Comparable stake leader
Ascent Capital Partners LLC
SEC ownership of Innventure, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002001557.
Disclosed value leader
WE-INN LLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- INV on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Ascent Capital Partners LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Ascent Capital Partners LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002001557
- Issuer location
- Orlando, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Innventure, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Ascent Capital Partners LLC
Disclosed value leader
WE-INN LLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 6.8%
13D/G row: Ascent Capital Partners LLC
Showing 1-8 of 50 holder rows.
Quick read
Ascent Capital Partners LLC leads the comparable SEC ownership view at 6.8%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Ascent Capital Partners LLC's linked filing trail.
Comparable ownership
Top 5
Ascent Capital Partners LLC
6.8%
CastleKnight Master Fund LP
6.3%
Otworth Michael
5.5%
COMMONWEALTH ASSET MANAGEMENT LP
5.3%
WE-INN LLC
4.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Ascent Capital Partners LLC |
13D/G
|
6.8%
|
$26,765,770
5,462,402 shares
|
+$879,913 | 04 May 2026 |
| CastleKnight Master Fund LP |
13D/G
|
6.3%
|
$18,346,802
4,442,325 shares
|
+$5,599,904 | 31 Dec 2025 |
| Otworth Michael |
13D/G
3/4/5
Executive Chairman, Director
|
5.5%
|
$14,243,646
2,942,902 shares
|
$0 | 24 Apr 2025 |
| COMMONWEALTH ASSET MANAGEMENT LP |
13D/G
Fisher Adam
|
5.3%
|
$18,034,632
4,366,739 shares
|
$0 | 17 Feb 2026 |
| WE-INN LLC |
3/4/5
13D/G
10%+ Owner
|
4.2%
from 13D/G
|
$28,713,129
6,135,284 shares
|
-$11,924,523 | 17 Dec 2025 |
| John Stewart Scott |
3/4/5
Chief Strategy Officer
|
2.3%
|
$5,081,994
1,814,998 shares
|
-$2,322,187 | 26 Feb 2026 |
| Donnally James O |
3/4/5
Director
|
2.1%
|
$6,465,520
1,653,586 shares
|
+$93,976 | 30 Jun 2026 |
| Roland Austrup |
3/4/5
Chief Growth Officer
|
1.1%
|
$4,349,501
868,164 shares
|
+$24,549 | 01 Dec 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$19,532,433.
Buys
$244,245
Insiders: 5
Sells
$19,776,678
Insiders: 3
Net
-$19,532,433
Shares: -4,518,375
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 58,786
Shares: 4,577,161
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 585,131 | $0 | $3,228,397 | -$3,228,397 |
| 6-9 | 58,786 | 2,822,146 | $244,245 | $12,958,200 | -$12,713,955 |
| 9-12 | 0 | 1,169,884 | $0 | $3,590,081 | -$3,590,081 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to Innventure, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
WE-INN LLC
Net 12M change
-$19,532,432
Latest report
30 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| WE-INN LLC | 10%+ Owner | $28,713,129 | -$11,924,523 | -29% | Filing P/S | 17 Dec 2025 |
| Otworth Michael | Executive Chairman, Director | $13,880,840 | +$60,720 | +0.44% | Mixed | 17 Apr 2026 |
| Donnally James O | Director | $6,465,520 | +$93,976 | +1.5% | Mixed | 30 Jun 2026 |
| John Stewart Scott | Chief Strategy Officer | $5,081,994 | -$2,322,187 | -31% | Mixed | 26 Feb 2026 |
| Roland Austrup | Chief Growth Officer | $4,349,501 | +$24,549 | +0.57% | Filing P/S | 01 Dec 2025 |
| Gregory W. Haskell | Chief Executive Officer, Director | $3,635,529 | +$51,400 | +1.4% | Mixed | 17 Apr 2026 |
| Suzanne Niemeyer | Director | $2,471,984 | +$13,600 | +0.55% | Mixed | 16 Jun 2026 |
| David Yablunosky | CFO and CAO, Director | $2,264,395 | Mixed | 17 Apr 2026 | ||
| Daniel J. Hennessy | Director | $1,006,616 | -$5,529,967 | -85% | Filing P/S | 20 Apr 2026 |
| Bruce Brown | Director | $300,698 | Mixed | 30 Jun 2026 | ||
| Elizabeth Suzanne Williams | Director | $209,505 | Mixed | 30 Jun 2026 | ||
| Michael Amalfitano | Director | $187,363 | Mixed | 17 Jun 2026 | ||
| John D. Hewitt | Director | $81,320 | Mixed | 17 Jun 2026 | ||
| Catriona M. Fallon | Director | $71,306 | Mixed | 17 Jun 2026 |
Recent insider transactions for Innventure, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Bruce Brown | INV | Common Stock | Award | 10.1% | 7,083 | 76,905 | 30 Jun 2026 | Direct | ||
| Donnally James O | INV | Common Stock | Gift | 0.33% | 5,425 | 1,635,349 | 30 Jun 2026 | See footnote | ||
| Donnally James O | INV | Common Stock | Gift | -22.9% | -5,425 | 18,237 | 30 Jun 2026 | Direct | ||
| Donnally James O | INV | Common Stock | Award | 29.8% | 5,425 | 23,662 | 30 Jun 2026 | Direct | ||
| Elizabeth Suzanne Williams | INV | Common Stock | Award | 4.82% | 2,466 | 53,582 | 30 Jun 2026 | Direct | ||
| Michael Amalfitano | INV | Common Stock | Award | 61.4% | 18,237 | 47,919 | 17 Jun 2026 | Direct | ||
| Bruce Brown | INV | Common Stock | Award | 35.4% | 18,237 | 69,822 | 17 Jun 2026 | Direct | ||
| John D. Hewitt | INV | Common Stock | Award | 712.1% | 18,237 | 20,798 | 17 Jun 2026 | Direct | ||
| Elizabeth Suzanne Williams | INV | Common Stock | Award | 55.5% | 18,237 | 51,116 | 17 Jun 2026 | Direct | ||
| Donnally James O | INV | Common Stock | Gift | 1.39% | 22,305 | 1,629,924 | 17 Jun 2026 | See footnote | ||
| Donnally James O | INV | Common Stock | Gift | -55% | -22,305 | 18,237 | 17 Jun 2026 | Direct | ||
| Donnally James O | INV | Common Stock | Award | 81.8% | 18,237 | 40,542 | 17 Jun 2026 | Direct | ||
| Catriona M. Fallon | INV | Common Stock | Award | 18,237 | 18,237 | 17 Jun 2026 | Direct | |||
| Suzanne Niemeyer | INV | Common Stock | Tax liability | -4.14% | -27,276 | 632,221 | 16 Jun 2026 | Direct | ||
| John D. Hewitt | INV | Common Stock | Award | 2,561 | 2,561 | 08 May 2026 | Direct | |||
| Daniel J. Hennessy | INV | Common Stock | Sale | -76.2% | $3,213,407 | $5.52 | -582,139 | 182,358 | 20 Apr 2026 | Direct |
| Gregory W. Haskell | INV | Common Stock | Award | 5.26% | 46,460 | 929,803 | 17 Apr 2026 | Direct | ||
| Donnally James O | INV | Common Stock | Award | 2.36% | 108,697 | 4,708,121 | 17 Apr 2026 | See footnote | ||
| David Yablunosky | INV | Common Stock | Award | 0.23% | 1,236 | 543,994 | 17 Apr 2026 | Direct | ||
| Michael Otworth | INV | Common Stock | Award | 4.56% | 154,829 | 3,550,087 | 17 Apr 2026 | Direct | ||
| Daniel J. Hennessy | INV | Common Stock | Sale | -0.39% | $14,990 | $5.01 | -2,992 | 764,497 | 14 Apr 2026 | Direct |
| David Yablunosky | INV | Common Stock | Award | 28.8% | 121,228 | 542,758 | 02 Apr 2026 | Direct | ||
| David Yablunosky | INV | Nonqualified Stock Option (right to buy) | Award | 85,795 | 85,795 | 02 Apr 2026 | Direct | |||
| Suzanne Niemeyer | INV | Common Stock | Award | 22.5% | 121,228 | 659,497 | 02 Apr 2026 | Direct | ||
| Suzanne Niemeyer | INV | Nonqualified Stock Option (right to buy) | Award | 85,795 | 85,795 | 02 Apr 2026 | Direct | |||
| Gregory W. Haskell | INV | Common Stock | Award | 15.9% | 121,228 | 883,343 | 02 Apr 2026 | Direct | ||
| Gregory W. Haskell | INV | Nonqualified Stock Option (right to buy) | Award | 228,787 | 228,787 | 02 Apr 2026 | Direct | |||
| Michael Otworth | INV | Common Stock | Award | 3.7% | 121,228 | 3,395,258 | 02 Apr 2026 | Direct | ||
| Michael Otworth | INV | Nonqualified Stock Option (right to buy) | Award | 85,795 | 85,795 | 02 Apr 2026 | Direct | |||
| Donnally James O | INV | Common Stock | Award | 46% | 7,033 | 22,305 | 31 Mar 2026 | Direct | ||
| Bruce Brown | INV | Common Stock | Award | 21% | 8,951 | 51,585 | 31 Mar 2026 | Direct | ||
| Daniel J. Hennessy | INV | Common Stock | Award | 0.84% | 6,394 | 767,489 | 31 Mar 2026 | Direct | ||
| Elizabeth Suzanne Williams | INV | Common Stock | Award | 10.8% | 3,197 | 32,879 | 31 Mar 2026 | Direct | ||
| John Stewart Scott | INV | Common Stock | Tax liability | -7.64% | -150,053 | 1,814,998 | 26 Feb 2026 | Direct | ||
| Michael Otworth | INV | Common Stock | Tax liability | -6.26% | -218,577 | 3,274,030 | 26 Feb 2026 | Direct | ||
| Bruce Brown | INV | Common Stock | Award | 23.8% | 8,202 | 42,634 | 20 Feb 2026 | Direct | ||
| Donnally James O | INV | Common Stock | Award | 47.5% | 7,180 | 22,305 | 17 Feb 2026 | Direct | ||
| We Inn Llc | INV | Common Stock | Sale | -3.95% | $1,181,709 | $4.68 | -252,502 | 6,135,284 | 18 Dec 2025 | Direct |
| We Inn Llc | INV | Common Stock | Sale | -2.81% | $898,016 | $4.86 | -184,777 | 6,387,786 | 17 Dec 2025 | Direct |
| Daniel J. Hennessy | INV | Common Stock | Sale | -6.84% | $289,810 | $5.19 | -55,840 | 761,095 | 04 Dec 2025 | Direct |
| We Inn Llc | INV | Common Stock | Sale | -2.56% | $821,524 | $4.76 | -172,589 | 6,572,561 | 03 Dec 2025 | Direct |
| We Inn Llc | INV | Common Stock | Sale | -1.72% | $583,610 | $4.95 | -117,901 | 6,745,150 | 02 Dec 2025 | Direct |
| Michael Otworth | INV | Common Stock | Purchase | 0.34% | $60,720 | $5.06 | 12,000 | 3,492,607 | 02 Dec 2025 | Direct |
| Daniel J. Hennessy | INV | Common Stock | Sale | -1.02% | $42,334 | $5.01 | -8,450 | 816,935 | 02 Dec 2025 | Direct |
| We Inn Llc | INV | Common Stock | Sale | -5.86% | $2,183,508 | $5.11 | -427,301 | 6,863,051 | 01 Dec 2025 | Direct |
| Roland Austrup | INV | Common Stock | Purchase | 0.57% | $24,549 | $5.01 | 4,900 | 868,164 | 01 Dec 2025 | Direct |
| Daniel J. Hennessy | INV | Common Stock | Sale | -9.04% | $420,624 | $5.13 | -81,993 | 825,385 | 01 Dec 2025 | Direct |
| Gregory W. Haskell | INV | Common Stock | Purchase | 1.33% | $51,400 | $5.14 | 10,000 | 762,115 | 26 Nov 2025 | Direct |
| John Stewart Scott | INV | Common Stock | Sale | -18.7% | $2,322,187 | $5.13 | -452,668 | 1,965,051 | 26 Nov 2025 | Direct |
| Daniel J. Hennessy | INV | Common Stock | Sale | -22.7% | $1,414,409 | $5.31 | -266,367 | 907,378 | 25 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.