# InnovAge Holding Corp.: overview

INNV · Nasdaq · CIK 1834376 · [Healthcare](/sectors/healthcare.md) · fiscal year ends Jun 30

Pages: [Overview](/companies/innv.md) · [Financials](/companies/innv/financials.md) · [Filings](/companies/innv/filings.md) · [Insiders](/companies/innv/insiders.md)

Latest reported revenue: [$262.0m](/filings/0001834376-26-000049.md) for Q4 FY2026, three months to 2026-06-30, from the 10-K filed Sep 9, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001834376-26-000049).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-09-30) | Q2 FY2025 (2024-12-31) | Q3 FY2025 (2025-03-31) | Q4 FY2025 (2025-06-30) | Q1 FY2026 (2025-09-30) | Q2 FY2026 (2025-12-31) | Q3 FY2026 (2026-03-31) | Q4 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [205](/filings/0001834376-25-000074.md) | [209](/filings/0001834376-26-000013.md) | [218](/filings/0001834376-26-000022.md) | [221 d](/filings/0001834376-26-000049.md) | [236](/filings/0001834376-25-000074.md) | [240](/filings/0001834376-26-000013.md) | [252](/filings/0001834376-26-000022.md) | [262 d](/filings/0001834376-26-000049.md) |
| Gross margin | % | [16.8%](/filings/0001834376-25-000074.md) | [17.7%](/filings/0001834376-26-000013.md) | [18.7%](/filings/0001834376-26-000022.md) | [18.6% d](/filings/0001834376-26-000049.md) | [21.8%](/filings/0001834376-25-000074.md) | [22.0%](/filings/0001834376-26-000013.md) | [24.2%](/filings/0001834376-26-000022.md) | [23.9% d](/filings/0001834376-26-000049.md) |
| Operating margin | % | [(2.4%)](/filings/0001834376-25-000074.md) | [(6.0%)](/filings/0001834376-26-000013.md) | [(4.7%)](/filings/0001834376-26-000022.md) | [(1.0%) d](/filings/0001834376-26-000049.md) | [3.5%](/filings/0001834376-25-000074.md) | [5.5%](/filings/0001834376-26-000013.md) | [(11.5%)](/filings/0001834376-26-000022.md) | [3.9% d](/filings/0001834376-26-000049.md) |
| Net margin | % | [(2.4%)](/filings/0001834376-25-000074.md) | [(6.3%)](/filings/0001834376-26-000013.md) | [(5.2%)](/filings/0001834376-26-000022.md) | [(0.4%) d](/filings/0001834376-26-000049.md) | [3.4%](/filings/0001834376-25-000074.md) | [4.4%](/filings/0001834376-26-000013.md) | [(11.7%)](/filings/0001834376-26-000022.md) | [3.2% d](/filings/0001834376-26-000049.md) |
| Diluted EPS | $ per share | [(0.04)](/filings/0001834376-25-000074.md) | [(0.10)](/filings/0001834376-26-000013.md) | [(0.08)](/filings/0001834376-26-000022.md) | not reported | [0.06](/filings/0001834376-25-000074.md) | [0.08](/filings/0001834376-26-000013.md) | [(0.22)](/filings/0001834376-26-000022.md) | not reported |
| Free cash flow | $m | [(9.7)](/filings/0001834376-25-000074.md) | [5.4 d](/filings/0001834376-26-000013.md) | [21.7 d](/filings/0001834376-26-000022.md) | [8.8 d](/filings/0001834376-26-000049.md) | [(0.2)](/filings/0001834376-25-000074.md) | [19.0 d](/filings/0001834376-26-000013.md) | [14.5 d](/filings/0001834376-26-000022.md) | [17.0 d](/filings/0001834376-26-000049.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-06-30) | FY2023 (2023-06-30) | FY2024 (2024-06-30) | FY2025 (2025-06-30) | FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [699](/filings/0001834376-23-000017.md) | [688](/filings/0001834376-24-000074.md) | [764](/filings/0001834376-25-000062.md) | [854](/filings/0001834376-26-000049.md) | [990](/filings/0001834376-26-000049.md) |
| Gross margin | % | [19.4%](/filings/0001834376-23-000017.md) | [14.7%](/filings/0001834376-24-000074.md) | [17.3%](/filings/0001834376-25-000062.md) | [18.0%](/filings/0001834376-26-000049.md) | [23.0%](/filings/0001834376-26-000049.md) |
| Operating margin | % | [(0.6%)](/filings/0001834376-23-000017.md) | [(7.2%)](/filings/0001834376-24-000074.md) | [(3.0%)](/filings/0001834376-25-000062.md) | [(3.5%)](/filings/0001834376-26-000049.md) | [0.3%](/filings/0001834376-26-000049.md) |
| Net margin | % | [(0.9%)](/filings/0001834376-23-000017.md) | [(5.9%)](/filings/0001834376-24-000074.md) | [(2.8%)](/filings/0001834376-25-000062.md) | [(3.6%)](/filings/0001834376-26-000049.md) | [(0.3%)](/filings/0001834376-26-000049.md) |
| Diluted EPS | $ per share | [(0.05)](/filings/0001834376-23-000017.md) | [(0.30)](/filings/0001834376-24-000074.md) | [(0.16)](/filings/0001834376-25-000062.md) | [(0.22)](/filings/0001834376-26-000049.md) | [(0.02)](/filings/0001834376-26-000049.md) |
| Free cash flow | $m | [(10.9)](/filings/0001834376-23-000017.md) | [(3.1)](/filings/0001834376-24-000074.md) | [(44.8)](/filings/0001834376-25-000062.md) | [26.6](/filings/0001834376-26-000049.md) | [50.4](/filings/0001834376-26-000049.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/innv/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-22 | [Damato Nicole](/insiders/1884895.md) | CHIEF LEGAL OFFICER, Officer | Sale (S) | 3,402 | $9.51 | $32.4k | [Form 4](/filings/0001884895-26-000007.md) |
| 2026-10-21 | [TCO Group Holdings, L.P.](/insiders/1844765.md) | 10% owner | Sale (S) | 1,500,000 | $9.25 | $13.9m | [Form 4](/filings/0001193125-26-430414.md) |
| 2026-10-21 | [Ignite Aggregator LP](/insiders/1844959.md) | 10% owner | Sale (S) | 1,500,000 | $9.25 | $13.9m | [Form 4](/filings/0001193125-26-430420.md) |
| 2026-10-21 | [Welsh, Carson, Anderson & Stowe XII, L.P.](/insiders/1626317.md) | 10% owner | Sale (S) | 1,500,000 | $9.25 | $13.9m | [Form 4](/filings/0001193125-26-430509.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [FEDERATED HERMES, INC.](/funds/1056288.md) | 2026-06-30 | $22.6m | 1,903,713 |  | Added +1,899,133 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $17.7m | 1,489,609 |  | Added +241,518 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $11.1m | 935,264 |  | Added +58,128 |
| [ARROWSTREET CAPITAL, LIMITED PARTNERSHIP](/funds/1164508.md) | 2026-06-30 | $7.9m | 668,742 |  | Added +251,204 |
| [ALGERT GLOBAL LLC](/funds/1275218.md) | 2026-06-30 | $7.5m | 630,520 |  | Added +563,735 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $7.1m | 602,127 |  | Added +28,710 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $5.5m | 461,656 |  | Added +30,230 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $5.2m | 439,962 |  | Added +203,477 |
| [O'SHAUGHNESSY ASSET MANAGEMENT, LLC](/funds/1423442.md) | 2026-06-30 | $3.7m | 314,585 |  | Added +42,045 |
| [RENAISSANCE TECHNOLOGIES LLC](/funds/1037389.md) | 2026-06-30 | $3.0m | 249,633 |  | Reduced −121,184 |

## Recent filings

[All 268 filings](/companies/innv/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-22 | 16:06 ET | [DEF 14A](/filings/0001140361-26-040511.md) | Proxy statement, period 2026-12-03 | 0001140361-26-040511 |
| 2026-09-24 | 16:01 ET | [8-K](/filings/0001104659-26-110388.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001104659-26-110388 |
| 2026-09-09 | 19:21 ET | [10-K](/filings/0001834376-26-000049.md) | Annual report, period 2026-06-30 | 0001834376-26-000049 |
| 2026-09-08 | 16:11 ET | [8-K](/filings/0001834376-26-000047.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001834376-26-000047 |
| 2026-05-18 | 08:02 ET | [8-K](/filings/0001834376-26-000027.md) | 7.01 Regulation FD disclosure | 0001834376-26-000027 |
| 2026-05-12 | 16:33 ET | [8-K](/filings/0001834376-26-000025.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001834376-26-000025 |
| 2026-05-08 | 19:33 ET | [10-Q](/filings/0001834376-26-000022.md) | Quarterly report, period 2026-03-31 | 0001834376-26-000022 |
| 2026-05-05 | 16:09 ET | [8-K](/filings/0001834376-26-000018.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001834376-26-000018 |
| 2026-03-17 | 08:01 ET | [8-K](/filings/0001834376-26-000016.md) | 7.01 Regulation FD disclosure | 0001834376-26-000016 |
| 2026-02-03 | 17:09 ET | [10-Q](/filings/0001834376-26-000013.md) | Quarterly report, period 2025-12-31 | 0001834376-26-000013 |

## Latest annual report

[Form 10-K for the fiscal year ended Jun 30, 2026](/filings/0001834376-26-000049.md), filed Sep 9, 2026.

## Forecast league

Q1 FY2027, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/67dcac10-591e-4311-bab9-e8eb608da32c)

## About the filer

- CIK: 1834376
- Tickers: INNV
- Exchange: Nasdaq
- SIC code: 8000 Services-Health Services
- State of incorporation: DE
- Filer category: Accelerated filer<br>Smaller reporting company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 26, 2026, 16:04 ET. No prices; not investment advice.