13FPulse
AV

AVAH AVEANNA HEALTHCARE HOLDINGS

2026Q2 · CUSIP 05356F105 · Sector: Healthcare & Biotech

Normal

Fund flows are within the usual range

Funds that own it
211
Institutions that reported holding it to the SEC
Net increase in holders
+16
Last quarter 195 → now 211
How unusual is that
Above average
Stronger buying than 79% of US stocks
What the filings say, in one paragraph

211 funds held AVAH at the end of 2026Q2, up 16 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.6B(YoY +19.5%), the P/E is 10.5x, return on equity is 95.6%. AVAH has had 3 buying rushes in its history, and the price moved -3.7% 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.

2021Q3: holders=85 2021Q4: holders=91 2022Q1: holders=97 2022Q2: holders=88 2022Q3: holders=89 2022Q4: holders=82 2023Q1: holders=67 2023Q2: holders=59 2023Q3: holders=64 2023Q4: holders=66 2024Q1: holders=68 2024Q2: holders=66 2024Q3: holders=93 2024Q4: holders=109 2025Q1: holders=115 2025Q2: holders=132 2025Q3: holders=167 2025Q4: holders=192 2026Q1: holders=195 2026Q2: holders=211 -35 -17.5 +0 +17.5 +35 53138222 21Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 3 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10% -13.4% -10.4%
2025Q2 Top 20% +20.0% +5.1%
2024Q3 Top 20% -25.7% -6.0%

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
121
Change in large funds
+14
Total value they hold
$1.7B
Funds buying for the first time
56
Funds that sold out entirely
40
Price change that quarter
+71.4%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
1

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)
10.5
EPS (TTM)
$1.26
EPS YoY
+1300.0%
Revenue (TTM)
$2.6B
Revenue YoY
+19.5%
Net margin
10.6%
ROE
95.6%
Debt ratio
86.3%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-02: EPS 0.01 2022-01-01: EPS -0.75 2022-04-02: EPS 0.14 2022-07-02: EPS -2.56 2022-10-01: EPS 0.13 2022-12-31: EPS -1.28 2023-04-01: EPS -0.17 2023-07-01: EPS 0.13 2023-09-30: EPS -0.54 2023-12-30: EPS -0.13 2024-03-30: EPS -0.06 2024-06-29: EPS 0.07 2024-09-28: EPS -0.22 2024-12-28: EPS 0.15 2025-03-29: EPS 0.03 2025-06-28: EPS 0.13 2025-09-27: EPS 0.06 2026-01-03: EPS 0.83 2026-04-04: EPS 0.19 2026-07-04: EPS 0.18 0M 335M 670M $M -2.82 -0.95 0.91 202020212022202320242025202607/26 Revenue EPS

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

P/E (TTM) over time
6 108 210 20252026

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
-39M337K40M 2020202120222023202420252026
Latest quarter $18M (2022-10-01)

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

As of 2026-07-04 · SEC filings (XBRL)

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