INFUNYSESurgical & Medical Instruments & ApparatusFiscal year ends December 31
InfuSystem Holdings, Inc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$13.74+0.34 (+2.54%)
Close on Oct 19, 2026
- Market cap
- $287.44M
- P/E (TTM)
- 33.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.1%
16M of 20M shares
Institutional holders
100
27 new, 22 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
5 buys · 0 sales
Net bought $150.40K
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 1,286,129 | 6.40% | 13G (passive) | Jun 30, 2026 |
| Minerva Advisors LLC | 1,078,731 | 5.30% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of INFU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,585,415 | 7.96% | $15.30M | +968,829 | 0.00% |
| Minerva Advisors LLC | 1,348,617 | 6.77% | $13.01M | +144,512 | 8.22% |
| First Eagle Investment Management, LLC | 1,240,000 | 6.23% | $11.97M | +518,629 | 0.01% |
| Punch & Associates Investment Management, Inc. | 834,750 | 4.19% | $8.06M | −3,175 | 0.40% |
| Vanguard Capital Management LLC | 790,775 | 3.97% | $7.63M | −69,488 | 0.00% |
| Acadian Asset Management LLC | 743,155 | 3.73% | $7.17K | +109,111 | 0.01% |
| Heartland Advisors Inc | 700,000 | 3.51% | $6.76M | +190,000 | 0.30% |
| American Century Companies Inc | 675,028 | 3.39% | $6.51M | +202,007 | 0.00% |
| Dimensional Fund Advisors LP | 599,289 | 3.01% | $5.78M | +5,001 | 0.00% |
| Renaissance Technologies LLC | 543,009 | 2.73% | $5.24M | −23,800 | 0.01% |
| Geode Capital Management, LLC | 496,059 | 2.49% | $4.79M | +277,614 | 0.00% |
| Diamond Hill Capital Management Inc | 489,017 | 2.46% | $4.72M | New | 0.04% |
| Meros Investment Management, LP | 468,934 | 2.35% | $4.53M | −474 | 1.44% |
| Hillsdale Investment Management Inc. | 424,473 | 2.13% | $4.10M | −27,900 | 0.09% |
| Arrowstreet Capital, Limited Partnership | 368,712 | 1.85% | $3.56M | – | 0.00% |
| White Pine Capital LLC | 225,634 | 1.13% | $2.18M | −20,393 | 0.51% |
| State Street Corp | 212,571 | 1.07% | $2.05M | +114,500 | 0.00% |
| Panagora Asset Management Inc | 194,922 | 0.98% | $1.88M | +112,134 | 0.01% |
| Teton Advisors, LLC | 185,000 | 0.93% | $1.79M | – | 1.03% |
| Expect Equity LLC | 184,819 | 0.93% | $1.78M | +103,873 | 1.15% |
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 | 100 | 16M | 79.1% | 27 / 27 | 25 / 22 | 4M | 3M |
| Q1 2026 | 96 | 14M | 71.5% | 16 / 39 | 25 / 18 | 3M | 1M |
| Q4 2025 | 102 | 14M | 69.8% | 23 / 37 | 26 / 15 | 2M | 1M |
| Q3 2025 | 98 | 13M | 65.0% | 25 / 30 | 32 / 19 | 3M | 3M |
| Q2 2025 | 93 | 13M | 65.3% | 25 / 31 | 28 / 26 | 3M | 4M |
| Q1 2025 | 94 | 14M | 70.4% | 17 / 30 | 27 / 8 | 1M | 1M |
| Q4 2024 | 86 | 14M | 70.9% | 14 / 31 | 21 / 6 | 1M | 0M |
| Q3 2024 | 78 | 14M | 69.5% | 10 / 36 | 13 / 9 | 2M | 1M |
| Q2 2024 | 78 | 14M | 69.8% | 17 / 31 | 17 / 6 | 1M | 1M |
| Q1 2024 | 67 | 14M | 69.6% | 7 / 17 | 24 / 2 | 0M | 0M |
| Q4 2023 | 62 | 14M | 70.2% | 2 / 26 | 19 / 4 | 1M | 0M |
| Q3 2023 | 64 | 14M | 68.8% | 4 / 23 | 17 / 3 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of INFU | Value | % of fund | As of |
|---|---|---|---|---|---|
| Heartland Value Fund | 700,000 | 3.51% | $6.76M | 0.58% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 551,170 | 2.77% | $5.04M | 0.17% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 547,219 | 2.75% | $5.28M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 540,105 | 2.71% | $4.90M | 0.02% | May 31, 2026 |
| iShares Russell 2000 ETF | 436,700 | 2.19% | $4.21M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 228,862 | 1.15% | $2.21M | 0.00% | Jun 30, 2026 |
| Diamond Hill Small Cap Fund | 227,028 | 1.14% | $2.19M | 0.71% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 209,195 | 1.05% | $1.91M | 0.01% | Jul 31, 2026 |
| TETON Westwood Mighty Mites Fund | 185,000 | 0.93% | $1.79M | 0.83% | Jun 30, 2026 |
| North Star Micro Cap Fund | 182,000 | 0.91% | $1.65M | 0.90% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 181,074 | 0.91% | $1.75M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 104,318 | 0.52% | $946.16K | 0.00% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 96,505 | 0.48% | $882.06K | 0.01% | Jul 31, 2026 |
| Acuitas US Microcap Fund | 95,254 | 0.48% | $919.20K | 0.78% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 87,815 | 0.44% | $802.63K | 0.00% | 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 |
|---|---|---|---|---|
| Carrie Lachance | President and CEO, Director | 266,391 | 1.34% | May 19, 2026 |
| Richard Dilorio | Chief Executive Officer, Director | 447,925 | 2.25% | May 20, 2025 |
| Addam Chupa | Executive VP and CIO | 61,160 | 0.31% | May 19, 2026 |
| Jerod Funke | EVP-Chief HR Officer | 29,654 | 0.15% | May 19, 2026 |
| Barry G. Steele | Executive VP and CFO | 121,567 | 0.61% | May 19, 2026 |
| Scott Shuda | Director | 372,383 | 1.87% | Sep 11, 2026 |
| John J. Sviokla | Director | 10,000 | 0.05% | May 14, 2026 |
| Kenneth D. Eichenbaum | Director | 6,000 | 0.03% | May 14, 2026 |
| Ronald T. Hundzinski | Director | 5,000 | 0.03% | May 14, 2026 |
| Beverly A. Huss | Director | 4,300 | 0.02% | May 14, 2026 |
| Paul Andrew Gendron | Director | 70,000 | 0.35% | May 14, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Scott Shuda Director | Sep 10, 2026 | Other | −20,000 | – | – | 278,383 |
| Carrie Lachance President and CEO, Director | May 18, 2026 | Tax withholding | −3,515 | $8.90 | $31.28K | 266,391 |
| Carrie Lachance President and CEO, Director | May 18, 2026 | Option exercise | +8,932 | – | – | 269,906 |
| Addam Chupa Executive VP and CIO | May 18, 2026 | Tax withholding | −1,994 | $8.90 | $17.75K | 61,160 |
| Addam Chupa Executive VP and CIO | May 18, 2026 | Option exercise | +5,447 | – | – | 63,154 |
| Barry G. Steele Executive VP and CFO | May 18, 2026 | Option exercise | +8,715 | – | – | 121,567 |
| Barry G. Steele Executive VP and CFO | May 18, 2026 | Tax withholding | −3,800 | $8.90 | $33.82K | 117,767 |
| Jerod Funke EVP-Chief HR Officer | May 17, 2026 | Tax withholding | −6,462 | $8.77 | $56.67K | 29,654 |
| Jerod Funke EVP-Chief HR Officer | May 17, 2026 | Award | +14,570 | – | – | 36,116 |
| Carrie Lachance President and CEO, Director | May 17, 2026 | Tax withholding | −5,322 | $8.77 | $46.67K | 260,974 |
| Carrie Lachance President and CEO, Director | May 17, 2026 | Award | +21,855 | – | – | 266,296 |
| Addam Chupa Executive VP and CIO | May 17, 2026 | Award | +12,184 | – | – | 62,167 |
| Addam Chupa Executive VP and CIO | May 17, 2026 | Tax withholding | −4,460 | $8.77 | $39.11K | 57,707 |
| Barry G. Steele Executive VP and CFO | May 17, 2026 | Tax withholding | −9,297 | $8.77 | $81.53K | 112,852 |
| Barry G. Steele Executive VP and CFO | May 17, 2026 | Award | +21,323 | – | – | 122,149 |
| Jerod Funke EVP-Chief HR Officer | May 16, 2026 | Tax withholding | −2,299 | $8.77 | $20.16K | 21,546 |
| Jerod Funke EVP-Chief HR Officer | May 16, 2026 | Option exercise | +5,183 | – | – | 23,845 |
| Carrie Lachance President and CEO, Director | May 16, 2026 | Tax withholding | −4,100 | $8.77 | $35.96K | 244,441 |
| Carrie Lachance President and CEO, Director | May 16, 2026 | Option exercise | +10,418 | – | – | 248,541 |
| Addam Chupa Executive VP and CIO | May 16, 2026 | Tax withholding | −1,602 | $8.77 | $14.05K | 49,983 |
| Addam Chupa Executive VP and CIO | May 16, 2026 | Option exercise | +4,375 | – | – | 51,585 |
| Barry G. Steele Executive VP and CFO | May 16, 2026 | Option exercise | +7,511 | – | – | 104,101 |
| Barry G. Steele Executive VP and CFO | May 16, 2026 | Tax withholding | −3,275 | $8.77 | $28.72K | 100,826 |
| Carrie Lachance President and CEO, Director | May 11, 2026 | Buy | +1,000 | $8.46 | $8.46K | 238,123 |
| Barry G. Steele Executive VP and CFO | May 8, 2026 | Buy | +7,000 | $8.71 | $60.97K | 96,590 |
| Paul Andrew Gendron Director | May 8, 2026 | Buy | +5,000 | $8.88 | $44.40K | 70,000 |
| Carrie Lachance President and CEO, Director | May 8, 2026 | Buy | +2,000 | $8.83 | $17.66K | 237,123 |
| Barry G. Steele Executive VP and CFO | Mar 2, 2026 | Buy | +2,064 | $9.16 | $18.91K | 88,000 |
| Jerod Funke EVP-Chief HR Officer | Oct 9, 2025 | Option exercise | +12,500 | – | – | 22,331 |
| Jerod Funke EVP-Chief HR Officer | Oct 9, 2025 | Tax withholding | −3,669 | $9.61 | $35.26K | 18,662 |
| Carrie Lachance President and CEO, Director | Sep 23, 2025 | Award | +50,000 | – | – | 251,849 |
| Carrie Lachance President and CEO, Director | Sep 23, 2025 | Tax withholding | −19,675 | $10.22 | $201.08K | 232,174 |
| Scott Shuda Director | Aug 22, 2025 | Sale | −5,752 | $9.67 | $55.62K | 94,000 |
| Scott Shuda Director | Jul 7, 2025 | Other | −2,242 | – | – | 99,752 |
| Kenneth D. Eichenbaum Director | May 28, 2025 | Buy | +2,000 | $5.18 | $10.36K | 6,000 |
| Ronald T. Hundzinski Director | May 19, 2025 | Buy | +5,000 | $6.09 | $30.45K | 5,000 |
| Carrie Lachance President and COO, Director | May 17, 2025 | Tax withholding | −6,090 | $6.15 | $37.45K | 201,849 |
| Carrie Lachance President and COO, Director | May 17, 2025 | Option exercise | +17,727 | – | – | 207,939 |
| Addam Chupa Executive VP and CIO | May 17, 2025 | Option exercise | +10,000 | – | – | 48,616 |
| Addam Chupa Executive VP and CIO | May 17, 2025 | Tax withholding | −3,660 | $6.15 | $22.51K | 44,956 |
| Richard Dilorio Chief Executive Officer, Director | May 17, 2025 | Tax withholding | −19,509 | $6.15 | $119.98K | 447,925 |
| Richard Dilorio Chief Executive Officer, Director | May 17, 2025 | Option exercise | +40,909 | – | – | 467,434 |
| Barry G. Steele Executive VP and CFO | May 17, 2025 | Tax withholding | −5,946 | $6.15 | $36.57K | 84,577 |
| Barry G. Steele Executive VP and CFO | May 17, 2025 | Option exercise | +13,636 | – | – | 90,523 |
| Carrie Lachance President and COO, Director | May 16, 2025 | Buy | +1,967 | $6.10 | $12.00K | 190,212 |
| Carrie Lachance President and COO, Director | May 15, 2025 | Buy | +1,165 | $6.01 | $7.00K | 188,245 |
| Barry G. Steele Executive VP and CFO | May 14, 2025 | Buy | +3,000 | $5.76 | $17.28K | 76,887 |
| Richard Dilorio Chief Executive Officer, Director | Mar 7, 2025 | Option exercise | +25,000 | $2.60 | $65.00K | 441,659 |
| Richard Dilorio Chief Executive Officer, Director | Mar 7, 2025 | Tax withholding | −17,976 | $6.18 | $111.09K | 423,683 |
| Scott Shuda Director | Dec 5, 2024 | Other | −42,241 | – | – | 298,383 |
| Richard Dilorio Chief Executive Officer, Director | Nov 27, 2024 | Sale(10b5-1 plan) | −5,398 | $8.87 | $47.88K | 416,659 |
| Richard Dilorio Chief Executive Officer, Director | Nov 26, 2024 | Sale(10b5-1 plan) | −14,602 | $8.91 | $130.10K | 422,057 |
| Richard Dilorio Chief Executive Officer, Director | Nov 25, 2024 | Sale(10b5-1 plan) | −20,000 | $9.32 | $186.40K | 436,659 |
| Addam Chupa Executive VP and CIO | Oct 31, 2024 | Option exercise | +20,000 | – | – | 45,915 |
| Addam Chupa Executive VP and CIO | Oct 31, 2024 | Tax withholding | −8,720 | $6.19 | $53.98K | 37,195 |
| Jerod Funke EVP-Chief HR Officer | Oct 9, 2024 | Option exercise | +12,500 | – | – | 13,500 |
| Jerod Funke EVP-Chief HR Officer | Oct 9, 2024 | Tax withholding | −3,669 | $6.77 | $24.84K | 9,831 |
| Kenneth D. Eichenbaum Director | Sep 23, 2024 | Buy | +4,000 | $5.89 | $23.56K | 4,000 |
| Richard Dilorio Chief Executive Officer, Director | Jun 26, 2024 | Option exercise | +50,000 | $2.69 | $134.50K | 490,121 |
| Richard Dilorio Chief Executive Officer, Director | Jun 26, 2024 | Tax withholding | −34,347 | $6.83 | $234.59K | 455,774 |
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 |
|---|---|---|---|---|---|
| Scott Shuda Director | Aug 22, 2025 | 5,752 | $56.46K | Aug 22, 2025 | Open Market Purchase |
| Dilorio Richard Director, Officer | May 21, 2025 | 20,000 | $122.00K | May 21, 2025 | Previously Exercised Stock Options |
| Dilorio Richard Director, Officer | Nov 25, 2024 | 40,000 | $373.20K | Nov 25, 2024 | Restricted Stock Units |
| Gregg Owen Lehman Officer | Jun 16, 2023 | 25,000 | $227.70K | Jun 16, 2023 | Exercise of a Stock Award |