VATENYSEFabricated Structural Metal ProductsFiscal year ends December 31
INNOVATE Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$5.95−0.05 (-0.83%)
Close on Oct 19, 2026
- Market cap
- $83.11M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
23.0%
3M of 14M shares
Institutional holders
49
23 new, 3 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jefferies Financial Group Inc. | 700,802 | 5.30% | 13G (passive) amendment | Sep 30, 2024 |
| Jill H. Glazer | 6,809,739 | 51.50% | 13D (active) amendment | Dec 16, 2024 |
| Avram Glazer | 68,062,286 | 51.96% | 13D (active) amendment | Jun 18, 2024 |
| David Salanic | 1,059,897 | 7.80% | 13G (passive) amendment | Sep 30, 2025 |
| Voigt Paul | 1,031,295 | 7.40% | 13D (active) | Aug 6, 2025 |
| Joseph Kaplan | 1,029,264 | 7.60% | 13G (passive) | Jan 21, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VATE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Whitefort Capital Management, LP | 743,000 | 5.45% | $13.87M | – | 3.42% |
| Jefferies Financial Group Inc. | 700,802 | 5.14% | $13.08M | – | 0.09% |
| BlackRock, Inc. | 354,408 | 2.60% | $6.62M | +263,360 | 0.00% |
| Vanguard Capital Management LLC | 228,667 | 1.68% | $4.27M | +4,511 | 0.00% |
| Geode Capital Management, LLC | 128,530 | 0.94% | $2.40M | +38,594 | 0.00% |
| Arena Capital Advisors, LLC- CA | 127,934 | 0.94% | $2.39M | – | 1.15% |
| Prescott Group Capital Management, L.L.C. | 109,448 | 0.80% | $2.04M | – | 0.18% |
| Marshall Wace, Llp | 108,147 | 0.79% | $2.02M | New | 0.00% |
| Bank Of America Corp /De/ | 83,239 | 0.61% | $1.55M | +67,105 | 0.00% |
| State Street Corp | 82,764 | 0.61% | $1.55M | +35,000 | 0.00% |
| ARS Investment Partners, LLC | 61,246 | 0.45% | $1.14M | – | 0.05% |
| Renaissance Technologies LLC | 56,980 | 0.42% | $1.06M | New | 0.00% |
| Northern Trust Corp | 42,837 | 0.31% | $799.77K | +30,175 | 0.00% |
| Vanguard Portfolio Management LLC | 39,069 | 0.29% | $729.42K | New | 0.00% |
| Bridgeway Capital Management, LLC | 36,500 | 0.27% | $681.46K | +11,500 | 0.01% |
| Vanguard Fiduciary Trust Co | 34,825 | 0.26% | $650.18K | +2,175 | 0.00% |
| Tudor Investment Corp Et Al | 32,787 | 0.24% | $612.13K | – | 0.00% |
| Strs Ohio | 21,500 | 0.16% | $401.41K | New | 0.00% |
| Citadel Advisors LLC | 19,816 | 0.15% | $369.97K | −16,313 | 0.00% |
| Gabelli Funds LLC | 18,000 | 0.13% | $336.06K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | 3M | 23.0% | 23 / 12 | 6 / 3 | 1M | 0M |
| Q1 2026 | 30 | 2M | 17.6% | 5 / 4 | 10 / 2 | 0M | 0M |
| Q4 2025 | 28 | 2M | 18.2% | 2 / 3 | 11 / 5 | 0M | 0M |
| Q3 2025 | 31 | 3M | 18.6% | 3 / 7 | 10 / 2 | 0M | 0M |
| Q2 2025 | 31 | 3M | 19.3% | 3 / 9 | 5 / 5 | 0M | 0M |
| Q1 2025 | 33 | 3M | 19.2% | 8 / 11 | 6 / 5 | 1M | 0M |
| Q4 2024 | 30 | 2M | 17.5% | 4 / 9 | 7 / 8 | 0M | 0M |
| Q3 2024 | 34 | 2M | 17.7% | 32 / 0 | 1 / 0 | 2M | 0M |
| Q2 2024 | 2 | 0M | 0.3% | 2 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VATE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 170,304 | 1.25% | $3.18M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 123,966 | 0.91% | $2.31M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 59,710 | 0.44% | $484.85K | 0.00% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 57,730 | 0.42% | $1.08M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 46,884 | 0.34% | $875.32K | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 25,428 | 0.19% | $387.27K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 25,000 | 0.18% | $466.75K | 0.32% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 20,388 | 0.15% | $310.51K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 18,734 | 0.14% | $349.76K | 0.02% | Jun 30, 2026 |
| The Gabelli Small Cap Growth Fund | 15,500 | 0.11% | $289.39K | 0.02% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 13,538 | 0.10% | $109.93K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Fund | 11,500 | 0.08% | $214.71K | 0.22% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 10,433 | 0.08% | $158.89K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 10,403 | 0.08% | $194.22K | 0.00% | Jun 30, 2026 |
| Nuveen Small Cap Blend Index Fund | 7,310 | 0.05% | $59.36K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Paul Voigt | Interim CEO | 731,295 | 5.36% | Sep 17, 2026 |
| Michael J. Sena | CFO and Corporate Secretary | 131,558 | 0.96% | Aug 13, 2026 |
| Brian Steven Goldstein | Director | 60,999 | 0.45% | Aug 13, 2026 |
| Amy Marie Wilkinson | Director | 58,920 | 0.43% | Aug 13, 2026 |
| Avram A. Glazer | Director, 10% owner | 6,790,853 | 49.78% | Aug 13, 2026 |
| Warren H. Gfeller | Director | 79,719 | 0.58% | Aug 13, 2026 |
| Capital LLC Lancer | 10% owner | – | – | Sep 18, 2025 |
| Glazer Irrevocable Exempt Trust Avram | 10% owner | – | – | Sep 18, 2025 |
| Jill H. Glazer | 10% owner | – | – | Sep 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul Voigt Interim CEO | Aug 12, 2026 | Tax withholding | −60,643 | $7.62 | $462.10K | 698,758 |
| Amy Marie Wilkinson Director | Aug 11, 2026 | Award | +12,016 | – | – | 58,920 |
| Paul Voigt Interim CEO | Aug 11, 2026 | Award | +133,511 | – | – | 759,401 |
| Avram A. Glazer Director, 10% owner | Aug 11, 2026 | Award | +12,016 | – | – | 66,000 |
| Brian Steven Goldstein Director | Aug 11, 2026 | Award | +12,016 | – | – | 60,999 |
| Michael J. Sena CFO and Corporate Secretary | Aug 11, 2026 | Award | +15,576 | – | – | 131,558 |
| Warren H. Gfeller Director | Aug 11, 2026 | Award | +12,016 | – | – | 79,719 |
| Michael J. Sena Chief Financial Officer | Mar 15, 2026 | Tax withholding | −1,207 | $4.22 | $5.09K | 115,982 |
| Michael J. Sena Chief Financial Officer | Mar 14, 2026 | Tax withholding | −4,920 | $4.22 | $20.76K | 117,189 |
| Michael J. Sena Chief Financial Officer | Mar 13, 2026 | Tax withholding | −1,784 | $4.35 | $7.76K | 122,109 |
| Paul Voigt Interim CEO | Aug 6, 2025 | Award | +176,056 | $5.68 | $1,000.00K | 625,890 |
| Warren H. Gfeller Director | Jun 12, 2025 | Award | +16,363 | – | – | 67,703 |
| Brian Steven Goldstein Director | Jun 12, 2025 | Award | +16,363 | – | – | 48,983 |
| Amy Marie Wilkinson Director | Jun 12, 2025 | Award | +16,363 | – | – | 46,904 |
| Avram A. Glazer Director, 10% owner | Jun 12, 2025 | Award | +16,363 | – | – | 53,984 |
| Michael J. Sena Chief Financial Officer | Mar 15, 2025 | Tax withholding | −1,053 | $7.81 | $8.22K | 123,893 |
| Michael J. Sena Chief Financial Officer | Mar 14, 2025 | Tax withholding | −4,302 | $7.66 | $32.95K | 124,946 |
| Michael J. Sena Chief Financial Officer | Mar 13, 2025 | Award | +12,946 | – | – | 129,248 |
| Michael J. Sena Chief Financial Officer | Mar 11, 2025 | Tax withholding | −862 | $7.23 | $6.23K | 116,302 |
| Avram A. Glazer Director, 10% owner | Dec 16, 2024 | Gift | +2,097,902 | – | – | 2,097,902 |
| Avram A. Glazer Director, 10% owner | Dec 16, 2024 | Gift | −2,097,902 | – | – | 2,135,523 |
| Avram A. Glazer Director, 10% owner | Dec 16, 2024 | Gift | −2,097,902 | – | – | 37,621 |
| Avram A. Glazer Director, 10% owner | Dec 16, 2024 | Gift | +2,097,902 | – | – | 2,097,902 |
| Paul Voigt Interim CEO | Nov 19, 2024 | Buy | +25,000 | $3.98 | $99.50K | 25,000 |
| Paul Voigt Interim CEO | Oct 29, 2024 | Award | +95,322 | – | – | 306,977 |
| Paul Voigt Interim CEO | Oct 29, 2024 | Award | +142,857 | – | – | 449,834 |
| Paul Voigt Interim CEO | Sep 12, 2024 | Buy | +43,785 | $3.80 | $166.38K | 211,655 |
| Amy Marie Wilkinson Director | Jun 18, 2024 | Award | +161,001 | – | – | 305,406 |
| Avram A. Glazer Director, 10% owner | Jun 18, 2024 | Award | +161,001 | – | – | 376,196 |
| Avram A. Glazer Director, 10% owner | Jun 18, 2024 | Conversion | +44,693,895 | $0.70 | $31.29M | 64,078,091 |
| Brian Steven Goldstein Director | Jun 18, 2024 | Award | +161,001 | – | – | 326,194 |
| Warren H. Gfeller Director | Jun 18, 2024 | Award | +161,001 | – | – | 513,389 |
| Paul Voigt Interim CEO | Jun 14, 2024 | Buy | +176 | $0.60 | $106 | 1,678,695 |
| Paul Voigt Interim CEO | Jun 12, 2024 | Buy | +7,030 | $0.60 | $4.22K | 1,678,519 |
| Paul Voigt Interim CEO | Jun 11, 2024 | Buy | +8,826 | $0.60 | $5.30K | 1,671,489 |
| Paul Voigt Interim CEO | Jun 10, 2024 | Buy | +1,965 | $0.60 | $1.18K | 1,662,663 |
| Paul Voigt Interim CEO | Apr 24, 2024 | Option exercise | +16,751 | $0.70 | $11.73K | 75,362 |
| Paul Voigt Interim CEO | Apr 24, 2024 | Option exercise | +369,130 | $0.70 | $258.39K | 1,660,698 |
| Paul Voigt Interim CEO | Apr 24, 2024 | Option exercise | +369,130 | $0.70 | $258.39K | 1,660,698 |
| Warren H. Gfeller Director | Apr 24, 2024 | Option exercise | +63,428 | $0.70 | $44.40K | 352,388 |
| Michael J. Sena Chief Financial Officer | Apr 24, 2024 | Option exercise | +114,285 | $0.70 | $80.00K | 1,171,632 |
| Michael J. Sena CFO and Corporate Secretary | Mar 15, 2024 | Sale | −21,471 | $0.62 | $13.31K | 1,057,347 |
| Michael J. Sena CFO and Corporate Secretary | Mar 14, 2024 | Sale | −11,675 | $0.69 | $8.06K | 1,078,818 |
| Michael J. Sena CFO and Corporate Secretary | Mar 14, 2024 | Award | +358,015 | – | – | 1,090,493 |
| Amy Marie Wilkinson Director | Jun 15, 2023 | Award | +46,392 | – | – | 144,405 |
| Brian Steven Goldstein Director | Jun 15, 2023 | Award | +46,392 | – | – | 165,193 |
| Avram A. Glazer Director, 10% owner | Jun 15, 2023 | Award | +46,392 | – | – | 215,195 |
| Warren H. Gfeller Director | Jun 15, 2023 | Award | +46,392 | – | – | 288,960 |
| Wayne Barr Jr President and CEO, Director | May 23, 2023 | Buy | +5,000 | $1.48 | $7.40K | 436,660 |
| Wayne Barr Jr President and CEO, Director | May 18, 2023 | Buy | +4,750 | $1.55 | $7.36K | 431,660 |
| Wayne Barr Jr President and CEO, Director | May 18, 2023 | Award | +4,750 | $1.55 | $7.36K | 431,660 |
| Suzi R. Herbst Chief Operating Officer | Mar 15, 2023 | Award | +85,324 | – | – | 276,258 |
| Wayne Barr Jr President and CEO, Director | Mar 15, 2023 | Award | +88,737 | – | – | 426,910 |
| Michael J. Sena Chief Financial Officer | Mar 15, 2023 | Award | +87,600 | – | – | 732,478 |
| Wayne Barr Jr President and CEO, Director | Mar 15, 2023 | Tax withholding | −8,117 | $2.93 | $23.78K | 338,173 |
| Michael J. Sena Chief Financial Officer | Mar 15, 2023 | Tax withholding | −8,412 | $2.93 | $24.65K | 644,878 |
| Suzi R. Herbst Chief Operating Officer | Mar 15, 2023 | Tax withholding | −8,060 | $2.93 | $23.62K | 190,934 |
| Wayne Barr Jr President and CEO, Director | Mar 13, 2023 | Tax withholding | −5,895 | $2.96 | $17.45K | 346,290 |
| Michael J. Sena Chief Financial Officer | Mar 13, 2023 | Tax withholding | −8,615 | $2.96 | $25.50K | 653,290 |
| Suzi R. Herbst Chief Operating Officer | Mar 13, 2023 | Tax withholding | −9,381 | $2.96 | $27.77K | 198,994 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.