HCSGNasdaqServices-Nursing & Personal Care FacilitiesFiscal year ends December 31
HEALTHCARE SERVICES GROUP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 24, 2026
$21.11−0.02 (-0.09%)
Close on Oct 19, 2026
- Market cap
- $1.48B
- P/E (TTM)
- 12.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
73M of 69M shares
Institutional holders
274
48 new, 30 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 7 sales
Net sold $3.38M
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 |
|---|---|---|---|---|
| Vanguard Portfolio Management | 4,893,409 | 6.96% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 3,639,168 | 5.17% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 11,193,815 | 15.20% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HCSG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,375,365 | 16.57% | $279.38M | −83,231 | 0.00% |
| Vanguard Portfolio Management LLC | 5,080,313 | 7.40% | $124.77M | +234,180 | 0.01% |
| Vanguard Capital Management LLC | 3,040,374 | 4.43% | $74.67M | −79,171 | 0.00% |
| State Street Corp | 2,916,008 | 4.25% | $71.61M | +96,883 | 0.00% |
| American Century Companies Inc | 2,661,455 | 3.88% | $65.37M | +153,028 | 0.03% |
| Geode Capital Management, LLC | 2,562,011 | 3.73% | $62.93M | +517,415 | 0.00% |
| Dimensional Fund Advisors LP | 2,484,818 | 3.62% | $61.03M | +84,137 | 0.01% |
| FMR LLC | 2,296,772 | 3.35% | $56.41M | +329,978 | 0.00% |
| Ameriprise Financial Inc | 2,255,190 | 3.29% | $55.39M | +89,446 | 0.01% |
| Royce & Associates LP | 2,239,224 | 3.26% | $55.00M | +95,987 | 0.44% |
| Arrowstreet Capital, Limited Partnership | 1,443,054 | 2.10% | $35.44M | +37,102 | 0.02% |
| Franklin Resources Inc | 1,244,416 | 1.81% | $30.56M | +83,194 | 0.01% |
| Charles Schwab Investment Management Inc | 1,165,139 | 1.70% | $28.62M | −158,133 | 0.00% |
| Nuveen, LLC | 1,127,400 | 1.64% | $27.69M | −45,004 | 0.01% |
| First Eagle Investment Management, LLC | 1,096,070 | 1.60% | $26.92M | +621,535 | 0.02% |
| Morgan Stanley | 1,049,627 | 1.53% | $25.78M | +38,903 | 0.00% |
| Pembroke Management, LTD | 1,046,450 | 1.52% | $25.70M | +747,365 | 1.82% |
| Invesco Ltd. | 994,507 | 1.45% | $24.43M | +168,237 | 0.00% |
| Aqr Capital Management LLC | 974,997 | 1.42% | $23.70M | −112,483 | 0.01% |
| Goldman Sachs Group Inc | 962,865 | 1.40% | $23.65M | −225,552 | 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 | 274 | 73M | 100.0% | 48 / 92 | 103 / 30 | 8M | 7M |
| Q1 2026 | 260 | 72M | 100.0% | 42 / 101 | 84 / 27 | 18M | 6M |
| Q4 2025 | 250 | 71M | 100.0% | 47 / 80 | 90 / 18 | 6M | 8M |
| Q3 2025 | 223 | 73M | 100.0% | 33 / 79 | 85 / 30 | 10M | 11M |
| Q2 2025 | 221 | 73M | 100.0% | 46 / 72 | 81 / 27 | 9M | 9M |
| Q1 2025 | 204 | 75M | 100.0% | 30 / 67 | 83 / 25 | 7M | 14M |
| Q4 2024 | 200 | 83M | 100.0% | 26 / 81 | 66 / 26 | 15M | 6M |
| Q3 2024 | 202 | 74M | 100.0% | 27 / 68 | 82 / 24 | 19M | 6M |
| Q2 2024 | 201 | 73M | 100.0% | 30 / 72 | 74 / 41 | 5M | 12M |
| Q1 2024 | 213 | 80M | 100.0% | 41 / 66 | 78 / 23 | 9M | 6M |
| Q4 2023 | 196 | 77M | 100.0% | 19 / 76 | 74 / 30 | 12M | 8M |
| Q3 2023 | 207 | 73M | 100.0% | 31 / 71 | 83 / 26 | 11M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HCSG | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,136,563 | 6.03% | $101.59M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,180,952 | 3.18% | $53.56M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 2,095,930 | 3.05% | $43.18M | 0.16% | May 31, 2026 |
| Fidelity Small Cap Value Fund | 1,850,462 | 2.70% | $43.12M | 0.79% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 1,816,525 | 2.65% | $44.61M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,573,099 | 2.29% | $38.64M | 0.02% | Jun 30, 2026 |
| Templeton Global Smaller Companies Fund | 1,038,281 | 1.51% | $21.39M | 2.64% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 997,263 | 1.45% | $24.49M | 0.04% | Jun 30, 2026 |
| Royce Small-Cap Total Return Fund | 888,085 | 1.29% | $21.81M | 2.30% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 788,139 | 1.15% | $19.36M | 0.02% | Jun 30, 2026 |
| Columbia Acorn Fund | 784,900 | 1.14% | $19.28M | 0.70% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 759,602 | 1.11% | $17.70M | 0.05% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 630,697 | 0.92% | $15.49M | 0.09% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 616,252 | 0.90% | $15.14M | 0.18% | Jun 30, 2026 |
| Invesco S&P SmallCap Momentum ETF | 611,487 | 0.89% | $14.25M | 0.47% | 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 |
|---|---|---|---|---|
| Theodore WAHL | President & CEO, Director | 587,059 | 0.86% | Feb 26, 2026 |
| Andrew Kush | EVP & Chief Operating Officer | 22,741 | 0.03% | Aug 5, 2026 |
| Andrew M. Brophy | SVP & Chief Accounting Officer | 19,922 | 0.03% | Jul 2, 2026 |
| Vikas Singh | EVP & Chief Financial Officer | 3,347 | 0.00% | May 29, 2026 |
| John Christopher Shea | EVP & Chief Admin. Officer | 39,099 | 0.06% | Feb 26, 2026 |
| Jason J. Bundick | EVP/Gen. Counsel/Corp. Secty. | 31,244 | 0.05% | Feb 26, 2026 |
| Patrick J. Orr | EVP & Chief Revenue Officer | 1,923 | 0.00% | Feb 26, 2026 |
| Kurt Simmons JR | Director | 30,770 | 0.04% | Jul 2, 2026 |
| Thomas Gerard Whalen | Director | 5,357 | 0.01% | Jul 2, 2026 |
| Laura K. Grant | Director | 18,314 | 0.03% | Jul 2, 2026 |
| Daniela Castagnino | Director | 14,975 | 0.02% | May 28, 2026 |
| Thomas Michael Gallagher | Director | 1,969 | 0.00% | May 28, 2026 |
| Dino D. Ottaviano | Director | 15,409 | 0.02% | May 28, 2026 |
| Diane S. Casey | Director | 14,975 | 0.02% | May 28, 2026 |
| Jude Visconto | Director | 14,975 | 0.02% | May 28, 2026 |
| John J. McFadden JR | Director | 13,006 | 0.02% | May 29, 2025 |
| Robert L. Frome | Director | 27,066 | 0.04% | Apr 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew Kush EVP & Chief Operating Officer | Aug 4, 2026 | Sale | −15,598 | $23.24 | $362.50K | 22,741 |
| Andrew M. Brophy SVP & Chief Accounting Officer | Jul 1, 2026 | Award | +4,381 | – | – | 19,922 |
| Thomas Gerard Whalen Director | Jun 30, 2026 | Award | +102 | $24.56 | $2.51K | 5,357 |
| Kurt Simmons JR Director | Jun 30, 2026 | Award | +611 | $24.56 | $15.01K | 30,770 |
| Laura K. Grant Director | Jun 30, 2026 | Award | +306 | $24.56 | $7.52K | 18,314 |
| Vikas Singh EVP & Chief Financial Officer | May 27, 2026 | Tax withholding | −935 | – | – | 3,347 |
| Vikas Singh EVP & Chief Financial Officer | May 27, 2026 | Option exercise | +2,202 | – | – | 4,282 |
| Kurt Simmons JR Director | May 26, 2026 | Award | +1,969 | $20.32 | $40.01K | 30,159 |
| Jude Visconto Director | May 26, 2026 | Award | +1,969 | $20.32 | $40.01K | 14,975 |
| Diane S. Casey Director | May 26, 2026 | Award | +1,969 | $20.32 | $40.01K | 14,975 |
| Laura K. Grant Director | May 26, 2026 | Award | +1,969 | $20.32 | $40.01K | 18,008 |
| Dino D. Ottaviano Director | May 26, 2026 | Award | +1,969 | $20.32 | $40.01K | 15,409 |
| Thomas Gerard Whalen Director | May 26, 2026 | Award | +1,969 | $20.32 | $40.01K | 5,255 |
| Daniela Castagnino Director | May 26, 2026 | Award | +1,969 | $20.32 | $40.01K | 14,975 |
| Thomas Michael Gallagher Director | May 26, 2026 | Award | +1,969 | $20.32 | $40.01K | 1,969 |
| Kurt Simmons JR Director | Mar 31, 2026 | Award | +809 | $18.55 | $15.01K | 28,190 |
| Laura K. Grant Director | Mar 31, 2026 | Award | +405 | $18.55 | $7.51K | 16,039 |
| Thomas Gerard Whalen Director | Mar 31, 2026 | Award | +135 | $18.55 | $2.50K | 3,286 |
| Andrew M. Brophy SVP & Chief Accounting Officer | Feb 26, 2026 | Sale(10b5-1 plan) | −2,490 | $21.75 | $54.16K | 15,735 |
| Andrew Kush EVP & Chief Operating Officer | Feb 24, 2026 | Option exercise | +4,416 | – | – | 32,948 |
| Andrew Kush EVP & Chief Operating Officer | Feb 24, 2026 | Tax withholding | −1,874 | $21.40 | $40.10K | 31,074 |
| Andrew Kush EVP & Chief Operating Officer | Feb 24, 2026 | Tax withholding | −5,353 | $21.40 | $114.55K | 38,339 |
| Andrew Kush EVP & Chief Operating Officer | Feb 24, 2026 | Option exercise | +12,618 | – | – | 43,692 |
| Jason J. Bundick EVP/Gen. Counsel/Corp. Secty. | Feb 24, 2026 | Option exercise | +3,374 | – | – | 31,244 |
| Jason J. Bundick EVP/Gen. Counsel/Corp. Secty. | Feb 24, 2026 | Tax withholding | −1,432 | $21.40 | $30.64K | 29,812 |
| Jason J. Bundick EVP/Gen. Counsel/Corp. Secty. | Feb 24, 2026 | Tax withholding | −4,091 | $21.40 | $87.55K | 35,364 |
| Jason J. Bundick EVP/Gen. Counsel/Corp. Secty. | Feb 24, 2026 | Option exercise | +9,643 | – | – | 39,455 |
| Theodore WAHL President & CEO, Director | Feb 24, 2026 | Option exercise | +22,238 | – | – | 509,101 |
| Theodore WAHL President & CEO, Director | Feb 24, 2026 | Tax withholding | −9,434 | $21.40 | $201.89K | 499,667 |
| Theodore WAHL President & CEO, Director | Feb 24, 2026 | Option exercise | +63,551 | – | – | 563,218 |
| Theodore WAHL President & CEO, Director | Feb 24, 2026 | Tax withholding | −26,959 | $21.40 | $576.92K | 536,259 |
| John Christopher Shea EVP & Chief Admin. Officer | Feb 24, 2026 | Tax withholding | −5,353 | $21.40 | $114.55K | 39,099 |
| John Christopher Shea EVP & Chief Admin. Officer | Feb 24, 2026 | Option exercise | +4,416 | – | – | 33,708 |
| John Christopher Shea EVP & Chief Admin. Officer | Feb 24, 2026 | Tax withholding | −1,874 | $21.40 | $40.10K | 31,834 |
| John Christopher Shea EVP & Chief Admin. Officer | Feb 24, 2026 | Option exercise | +12,618 | – | – | 44,452 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 24, 2026 | Tax withholding | −1,417 | $21.40 | $30.32K | 1,923 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 24, 2026 | Option exercise | +9,543 | – | – | 11,466 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 24, 2026 | Tax withholding | −4,049 | $21.40 | $86.65K | 7,417 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 24, 2026 | Option exercise | +3,340 | – | – | 3,340 |
| Andrew M. Brophy SVP & Chief Accounting Officer | Feb 24, 2026 | Tax withholding | −239 | $21.40 | $5.11K | 18,225 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 18, 2026 | Sale | −33,448 | $20.52 | $686.35K | 0 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 18, 2026 | Sale | −11,167 | $20.55 | $229.48K | 33,448 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 18, 2026 | Option exercise | +12,216 | $10.36 | $126.56K | 84,922 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 18, 2026 | Option exercise | +5,193 | $11.76 | $61.07K | 90,115 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 18, 2026 | Sale | −45,500 | $20.54 | $934.57K | 44,615 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 18, 2026 | Option exercise | +7,016 | $13.72 | $96.26K | 72,706 |
| Patrick J. Orr EVP & Chief Revenue Officer | Feb 18, 2026 | Option exercise | +21,075 | $18.10 | $381.46K | 65,690 |
| John Christopher Shea EVP & Chief Admin. Officer | Feb 18, 2026 | Option exercise | +29,579 | $18.10 | $535.38K | 58,871 |
| John Christopher Shea EVP & Chief Admin. Officer | Feb 18, 2026 | Option exercise | +9,278 | $13.72 | $127.29K | 68,149 |
| John Christopher Shea EVP & Chief Admin. Officer | Feb 18, 2026 | Sale | −38,857 | $20.36 | $791.13K | 29,292 |
| John Christopher Shea EVP & Chief Admin. Officer | Feb 18, 2026 | Sale | −15,500 | $20.52 | $318.06K | 29,292 |
| Theodore WAHL President & CEO, Director | Feb 17, 2026 | Award | +8,511 | $20.93 | $178.14K | 495,374 |
| Theodore WAHL President & CEO, Director | Feb 17, 2026 | Tax withholding | −8,511 | $20.93 | $178.14K | 486,863 |
| Vikas Singh EVP & Chief Financial Officer | Jan 5, 2026 | Tax withholding | −1,900 | – | – | 2,080 |
| Jason J. Bundick EVP/Gen. Counsel/Corp. Secty. | Jan 5, 2026 | Tax withholding | −6,086 | – | – | 27,870 |
| Patrick J. Orr EVP & Chief Revenue Officer | Jan 5, 2026 | Tax withholding | −6,822 | – | – | 44,615 |
| John Christopher Shea EVP & Chief Admin. Officer | Jan 5, 2026 | Tax withholding | −7,676 | – | – | 44,792 |
| Andrew M. Brophy SVP & Chief Accounting Officer | Jan 5, 2026 | Award | +6,087 | – | – | 18,511 |
| Andrew Kush EVP & Chief Operating Officer | Jan 5, 2026 | Tax withholding | −7,676 | – | – | 28,532 |
| Jason J. Bundick EVP/Gen. Counsel/Corp. Secty. | Jan 4, 2026 | Option exercise | +1,498 | – | – | 31,593 |
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 |
|---|---|---|---|---|---|
| Kush Andrew Officer | Aug 4, 2026 | 15,598 | $362.45K | Aug 4, 2026 | Performance Shares |
| M. Brophy Andrew Officer | Feb 26, 2026 | 2,490 | $54.15K | Feb 26, 2026 | Restricted Stock |
| Shea John Officer | Feb 18, 2026 | 54,357 | $1.11M | Feb 18, 2026 | Restricted Stock |
| J. Orr Patrick Officer | Feb 18, 2026 | 90,116 | $1.85M | Feb 18, 2026 | Restricted Stock |
| Kush Andrew Officer | Oct 28, 2025 | 28,612 | $547.27K | Oct 28, 2025 | Restricted Stock |
| J. Bundick Jason Officer | Oct 27, 2025 | 20,996 | $399.75K | Oct 27, 2025 | Restricted Stock |
| Shea John Officer | Jul 28, 2025 | 21,368 | $283.13K | Jul 28, 2025 | EMPLOYEE STOCK PURCHASE PLAN |