SEC filings · customer concentration

Who depends on Medicare Part D

1 listed supplier reports Medicare Part D as a customer worth 10% or more of their revenue, led by InnovAge Holding at 13%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2020–2026years covered
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Suppliers that depend on Medicare Part D

Listed companies whose annual report names Medicare Part D as a customer worth 10% or more of their revenue. If Medicare Part D cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
InnovAge HoldingINNV13%from 14%FY 2020: 11%FY 2021: 12%FY 2022: 12%FY 2023: 13%FY 2024: 12%FY 2025: 14%FY 2026: 13%7 yearsFY 2026 · filed 9 Sept 2026

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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