InnovAge Holding Corp. (INNV) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$9.19 -0.54% NASDAQ β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $9.16

InnovAge Holding Corp. (INNV) carries a Roarable Rating of D+ (Sell) with 52/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D+ β€’ SELL / AVOID Cap $1.25B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is INNV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, InnovAge Holding Corp. (NASDAQ: INNV) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 52/100 at a spot price of $9.19 (-0.54% 1D, market cap $1.25B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 7/20. Across 1016 tracked Health Care issuers, INNV ranks #244 in composite RQD confidence.

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πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does INNV compare to USPH and OMDA in the Health Care sector?
β–Ό

Within the Health Care sector (Medical/Nursing Services), INNV carries a Roarable D+ (52/100 RQD), trailing P/E of N/A, gross margin of 18.0%, and ROIC of -10.2%. By comparison, USPH (U.S. Physical Therapy Inc.) holds a B- grade (70/100 RQD, P/E 32.6x, ROIC 11.5%, cap $1.28B) and OMDA (Omada Health Inc.) posts a D+ grade (53/100 RQD, P/E N/A, ROIC -15.7%, cap $1.15B). Among the 5-stock peer group, USPH leads on earnings multiple (32.6x) while USPH leads on capital efficiency (11.5% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for INNV?
β–Ό

Per INNV's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-06-30, CIK 0001834376), InnovAge Holding Corp. generated $853.7M in revenue (+11.8% YoY), -$30.3M in net income, and $26.6M in free cash flow against $527.5M in total assets and $56.0M in total debt. Key quantitative strengths: Established market leader in Health Care with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

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πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $9.16 (-0.29%)🧬 Disciplined Float (+0.16% YoY Shares)βš™οΈ Cash Engine: 12/20 (C-) β€’ 3.1% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 52/100 (D+) historically posted market-perform odds over rolling 90-day windows (-1.1% avg 90D alpha vs SPY β€’ 50.1% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERSELL / AVOID β€’ D+
025507510052
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D Β· Rk C
Cash (12)Whales (8)SEC (12)Macro (13)CEO (7)
Each axis scored 0–20
12M PRICE TARGET CONE-2.7% Base Target
$13 Bull$9 Base$7 Bear
πŸ“¬ FREE INNV RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for INNV)Realized 20D OHLCV Swing Band: Β±7%
Deterministic 5-Pillar Attribution (52/100 Composite)
πŸ” WHY INNV SCORES 52/100 (D+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Macro Regime Fit+13/20 pts (25% of score)

FRED Regime Γ— Technicals: 60% of 52W Range β€’ RSI-14 at 45.9 (NEUTRAL RANGE)

β–² #2 Bullish Driver: Cash Engine Quality+12/20 pts (23% of score)

SEC XBRL FY 2025 (10-K): 3.1% FCF Margin ($26.6M FCF) & 18% Gross Margin

β–Ό #1 Drag / Risk Factor: Insider Conviction & Share Dilution7/20 pts (-13 pt drag)

Disciplined Float (+0.16% YoY Shares) & executive Form 4 sales trim 13 pts from alignment

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
44
Grade D$9.02+1.4% Next Q
Q2 (-2Q)
47
Grade D$9.15-0.3% Next Q
Q3 (-1Q)
49
Grade D$9.12+0.8% Next Q
Current
52
Grade D+$9.19-1.1% Hist 90D Ξ±
Trajectory: D (44) β†’ D+ (52)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

βš”οΈ Adversarial Opposing Case: What Could Spark a INNV Turnaround Squeeze

Gideon Ashmere Forensic Desk β†’

While INNV currently carries a cautious 52/100 (D+) rating due to Insider Conviction & Share Dilution (7/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

πŸš€ Contrarian Squeeze Trigger #1

Established market leader in Health Care with deep daily trading liquidity.

πŸš€ Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($9.77) and Max Pain ($9.65) forces dealer call-delta covering toward $13.27.

πŸš€ Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+0.16% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $INNVβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œINNV Beats Next Quarter EPS Consensus (Dec 28, 2026) & Holds Above 200D SMA”
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

INNV Smart-Money Thermometer: NET EXECUTIVE TRIMMING / PROFIT-TAKING

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (INNV)

No recent open-market Form 4 cluster sales or emergency dumps flagged on INNV. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring INNV)

  • βœ“Walkthrough of INNV's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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INNV // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +12.48%πŸ›‘οΈ HOLDING TREND SUPPORT
2026-11-03O $9.24H $9.24L $9.19C $9.19VOL 593.1K
RES: $11.78SUP: $8.86SMA50: $9.77SMA200: $9.10
$13.11$11.16$9.22$7.27$5.33RES $11.78SUP $8.86$9.192026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

INNV Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
8.0%/yr Implied 5Y Growth

vs. +11.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on INNV today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for INNV. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for INNV today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (INNV)

1. Head-to-Head Health Care Peer Comparison (INNV vs. USPH, OMDA, PNTG, TDOC)

Industry: Medical/Nursing Services (29 Tracked Issuers)

Across 1016 tracked Health Care securities in the Roarable RQD universe, InnovAge Holding Corp. (INNV) ranks #244 by composite RQD confidence (52/100, grade D+) and #327 by equity capitalization ($1.25B). Within this direct 5-issuer industry benchmark cohort, USPH leads on earnings valuation at 32.6x trailing P/E, while USPH leads on capital efficiency and profitability with 11.5% ROIC and 19.2% gross margin. USPH currently holds the highest overall quantitative score in the immediate peer group at 70/100 (B-) compared with INNV at 52/100 (D+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
INNV ACTIVE
InnovAge Holding Corp.
D+ 52/100 β€” 18.0% -10.2% -0.54% $1.25B Benchmark Subject
USPH
U.S. Physical Therapy Inc.
B- 70/100 32.6x 19.2% 11.5% -0.85% $1.28B /usph-vs-innv β†’
OMDA
Omada Health Inc.
D+ 53/100 β€” 65.7% -15.7% -4.68% $1.15B /omda-vs-innv β†’
PNTG
The Pennant Group Inc.
C 64/100 50.2x β€” 11.0% -1.93% $1.46B /pntg-vs-innv β†’
TDOC
Teladoc Health Inc.
D+ 55/100 β€” β€” -17.0% -2.52% $1.55B /tdoc-vs-innv β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-06-30 β€’ CIK 0001834376

In its most recent audited fiscal period (FY2025, filed 2025-06-30), InnovAge Holding Corp. (INNV) reported GAAP revenue of $853.7M (+11.8% vs. FY2024 revenue of $763.9M , and +24.1% cumulative change since FY2023) , GAAP net income of -$30.3M, operating cash flow of $32.9M, and free cash flow of $26.6M (+159.4% YoY). On the balance sheet, INNV closed FY2025 with $527.5M in total assets against $56.0M in total debt (Altman Z-Score: 4.47, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-06-30 $853.7M -$30.3M $32.9M $26.6M $527.5M $56.0M
FY2024 (FY) 2024-06-30 $763.9M -$21.3M -$36.9M -$44.8M $524.8M $59.8M
FY2023 (FY) 2023-06-30 $688.1M -$40.7M $20.2M $20.2M β€” β€”

3. INNV Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is INNV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, InnovAge Holding Corp. (NASDAQ: INNV) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 52/100 at a spot price of $9.19 (-0.54% 1D, market cap $1.25B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 13/20, and SEC Balance-Sheet Forensics 7/20. Across 1016 tracked Health Care issuers, INNV ranks #244 in composite RQD confidence.

How does INNV compare to USPH and OMDA in the Health Care sector?

Within the Health Care sector (Medical/Nursing Services), INNV carries a Roarable D+ (52/100 RQD), trailing P/E of N/A, gross margin of 18.0%, and ROIC of -10.2%. By comparison, USPH (U.S. Physical Therapy Inc.) holds a B- grade (70/100 RQD, P/E 32.6x, ROIC 11.5%, cap $1.28B) and OMDA (Omada Health Inc.) posts a D+ grade (53/100 RQD, P/E N/A, ROIC -15.7%, cap $1.15B). Among the 5-stock peer group, USPH leads on earnings multiple (32.6x) while USPH leads on capital efficiency (11.5% ROIC).

What are the biggest fundamental strengths and SEC risk factors for INNV?

Per INNV's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-06-30, CIK 0001834376), InnovAge Holding Corp. generated $853.7M in revenue (+11.8% YoY), -$30.3M in net income, and $26.6M in free cash flow against $527.5M in total assets and $56.0M in total debt. Key quantitative strengths: Established market leader in Health Care with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is INNV trading relative to its 50-day, 200-day, and 52-week technical levels?

INNV last traded at $9.19 (-0.54% on volume of 593,067 shares), positioning the stock -5.94% below its 50-day simple moving average ($9.77) and +0.99% above its 200-day simple moving average ($9.10). Across its 52-week range of $3.93 to $12.64, INNV sits at the 60.4% percentile with a 14-day RSI of 45.9 (NEUTRAL RANGE) and an implied next-earnings move of Β±7.0% ($8.55 to $9.83).

INNV Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Are INNV insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies INNV leadership and institutional positioning as: NET EXECUTIVE TRIMMING / PROFIT-TAKING.

ROARABLE RATING BRIEF β€’ RQD 52/100 (D+) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

INNV β€” InnovAge Holding Corp.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:29:59Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, INNV scores 52 out of 100 with a letter grade of D+, labeled "Roarable Sell β€” Weak Fundamentals / Trim." The five pillars are: Fundamental Cash Engine at 12/20 (ROIC of -10.2%; FCF yield of 2.11%), Whale 13F Flow at 8/20 (institutional accumulation and options positioning), Insider Conviction at 7/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 13/20 (Beta 1.0; sector sensitivity), and Forensic Balance Sheet at 12/20 (Altman Z 4.47; Piotroski F 6/9; Debt/Equity 0.22). Taken together, the lowest-scoring pillars are the ones most tied to shareholder return on capital and to insider and institutional conviction. For a prospective investor, the upside case rests on the balance sheet, which the rating treats as relatively sound, and on a 52-week range of $3.93 to $12.64 against a current price of $9.24, which shows the stock has already moved substantially in both directions. The valuation tradeoff is that the rating's weakest inputs are negative ROIC and thin cash-flow yield, meaning the market price is not currently supported by a demonstrated return on invested capital. Insider and whale signals are the other side of this tradeoff: they point to limited conviction rather than an active accumulation thesis. These are educational observations drawn from the rating components, not personalized advice.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$853.7M$-29.8M$-30.3MN/A$26.6M$83.2M$56.0M
FY 2024$763.9M$-23.2M$-21.3MN/A$-44.8M$46.1M$59.8M
FY 2023$688.1M$-49.4M$-40.7MN/A$20.2MN/AN/A

Per the SEC financials, revenue rose from $688.1M (FY 2023) to $853.7M (FY 2025), while operating and net income remained negative in each reported period. Per the market data, gross margin is 18%, operating margin is -3.5%, and net margin is -3.6%, with ROIC at -10.2%. Per the RQD rating, the Altman Z-Score is 4.47 and the Piotroski F-Score is 6/9. The balance sheet shows Debt/Equity of 0.22, with FY 2025 cash of $83.2M against debt of $56.0M.

Recent Catalysts & News Wire Analysis

Per the recent news feed, the catalysts are largely insider-transaction and market-commentary items. A Yahoo Finance report titled "Earnings To Watch: InnovAge Holding Corp (INNV) Q1 2027 -- GF Value Sees 20% Downside" flags a valuation downside view. A GuruFocus item reports that the Chief Legal Officer, Nicole Damato, sold 3,402 shares. A MarketBeat item reports that short interest declined 57.0%. A Quiver Quantitative item covers the CEO's 2026 pay. A MarketBeat item reports insider Carson Anderson and Stow Welsh sold 1,500,000 shares. Each item is flagged YELLOW. Per the Butterfly Supply-Chain Graph, there are no proprietary signals and no butterfly links.

Open Questions

  • What are the reported EPS and forward earnings figures, given that EPS is N/A across all reported periods and P/E is unavailable?
  • What are the company's customers, service mix, and revenue drivers within Medical/Nursing Services?
  • What is the cash flow trajectory behind the FY 2025 FCF of $26.6M after the FY 2024 FCF of $-44.8M?
  • What do the FY 2023 cash and debt figures show, since both are N/A in the source data?
  • What is the basis for the GuruFocus and Yahoo Finance valuation-downside commentary, and what assumptions sit behind it?

INNV Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for InnovAge Holding Corp. (INNV) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to INNV Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

INNV Bull vs. Bear Conversation Board β€” What's Your Call at $9.19?

πŸ‚ 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON INNV 🐻 50% BEARISH CONVICTION
1. Pick Your Side on INNV:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk βš–οΈ DEBATE HOST 🎯 Target: $9.98 (+8.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is INNV (D+ β€’ RQD 52/100) a Buy at $9.24?

Welcome to the INNV (InnovAge Holding Corp.) Roar Pit. Current RQD Composite is 52/100 (Roarable Sell β€” Weak Fundamentals / Trim) in Medical/Nursing Services. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $7.58 (-18.0%)
Spot @ $9.24

Pump the brakes on INNV β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on INNV, but look at what you are paying: current EV/EBITDA multiples with 18.0% gross margins. Unless InnovAge Holding Corp. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

AL AlphaFlow_Cap Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $10.72 (+16.0%)
Spot @ $9.24

INNV cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on INNV, the market is fixating on short-term headline noise in Medical/Nursing Services and ignoring the balance sheet and cash flow trajectory. At $9.24 (52-wk range $3.93 - $12.64), any beat on forward guidance forces shorts and underweight funds to chase.

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