13FPulse
中
AH

AHCO ADAPTHEALTH CORP

2026Q2 · CUSIP 00653Q102 · Sector: Healthcare & Biotech

Normal

Fund flows are within the usual range

Funds that own it
229
Institutions that reported holding it to the SEC
Net decrease in holders
10
Last quarter 239 → now 229
How unusual is that
Bottom 20%
Stronger than only 13% of US stocks
What the filings say, in one paragraph

229 funds held AHCO at the end of 2026Q2, down 10 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.4B(YoY +8.8%), return on equity is -16.6%. AHCO has had 7 buying rushes in its history, and the price moved +1.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q4: holders=23 2020Q1: holders=35 2020Q2: holders=52 2020Q3: holders=78 2020Q4: holders=135 2021Q1: holders=145 2021Q2: holders=136 2021Q3: holders=140 2021Q4: holders=151 2022Q1: holders=153 2022Q2: holders=149 2022Q3: holders=182 2022Q4: holders=196 2023Q1: holders=172 2023Q2: holders=180 2023Q3: holders=191 2023Q4: holders=192 2024Q1: holders=211 2024Q2: holders=208 2024Q3: holders=217 2024Q4: holders=201 2025Q1: holders=224 2025Q2: holders=217 2025Q3: holders=224 2025Q4: holders=231 2026Q1: holders=239 2026Q2: holders=229 -57 -28.5 +0 +28.5 +57 20136251 19Q420Q321Q222Q122Q423Q324Q225Q125Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 7 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 10% +5.1% +3.8%
2024Q1 Top 20% +6.5% -3.4%
2023Q3 Top 20% -12.6% +19.4%
2022Q3 Top 5% +3.5% -48.7%
2020Q4 Top 20% -23.4% -26.4%
2020Q3 Top 10% +9.5% -12.0%
2020Q1 Top 10% +32.8% +80.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
134
Change in large funds
+8
Total value they hold
$1.5B
Funds buying for the first time
27
Funds that sold out entirely
37
Price change that quarter
-43.7%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-1.68
EPS YoY
-405.4%
Revenue (TTM)
$3.4B
Revenue YoY
+8.8%
Net margin
-6.8%
ROE
-16.6%
Debt ratio
68.1%
FCF (TTM)
$98M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.20 2021-12-31: EPS 0.43 2022-03-31: EPS 0.08 2022-06-30: EPS 0.09 2022-09-30: EPS 0.11 2022-12-31: EPS 0.05 2023-03-31: EPS -0.06 2023-06-30: EPS 0.09 2023-09-30: EPS -3.43 2023-12-31: EPS -1.91 2024-03-31: EPS -0.02 2024-06-30: EPS 0.13 2024-09-30: EPS 0.15 2024-12-31: EPS 0.35 2025-03-31: EPS -0.05 2025-06-30: EPS 0.10 2025-09-30: EPS 0.16 2025-12-31: EPS -0.73 2026-03-31: EPS -0.12 2026-06-30: EPS -0.99 0M 495M 990M $M -3.77 -1.65 0.47 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 28 13 44 74 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-46M35M117M 20192020202120222023202420252026
Latest quarter $-27M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.