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VATE

VATE — Institutional Holders Breakdown

Innovate CORP

+$2.4M

Net Activity

Institutions Holding

30

Popularity Rank

#7279

Avg Weight

0.06%

Total Value

$13.6M

Ownership Trend

30 institutions currently hold VATE, with 6 net buyers and 12 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

12

Net Buying Institutions

6

Key Holders

Key Holders

Top 5 by Value

WC
Whitefort Capital Management, LP
$4.2M
JF
Jefferies Financial Group Inc.
$4.0M
VC
Vanguard Capital Management LLC
$1.3M
AC
Arena Capital Advisors, LLC- CA
$726.7K
PG
Prescott Group Capital Management, L.L.C.
$621.7K

Top 5 by Conviction

WC
Whitefort Capital Management, LP
1.24%
AC
Arena Capital Advisors, LLC- CA
0.36%
PG
Prescott Group Capital Management, L.L.C.
0.06%
JF
Jefferies Financial Group Inc.
0.03%
AI
ARS Investment Partners, LLC
0.02%
View all 30 holding institutions

Across its top 20 institutional holders, VATE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$580.5K

Total Buy Value

$2.0M

Total Sell Value

New buy2
Trim10
Add4
Sold out2

6

Net Buyers

12

Net Sellers

Smart Money Convergence

VATE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-08
2026-07-08

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

45784J303

FAQ

Who are the top institutional investors holding INNOVATE CORP (VATE)?
Major stakeholders currently include Whitefort Capital Management, LP ($4.2M), Jefferies Financial Group Inc. ($4.0M), Vanguard Capital Management LLC ($1.3M). Based on the latest 13F filings, there are a total of 30 tracked investment funds and institutions maintaining positions in VATE.
What is the overall institutional sentiment toward VATE recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.4M, driven by 6 managers accumulating shares while 12 reduced their exposure.
Which institutions have been selling or reducing their VATE positions?
In the latest period, 10 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $2.0M.
Are there any notable investors adding VATE to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $580.5K.

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