InnovateVATE
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 31 institutions reported holding Innovate Corp. (VATE) in their 13F filings, down 2 from Q1 2025. 3 opened new positions and 5 sold out. The largest holders were Whitefort Capital Management, LP ($3.8M), Jefferies Financial Group Inc. ($3.6M) and Vanguard Group Inc. ($2.0M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovate Corp.
- CUSIP
- 45784J303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $179K |
| Exits | 5 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 183,076 shares bought and 188,513 shares sold, net −5,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Whitefort Capital Management, LP | 1.60% | No change | 743,000 | $3.8M |
| Jefferies Financial Group Inc. | 0.06% | No change | 700,802 | $3.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.5% | 394,681 | $2.0M |
| Prescott Group Capital Management, L.L.C. | 0.08% | Add +157.3% | 135,885 | $700K |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 132,303 | $682K |
| BlackRock, Inc. | 0.00% | Add +18.9% | 89,426 | $461K |
| UBS Group AG | 0.00% | Add +114.5% | 61,647 | $317K |
| ARS Investment Partners, LLC | 0.02% | Reduce -35.2% | 55,207 | $284K |
| State Street Corp. | 0.00% | No change | 47,764 | $246K |
| Tudor Investment Corporation | 0.00% | No change | 32,787 | $169K |
| Morgan Stanley | 0.00% | Add +40.4% | 30,715 | $158K |
| Northern Trust Corp. | 0.00% | No change | 26,668 | $137K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 25,000 | $129K |
| Citadel Advisors | 0.00% | New | 23,531 | $121K |
| Gsa Capital Partners LLP | 0.01% | Add +61.9% | 22,572 | $116K |
| Gabelli Funds LLC | 0.00% | Add +2.7% | 19,000 | $98K |
| MSH Capital Advisors LLC | 0.03% | No change | 16,943 | $87K |
| Bank of America Corp. | 0.00% | Add +0.5% | 16,726 | $86K |
| Stratos Wealth Advisors, LLC | 0.00% | No change | 15,500 | $80K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -30.8% | 11,199 | $58K |
| Royal Bank of Canada | 0.00% | New | 11,100 | $57K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.1% | 6,008 | $31K |
| Cwm, LLC | 0.00% | No change | 920 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.7% | 262 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 184 | $948 |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 150 | $772 |
| BNP Paribas Financial Markets | 0.00% | No change | 93 | $479 |
| Raymond James Financial Inc. | 0.00% | New | 78 | $402 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $10 |
| Barclays PLC | 0.00% | No change | 1 | $5 |
| 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.