Innovage Holding CORP. (INNV) — SEC Filings

Overview

Innovage Holding CORP. (INNV) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 4, 2025: InnovAge Holding Corp. (INNV) reported a significant turnaround in its financial performance for the three months ended September 30, 2025, achieving a net income of $7.669 million, a substantial improvement from a net loss of $5.710 million in the prior-year period. This positive shift was primaril

Sentiment Summary

Across 19 filings, the sentiment breakdown is: 1 bullish, 18 neutral. The dominant filing sentiment for Innovage Holding CORP. is neutral.

Filing Type Overview

Innovage Holding CORP. (INNV) has filed 9 8-K, 6 10-Q, 2 DEF 14A, 1 SC 13G/A, 1 10-K with the SEC between Feb 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (19)

• 8-K Filing — 8-K · Dec 4, 2025
• InnovAge Swings to Profit on Strong Capitation Revenue Growth — 10-Q · Nov 4, 2025 Risk: medium
  InnovAge Holding Corp. (INNV) reported a significant turnaround in its financial performance for the three months ended September 30, 2025, achieving a net inco
• InnovAge Sets Dec. 4 Virtual Shareholder Meeting to Elect Directors, Ratify Auditor — DEF 14A · Oct 23, 2025 Risk: low
  InnovAge Holding Corp. (INNV) is holding its Annual Meeting of Stockholders virtually on December 4, 2025, at 9:00 a.m. Eastern Time. Stockholders of record as
• InnovAge Holding Corp. Reports Board and Executive Compensation Changes — 8-K · Oct 23, 2025 Risk: medium
  InnovAge Holding Corp. announced on October 17, 2025, changes in its board of directors and executive compensation arrangements. The filing details the departur
• InnovAge Holding Corp. Files 8-K on Financials — 8-K · Sep 9, 2025 Risk: low
  InnovAge Holding Corp. filed an 8-K on September 9, 2025, reporting on its results of operations and financial condition, as well as financial statements and ex
• InnovAge Holding Corp. Files Current Report — 8-K · Aug 11, 2025 Risk: low
  InnovAge Holding Corp. filed an 8-K on August 8, 2025, reporting its current status. The filing confirms the company's principal executive offices are located a
• InnovAge Holding Corp. Files Q3 2025 10-Q — 10-Q · May 6, 2025 Risk: medium
  InnovAge Holding Corp. filed its 10-Q for the period ending March 31, 2025. The company reported financial results for the third quarter and the first nine mont
• InnovAge Holding Corp. Files Q2 2025 10-Q — 10-Q · Feb 4, 2025 Risk: medium
  InnovAge Holding Corp. filed its 10-Q for the period ending December 31, 2024. The company reported financial results for its second fiscal quarter of 2025. Key
• InnovAge Holding Corp. Reports on Shareholder Votes — 8-K · Dec 6, 2024 Risk: low
  InnovAge Holding Corp. filed an 8-K on December 6, 2024, reporting on matters submitted to a vote of security holders on December 5, 2024. The filing details th
• SC 13G/A Filing — SC 13G/A · Nov 13, 2024
• InnovAge Holding Corp. Files Q1 2025 10-Q — 10-Q · Nov 5, 2024 Risk: medium
  InnovAge Holding Corp. filed its 10-Q for the period ending September 30, 2024. The company reported financial results for its first fiscal quarter of 2025. Spe
• InnovAge Holding Corp. Reports Director and Officer Changes — 8-K · Nov 4, 2024 Risk: medium
  InnovAge Holding Corp. announced on October 30, 2024, changes in its board of directors and executive compensation. The company filed an 8-K report detailing th
• InnovAge Holding Corp. Files Definitive Proxy Statement — DEF 14A · Oct 25, 2024 Risk: low
  InnovAge Holding Corp. filed a Definitive Proxy Statement (DEF 14A) on October 25, 2024, for its fiscal year ending June 30, 2024. The filing, which does not re
• InnovAge Holding Corp. Files 8-K — 8-K · Sep 26, 2024 Risk: low
  InnovAge Holding Corp. filed an 8-K on September 26, 2024, reporting an event under "Other Events." The filing does not contain specific details about the event
• InnovAge Holding Corp. Files 2024 10-K — 10-K · Sep 10, 2024 Risk: medium
  InnovAge Holding Corp. filed its 2024 10-K report for the fiscal year ending June 30, 2024. The company, formerly TCO Group Holdings, Inc., is based in Denver,
• InnovAge Holding Corp. Files 8-K — 8-K · Jun 10, 2024 Risk: low
  InnovAge Holding Corp. filed an 8-K on June 10, 2024, to report other events and financial statements. The filing does not contain specific details about the na
• InnovAge Holding Corp. Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 7, 2024 Risk: low
  InnovAge Holding Corp. (INNV) filed a Quarterly Report (10-Q) with the SEC on May 7, 2024. InnovAge Holding Corp. filed its 10-Q report for the period ending Ma
• InnovAge Files 8-K for Regulation FD Disclosure and Exhibits — 8-K · Feb 27, 2024 Risk: low
  InnovAge Holding Corp. filed an 8-K on February 27, 2024, to disclose information under Regulation FD and to include Financial Statements and Exhibits. The fili
• InnovAge Holding Corp. Files 10-Q for Period Ending December 31, 2023 — 10-Q · Feb 6, 2024 Risk:
  InnovAge Holding Corp. (INNV) filed a Quarterly Report (10-Q) with the SEC on February 6, 2024. InnovAge Holding Corp. filed its 10-Q report for the period endi

Risk Profile

Risk Assessment: Of INNV's 16 recent filings, 0 were flagged as high-risk, 7 as medium-risk, and 9 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Innovage Holding CORP.'s most recent 10-Q filing (Nov 4, 2025):

• Revenue: $236.105M
• Net Income: $7.669M
• EPS: $0.06
• Debt-to-Equity: 0.94
• Cash Position: $67.146M
• Operating Margin: 3.51%
• Total Assets: $510.234M
• Total Debt: $62.467M

Key Executives

• James G. Carlson
• Teresa Sparks
• Richard Zoretic
• Nicole D'Amato

Industry Context

InnovAge operates within the Program of All-Inclusive Care for the Elderly (PACE) market, a niche but growing segment of the healthcare industry focused on providing comprehensive care for seniors needing nursing home levels of care. The company's scale as the largest provider offers a competitive advantage. Key industry trends include increasing demand for home-based and community-based care solutions for aging populations and evolving government reimbursement policies.

Top Tags

10-Q (5) · governance (3) · 8-K (3) · financials (3) · healthcare (3) · Healthcare Services (2) · SEC Filing (2) · management-change (2) · sec-filing (2) · corporate-filing (2)

Key Numbers

• Net Income: $7.669M — Swung from a $5.710M net loss in Q3 2024 to a profit in Q3 2025.
• Capitation Revenue: $235.751M — Increased by 15.1% from $204.800M in Q3 2024.
• Total Revenues: $236.105M — Increased from $205.142M in Q3 2024.
• Operating Income: $8.289M — Reversed an operating loss of $4.896M in Q3 2024.
• Cash and Cash Equivalents: $67.146M — Increased from $64.129M at June 30, 2025.
• PACE Participants: 7,890 — InnovAge served as of September 30, 2025, making it the largest PACE provider.
• Net income per share - basic: $0.06 — Improved from a loss of $0.04 per share in Q3 2024.
• Retained Deficit: $93.028M — Reduced from $101.047M at June 30, 2025.
• Shares of common stock outstanding: 135,681,431 — As of the record date, October 14, 2025, determining voting power.
• Number of Class II director nominees: 3 — James G. Carlson, Teresa Sparks, and Richard Zoretic are up for election until 2028.
• Total number of directors on the Board: 9 — The Board is composed of nine directors across three classes.
• Expiration year for Class II director terms: 2028 — The elected Class II directors will serve until the Annual Meeting in 2028.
• Fiscal year for auditor ratification: 2026 — Deloitte & Touche LLP is proposed as the independent auditor for the fiscal year ending June 30, 2026.
• SEC File Number: 001-40159 — Identifies the company's filing history with the SEC.
• IRS Employer Identification No.: 81-0710819 — Company's tax identification number.

Frequently Asked Questions