InnovateVATE
13F holders, Q1 2025 (March 31)33holders +3
8new positions
5sold out
1famous investor
$7.74avg. 13F price*
At the end of Q1 2025, 33 institutions reported holding Innovate Corp. (VATE) in their 13F filings, up 3 from Q4 2024. 8 opened new positions and 5 sold out. The largest holders were Whitefort Capital Management, LP ($5.8M), Jefferies Financial Group Inc. ($5.5M) and Vanguard Group Inc. ($3.1M). One famous investor held it Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Innovate Corp.
- CUSIP
- 45784J303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 5 | $2.2M |
All 13F filers, Q4 2024 → Q1 2025: 734,470 shares bought and 490,412 shares sold, net +244,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Whitefort Capital Management, LP | 3.14% | Add +132.1% | 743,000 | $5.8M |
| Jefferies Financial Group Inc. | 0.10% | No change | 700,802 | $5.5M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 400,594 | $3.1M |
| Geode Capital Management, LLC | 0.00% | Add +6.9% | 132,166 | $1.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 75,225 | $589K |
| Susquehanna International Group, LLP | 0.00% | New | 60,898 | $477K |
| ARS Investment Partners, LLC | 0.04% | No change | 85,170 | $421K |
| Prescott Group Capital Management, L.L.C. | 0.06% | New | 52,808 | $413K |
| State Street Corp. | 0.00% | Add +135.9% | 47,764 | $374K |
| FNY Investment Advisers, LLC | 0.16% | Reduce -47.6% | 33,100 | $259K |
| Tudor Investment Corporation | 0.00% | No change | 32,787 | $257K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 32,300 | $253K |
| UBS Group AG | 0.00% | Add +497.0% | 28,739 | $225K |
| Northern Trust Corp. | 0.00% | Add +35.9% | 26,668 | $209K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -44.4% | 25,000 | $196K |
| Morgan Stanley | 0.00% | Add +1682.1% | 21,884 | $171K |
| Clear Harbor Asset Management, LLC | 0.01% | New | 18,850 | $148K |
| Gabelli Funds LLC | 0.00% | Reduce -5.1% | 18,500 | $145K |
| MSH Capital Advisors LLC | 0.04% | Add +14.1% | 16,943 | $133K |
| Bank of America Corp. | 0.00% | Add +2862.6% | 16,650 | $130K |
| Dimensional Fund Advisors LP | 0.00% | New | 16,178 | $127K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 15,500 | $121K |
| Gsa Capital Partners LLP | 0.01% | New | 13,943 | $109K |
| SBI Securities Co., Ltd. | 0.00% | New | 6,000 | $47K |
| State of Wyoming | 0.00% | New | 2,068 | $16K |
| Cwm, LLC | 0.00% | No change | 920 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +316.0% | 703 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.4% | 184 | $1K |
| Osaic Holdings, Inc. | 0.00% | Add +51.0% | 151 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.7% | 93 | $728 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $9 |
| Barclays PLC | 0.00% | No change | 1 | $8 |
| PrairieView Partners, LLC | 0.00% | No change | 100 | $0 |
"% of holder's portfolio" is VATE's weight in each manager's 13F, not the share of Innovate Corp. the manager owns.