InnovateVATE

13F holders, Q1 2026 (March 31)
30holders +2
2new positions
2sold out
2famous investors
$5.68avg. 13F price*

At the end of Q1 2026, 30 institutions reported holding Innovate Corp. (VATE) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Whitefort Capital Management, LP ($4.2M), Jefferies Financial Group Inc. ($4.0M) and Vanguard Capital Management LLC ($1.3M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$181
Exits2$121K

All 13F filers, Q4 2025 → Q1 2026: 5,808 shares bought and 92,183 shares sold, net −86,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Whitefort Capital Management, LP 1.33% No change 743,000 $4.2M
Jefferies Financial Group Inc. 0.05% No change 700,802 $4.0M
Vanguard Capital Management LLC 0.00% — 224,156 $1.3M
Arena Capital Advisors, LLC- CA 3.40% No change 127,934 $727K
Prescott Group Capital Management, L.L.C. 0.06% Reduce -2.4% 109,448 $622K
BlackRock, Inc. 0.00% Add +3.4% 91,048 $517K
Geode Capital Management, LLC 0.00% Reduce -0.6% 89,936 $511K
ARS Investment Partners, LLC 0.02% Reduce -40.2% 61,246 $348K
State Street Corp. 0.00% No change 47,764 $271K
Citadel Advisors 0.00% Reduce -20.3% 36,129 $205K
Tudor Investment Corporation 0.00% No change 32,787 $186K
Vanguard Fiduciary Trust Co. 0.00% — 32,650 $185K
Bridgeway Capital Management, LLC 0.00% No change 25,000 $142K
Gabelli Funds LLC 0.00% Reduce -4.8% 18,000 $102K
Bank of America Corp. 0.00% Reduce -8.1% 16,134 $92K
Northern Trust Corp. 0.00% No change 12,662 $72K
Susquehanna International Group, LLP 0.00% Reduce -22.4% 10,876 $62K
UBS Group AG 0.00% Add +0.8% 7,830 $44K
Vanguard Global Advisers, LLC 0.00% — 5,691 $32K
Morgan Stanley 0.00% Add +672.8% 3,153 $18K
Royal Bank of Canada 0.00% Reduce -14.0% 1,876 $11K
Cwm, LLC 0.00% No change 920 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -8.4% 663 $4K
Osaic Holdings, Inc. 0.00% No change 150 $852
BNP Paribas Financial Markets 0.00% Add +1.4% 145 $824
JPMorgan Chase & Co. 0.00% No change 84 $462
Caitong International Asset Management Co., Ltd 0.00% New 31 $176
SBI Securities Co., Ltd. 0.00% Reduce -99.9% 8 $45
Barclays PLC 0.00% No change 1 $6
Rhumbline Advisers 0.00% New 1 $5

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