InnovateVATE
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 31 institutions reported holding Innovate Corp. (VATE) in their 13F filings, unchanged from Q2 2025. 3 opened new positions and 2 sold out. The largest holders were Whitefort Capital Management, LP ($3.6M), Jefferies Financial Group Inc. ($3.4M) and Vanguard Group Inc. ($1.6M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $683K |
| Exits | 2 | $58K |
All 13F filers, Q2 2025 → Q3 2025: 157,532 shares bought and 238,111 shares sold, net −80,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Whitefort Capital Management, LP | 1.26% | No change | 743,000 | $3.6M |
| Jefferies Financial Group Inc. | 0.03% | No change | 700,802 | $3.4M |
| Vanguard Group Inc. | 0.00% | Reduce -19.6% | 317,377 | $1.6M |
| Arena Capital Advisors, LLC- CA | 1.33% | New | 127,934 | $626K |
| Prescott Group Capital Management, L.L.C. | 0.06% | Reduce -17.5% | 112,100 | $548K |
| Geode Capital Management, LLC | 0.00% | Reduce -31.6% | 90,487 | $443K |
| BlackRock, Inc. | 0.00% | Add +0.5% | 89,872 | $439K |
| State Street Corp. | 0.00% | No change | 47,764 | $234K |
| ARS Investment Partners, LLC | 0.01% | Reduce -16.4% | 46,166 | $226K |
| Citadel Advisors | 0.00% | Add +60.2% | 37,694 | $184K |
| Tudor Investment Corporation | 0.00% | No change | 32,787 | $160K |
| UBS Group AG | 0.00% | Reduce -58.2% | 25,744 | $126K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 25,000 | $122K |
| Bank of America Corp. | 0.00% | Add +13.4% | 18,962 | $93K |
| Gabelli Funds LLC | 0.00% | Reduce -10.5% | 17,000 | $83K |
| MSH Capital Advisors LLC | 0.02% | No change | 16,943 | $83K |
| Northern Trust Corp. | 0.00% | Reduce -37.3% | 16,730 | $82K |
| Gsa Capital Partners LLP | 0.01% | Reduce -29.9% | 15,821 | $77K |
| Stratos Wealth Advisors, LLC | 0.00% | No change | 15,500 | $76K |
| Squarepoint Ops LLC | 0.00% | New | 11,821 | $58K |
| Royal Bank of Canada | 0.00% | No change | 11,100 | $54K |
| Morgan Stanley | 0.00% | Reduce -66.1% | 10,419 | $51K |
| SBI Securities Co., Ltd. | 0.00% | No change | 6,008 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +269.5% | 968 | $5K |
| Cwm, LLC | 0.00% | No change | 920 | $4K |
| JPMorgan Chase & Co. | 0.00% | No change | 184 | $900 |
| Barclays PLC | 0.00% | Add +17300.0% | 174 | $851 |
| Osaic Holdings, Inc. | 0.00% | No change | 150 | $811 |
| BNP Paribas Financial Markets | 0.00% | Add +53.8% | 143 | $699 |
| Advisory Services Network, LLC | 0.00% | New | 3 | $15 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $9 |
"% of holder's portfolio" is VATE's weight in each manager's 13F, not the share of Innovate Corp. the manager owns.