INNOVATE Corp.· VATE

🇺🇸 US · MicroBroad USNYSE

Industrials Engineering & Construction Website

Price: $8.16
Day: +3.82%
Mkt Cap: $111.32M
52W Range: $3.75 – $21.30
Volume: 274.7K
Beta: 2.35

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 5.0 / 5 (Very Bullish), from 2 of 3 components
Institutions Q2 2026: 50 institutions hold; 36 added, 6 reduced

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INNOVATE Corp.

VATE|Industrials|Engineering & Construction

Current price: $8

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2024

0.0x

vs own 6-quarter average

Seller breadth · Q2 2024

0 sellers

vs 0.7 avg per quarter

Institutional net breadth · Q2 2026

+49

60 adding vs 11 reducing

Institutional ownership · Q2 2026

23.5%

50 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

WHITEFORT CAPITAL MANAGEMENT, LP

743.0K

-0.2%

JEFFERIES FINANCIAL GROUP INC.

700.8K

-0.2%

BLACKROCK, INC.

354.4K

+288.4%

VANGUARD CAPITAL MANAGEMENT LLC

228.7K

+1.8%

GEODE CAPITAL MANAGEMENT, LLC

128.5K

+42.6%

ARENA CAPITAL ADVISORS, LLC- CA

127.9K

-0.2%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

22 buying35 unchanged3 selling

53 funds held VATE in Q2 2026, holding 2.3M shares between them, up 9.5% on the quarter.

Largest fund holders

VANGUARD INDEX FUNDS228.0K sh

iSHARES TRUST189.6K sh

SEI INSTITUTIONAL MANAGED TRUST38.1K sh

Notable Insider Transactions, Q2 2024

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Nov 19

Voigt Paul

$99.5K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore VATE on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

VATE Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

5.0/5

Very Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

+100

Fund Flow

10% weight

+100

Overall Smart Money sentiment of 5.0/5 (Very Bullish) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for VATE

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

No Data

No recent insider signal

Most recent insider filing was Q3 2025.

Notable Recent Transactions, VATE

Top 1 highest-value insider trades from the last 8 quarters

Voigt Paul

Interim CEO

Buy

25,000 shares at $3.98

≈100.0% of their stake after buying

Nov 19, 2024$99.50K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for VATE

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

23.5% institutional ownership

Strong accumulation: 60 institutions adding vs 11 reducing positions

13F shares increased by 23.8%, a significant shift

Momentum improving from prior quarter

+49

Net breadth

60 adding vs 11 reducing

Strong accumulation

5.45

Add / reduce ratio

in Q2 2026

+19

New − closed

24 initiated, 5 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+60 growing-11 shrinkingNet: +49

New (24)

Increased (36)

Reduced (6)

Closed (5)

Top Institutional Holders, VATE

Largest 8 institutional positions by ownership percentage as of Q2 2026

WHITEFORT CAPITAL MANAGEMENT, LP

743.0K

$13.9M

Ownership

5.56%

-0.2%

JEFFERIES FINANCIAL GROUP INC.

700.8K

$13.1M

Ownership

5.24%

-0.2%

BLACKROCK, INC.

354.4K

$6.6M

Ownership

2.65%

+288.4%

VANGUARD CAPITAL MANAGEMENT LLC

228.7K

$4.3M

Ownership

1.71%

+1.8%

GEODE CAPITAL MANAGEMENT, LLC

128.5K

$2.4M

Ownership

0.96%

+42.6%

ARENA CAPITAL ADVISORS, LLC- CA

127.9K

$2.4M

Ownership

0.96%

-0.2%

PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.

109.4K

$2.0M

Ownership

0.82%

-0.2%

MARSHALL WACE, LLP

108.1K

$2.0M

Ownership

0.81%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 60 ETFs and mutual funds reporting

22 buying3 sellingNet: +19

Buying (22)

Unchanged (35)

Selling (3)

In total, funds bought 229.2K shares and sold 13.8K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q2 2026

60 ETFs and mutual funds reporting

22 funds buying vs 3 selling

Top Fund Holders, VATE

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

VANGUARD INDEX FUNDS

228.0K

Weight

0.04%

Jun 30, 2026Increased

iSHARES TRUST

189.6K

Weight

0.00%

Jun 30, 2026Increased

SEI INSTITUTIONAL MANAGED TRUST

38.1K

Weight

0.04%

Jun 30, 2026No change

RUSSELL INVESTMENT FUNDS

29.2K

Weight

0.02%

Jun 30, 2026No change

Voya VARIABLE PORTFOLIOS INC

29.1K

Weight

0.21%

Jun 30, 2026No change

GABELLI EQUITY SERIES FUNDS INC

15.5K

Weight

1.61%

Jun 30, 2026No change

FIDELITY SALEM STREET TRUST

5.5K

Weight

0.00%

Jun 30, 2026Increased

LINCOLN VARIABLE INSURANCE PRODUCTS TRUST

4.4K

Weight

0.00%

Jun 30, 2026Increased

INNOVATE Corp.· VATE

Holdings Analysis

Insider Trading Activity

1.3Transaction History131Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings54Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History131Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings54Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights