Vault-13

INFUSYSTEM HLDGS INC INFU

COM · Common Stock · CUSIP 45685K102

96 institutional holders -6 vs Q4 2025
14,249,74714.2m shares reported held*
70.5% of all shares outstanding*
$131.5mreported value*
12 new 39 added 25 reduced 18 sold out net bought ≈ $4.1m (+443.7k 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: 20.2m as of 2026-02-25, 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 ≈ $9.23. Options: 1 managers hold calls ($38.8k notional), 1 hold puts ($923).

Trends to Q1 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: 9696Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 45 bought or addedQ2 24: 23 cut or sold outQ3 24: 44 bought or addedQ3 24: 22 cut or sold outQ3 24Q4 24: 43 bought or addedQ4 24: 27 cut or sold outQ1 25: 44 bought or addedQ1 25: 35 cut or sold outQ1 25Q2 25: 55 bought or addedQ2 25: 54 cut or sold outQ3 25: 54 bought or addedQ3 25: 51 cut or sold outQ3 25Q4 25: 60 bought or addedQ4 25: 41 cut or sold outQ1 26: 51 bought or addedQ1 26: 43 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244523
Q3 20244422
Q4 20244327
Q1 20254435
Q2 20255554
Q3 20255451
Q4 20256041
Q1 20265143

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ2 25 calls: $2.5kQ2 25 puts: $111.8kQ2 25P/C 44.80Q3 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 0.02
Numbers
QuarterCallsPutsP/C
Q2 2025$2.5k$111.8k44.80
Q3 2025$526.7k$22.0k0.04
Q4 2025$758.9k$8970.00
Q1 2026$38.8k$9230.02

Biggest buyers

ACADIAN ASSET MANAGEMENT LLC Added +185,284+185.3k
North Star Investment Management Corp. Added +153,000+153.0k
WHITE PINE CAPITAL LLC Added +144,366+144.4k
Minerva Advisors LLC Added +125,374+125.4k
MARSHALL WACE, LLP Added +121,430+121.4k
AMERICAN CENTURY COMPANIES INC Added +120,863+120.9k
TWO SIGMA INVESTMENTS, LP Added +115,529+115.5k
CITADEL ADVISORS LLC Added +100,238+100.2k
Expect Equity LLC New +80,946+80.9k
MANGROVE PARTNERS IM, LLC New +74,061+74.1k

Biggest sellers

AWM Investment Company, Inc. Reduced -360,579-360.6k
Ancora Advisors LLC Reduced -207,630-207.6k
Russell Investments Group, Ltd. Reduced -90,234-90.2k
Rothschild Wealth LLC Reduced -75,000-75.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -71,396-71.4k
VICTORY CAPITAL MANAGEMENT INC Sold out -51,584-51.6k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -50,274-50.3k
PharVision Advisers, LLC Sold out -46,916-46.9k
ExodusPoint Capital Management, LP Sold out -45,008-45.0k
TWO SIGMA ADVISERS, LP Sold out -39,270-39.3k

Biggest calls

SIMPLEX TRADING, LLC Reduced $38.8k4.2k shares

Biggest puts

GROUP ONE TRADING LLC Unchanged $923100 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

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)

BuyingSelling
10010Q2 24: 6 buyingQ2 24: 0 sellingQ3 24: 1 buyingQ3 24: 0 sellingQ3 24Q4 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 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20246$123.2k0——
Q3 20241$23.6k0——
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——
DateInsiderTradeSharesPrice ValueTheir holding
2026-03-02 Steele Barry G Executive VP and CFO Bought 2,064 $9.16 $18.9k2.1k shares +2%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Minerva Advisors LLC 7.17% of their portfolio BALA CYNWYD, PA 1,204,1051.2m $11.1m $11.1m 7.17% Added +125.4k +125,374
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 860,263860.3k $7.9m $7.9m 0.00% First filing
3 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.45% of their portfolio EDINA, MN 837,925837.9k $7.7m $7.7m 0.45% Added +13.2k +13,175
4 First Eagle Investment Management, LLC 0.01% of their portfolio NEW YORK, NY 721,371721.4k $6.7m $6.7m 0.01% Reduced -30.0k -30,000
5 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 634,044634.0k $5.8m $5.8m 0.01% Added +185.3k +185,284
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 616,586616.6k $5.7m $5.7m 0.00% Added +6.7k +6,713
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 594,288594.3k $5.5m $5.5m 0.00% Added +33.4k +33,410
8 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 566,809566.8k $5.2m $5.2m 0.01% Reduced -20.7k -20,700
9 HEARTLAND ADVISORS INC 0.24% of their portfolio MILWAUKEE, WI 510,000510.0k $4.7m $4.7m 0.24% Added +10.0k +10,000
10 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 473,021473.0k $4.4m $4.4m 0.00% Added +120.9k +120,863
11 Meros Investment Management, LP 1.88% of their portfolio DALLAS, TX 469,408469.4k $4.3m $4.3m 1.88% Reduced -28.6k -28,581
12 Hillsdale Investment Management Inc. 0.11% of their portfolio Toronto, A6 452,373452.4k $4.2m $4.2m 0.11% Added +5.0k +5,000
13 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 368,712368.7k $3.4m $3.4m 0.00% Reduced -50.3k -50,274
14 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 354,559354.6k $3.3m $3.3m 0.00% Added +68.3k +68,276
15 ESSEX INVESTMENT MANAGEMENT CO LLC 0.44% of their portfolio BOSTON, MA 299,332299.3k $2.8m $2.8m 0.44% Added +5.3k +5,275
16 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 265,209265.2k $2.4m $2.4m 0.00% Added +121.4k +121,430
17 WHITE PINE CAPITAL LLC 0.31% of their portfolio BLOOMINGTON, MN 246,027246.0k $2.3m $2.3m 0.31% Added +144.4k +144,366
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 234,331234.3k $2.2m $2.2m 0.00% Reduced -71.4k -71,396
19 Truffle Hound Capital, LLC 1.30% of their portfolio BETHESDA, MD 230,000230.0k $2.1m $2.1m 1.30% Unchanged
20 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 218,445218.4k $2.0m $2.0m 0.00% Added +322 +322
21 AWM Investment Company, Inc. 0.21% of their portfolio NEW YORK, NY 201,077201.1k $1.9m $1.9m 0.21% Reduced -360.6k -360,579
22 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 185,411185.4k $1.7m $1.7m 0.00% Added +115.5k +115,529
23 Teton Advisors, LLC 1.20% of their portfolio GREENWICH, CT 185,000185.0k $1.7m $1.7m 1.20% Unchanged
24 North Star Investment Management Corp. 0.10% of their portfolio CHICAGO, IL 182,000182.0k $1.7m $1.7m 0.10% Added +153.0k +153,000
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 169,954170.0k $1.6m $1.6m 0.00% Added +100.2k +100,238
26 GSA CAPITAL PARTNERS LLP 0.09% of their portfolio LONDON, X0 162,670162.7k $1.5m $1.5m 0.09% Added +34.8k +34,839
27 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 148,485148.5k $1.4m $1.4m 0.01% Reduced -1.6k -1,600
28 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 130,058130.1k $1.2m $1.2m 0.00% Reduced -90.2k -90,234
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 127,870127.9k $1.2m $1.2m 0.00% Reduced -1.6k -1,567
30 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 127,307127.3k $1.2m $1.2m 0.00% Reduced -30.9k -30,856
31 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 121,988122.0k $1.1m $1.1m 0.00% First filing
32 Man Group plc 0.00% of their portfolio LONDON, X0 112,106112.1k $1.0m $1.0m 0.00% Added +58.9k +58,910
33 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 110,598110.6k $1.0m $1.0m 0.00% Added +19.4k +19,377
34 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 104,757104.8k $966.9k $966.9k 0.00% Added +57.9k +57,948
35 683 Capital Management, LLC 0.09% of their portfolio NEW YORK, NY 100,465100.5k $927.3k $927.3k 0.09% Unchanged
36 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 98,07198.1k $905.2k $905.2k 0.00% Added +1.2k +1,200
37 Legato Capital Management LLC 0.08% of their portfolio San Francisco, CA 93,76893.8k $865.5k $865.5k 0.08% Reduced -1.3k -1,327
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 88,40888.4k $816.0k $816.0k 0.00% Added +21.9k +21,921
39 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 82,78882.8k $764.1k $764.1k 0.00% Added +17.3k +17,287
40 Expect Equity LLC 0.58% of their portfolio Pikesville, MD 80,94680.9k $747.1k $747.1k 0.58% New
41 Ancora Advisors LLC 0.02% of their portfolio Cleveland, OH 80,66180.7k $744.5k $744.5k 0.02% Reduced -207.6k -207,630
42 GLOBEFLEX CAPITAL L P 0.11% of their portfolio SAN DIEGO, CA 79,96180.0k $738.0k $738.0k 0.11% Unchanged
43 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 76,88876.9k $709.7k $709.7k 0.00% Reduced -9.4k -9,375
44 MANGROVE PARTNERS IM, LLC 0.06% of their portfolio Greenwich, CT 74,06174.1k $683.6k $683.6k 0.06% New
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 72,33272.3k $667.6k $667.6k 0.00% Reduced -22.3k -22,308
46 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 71,36171.4k $658.7k $658.7k 0.00% Reduced -6.1k -6,116
47 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 67,90067.9k $626.7k $626.7k 0.01% Added +30.0k +30,000
48 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 65,07965.1k $600.7k $600.7k 0.00% Reduced -11.9k -11,856
49 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 56,81156.8k $524.4k $524.4k 0.00% Added +3.6k +3,624
50 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 51,02651.0k $471.0k $471.0k 0.00% Reduced -30.8k -30,808
51 ARS Investment Partners, LLC 0.02% of their portfolio New York, NY 48,81548.8k $450.6k $450.6k 0.02% Added +765 +765
52 Integrated Quantitative Investments LLC 0.07% of their portfolio BELLEVUE, WA 41,48441.5k $382.9k $382.9k 0.07% Unchanged
53 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 39,58839.6k $365.4k $365.4k 0.00% Added +11.0k +10,966
54 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 35,87035.9k $331.1k $331.1k 0.01% Added +18.4k +18,362
55 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 32,74432.7k $302.2k $302.2k 0.01% Added +4.0k +3,988
56 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 32,38532.4k $298.9k $298.9k 0.00% Added +1.9k +1,877
57 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 31,40031.4k $289.8k $289.8k 0.00% Added +23.3k +23,300
58 Catalyst Funds Management Pty Ltd 0.05% of their portfolio SYDNEY NSW, C3 30,20030.2k $278.7k $278.7k 0.05% Added +11.8k +11,800
59 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 30,15430.2k $278.3k $278.3k 0.00% Added +3.3k +3,269
60 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 30,09730.1k $281.1k $281.1k 0.00% Reduced -26.9k -26,859
61 BAILARD, INC. 0.01% of their portfolio Foster City, CA 29,70029.7k $274.1k $274.1k 0.01% New
62 UBS Group AG 0.00% of their portfolio ZURICH, V8 26,42526.4k $243.9k $243.9k 0.00% Added +19.6k +19,590
63 FMR LLC 0.00% of their portfolio BOSTON, MA 26,12526.1k $241.1k $241.1k 0.00% Added +25.4k +25,436
64 TOTH FINANCIAL ADVISORY CORP 0.03% of their portfolio LEESBURG, VA 25,00025.0k $230.8k $230.8k 0.03% New
65 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 23,28623.3k $214.9k $214.9k 0.00% Reduced -2.0k -2,026
66 ALGERT GLOBAL LLC 0.00% of their portfolio SAN FRANCISCO, CA 22,51922.5k $207.8k $207.8k 0.00% Unchanged
67 SALEM INVESTMENT COUNSELORS INC 0.01% of their portfolio WINSTON-SALEM, NC 22,41722.4k $206.9k $206.9k 0.01% Unchanged
68 Rothschild Wealth LLC 0.02% of their portfolio OAK BROOK, IL 21,80021.8k $201.2k $201.2k 0.02% Reduced -75.0k -75,000
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 21,06121.1k $194.4k $194.4k 0.00% Unchanged
70 Carrera Capital Advisors 0.03% of their portfolio TROY, MI 20,23820.2k $186.8k $186.8k 0.03% Added +8.9k +8,930
71 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 17,13317.1k $158.1k $158.1k 0.00% Added +6.9k +6,872
72 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 16,87016.9k $155.7k $155.7k 0.00% Reduced -10.0k -9,954
73 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 14,04014.0k $129.6k $129.6k 0.00% New
74 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 13,21113.2k $133.8k $133.8k 0.01% Reduced -4.9k -4,913
75 OMERS ADMINISTRATION Corp 0.00% of their portfolio TORONTO, A6 12,90012.9k $119.1k $119.1k 0.00% Reduced -25.5k -25,500
76 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 12,86212.9k $118.7k $118.7k 0.00% New
77 Jain Global LLC 0.00% of their portfolio NEW YORK, NY 12,83812.8k $118.5k $118.5k 0.00% New
78 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 12,50012.5k $115.4k $115.4k 0.00% New
79 Clayton Partners LLC 0.08% of their portfolio BERKELEY, CA 12,40012.4k $114.5k $114.5k 0.08% New
80 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 11,28611.3k $104.2k $104.2k 0.00% New
81 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 10,71810.7k $98.9k $98.9k 0.00% Added +63 +63
82 Redhawk Wealth Advisors, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 10,23010.2k $94.4k $94.4k 0.01% New
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,8969.9k $92.5k $92.5k 0.00% Reduced -1.8k -1,793
84 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,8767.9k $72.7k $72.7k 0.00% First filing
85 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 7,1507.2k $66.0k $66.0k 0.00% New
86 HighMark Wealth Management LLC 0.01% of their portfolio ST. PAUL, MN 2,8002.8k $25.8k $25.8k 0.01% Unchanged
87 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,6712.7k $24.0k $24.0k 0.00% Added +2.6k +2,642
88 BARD ASSOCIATES INC 0.01% of their portfolio CHICAGO, IL 2,5002.5k $23.1k $23.1k 0.01% Unchanged
89 Community Bank, N.A. 0.00% of their portfolio DeWitt, NY 1,0001.0k $9.2k $9.2k 0.00% Unchanged
90 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 516516 $4.8k $4.8k 0.00% Unchanged
91 Intentional Wealth Strategies, LLC 0.00% of their portfolio COLORADO SPRINGS, CO 225225 $2.1k $2.1k 0.00% First filing
92 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 141141 $1.3k $1.3k 0.00% Unchanged
93 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 2626 $240 $240 0.00% Unchanged
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 1515 $138 $138 0.00% Reduced -12 -12
95 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1111 $102 $102 0.00% Unchanged
96 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 99 $83 $83 0.00% Unchanged