AVAHNasdaqServices-Home Health Care ServicesFiscal year ends January 1
Aveanna Healthcare Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jul 4, 2026Last filing: 10-Q on Aug 13, 2026
$12.44+0.10 (+0.81%)
Close on Oct 19, 2026
- Market cap
- $2.80B
- P/E (TTM)
- 10.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.0%
203M of 218M shares
Institutional holders
215
54 new, 34 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 78 sales
Net sold $819.90M
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 |
|---|---|---|---|---|
| J.H. Whitney VII, L.P. | 19,292,787 | 9.23% | 13G (passive) amendment | Dec 31, 2025 |
| PSA Healthcare Investment Holding LLC | 15,523,810 | 7.13% | 13G (passive) amendment | Jun 30, 2026 |
| Jared R. Nussbaum | 12,372,649 | 6.50% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AVAH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bain Capital Investors LLC | 81,600,880 | 37.39% | $699.32M | – | 14.52% |
| J.H. Whitney Equity Partners VII, LLC | 27,061,967 | 12.40% | $231.92M | −9,180,664 | 100.00% |
| Nut Tree Capital Management, LP | 12,922,649 | 5.92% | $110.75M | – | 26.43% |
| BlackRock, Inc. | 7,410,053 | 3.40% | $63.50M | +1,909,141 | 0.00% |
| Ophir Asset Management Pty Ltd | 5,100,000 | 2.34% | $43.71M | New | 3.59% |
| Vanguard Capital Management LLC | 3,673,218 | 1.68% | $31.48M | −301,601 | 0.00% |
| Braidwell LP | 3,065,106 | 1.40% | $26.27M | +861,600 | 0.97% |
| Boston Partners | 2,870,979 | 1.32% | $24.92M | +46,905 | 0.02% |
| Citadel Advisors LLC | 2,285,756 | 1.05% | $19.59M | +2,008,806 | 0.00% |
| Dimensional Fund Advisors LP | 2,257,684 | 1.03% | $19.35M | +923,310 | 0.00% |
| Mackenzie Financial Corp | 2,107,505 | 0.97% | $18.06M | +1,584,319 | 0.02% |
| Geode Capital Management, LLC | 2,063,737 | 0.95% | $17.69M | +350,441 | 0.00% |
| State Street Corp | 1,951,640 | 0.89% | $16.73M | +391,645 | 0.00% |
| Assenagon Asset Management S.A. | 1,820,784 | 0.83% | $15.60M | +869,190 | 0.01% |
| Point72 Asset Management, L.P. | 1,803,451 | 0.83% | $15.46M | +1,702,795 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 1,672,672 | 0.77% | $14.33M | +861,417 | 0.01% |
| Emerald Advisers, LLC | 1,642,406 | 0.75% | $14.08M | −48,051 | 0.33% |
| Algert Global LLC | 1,610,747 | 0.74% | $13.80M | −184,133 | 0.16% |
| Nuveen, LLC | 1,565,047 | 0.72% | $13.41M | −629,736 | 0.00% |
| FMR LLC | 1,537,259 | 0.70% | $13.17M | +1,171,515 | 0.00% |
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 | 215 | 203M | 93.0% | 54 / 98 | 50 / 34 | 30M | 25M |
| Q1 2026 | 199 | 198M | 90.7% | 43 / 71 | 67 / 36 | 22M | 12M |
| Q4 2025 | 193 | 194M | 88.7% | 40 / 94 | 44 / 12 | 21M | 18M |
| Q3 2025 | 168 | 191M | 87.4% | 50 / 59 | 43 / 15 | 13M | 8M |
| Q2 2025 | 133 | 186M | 85.1% | 33 / 53 | 26 / 15 | 17M | 5M |
| Q1 2025 | 115 | 174M | 79.7% | 17 / 37 | 42 / 11 | 2M | 1M |
| Q4 2024 | 110 | 174M | 79.6% | 31 / 44 | 21 / 12 | 3M | 2M |
| Q3 2024 | 93 | 173M | 79.2% | 31 / 33 | 15 / 3 | 8M | 1M |
| Q2 2024 | 66 | 170M | 78.1% | 8 / 32 | 9 / 10 | 2M | 1M |
| Q1 2024 | 68 | 170M | 77.7% | 8 / 21 | 22 / 5 | 2M | 0M |
| Q4 2023 | 66 | 169M | 77.6% | 10 / 27 | 17 / 8 | 5M | 6M |
| Q3 2023 | 64 | 170M | 77.7% | 10 / 17 | 20 / 5 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AVAH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,730,790 | 1.25% | $23.40M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,048,116 | 0.94% | $17.55M | 0.02% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 1,259,001 | 0.58% | $10.79M | 0.19% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 850,733 | 0.39% | $7.99M | 0.02% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 849,880 | 0.39% | $7.98M | 0.20% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 833,068 | 0.38% | $7.14M | 0.01% | Jun 30, 2026 |
| First Trust Small Cap Growth AlphaDEX Fund | 819,186 | 0.38% | $7.69M | 0.59% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 679,662 | 0.31% | $6.38M | 0.22% | Jul 31, 2026 |
| Columbia Small Cap Value and Inflection Fund | 654,650 | 0.30% | $4.69M | 0.54% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 591,092 | 0.27% | $5.07M | 0.03% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 579,605 | 0.27% | $5.44M | 0.04% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 530,496 | 0.24% | $4.55M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 527,583 | 0.24% | $4.95M | 0.03% | Jul 31, 2026 |
| Boston Partners Small Cap Value Fund II | 510,743 | 0.23% | $3.66M | 0.45% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 476,140 | 0.22% | $4.47M | 0.06% | Jul 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 |
|---|---|---|---|---|
| Jeff Shaner | Chief Executive Officer | 2,561,972 | 1.17% | Aug 24, 2026 |
| Edwin C. Reisz | Chief Administrative Officer | 1,397,897 | 0.64% | Aug 24, 2026 |
| Patrick A. Cunningham | Chief Compliance Officer | 212,755 | 0.10% | May 21, 2026 |
| Matthew Buckhalter | Chief Financial Officer | 529,243 | 0.24% | Feb 19, 2026 |
| Deborah Stewart | SVP, Chief Accounting Officer | 301,807 | 0.14% | Feb 19, 2026 |
| Jerry Perchik | Chief Legal Officer | 440,530 | 0.20% | Feb 17, 2026 |
| Rodney D. Windley | Director | 2,078,017 | 0.95% | Aug 24, 2026 |
| Samuel Altman Weil | Director | – | – | Mar 18, 2026 |
| Brent D. Layton | Director | 54,258 | 0.02% | Feb 17, 2026 |
| Victor F. Ganzi | Director | 502,522 | 0.23% | Feb 17, 2026 |
| Erica Schwartz | Director | 276,414 | 0.13% | Feb 17, 2026 |
| Steven E. Rodgers | Director | 312,414 | 0.14% | Feb 17, 2026 |
| Sheldon M. Retchin | Director | 324,746 | 0.15% | Mar 4, 2025 |
| Paul R. Vigano | 10% owner | 12,315,892 | 5.64% | Aug 24, 2026 |
| J.H. Whitney Equity Partners VII, LLC | 10% owner | 12,315,892 | 5.64% | Aug 24, 2026 |
| Robert M. Williams Jr | 10% owner | 12,315,892 | 5.64% | Aug 24, 2026 |
| Iliad Holdings II LLC JHW | 10% owner | – | – | Mar 20, 2025 |
| Iliad Holdings LLC PSA | 10% owner | 49,975,746 | 22.90% | Mar 20, 2025 |
| Iliad Holdings LLC JHW | 10% owner | – | – | Mar 20, 2025 |
| Healthcare Investment Holding Llc Psa | 10% owner | – | – | Mar 20, 2025 |
| J.H. Whitney VII, L.P. | 10% owner | 54,281,349 | 24.87% | Mar 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| J.H. Whitney Equity Partners VII, LLC 10% owner | Aug 21, 2026 | Sale | −2,250,000 | $11.50 | $25.88M | 12,315,892 |
| Robert M. Williams Jr 10% owner | Aug 21, 2026 | Sale | −2,250,000 | $11.50 | $25.88M | 12,315,892 |
| Paul R. Vigano 10% owner | Aug 21, 2026 | Sale | −2,250,000 | $11.50 | $25.88M | 12,315,892 |
| J.H. Whitney Equity Partners VII, LLC 10% owner | Aug 20, 2026 | Sale | −10,112,125 | $11.50 | $116.29M | 0 |
| J.H. Whitney Equity Partners VII, LLC 10% owner | Aug 20, 2026 | Sale | −957,918 | $11.50 | $11.02M | 14,565,892 |
| J.H. Whitney Equity Partners VII, LLC 10% owner | Aug 20, 2026 | Sale | −1,426,034 | $11.50 | $16.40M | 0 |
| Rodney D. Windley Director | Aug 20, 2026 | Sale | −180,000 | $11.50 | $2.07M | 2,078,017 |
| Jeff Shaner Chief Executive Officer | Aug 20, 2026 | Sale | −90,000 | $11.50 | $1.04M | 2,561,972 |
| Robert M. Williams Jr 10% owner | Aug 20, 2026 | Sale | −957,918 | $11.50 | $11.02M | 14,565,892 |
| Robert M. Williams Jr 10% owner | Aug 20, 2026 | Sale | −10,112,125 | $11.50 | $116.29M | 0 |
| Robert M. Williams Jr 10% owner | Aug 20, 2026 | Sale | −1,813,795 | $11.50 | $20.86M | 0 |
| Robert M. Williams Jr 10% owner | Aug 20, 2026 | Sale | −1,426,034 | $11.50 | $16.40M | 0 |
| Robert M. Williams Jr 10% owner | Aug 20, 2026 | Sale | −190,130 | $11.50 | $2.19M | 0 |
| Paul R. Vigano 10% owner | Aug 20, 2026 | Sale | −10,112,125 | $11.50 | $116.29M | 0 |
| Paul R. Vigano 10% owner | Aug 20, 2026 | Sale | −957,918 | $11.50 | $11.02M | 14,565,892 |
| Paul R. Vigano 10% owner | Aug 20, 2026 | Sale | −1,813,795 | $11.50 | $20.86M | 0 |
| Paul R. Vigano 10% owner | Aug 20, 2026 | Sale | −1,426,034 | $11.50 | $16.40M | 0 |
| Paul R. Vigano 10% owner | Aug 20, 2026 | Sale | −190,130 | $11.50 | $2.19M | 0 |
| Edwin C. Reisz Chief Administrative Officer | Aug 20, 2026 | Sale | −50,000 | $11.50 | $575.00K | 1,397,897 |
| Paul R. Vigano 10% owner | Jun 30, 2026 | Sale | −55,121 | $8.01 | $441.52K | 190,130 |
| Paul R. Vigano 10% owner | Jun 30, 2026 | Sale | −525,844 | $8.01 | $4.21M | 1,813,795 |
| Paul R. Vigano 10% owner | Jun 30, 2026 | Sale | −2,419,035 | $8.01 | $19.38M | 10,112,123 |
| J.H. Whitney Equity Partners VII, LLC 10% owner | Jun 30, 2026 | Sale | −2,419,035 | $8.01 | $19.38M | 10,112,123 |
| Robert M. Williams Jr 10% owner | Jun 30, 2026 | Sale | −2,419,035 | $8.01 | $19.38M | 10,112,123 |
| Robert M. Williams Jr 10% owner | Jun 30, 2026 | Sale | −525,844 | $8.01 | $4.21M | 1,813,795 |
| Robert M. Williams Jr 10% owner | Jun 30, 2026 | Sale | −55,121 | $8.01 | $441.52K | 190,130 |
| Paul R. Vigano 10% owner | Jun 24, 2026 | Sale | −919,389 | $8.00 | $7.36M | 12,531,158 |
| Paul R. Vigano 10% owner | Jun 24, 2026 | Sale | −7,648 | $8.00 | $61.18K | 245,251 |
| Paul R. Vigano 10% owner | Jun 24, 2026 | Sale | −72,963 | $8.00 | $583.70K | 2,339,639 |
| J.H. Whitney Equity Partners VII, LLC 10% owner | Jun 24, 2026 | Sale | −919,389 | $8.00 | $7.36M | 12,531,158 |
| Robert M. Williams Jr 10% owner | Jun 24, 2026 | Sale | −72,963 | $8.00 | $583.70K | 2,339,639 |
| Robert M. Williams Jr 10% owner | Jun 24, 2026 | Sale | −7,648 | $8.00 | $61.18K | 245,251 |
| Robert M. Williams Jr 10% owner | Jun 24, 2026 | Sale | −919,389 | $8.00 | $7.36M | 12,531,158 |
| Robert M. Williams Jr 10% owner | Jun 3, 2026 | Sale | −5,842,240 | $6.24 | $36.46M | 13,450,547 |
| Robert M. Williams Jr 10% owner | Jun 3, 2026 | Sale | −109,847 | $6.24 | $685.45K | 252,899 |
| Robert M. Williams Jr 10% owner | Jun 3, 2026 | Sale | −1,047,913 | $6.24 | $6.54M | 2,412,602 |
| J.H. Whitney Equity Partners VII, LLC 10% owner | Jun 3, 2026 | Sale | −5,842,240 | $6.24 | $36.46M | 13,450,547 |
| Paul R. Vigano 10% owner | Jun 3, 2026 | Sale | −5,842,240 | $6.24 | $36.46M | 13,450,547 |
| Paul R. Vigano 10% owner | Jun 3, 2026 | Sale | −1,047,913 | $6.24 | $6.54M | 2,412,602 |
| Paul R. Vigano 10% owner | Jun 3, 2026 | Sale | −109,847 | $6.24 | $685.45K | 252,899 |
| Patrick A. Cunningham Chief Compliance Officer | May 20, 2026 | Sale | −125,000 | $7.59 | $948.75K | 212,755 |
| Deborah Stewart SVP, Chief Accounting Officer | Feb 19, 2026 | Sale(10b5-1 plan) | −11,181 | $7.21 | $80.62K | 301,807 |
| Matthew Buckhalter Chief Financial Officer | Feb 19, 2026 | Sale(10b5-1 plan) | −13,512 | $7.21 | $97.42K | 529,243 |
| Edwin C. Reisz Chief Administrative Officer | Feb 19, 2026 | Sale(10b5-1 plan) | −60,769 | $7.21 | $438.14K | 1,447,057 |
| Jeff Shaner Chief Executive Officer | Feb 19, 2026 | Sale(10b5-1 plan) | −173,225 | $7.21 | $1.25M | 2,650,892 |
| Patrick A. Cunningham Chief Compliance Officer | Feb 19, 2026 | Sale(10b5-1 plan) | −18,436 | $7.21 | $132.92K | 337,755 |
| Deborah Stewart SVP, Chief Accounting Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −10,896 | $7.38 | $80.41K | 312,988 |
| Matthew Buckhalter Chief Financial Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −13,167 | $7.38 | $97.17K | 542,755 |
| Edwin C. Reisz Chief Administrative Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −59,217 | $7.38 | $437.02K | 1,507,826 |
| Jeff Shaner Chief Executive Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −168,800 | $7.38 | $1.25M | 2,824,117 |
| Patrick A. Cunningham Chief Compliance Officer | Feb 18, 2026 | Sale(10b5-1 plan) | −17,965 | $7.38 | $132.58K | 356,191 |
| Deborah Stewart SVP, Chief Accounting Officer | Feb 17, 2026 | Sale(10b5-1 plan) | −7,738 | $7.65 | $59.20K | 323,884 |
| Matthew Buckhalter Chief Financial Officer | Feb 17, 2026 | Sale(10b5-1 plan) | −9,351 | $7.65 | $71.54K | 555,922 |
| Edwin C. Reisz Chief Administrative Officer | Feb 17, 2026 | Sale(10b5-1 plan) | −42,057 | $7.65 | $321.74K | 1,567,043 |
| Jeff Shaner Chief Executive Officer | Feb 17, 2026 | Sale(10b5-1 plan) | −119,884 | $7.65 | $917.11K | 2,992,917 |
| Rodney D. Windley Director | Feb 17, 2026 | Tax withholding | −60,217 | $7.93 | $477.52K | 2,258,017 |
| Patrick A. Cunningham Chief Compliance Officer | Feb 17, 2026 | Sale(10b5-1 plan) | −12,759 | $7.65 | $97.61K | 374,156 |
| Brent D. Layton Director | Feb 14, 2026 | Award | +18,916 | – | – | 54,258 |
| Patrick A. Cunningham Chief Compliance Officer | Feb 14, 2026 | Award | +19,016 | – | – | 314,134 |
| Patrick A. Cunningham Chief Compliance Officer | Feb 14, 2026 | Award | +14,187 | – | – | 386,915 |
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 |
|---|---|---|---|---|---|
| G. Schwartz Erica Director | Sep 9, 2026 | 46,071 | $644.99K | Sep 9, 2026 | Restricted Stock |
| G. Schwartz Erica Director | Aug 27, 2026 | 230,343 | $3.22M | Aug 27, 2026 | Restricted Stock |
| J.H. Whitney VII, L.P. 10% Stockholder | Jun 30, 2026 | 2,419,035 | $20.73M | Jun 30, 2026 | PRIVATE PLACEMENT |
| Iliad Holdings LLC JHW 10% Stockholder | Jun 30, 2026 | 525,844 | $4.51M | Jun 30, 2026 | PRIVATE PLACEMENT |
| Iliad Holdings II LLC JHW 10% Stockholder | Jun 30, 2026 | 55,121 | $472.39K | Jun 30, 2026 | PRIVATE PLACEMENT |
| Iliad Holdings II LLC JHW 10% Stockholder | Jun 24, 2026 | 7,648 | $61.18K | Jun 24, 2026 | PRIVATE PLACEMENT |
| Iliad Holdings LLC JHW 10% Stockholder | Jun 24, 2026 | 72,963 | $583.70K | Jun 24, 2026 | PRIVATE PLACEMENT |
| J.H. Whitney VII, L.P. 10% Stockholder | Jun 24, 2026 | 919,389 | $7.36M | Jun 24, 2026 | PRIVATE PLACEMENT |
| J.H. Whitney VII, L.P. 10% Stockholder | Jun 3, 2026 | 5,842,240 | $36.46M | Jun 3, 2026 | PRIVATE PLACEMENT |
| Iliad Holdings LLC JHW 10% Stockholder | Jun 3, 2026 | 1,047,913 | $6.54M | Jun 3, 2026 | PRIVATE PLACEMENT |
| Iliad Holdings II LLC JHW 10% Stockholder | Jun 3, 2026 | 109,847 | $685.45K | Jun 3, 2026 | PRIVATE PLACEMENT |
| Cunningham Patrick Officer | May 20, 2026 | 125,000 | $948.54K | May 20, 2026 | Restricted stock vesting under a registered plan |
| Edwin C. Reisz Officer | Feb 17, 2026 | 171,750 | $1.36M | Feb 19, 2026 | Restricted Stock Vesting |
| Deborah Stewart Officer | Feb 17, 2026 | 31,600 | $250.59K | Feb 19, 2026 | Restricted Stock Vesting |
| Jeff Shaner Officer | Feb 17, 2026 | 489,500 | $3.88M | Feb 19, 2026 | Restricted Stock Vesting |