SCHEDULE: WE-INN LLC Reduces Innventure Stake to 14.37%

WE-INN LLC and its affiliates have reduced their beneficial ownership in Innventure, Inc. to 14.37% through recent open market sales.

Summary

• WE-INN LLC, Gregory D. Wasson, and Kimberly Wasson (collectively, the 'Reporting Persons') have amended their Schedule 13D filing for Innventure, Inc.
• The Reporting Persons now beneficially own 8,339,985 shares of Innventure, Inc. Common Stock.
• This ownership represents approximately 14.37% of the 58,046,433 shares of Common Stock outstanding as of October 14, 2025.
• The percentage is calculated based on the issuer's Registration Statement on Form S-1, filed on October 23, 2025.
• The amendment details several open market sales of Common Stock by the Reporting Persons during October 2025.

Sentiment

Score: 4

Explanation: The sentiment is slightly negative due to the significant open market sales by a major beneficial owner, which can signal reduced confidence or a desire to exit a portion of the investment.

Negatives

• Reporting Persons, including WE-INN LLC, sold a total of 895,810 shares of Common Stock in open market transactions during October 2025.
• Significant selling by a large beneficial owner can be perceived as a negative signal regarding the company's near-term prospects or valuation.

Risks

• The reduction in beneficial ownership by a significant shareholder could lead to increased market volatility or negative investor sentiment.

Future Outlook

No forward-looking statements or guidance were provided in this amendment.

Industry Context

This filing reflects a change in a significant shareholder's position, which is a common occurrence in public markets. Without further context on Innventure, Inc.'s specific industry or recent performance, it is difficult to assess broader industry trends.

Stakeholder Impact

• Shareholders may perceive the significant selling by a major beneficial owner as a negative signal, potentially impacting investor confidence and the stock price.
• Potential investors might view this as a cautionary sign, leading to increased scrutiny of Innventure, Inc.'s fundamentals.

Key Dates

Recommendation

The significant open market sales by a major beneficial owner, WE-INN LLC and its affiliates, indicate a reduction in their stake. While not a complete divestment, such selling activity can exert downward pressure on the stock price and signal a potential lack of conviction from a key investor. Given this, a 'hold' recommendation is appropriate, advising existing investors to monitor further developments and potential impacts on market sentiment, while new investors should exercise caution.

Keywords

Innventure Inc., WE-INN LLC, Schedule 13D/A, Beneficial Ownership, Stock Sales, Insider Selling, Common Stock, Equity Stake