Innovate
VATE on NYSE. Market value $101m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 49 funds in all.
Largest holders overall
- Whitefort Capital Management, LP$14m
- Jefferies Financial Group$13m
- BlackRock$7mAdded
- Vanguard Capital Management$4mAdded
- Geode Capital Management$2mAdded
- Arena Capital Advisors, LLC- CA$2m
- Prescott Group Capital Management, L.L.C.$2m
- Marshall Wace, LLP$2mNew
- Bank of America$2mAdded
- State Street$2mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- Avram GlazerInsider or founderat least 51.5%(filed with 5 related holders)Since 16 December 2024
What they said
Item 4 of the Schedule 13D is hereby amended to incorporate by reference the information set forth in Item 3.
Read the filing - Whitefort Capital Management, LPPassive investorat least 7.8%+0.2 pts(filed with 2 related holders)Since 30 September 2025
- Voigt PaulInsider or founderat least 7.4%(filed with 2 related holders)Since 6 August 2025
What they said
The shares and options described in Item 3(a) above were acquired by Mr. Voigt in connection with, and as compensation for, his service as an executive officer of the Issuer. The shares described in Item 3(b) above were acquired by the applicable Reporting Person for investment…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
Avram Glazer Insider or founder | at least 51.5% (filed with 5 related holders) | 16 December 2024 | What they saidItem 4 of the Schedule 13D is hereby amended to incorporate by reference the information set forth in Item 3. Read the filing |
Whitefort Capital Management, LP Passive investor | at least 7.8%+0.2 pts (filed with 2 related holders) | 30 September 2025 | |
Voigt Paul Insider or founder | at least 7.4% (filed with 2 related holders) | 6 August 2025 | What they saidThe shares and options described in Item 3(a) above were acquired by Mr. Voigt in connection with, and as compensation for, his service as an executive officer of the Issuer. The shares described in Item 3(b) above were acquired by the applicable Reporting Person for investment… Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.