WELCH CAPITAL PARTNERS LLC/NY

Position in INNV — InnovAge Holding Corp.

CIK 1042063 HARRISON, NY

Position in INNV

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$1,608,018

-$489,266 QoQ

Shares Held

200,501

-50.4% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

WELCH CAPITAL PARTNERS LLC/NY holds $1,608,018 across 1 Medical Care Facilities name. INNV ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	INNV	InnovAge Holding Corp. This page	200,501	$1,608,018

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,608,018	200,501	-50.4%	Shares	Sole	2026-05-07
2025-12-31	$2,097,284	404,101	-9.6%	Shares	Sole	2026-02-12
2025-09-30	$2,306,442	446,985	-0.4%	Shares	Sole	2025-11-14
2025-06-30	$1,655,979	448,775	+22.6%	Shares	Sole	2025-08-14
2025-03-31	$1,090,402	365,907	+8.4%	Shares	Sole	2025-05-09
2024-12-31	$1,326,602	337,558	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,025,348	337,558	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,674,287	337,558	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,498,757	337,558	0.0%	Shares	Sole	2024-05-13
2023-12-31	$2,025,348	337,558	0.0%	Shares	Sole	2024-02-05
2023-09-30	$2,021,972	337,558	0.0%	Shares	Sole	2023-11-06
2023-06-30	$2,531,685	337,558	0.0%	Shares	Sole	2023-08-08
2023-03-31	$2,693,712	337,558	0.0%	Shares	Sole	2023-05-11
2022-12-31	$2,423,666	337,558	-0.1%	Shares	Sole	2023-02-02
2022-09-30	$1,985,958	337,748	0.0%	Shares	Sole	2022-11-08
2022-06-30	$1,479,336	337,748	-1.2%	Shares	Sole	2022-08-17
2022-03-31	$2,194,278	341,788	-37.2%	Shares	Sole	2022-05-13
2021-12-31	$2,720,765	544,153	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.