Vault-13

INFUSYSTEM HLDGS INC INFU

COM · Common Stock · CUSIP 45685K102

100 institutional holders +4 vs Q1 2026
15,744,65115.7m shares reported held*
79.1% of all shares outstanding*
$151.9mreported value*
26 new 27 added 25 reduced 22 sold out net bought ≈ $14.4m (+1.5m shares)

* 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. Holder counts are more reliable. Shares outstanding: 19.9m as of 2026-07-31, 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 ≈ $9.65. Options: 1 managers hold calls ($9.7k notional), 1 hold puts ($965).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 63Q4 22: 64Q1 23: 66Q2 23: 64Q3 23: 65Q4 23: 64Q1 24: 68Q2 24: 79Q3 24: 79Q4 24: 87Q1 25: 95Q2 25: 95Q3 25: 98Q4 25: 102Q1 26: 96Q2 26: 100100Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202263
Q4 202264
Q1 202366
Q2 202364
Q3 202365
Q4 202364
Q1 202468
Q2 202479
Q3 202479
Q4 202487
Q1 202595
Q2 202595
Q3 202598
Q4 2025102
Q1 202696
Q2 2026100

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 44 bought or addedQ3 24: 22 cut or sold outQ4 24: 43 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 35 cut or sold outQ2 25: 55 bought or addedQ2 25: 54 cut or sold outQ2 25Q3 25: 54 bought or addedQ3 25: 51 cut or sold outQ4 25: 60 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 43 cut or sold outQ2 26: 53 bought or addedQ2 26: 47 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244422
Q4 20244327
Q1 20254435
Q2 20255554
Q3 20255451
Q4 20256041
Q1 20265143
Q2 20265347

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 25 calls: $526.7kQ3 25 puts: $22.0kQ3 25P/C 0.04Q4 25 calls: $758.9kQ4 25 puts: $897Q4 25P/C 0.00Q1 26 calls: $38.8kQ1 26 puts: $923Q1 26P/C 0.02Q2 26 calls: $9.7kQ2 26 puts: $965Q2 26P/C 0.10
Numbers
QuarterCallsPutsP/C
Q3 2025$526.7k$22.0k0.04
Q4 2025$758.9k$8970.00
Q1 2026$38.8k$9230.02
Q2 2026$9.7k$9650.10

Biggest buyers

BlackRock, Inc. Added +968,829+968.8k
First Eagle Investment Management, LLC Added +518,629+518.6k
Diamond Hill Capital Management, LLC (Investment Advisor) New +489,017+489.0k
GEODE CAPITAL MANAGEMENT, LLC Added +277,614+277.6k
AMERICAN CENTURY COMPANIES INC Added +202,007+202.0k
HEARTLAND ADVISORS INC Added +190,000+190.0k
Minerva Advisors LLC Added +144,512+144.5k
VANGUARD PORTFOLIO MANAGEMENT LLC New +134,038+134.0k
STATE STREET CORP Added +114,500+114.5k
PANAGORA ASSET MANAGEMENT INC Added +112,134+112.1k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Sold out -354,559-354.6k
ESSEX INVESTMENT MANAGEMENT CO LLC Sold out -299,332-299.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -234,331-234.3k
MARSHALL WACE, LLP Reduced -207,952-208.0k
AWM Investment Company, Inc. Sold out -201,077-201.1k
JANE STREET GROUP, LLC Sold out -127,307-127.3k
SEI INVESTMENTS CO Sold out -104,757-104.8k
Truffle Hound Capital, LLC Reduced -101,371-101.4k
683 Capital Management, LLC Sold out -100,465-100.5k
Legato Capital Management LLC Sold out -93,768-93.8k

Biggest calls

SIMPLEX TRADING, LLC Reduced $9.7k1.0k shares

Biggest puts

GROUP ONE TRADING LLC Unchanged $965100 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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +4.5 pts · filed 2026-07-28 6.4% +4.5 pts 1.3m≈ $12.4m 2026-07-28
Minerva Advisors LLC 13G · passive investor +0.3 pts · filed 2026-02-17 5.3% +0.3 pts 1.1m≈ $10.4m 2026-02-17

Fell to 5% or below in the last year: AWM Investment Company, Inc. (2.8%, 2025-11-13)

Insider purchases and sales since 1 Apr 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)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 1 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 4 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 1 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 3 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—1$364.4k$364.4k
Q1 20250—0——
Q2 20254$77.1k0——
Q3 20250—1$55.6k—
Q4 20250—0——
Q1 20261$18.9k0——
Q2 20263$131.5k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-11 Lachance Carrie President and CEO, director Bought 1,000 $8.46 $8.5k1.0k shares +<1%
2026-05-08 Steele Barry G Executive VP and CFO Bought 7,000 $8.71 $61.0k7.0k shares +8%
2026-05-08 GENDRON PAUL ANDREW Director Bought 5,000 $8.88 $44.4k5.0k shares +8%
2026-05-08 Lachance Carrie President and CEO, director Bought 2,000 $8.83 $17.7k2.0k shares +1%

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,585,4151.6m $15.3m $15.3m 0.00% Added +968.8k +968,829
2 Minerva Advisors LLC 8.22% of their portfolio BALA CYNWYD, PA 1,348,6171.3m $13.0m $13.0m 8.22% Added +144.5k +144,512
3 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 1,240,0001.2m $12.0m $12.0m 0.01% Added +518.6k +518,629
4 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.40% of their portfolio EDINA, MN 834,750834.8k $8.1m $8.1m 0.40% Reduced -3.2k -3,175
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 790,775790.8k $7.6m $7.6m 0.00% Reduced -69.5k -69,488
6 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 743,155743.2k $7.2m $7.2m 0.01% Added +109.1k +109,111
7 HEARTLAND ADVISORS INC 0.30% of their portfolio MILWAUKEE, WI 700,000700.0k $6.8m $6.8m 0.30% Added +190.0k +190,000
8 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 675,028675.0k $6.5m $6.5m 0.00% Added +202.0k +202,007
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 599,289599.3k $5.8m $5.8m 0.00% Added +5.0k +5,001
10 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 543,009543.0k $5.2m $5.2m 0.01% Reduced -23.8k -23,800
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 496,059496.1k $4.8m $4.8m 0.00% Added +277.6k +277,614
12 Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% of their portfolio COLUMBUS, OH 489,017489.0k $4.7m $4.7m 0.04% New
13 Meros Investment Management, LP 1.44% of their portfolio DALLAS, TX 468,934468.9k $4.5m $4.5m 1.44% Reduced -474 -474
14 Hillsdale Investment Management Inc. 0.09% of their portfolio Toronto, A6 424,473424.5k $4.1m $4.1m 0.09% Reduced -27.9k -27,900
15 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 368,712368.7k $3.6m $3.6m 0.00% Unchanged
16 WHITE PINE CAPITAL LLC 0.51% of their portfolio BLOOMINGTON, MN 225,634225.6k $2.2m $2.2m 0.51% Reduced -20.4k -20,393
17 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 212,571212.6k $2.1m $2.1m 0.00% Added +114.5k +114,500
18 PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio BOSTON, MA 194,922194.9k $1.9m $1.9m 0.01% Added +112.1k +112,134
19 Teton Advisors, LLC 1.03% of their portfolio GREENWICH, CT 185,000185.0k $1.8m $1.8m 1.03% Unchanged
20 Expect Equity LLC 1.15% of their portfolio Pikesville, MD 184,819184.8k $1.8m $1.8m 1.15% Added +103.9k +103,873
21 North Star Investment Management Corp. 0.10% of their portfolio CHICAGO, IL 182,000182.0k $1.8m $1.8m 0.10% Unchanged
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 180,650180.7k $1.7m $1.7m 0.00% Added +10.7k +10,696
23 GSA CAPITAL PARTNERS LLP 0.10% of their portfolio LONDON, X0 160,439160.4k $1.5m $1.5m 0.10% Reduced -2.2k -2,231
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 153,506153.5k $1.5m $1.5m 0.00% Added +96.7k +96,695
25 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 148,347148.3k $1.4m $1.4m 0.00% Reduced -37.1k -37,064
26 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 145,085145.1k $1.4m $1.4m 0.01% Reduced -3.4k -3,400
27 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 141,134141.1k $1.4m $1.4m 0.00% Added +19.1k +19,146
28 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 134,038134.0k $1.3m $1.3m 0.00% New
29 Man Group plc 0.00% of their portfolio LONDON, X0 130,379130.4k $1.3m $1.3m 0.00% Added +18.3k +18,273
30 Truffle Hound Capital, LLC 0.78% of their portfolio BETHESDA, MD 128,629128.6k $1.2m $1.2m 0.78% Reduced -101.4k -101,371
31 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 117,545117.5k $1.1m $1.1m 0.00% Reduced -12.5k -12,513
32 Clayton Partners LLC 0.66% of their portfolio BERKELEY, CA 104,327104.3k $1.0m $1.0m 0.66% Added +91.9k +91,927
33 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 103,136103.1k $995.3k $995.3k 0.00% Added +38.1k +38,057
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 102,076102.1k $985.0k $985.0k 0.00% Added +29.7k +29,744
35 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 99,70099.7k $962.1k $962.1k 0.02% Added +31.8k +31,800
36 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 89,90689.9k $867.6k $867.6k 0.00% Added +50.3k +50,318
37 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 83,20783.2k $802.9k $802.9k 0.00% Added +11.8k +11,846
38 Ancora Advisors LLC 0.02% of their portfolio Cleveland, OH 80,66180.7k $778.4k $778.4k 0.02% Unchanged
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 71,83471.8k $693.2k $693.2k 0.00% Reduced -16.6k -16,574
40 CM WEALTH ADVISORS LLC 0.11% of their portfolio BEACHWOOD, OH 64,80764.8k $625.4k $625.4k 0.11% New
41 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 64,18764.2k $619.4k $619.4k 0.01% Added +28.3k +28,317
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 60,73460.7k $586.1k $586.1k 0.00% Reduced -67.1k -67,136
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 57,58457.6k $555.7k $555.7k 0.00% Added +46.9k +46,866
44 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 57,25757.3k $552.5k $552.5k 0.00% Reduced -208.0k -207,952
45 ARS Investment Partners, LLC 0.02% of their portfolio New York, NY 52,47152.5k $506.3k $506.3k 0.02% Added +3.7k +3,656
46 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 49,30949.3k $475.8k $475.8k 0.00% Reduced -61.3k -61,289
47 Integrated Quantitative Investments LLC 0.07% of their portfolio BELLEVUE, WA 41,48441.5k $400.3k $400.3k 0.07% Unchanged
48 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 31,40031.4k $303.0k $303.0k 0.00% Unchanged
49 WINTON GROUP Ltd 0.01% of their portfolio LONDON, X0 31,06731.1k $299.8k $299.8k 0.01% New
50 OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio FORT LAUDERDALE, FL 31,01231.0k $299.3k $299.3k 0.02% Added +17.8k +17,801
51 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 29,39629.4k $283.7k $283.7k 0.00% New
52 FMR LLC 0.00% of their portfolio BOSTON, MA 28,96829.0k $279.5k $279.5k 0.00% Added +2.8k +2,843
53 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 28,36028.4k $275.7k $275.7k 0.00% Reduced -1.7k -1,737
54 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 27,23527.2k $262.8k $262.8k 0.00% Reduced -5.5k -5,509
55 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 26,17326.2k $252.6k $252.6k 0.00% Reduced -50.7k -50,715
56 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 25,87925.9k $249.7k $249.7k 0.00% New
57 SALEM INVESTMENT COUNSELORS INC 0.01% of their portfolio WINSTON-SALEM, NC 22,41722.4k $216.3k $216.3k 0.01% Unchanged
58 Rothschild Wealth LLC 0.02% of their portfolio OAK BROOK, IL 21,80021.8k $210.4k $210.4k 0.02% Unchanged
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 21,06121.1k $203.2k $203.2k 0.00% Unchanged
60 Carrera Capital Advisors 0.03% of their portfolio TROY, MI 20,23820.2k $195.3k $195.3k 0.03% Unchanged
61 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 19,19219.2k $185.2k $185.2k 0.00% New
62 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 19,15919.2k $184.9k $184.9k 0.00% New
63 Catalyst Funds Management Pty Ltd 0.01% of their portfolio SYDNEY NSW, C3 18,40018.4k $177.6k $177.6k 0.01% Reduced -11.8k -11,800
64 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 17,58817.6k $169.7k $169.7k 0.00% New
65 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 15,81615.8k $153.0k $153.0k 0.00% New
66 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 15,79615.8k $152.4k $152.4k 0.00% New
67 GK Wealth Management LLC 0.08% of their portfolio RENO, NV 13,80413.8k $133.2k $133.2k 0.08% New
68 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,69113.7k $132.1k $132.1k 0.00% Reduced -16.5k -16,463
69 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 13,25913.3k $127.9k $127.9k 0.00% New
70 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 12,50012.5k $120.6k $120.6k 0.00% Unchanged
71 UBS Group AG 0.00% of their portfolio ZURICH, V8 12,18912.2k $117.6k $117.6k 0.00% Reduced -14.2k -14,236
72 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 11,64711.6k $112.4k $112.4k 0.00% New
73 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 10,32310.3k $99.6k $99.6k 0.00% Reduced -963 -963
74 AXQ CAPITAL, LP 0.01% of their portfolio JERSEY CITY, NJ 10,15410.2k $98.0k $98.0k 0.01% New
75 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,0909.1k $87.7k $87.7k 0.00% Reduced -7.8k -7,780
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,0789.1k $89.7k $89.7k 0.00% Reduced -818 -818
77 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 9,0009.0k $86.8k $86.8k 0.00% Reduced -14.3k -14,286
78 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 8,8788.9k $85.7k $85.7k 0.00% New
79 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,8767.9k $76.0k $76.0k 0.00% Unchanged
80 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 7,1507.2k $69.0k $69.0k 0.00% Unchanged
81 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,0006.0k $57.9k $57.9k 0.00% New
82 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 5,6875.7k $54.9k $54.9k 0.00% New
83 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,1863.2k $30.7k $30.7k 0.00% New
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,9252.9k $28.0k $28.0k 0.00% Added +254 +254
85 HighMark Wealth Management LLC 0.01% of their portfolio ST. PAUL, MN 2,8002.8k $27.0k $27.0k 0.01% Unchanged
86 BARD ASSOCIATES INC 0.01% of their portfolio CHICAGO, IL 2,5002.5k $24.1k $24.1k 0.01% Unchanged
87 Legal & General Group Plc 0.00% of their portfolio London, X0 1,8791.9k $18.1k $18.1k 0.00% New
88 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,7501.8k $16.9k $16.9k 0.00% New
89 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,2741.3k $12.3k $12.3k 0.00% New
90 Community Bank, N.A. 0.00% of their portfolio DeWitt, NY 1,0001.0k $9.7k $9.7k 0.00% Unchanged
91 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 516516 $5.1k $5.1k 0.00% Unchanged
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 266266 $2.6k $2.6k 0.00% New
93 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 250250 $2.4k $2.4k 0.00% New
94 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 154154 $1.5k $1.5k 0.00% First filing
95 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 141141 $1.4k $1.4k 0.00% Unchanged
96 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 6868 $656 $656 0.00% New
97 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 2626 $251 $251 0.00% Unchanged
98 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1111 $106 $106 0.00% Unchanged
99 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 99 $87 $87 0.00% Unchanged
100 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 22 $19 $19 0.00% New