SCHEDULE: Innventure Inc. Ownership Update
Ownership Filing Amendment
WE-INN LLC reports a slight decrease in its beneficial ownership percentage of Innventure, Inc. common stock to 5.85% due to an updated share count.
Summary
- WE-INN LLC, along with Gregory D. Wasson and Kimberly Wasson, have filed Amendment No. 6 to their Schedule 13D.
- This amendment is primarily to update their beneficial ownership percentage of Innventure, Inc. common stock.
- The reporting persons currently beneficially own 4,682,970 shares of common stock.
- This ownership represents approximately 5.85% of the outstanding common stock, based on the issuer's disclosure of 80,069,319 shares outstanding as of March 23, 2026.
- No dispositions of shares have been made since the previous filing on March 12, 2026.
- The reporting persons may make future dispositions for portfolio diversification and liquidity for interest holders in WE-INN LLC.
- These potential future dispositions do not reflect a change in their belief that Innventure, Inc. is an attractive investment.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it primarily serves to update ownership percentages based on an increase in outstanding shares, without indicating new strategic moves or performance changes.
Positives
- Reporting persons maintain their belief that Innventure, Inc. represents an attractive investment based on its business prospects and strategy.
- The reporting persons have not made any dispositions of shares since the last filing, indicating continued holding of their position.
Negatives
- The reporting persons' percentage ownership has decreased from previous filings due to an increase in the total number of outstanding shares.
- The potential for future dispositions for diversification and liquidity could lead to further reductions in ownership.
Risks
- Potential future dispositions by the reporting persons could impact the stock price.
- Reliance on the issuer's business prospects and strategy as the basis for investment belief.
Future Outlook
The reporting persons may in the future make dispositions, primarily for the purposes of diversifying their investment portfolio and providing liquidity to holders of interests in WE-INN LLC. Such dispositions do not reflect a change in the reporting persons' previously reported belief that the Issuer represents an attractive investment based on the Issuer's business prospects and strategy.
Management Comments
- The Reporting Persons may in the future make dispositions, primarily for the purposes of diversifying their investment portfolio and providing liquidity to holders of interests in WE-INN LLC.
- Accordingly, such dispositions do not reflect a change in the Reporting Persons' previously reported belief that the Issuer represents an attractive investment based on the Issuer's business prospects and strategy.
Industry Context
StockSavvy.ai notes that this filing is a routine Schedule 13D amendment, indicating a change in beneficial ownership reporting due to updated outstanding share counts. Such filings are common for significant shareholders and do not necessarily signal a change in investment strategy, but rather an adjustment to reporting thresholds.
Stakeholder Impact
- Shareholders: A slight decrease in the reporting persons' ownership percentage may be noted, but the stated belief in the company's prospects suggests continued confidence.
- Holders of interests in WE-INN LLC: Potential for future liquidity and diversification of their investment.
Next Steps
- Reporting persons may make future dispositions for portfolio diversification and liquidity.
- Continued monitoring of Innventure, Inc.'s business prospects and strategy.
Key Dates
| Date | Description |
|---|---|
| 2024-10-07 | Original Schedule 13D filing date. |
| 2025-10-24 | Filing date of Amendment No. 1. |
| 2025-11-20 | Filing date of Amendment No. 2. |
| 2025-12-03 | Filing date of Amendment No. 3. |
| 2026-01-20 | Filing date of Amendment No. 4. |
| 2026-03-12 | Filing date of Amendment No. 5 and last transaction described. |
| 2026-03-23 | Date as of which Innventure, Inc. reported 80,069,319 shares of Common Stock outstanding. |
| 2026-03-30 | Date Innventure, Inc.'s Annual Report on Form 10-K was filed with the SEC. |
| 2026-04-06 | Date of signature for Amendment No. 6. |
| 2026-03-30 | Date of Event Which Requires Filing of This Statement. |
Keywords
Innventure Inc., Schedule 13D, WE-INN LLC, Beneficial Ownership, Gregory D. Wasson, Kimberly Wasson, Common Stock, SEC Filing, Ownership Percentage
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