SCHEDULE: WE-INN LLC Reduces Innventure Stake to 7.5%

WE-INN LLC, a significant shareholder, has reduced its beneficial ownership in Innventure, Inc. to 7.5% through recent share dispositions.

Summary

• WE-INN LLC, along with Gregory D. Wasson and Kimberly Wasson, has filed Amendment No. 5 to their Schedule 13D regarding Innventure, Inc.
• The Reporting Persons now beneficially own 4,682,970 shares of Innventure, Inc. Common Stock, representing approximately 7.5% of the outstanding shares.
• This percentage is based on 62,471,971 shares outstanding as of November 12, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q.
• During the past sixty days, the Reporting Persons sold a total of 999,000 shares across five transactions between March 5, 2026, and March 11, 2026.
• The volume-weighted average prices for these sales ranged from $3.04 to $3.21 per share.
• The primary purpose of these dispositions is to diversify their investment portfolio and provide liquidity to holders of interests in WE-INN LLC.

Sentiment

Score: 4

Explanation: StockSavvy.ai views this as a moderately negative development. While the stated reasons for selling are benign, a significant reduction in ownership by a major shareholder can create uncertainty and selling pressure, even if the investor maintains a positive long-term view.

Positives

• The Reporting Persons explicitly state that the dispositions do not reflect a change in their belief that Innventure, Inc. remains an attractive investment based on its business prospects and strategy.

Negatives

• A significant shareholder, WE-INN LLC, has reduced its stake in Innventure, Inc. by selling 999,000 shares over a short period.
• The reduction in beneficial ownership from a previously higher, unspecified percentage to 7.5% could be perceived negatively by the market, despite the stated reasons.

Risks

• The market may interpret the reduction in ownership by a significant shareholder as a lack of confidence, potentially impacting investor sentiment and share price.
• Further dispositions by the Reporting Persons, as indicated by their statement, could exert additional selling pressure on Innventure's stock.

Future Outlook

The Reporting Persons may make additional dispositions in the future, primarily for investment portfolio diversification and providing liquidity to WE-INN LLC interest holders. They maintain their belief that Innventure, Inc. represents an attractive investment based on its business prospects and strategy.

Management Comments

• "The Reporting Persons made the dispositions described herein, and may in the future make additional 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 significant shareholders often rebalance their portfolios for diversification or liquidity, which is a common practice. While the stated reasons are benign, the market often scrutinizes large insider or major shareholder sales for underlying signals about the company's future performance, regardless of the stated intent.

Comparison to Industry Standards

• This filing primarily details a change in beneficial ownership by a specific entity and does not provide financial or operational data that can be directly compared to industry benchmarks or specific competitor projects/results.

Stakeholder Impact

• Shareholders: May experience increased selling pressure on Innventure's stock due to the dispositions and potential future sales by WE-INN LLC. Investor sentiment could be negatively impacted by a major shareholder reducing their stake.
• WE-INN LLC Interest Holders: Will receive liquidity from the share dispositions.

Next Steps

• The Reporting Persons may make additional dispositions of Innventure, Inc. common stock in the future.

Key Dates

Recommendation

While a major shareholder has reduced their stake, they explicitly state it's for diversification and liquidity, not a change in their belief about Innventure's prospects. This creates mixed signals. Investors should hold and monitor future filings and company performance for clearer direction, as the selling pressure might continue but the underlying business belief remains positive from this specific investor's perspective.

Keywords

Innventure Inc., WE-INN LLC, Schedule 13D, beneficial ownership, share disposition, investment portfolio diversification, liquidity, common stock, Gregory D. Wasson