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AdaptHealth Corp.

AHCO Healthcare
$10.13 $-0.22 (-2.13%)
Market Cap: $1.35 B
Gurus Holding
3
Popularity Rank
#2964
% of Shares Held
1.06%
Net Activity (Q1 2026)
-$36.71 M

Guru Ownership Trend

Guru Analysis for AdaptHealth Corp. (AHCO)

AdaptHealth Corp. (AHCO), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $14.32 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.71 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 85.3%. Conversely, Jefferies Group reduced exposure by 94.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.54 M
Total Buy Value
New Buys 0
Additions 2
-$42.26 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for AdaptHealth Corp. (AHCO)

Major holders include Cliff Asness ($11.5 M), Renaissance Technologies (RenTech) ($2.72 M), Jefferies Group ($2.61 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.41 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.71 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited AHCO. The total reported sell value was $42.26 M.

Yes, 0 managers opened new positions in AHCO, and 2 increased their existing holdings. The total reported buy value was $5.54 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 85.3% 966,419 $11.5 M Q1 2026
0.00% Add 10.1% 228,373 $2.72 M Q1 2026
0.02% Reduce -94.2% 219,065 $2.61 M Q1 2026
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