InnovateVATE

13F holders, Q4 2025 (December 31)
28holders −3
2new positions
5sold out
2famous investors
$4.52avg. 13F price*

At the end of Q4 2025, 28 institutions reported holding Innovate Corp. (VATE) in their 13F filings, down 3 from Q3 2025. 2 opened new positions and 5 sold out. The largest holders were Whitefort Capital Management, LP ($3.4M), Jefferies Financial Group Inc. ($3.2M) and Vanguard Group Inc. ($1.2M). 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

01020304050 Q2 2024: 2Q2 2024Q3 2024: 34Q3 2024Q4 2024: 30Q4 2024Q1 2025: 33Q1 2025Q2 2025: 31Q2 2025Q3 2025: 31Q3 2025Q4 2025: 28Q4 2025Q1 2026: 30Q1 2026Q2 2026: 49Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$114K
Exits5$218K

All 13F filers, Q3 2025 → Q4 2025: 91,106 shares bought and 144,181 shares sold, net −53,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

Whitefort Capital Management, LP 1.06% No change 743,000 $3.4M
Jefferies Financial Group Inc. 0.03% No change 700,802 $3.2M
Vanguard Group Inc. 0.00% Reduce -17.3% 262,497 $1.2M
Arena Capital Advisors, LLC- CA 4.04% No change 127,934 $578K
Prescott Group Capital Management, L.L.C. 0.05% No change 112,100 $507K
ARS Investment Partners, LLC 0.03% Add +121.9% 102,442 $463K
Geode Capital Management, LLC 0.00% Reduce -0.0% 90,460 $409K
BlackRock, Inc. 0.00% Reduce -2.0% 88,077 $398K
State Street Corp. 0.00% No change 47,764 $216K
Citadel Advisors 0.00% Add +20.3% 45,336 $205K
Tudor Investment Corporation 0.00% No change 32,787 $148K
Bridgeway Capital Management, LLC 0.00% No change 25,000 $113K
Gabelli Funds LLC 0.00% Add +11.2% 18,900 $85K
Bank of America Corp. 0.00% Reduce -7.4% 17,559 $79K
Stratos Wealth Advisors, LLC 0.00% No change 15,500 $70K
Susquehanna International Group, LLP 0.00% New 14,007 $63K
Northern Trust Corp. 0.00% Reduce -24.3% 12,662 $57K
Jane Street Group, LLC 0.00% New 11,281 $51K
UBS Group AG 0.00% Reduce -69.8% 7,772 $35K
SBI Securities Co., Ltd. 0.00% No change 6,008 $27K
Royal Bank of Canada 0.00% Reduce -80.3% 2,182 $10K
Cwm, LLC 0.00% No change 920 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -25.2% 724 $3K
Morgan Stanley 0.00% Reduce -96.1% 408 $2K
Osaic Holdings, Inc. 0.00% No change 150 $678
BNP Paribas Financial Markets 0.00% No change 143 $646
JPMorgan Chase & Co. 0.00% Reduce -54.4% 84 $380
Barclays PLC 0.00% Reduce -99.4% 1 $5

"% of holder's portfolio" is VATE's weight in each manager's 13F, not the share of Innovate Corp. the manager owns.