ADAPTHEALTH CORP AHCO
COMMON STOCK · Common Stock · CUSIP 00653Q102 · ISIN US00653Q1022
- SectorHealth care
- IndustryServices-Home Health Care Services
- HeadquartersConshohocken, PA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.8m this quarter). Holder counts are more reliable. Shares outstanding: 136.1m as of 2026-05-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.89. Options: 5 managers hold calls ($8.2m notional), 8 hold puts ($26.5m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 184 |
| Q4 2022 | 193 |
| Q1 2023 | 173 |
| Q2 2023 | 182 |
| Q3 2023 | 193 |
| Q4 2023 | 193 |
| Q1 2024 | 211 |
| Q2 2024 | 208 |
| Q3 2024 | 218 |
| Q4 2024 | 202 |
| Q1 2025 | 228 |
| Q2 2025 | 220 |
| Q3 2025 | 225 |
| Q4 2025 | 232 |
| Q1 2026 | 242 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 109 | 100 |
| Q3 2024 | 121 | 68 |
| Q4 2024 | 95 | 92 |
| Q1 2025 | 121 | 90 |
| Q2 2025 | 101 | 112 |
| Q3 2025 | 112 | 99 |
| Q4 2025 | 118 | 93 |
| Q1 2026 | 131 | 102 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $40.0m | $67.7m | 1.69 |
| Q3 2025 | $30.8m | $52.9m | 1.72 |
| Q4 2025 | $29.4m | $52.5m | 1.79 |
| Q1 2026 | $8.2m | $26.5m | 3.24 |
Biggest buyers
| OEP CAPITAL ADVISORS, L.P. | Added | +2.5m |
| REINHART PARTNERS, LLC. | Added | +2.0m |
| GOLDMAN SACHS GROUP INC | Added | +757.9k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +558.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +518.3k |
| AQR CAPITAL MANAGEMENT LLC | Added | +444.8k |
| LAZARD ASSET MANAGEMENT LLC | Added | +432.7k |
| FMR LLC | Added | +423.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +395.7k |
| UBS Group AG | Added | +369.7k |
Biggest sellers
| Jefferies Financial Group Inc. | Reduced | -3.5m |
| SEGALL BRYANT & HAMILL, LLC | Reduced | -445.9k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -319.7k |
| NATIXIS | Reduced | -259.7k |
| ROYAL BANK OF CANADA | Reduced | -251.4k |
| Russell Investments Group, Ltd. | Reduced | -186.6k |
| Walleye Capital LLC | Sold out | -185.0k |
| MORGAN STANLEY | Reduced | -182.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -149.9k |
| BARCLAYS PLC | Reduced | -140.1k |
Biggest calls
| Jefferies Financial Group Inc. | New | $7.0m592.3k shares |
| CITADEL ADVISORS LLC | Reduced | $435.5k36.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $343.9k28.9k shares |
| JANE STREET GROUP, LLC | Reduced | $179.7k15.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $157.1k13.2k shares |
Biggest puts
| Jefferies Financial Group Inc. | Reduced | $18.4m1.5m shares |
| GROUP ONE TRADING LLC | Added | $2.9m244.1k shares |
| IMC-Chicago, LLC | New | $1.2m103.7k shares |
| JANE STREET GROUP, LLC | Reduced | $1.2m101.5k shares |
| SIG BROKERAGE, LP | Reduced | $1.2m100.0k shares |
| CITADEL ADVISORS LLC | Added | $769.9k64.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $668.8k56.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $101.2k8.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| CASHIN RICHARD M JR 13D · may seek influence filed 2026-03-12 | 11.7% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 10.9% |
| Flynn James E 13G · passive investor filed 2025-11-13 | 8.5% |
| FMR LLC 13G · institution -1.1 pts · filed 2026-02-05 | 5.6% |
Fell to 5% or below in the last year: REINHART PARTNERS, LLC. (0.0%, 2026-10-13), DIMENSIONAL FUND ADVISORS LP (4.7%, 2026-10-08), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $44.7k | — |
| Q3 2024 | 0 | — | 1 | $45.0k | — |
| Q4 2024 | 0 | — | 2 | $402.9k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $79.8k | — |
| Q4 2025 | 0 | — | 1 | $47.1k | — |
| Q1 2026 | 2 | $116.2k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-20 | CASHIN RICHARD M JR 10% owner · See footnotes | Bought | $4.4m447.1k shares |
| 2026-03-20 | CASHIN RICHARD M JR +8 10% owner · See | Bought | $4.4m447.1k shares |
| 2026-03-19 | CASHIN RICHARD M JR 10% owner · See footnotes | Bought | $7.2k727 shares |
| 2026-03-19 | CASHIN RICHARD M JR +8 10% owner · See | Bought | $7.2k727 shares |
| 2026-03-12 | CASHIN RICHARD M JR 10% owner · See footnotes | Bought | $6.7m689.3k shares |
| 2026-03-12 | CASHIN RICHARD M JR +8 10% owner · See | Bought | $6.7m689.3k shares |
| 2026-03-11 | CASHIN RICHARD M JR 10% owner · See footnotes | Bought | $5.2m536.8k shares |
| 2026-03-11 | CASHIN RICHARD M JR +8 10% owner · See | Bought | $5.2m536.8k shares |
| 2026-03-10 | CASHIN RICHARD M JR 10% owner · See footnotes | Bought | $8.0m820.5k shares |
| 2026-03-10 | CASHIN RICHARD M JR +8 10% owner · See | Bought | $8.0m820.5k shares |
| 2026-02-27 | WOLF DALE B Director | Bought | $71.7k8.0k shares |
| 2026-02-26 | Rew Richard W. II CLO and General Counsel | Bought | $44.5k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| OEP CAPITAL ADVISORS, L.P. 100.00% of their portfolio | 16.3m $194.1m | Added +2.5m |
| BlackRock, Inc. 0.00% of their portfolio | 15.9m $189.7m | Added +247.9k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.61% of their portfolio | 11.5m $136.6m | Unchanged |
| REINHART PARTNERS, LLC. 3.45% of their portfolio | 10.1m $120.0m | Added +2.0m |
| SkyKnight Capital, L.P. 95.30% of their portfolio | 8.6m $102.1m | Unchanged |
| FMR LLC 0.01% of their portfolio | 8.1m $95.9m | Added +423.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.9m $82.4m | Added +518.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 6.1m $72.7m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.5m $53.5m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 4.3m $51.2m | Reduced -65.7k |
| SEGALL BRYANT & HAMILL, LLC 0.59% of their portfolio | 3.5m $41.4m | Reduced -445.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 2.8m $33.1m | Added +558.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.7m $31.9m | Added +53.6k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.62% of their portfolio | 2.5m $29.4m | Added +61.7k |
| PALISADE CAPITAL MANAGEMENT, LP 0.86% of their portfolio | 2.2m $25.7m | Reduced -129.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.1m $24.8m | Reduced -149.9k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 1.7m $19.9m | Added +432.7k |
| Invesco Ltd. 0.00% of their portfolio | 1.6m $19.5m | Reduced -37.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.6m $18.7m | Added +333.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.5m $17.5m | Reduced -251.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.2m $14.6m | Added +29.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $13.4m | Added +757.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.24% of their portfolio | 1.0m $12.0m | Added +8.6k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 966.4k $11.5m | Added +444.8k |
| CSM Advisors, LLC 0.25% of their portfolio | 857.5k $10.2m | Added +76.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 847.1k $10.1m | Added +395.7k |
| MORGAN STANLEY 0.00% of their portfolio | 846.5k $10.1m | Reduced -182.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 833.4k $9.9m | Reduced -7.7k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 830.0k $9.9m | Added +105.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 689.2k $8.2m | First filing |
| Bank of New York Mellon Corp 0.00% of their portfolio | 681.7k $8.1m | Reduced -11.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 661.2k $7.9m | Added +108.5k |
| Empowered Funds, LLC 0.05% of their portfolio | 622.9k $7.4m | Added +8.6k |
| UBS Group AG 0.00% of their portfolio | 559.4k $6.7m | Added +369.7k |
| Bastion Asset Management Inc. 1.88% of their portfolio | 555.8k $6.2m | Added +25.8k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 541.3k $6.4m | Added +81.9k |
| BESSEMER GROUP INC 0.01% of their portfolio | 482.9k $5.7m | Added +156.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 478.2k $5.7m | Added +33.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 467.7k $5.6m | Reduced -44.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 427.2k $5.1m | Reduced -12.7k |
| Man Group plc 0.01% of their portfolio | 414.5k $4.9m | Added +325.7k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 383.9k $4.6m | Added +12.3k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 335.5k $4.0m | Added +32.9k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 325.3k $3.9m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 310.4k $3.7m | Added +13.0k |
| Nuveen, LLC 0.00% of their portfolio | 287.7k $3.4m | Added +8.3k |
| HARBOR CAPITAL ADVISORS, INC. 0.25% of their portfolio | 261.6k $3.1m | Added +88.1k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 256.9k $3.1m | Reduced -102.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 255.7k $3.0m | Added +12.1k |
| Legal & General Group Plc 0.00% of their portfolio | 242.5k $2.9m | Reduced -19.8k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 241.4k $2.9m | New |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.05% of their portfolio | 236.7k $2.8m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 228.4k $2.7m | Added +21.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 221.8k $2.6m | Reduced -55.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 219.2k $2.6m | Added +55.0k |
| Jefferies Financial Group Inc. 0.03% of their portfolio | 219.1k $2.6m | Reduced -3.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 218.2k $2.6m | Reduced -4 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 204.2k $2.4m | Added +88.2k |
| READYSTATE ASSET MANAGEMENT LP 0.14% of their portfolio | 202.9k $2.4m | Reduced -22.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 189.7k $2.3m | Reduced -319.7k |
| Swiss National Bank 0.00% of their portfolio | 186.7k $2.2m | Unchanged |
| Trexquant Investment LP 0.02% of their portfolio | 176.9k $2.1m | Reduced -51.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 175.3k $2.1m | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 174.7k $2.0m | Reduced -7.6k |
| New Age Alpha Advisors, LLC 0.10% of their portfolio | 172.2k $2.0m | Reduced -6.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 165.9k $2.0m | Added +505 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 165.4k $2.0m | Reduced -186.6k |
| MANGROVE PARTNERS IM, LLC 0.16% of their portfolio | 165.0k $2.0m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 158.5k $1.9m | Unchanged |
| MOODY NATIONAL BANK TRUST DIVISION 0.18% of their portfolio | 157.0k $1.9m | Reduced -4.1k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 155.2k $1.8m | Added +36.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 154.7k $1.8m | Added +63 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 129.1k $1.5m | Added +54.1k |
| DIMENSION CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 128.9k $1.5m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 120.8k $1.2m | Unchanged |
| HUDSON EDGE INVESTMENT PARTNERS INC. 0.20% of their portfolio | 113.7k $1.4m | Added +52.0k |
| INSPIRION WEALTH ADVISORS, LLC 0.17% of their portfolio | 112.9k $1.3m | Unchanged |
| Quantinno Capital Management LP 0.00% of their portfolio | 109.7k $1.3m | Added +64.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 101.7k $1.2m | Added +21.6k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 98.5k $1.2m | Added +20.4k |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 98.3k $1.2m | Added +98.2k |
| CITIGROUP INC 0.00% of their portfolio | 97.7k $1.2m | Added +51.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 95.5k $1.1m | New |
| Verdad Advisers, LP 1.27% of their portfolio | 95.0k $1.1m | New |
| Aster Capital Management (DIFC) Ltd 0.32% of their portfolio | 90.1k $976.2k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 88.2k $1.0m | Added +9.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 86.6k $1.0m | Reduced -758 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 86.2k $1.0m | Reduced -3.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 85.1k $1.0m | First filing |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 81.1k $963.0k | Added +3.3k |
| SummerHaven Investment Management, LLC 0.58% of their portfolio | 79.8k $949.1k | Reduced -10.2k |
| Campbell & CO Investment Adviser LLC 0.05% of their portfolio | 78.1k $929.6k | Added +68.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 77.2k $918.6k | Reduced -92.5k |
| Curi Capital, LLC 0.02% of their portfolio | 75.5k $898.0k | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 71.6k $852.0k | Reduced -2.1k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.01% of their portfolio | 71.0k $844.5k | Added +1.6k |
| WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio | 69.0k $820.9k | Unchanged |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 68.5k $815.0k | Reduced -3.3k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 67.7k $805.2k | Added +51.8k |
| STRS OHIO 0.00% of their portfolio | 67.2k $799.7k | Reduced -1.1k |