LLC as sole placement agent, earning a 7.0% cash fee on aggregate proceeds and expense reimbursement up to $100,000. The company agreed to a 30-day restriction on issuing additional common stock or equivalents, and its executive officers and directors entered into 30-day lock-up agreements. The second 8-K furnishes a transcript of a Twitter Spaces interview with the CEO of Accelsius Holdings LLC and includes detailed cautionary language about forward-looking statements and risks affecting Innventure and its operating subsidiaries.