AGLNYSEServices-Misc Health & Allied Services, NECFiscal year ends December 31
agilon health, inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$88.83+3.71 (+4.36%)
Close on Oct 19, 2026
- Market cap
- $1.53B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.8%
16M of 17M shares
Institutional holders
178
94 new, 9 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
5 buys · 0 sales
Net bought $351.03K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Morgan Stanley | 50,200,249 | 12.20% | 13G (passive) amendment | Mar 31, 2025 |
| North Peak Capital Management, LLC | 39,411,957 | 9.50% | 13G (passive) amendment | Sep 30, 2025 |
| Wellington Group Holdings LLP | 28,377,676 | 6.90% | 13G (passive) amendment | Feb 28, 2025 |
| BlackRock, Inc. | 23,861,022 | 5.80% | 13G (passive) | Sep 30, 2024 |
| Goldman Sachs & Co. LLC | 1,018,303 | 6.10% | 13G (passive) | Mar 31, 2026 |
| CD&R Vector Holdings, L.P. | 100,000,000 | 24.60% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AGL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | 4,000,000 | 23.82% | $428.72M | – | 47.90% |
| Morgan Stanley | 2,011,196 | 11.98% | $215.56M | −88,255 | 0.01% |
| North Peak Capital Management, LLC | 1,485,066 | 8.84% | $159.17M | −60,471 | 17.69% |
| BlackRock, Inc. | 1,146,520 | 6.83% | $122.88M | +273,356 | 0.00% |
| Aqr Capital Management LLC | 692,541 | 4.12% | $74.23M | −282,356 | 0.03% |
| Goldman Sachs Group Inc | 686,792 | 4.09% | $73.61M | −375,444 | 0.01% |
| Vanguard Capital Management LLC | 525,328 | 3.13% | $56.30M | −13,208 | 0.00% |
| Marshall Wace, Llp | 468,293 | 2.79% | $50.19M | New | 0.04% |
| Durable Capital Partners LP | 440,642 | 2.62% | $47.23M | New | 0.46% |
| D. E. Shaw & Co., Inc. | 390,149 | 2.32% | $41.82M | −352,069 | 0.02% |
| Charles Schwab Investment Management Inc | 348,960 | 2.08% | $37.40M | −15,539 | 0.00% |
| Geode Capital Management, LLC | 314,165 | 1.87% | $33.68M | +48,053 | 0.00% |
| State Street Corp | 280,126 | 1.67% | $30.02M | +26,422 | 0.00% |
| Jane Street Group, LLC | 273,393 | 1.63% | $29.30M | +258,280 | 0.00% |
| Rock Springs Capital Management LP | 262,600 | 1.56% | $28.15M | +2,600 | 1.37% |
| Nuveen, LLC | 229,071 | 1.36% | $24.55M | +197,075 | 0.01% |
| Renaissance Technologies LLC | 152,214 | 0.91% | $16.31M | +3,171 | 0.02% |
| Invesco Ltd. | 133,144 | 0.79% | $14.27M | +92,608 | 0.00% |
| Vanguard Portfolio Management LLC | 128,328 | 0.76% | $13.75M | +17,493 | 0.00% |
| Two Sigma Investments, LP | 125,713 | 0.75% | $13.47M | +26,361 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 178 | 16M | 95.8% | 94 / 36 | 34 / 9 | 3M | 2M |
| Q1 2026 | 95 | 15M | 90.0% | 94 / 1 | 0 / 0 | 15M | 0M |
| Q4 2025 | 1 | 0M | 0.0% | 0 / 1 | 0 / 0 | 0M | 0M |
| Q3 2025 | 1 | 0M | 0.0% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q2 2025 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AGL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 369,638 | 2.20% | $39.62M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 326,344 | 1.94% | $34.98M | 0.04% | Jun 30, 2026 |
| Morgan Stanley Insight Fund | 274,566 | 1.64% | $29.43M | 2.39% | Jun 30, 2026 |
| Morgan Stanley Discovery Portfolio | 246,726 | 1.47% | $26.44M | 2.11% | Jun 30, 2026 |
| Inception Portfolio | 239,593 | 1.43% | $25.68M | 9.10% | Jun 30, 2026 |
| EQ/Morgan Stanley Small Cap Growth Portfolio | 188,357 | 1.12% | $20.19M | 4.25% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 177,493 | 1.06% | $16.38M | 0.18% | May 31, 2026 |
| Discovery Portfolio | 159,556 | 0.95% | $17.10M | 2.13% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 142,531 | 0.85% | $15.28M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 136,366 | 0.81% | $12.49M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 117,417 | 0.70% | $12.58M | 0.08% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 87,845 | 0.52% | $9.42M | 0.01% | Jun 30, 2026 |
| Inspire Small/Mid Cap ETF | 67,045 | 0.40% | $6.19M | 1.95% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 64,465 | 0.38% | $5.95M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 63,456 | 0.38% | $5.86M | 0.03% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy Patrick O'Rourke | CEO & President, Director | 120,000 | 0.71% | May 11, 2026 |
| Steven Sell | CEO & President, Director | 943,910 | 5.62% | Apr 16, 2025 |
| Timothy Gertsch | Chief Accounting Officer | 14,152 | 0.08% | Aug 18, 2026 |
| Denise Zamore | Chief Legal Officer | 66,075 | 0.39% | Aug 4, 2026 |
| Jeffrey A. Schwaneke | Chief Financial Officer | 138,923 | 0.83% | Jul 2, 2026 |
| Girish Venkatachaliah | Chief Technology Officer | 38,236 | 0.23% | Apr 16, 2026 |
| Benjamin Shaker | Chief Markets Officer | 122,850 | 0.73% | Apr 16, 2026 |
| Sharad Mansukani | Director | 56,242 | 0.33% | Jun 4, 2026 |
| Silvana Battaglia | Director | 7,926 | 0.05% | Jun 4, 2026 |
| Diana McKenzie | Director | 7,633 | 0.05% | Jun 4, 2026 |
| Ronald A. Williams | Director | 149,141 | 0.89% | Jun 4, 2026 |
| Karen McLoughlin | Director | 8,207 | 0.05% | Jun 4, 2026 |
| John William Wulf | Director | 16,765 | 0.10% | Jun 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timothy Gertsch Chief Accounting Officer | Aug 16, 2026 | Tax withholding | −17 | $96.90 | $1.65K | 14,152 |
| Denise Zamore Chief Legal Officer | Aug 1, 2026 | Tax withholding | −37 | $91.61 | $3.39K | 66,075 |
| Jeffrey A. Schwaneke Chief Financial Officer | Jul 1, 2026 | Tax withholding | −2,311 | $111.74 | $258.23K | 138,031 |
| Sharad Mansukani Director | Jun 2, 2026 | Award | +2,133 | – | – | 56,242 |
| Ronald A. Williams Director | Jun 2, 2026 | Award | +2,133 | – | – | 149,141 |
| Diana McKenzie Director | Jun 2, 2026 | Award | +2,133 | – | – | 7,633 |
| Silvana Battaglia Director | Jun 2, 2026 | Award | +2,133 | – | – | 7,926 |
| Karen McLoughlin Director | Jun 2, 2026 | Award | +2,133 | – | – | 8,207 |
| John William Wulf Director | Jun 2, 2026 | Award | +2,133 | – | – | 16,765 |
| Denise Zamore Chief Legal Officer | Jun 1, 2026 | Tax withholding | −485 | $92.54 | $44.88K | 66,112 |
| Timothy Gertsch Chief Accounting Officer | May 24, 2026 | Tax withholding | −8 | $86.39 | $691 | 14,169 |
| Timothy Patrick O'Rourke CEO & President, Director | May 7, 2026 | Award | +120,000 | – | – | 120,000 |
| Timothy Patrick O'Rourke CEO & President, Director | May 7, 2026 | Award | +200,000 | – | – | 320,000 |
| Denise Zamore Chief Legal Officer | Apr 15, 2026 | Tax withholding | −220 | $26.88 | $5.91K | 66,597 |
| Girish Venkatachaliah Chief Technology Officer | Apr 15, 2026 | Tax withholding | −330 | $26.88 | $8.87K | 38,236 |
| Timothy Gertsch Chief Accounting Officer | Apr 15, 2026 | Tax withholding | −122 | $26.88 | $3.28K | 14,177 |
| Benjamin Shaker Chief Markets Officer | Apr 15, 2026 | Tax withholding | −571 | $26.88 | $15.35K | 122,850 |
| Denise Zamore Chief Legal Officer | Apr 14, 2026 | Tax withholding | −20 | $22.68 | $454 | 66,817 |
| Girish Venkatachaliah Chief Technology Officer | Apr 14, 2026 | Tax withholding | −96 | $22.68 | $2.18K | 38,566 |
| Timothy Gertsch Chief Accounting Officer | Apr 14, 2026 | Tax withholding | −25 | $22.68 | $567 | 14,299 |
| Benjamin Shaker Chief Markets Officer | Apr 14, 2026 | Tax withholding | −104 | $22.68 | $2.36K | 123,421 |
| Timothy Gertsch Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −266 | $9.75 | $2.59K | 4,324 |
| Timothy Gertsch Chief Accounting Officer | Apr 1, 2026 | Award | +10,000 | – | – | 14,324 |
| Benjamin Shaker Chief Markets Officer | Apr 1, 2026 | Award | +70,000 | – | – | 123,525 |
| Benjamin Shaker Chief Markets Officer | Apr 1, 2026 | Tax withholding | −1,664 | $9.75 | $16.22K | 53,525 |
| Denise Zamore Chief Legal Officer | Apr 1, 2026 | Tax withholding | −1,024 | $9.75 | $9.98K | 16,837 |
| Denise Zamore Chief Legal Officer | Apr 1, 2026 | Award | +50,000 | – | – | 66,837 |
| Jeffrey A. Schwaneke Chief Financial Officer | Apr 1, 2026 | Award | +75,000 | – | – | 140,342 |
| Jeffrey A. Schwaneke Chief Financial Officer | Apr 1, 2026 | Tax withholding | −1,662 | $9.75 | $16.20K | 65,342 |
| Girish Venkatachaliah Chief Technology Officer | Apr 1, 2026 | Tax withholding | −480 | $9.75 | $4.68K | 10,662 |
| Girish Venkatachaliah Chief Technology Officer | Apr 1, 2026 | Award | +28,000 | – | – | 38,662 |
| Benjamin Shaker Chief Markets Officer | Mar 9, 2026 | Tax withholding | −6,348 | $0.60 | $3.81K | 1,379,774 |
| Benjamin Shaker Chief Markets Officer | Mar 9, 2026 | Buy | +18,448 | – | – | 1,386,122 |
| Denise Zamore Chief Legal Officer | Mar 9, 2026 | Tax withholding | −2,056 | $0.60 | $1.23K | 446,604 |
| Denise Zamore Chief Legal Officer | Mar 9, 2026 | Buy | +5,535 | – | – | 448,660 |
| Girish Venkatachaliah Chief Technology Officer | Mar 9, 2026 | Buy | +18,448 | – | – | 285,084 |
| Girish Venkatachaliah Chief Technology Officer | Mar 9, 2026 | Tax withholding | −6,477 | $0.60 | $3.89K | 278,607 |
| Benjamin Shaker Chief Markets Officer | Mar 2, 2026 | Buy | +500,000 | $0.60 | $300.00K | 1,367,674 |
| Jeffrey A. Schwaneke Chief Financial Officer | Jan 10, 2026 | Award | +600,000 | – | – | 1,675,122 |
| John William Wulf Director | Nov 12, 2025 | Buy | +81,000 | $0.63 | $51.03K | 365,857 |
| Timothy Gertsch Chief Accounting Officer | Aug 16, 2025 | Tax withholding | −406 | $1.11 | $451 | 114,752 |
| Denise Zamore Chief Legal Officer | Aug 1, 2025 | Tax withholding | −915 | $1.70 | $1.56K | 443,125 |
| Jeffrey A. Schwaneke Chief Financial Officer | Jul 1, 2025 | Tax withholding | −46,099 | $2.38 | $109.72K | 1,075,122 |
| John William Wulf Director | May 28, 2025 | Award | +78,724 | – | – | 284,857 |
| Sharad Mansukani Director | May 28, 2025 | Award | +78,724 | – | – | 1,352,757 |
| Diana McKenzie Director | May 28, 2025 | Award | +78,724 | – | – | 137,543 |
| Silvana Battaglia Director | May 28, 2025 | Award | +78,724 | – | – | 144,868 |
| Karen McLoughlin Director | May 28, 2025 | Award | +78,724 | – | – | 151,890 |
| Jeffrey A. Schwaneke Chief Financial Officer | May 28, 2025 | Tax withholding | −9,331 | $2.35 | $21.93K | 1,121,221 |
| Ronald A. Williams Director | May 28, 2025 | Award | +78,724 | – | – | 3,675,257 |
| Timothy Gertsch Chief Accounting Officer | May 24, 2025 | Tax withholding | −193 | $2.22 | $428 | 115,158 |
| Timothy Gertsch Chief Accounting Officer | Apr 15, 2025 | Tax withholding | −3,022 | $5.53 | $16.71K | 115,351 |
| Benjamin Shaker Chief Markets Officer | Apr 15, 2025 | Tax withholding | −14,641 | $5.53 | $80.96K | 867,674 |
| Steven Sell CEO & President, Director | Apr 15, 2025 | Tax withholding | −22,563 | $5.53 | $124.77K | 862,122 |
| Denise Zamore Chief Legal Officer | Apr 15, 2025 | Tax withholding | −5,490 | $5.53 | $30.36K | 444,040 |
| Girish Venkatachaliah Chief Technology Officer | Apr 15, 2025 | Tax withholding | −8,226 | $5.53 | $45.49K | 266,636 |
| Timothy Gertsch Chief Accounting Officer | Apr 14, 2025 | Tax withholding | −662 | $5.60 | $3.71K | 118,373 |
| Benjamin Shaker Chief Markets Officer | Apr 14, 2025 | Tax withholding | −3,665 | $5.60 | $20.52K | 882,315 |
| Steven Sell CEO & President, Director | Apr 14, 2025 | Tax withholding | −7,898 | $5.60 | $44.23K | 884,685 |
| Denise Zamore Chief Legal Officer | Apr 14, 2025 | Tax withholding | −517 | $5.60 | $2.90K | 449,530 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Shaker Benjamin Officer | Sep 12, 2023 | 50,000 | $889.00K | Sep 12, 2023 | Acquired as compensation -- Stock Options |
| Shaker Benjamin Officer | May 16, 2023 | 175,000 | $4.03M | May 16, 2023 | Acquired as compensation -- Stock Options |
| Shaker Benjamin Officer | May 15, 2023 | 25,000 | $595.25K | May 15, 2023 | Acquired as compensation -- Stock Options |
| Desai Veeral Officer | Apr 20, 2023 | 15,000 | $373.95K | Apr 20, 2023 | Acquired as compensation -- stock options |
| Desai Veeral Officer | Apr 19, 2023 | 5,000 | $132.80K | Apr 19, 2023 | Acquired as compensation -- stock options |