Accendra Health Inc (ACH) shareholders
Close on Nov 13, 2026Market cap $10.15MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Adam Gray Joint filing with Coliseum Capital Management, LLC (16.90%), Christopher Shackelton (16.90%) and 2 more | 13,100,807 | 16.90% | 13D (active) | Nov 12, 2025 |
| Coliseum Capital Management, LLC Joint filing with Adam Gray (15.10%), Christopher Shackelton (15.10%) and 2 more | 11,562,955 | 15.10% | 13G (passive) amendment | Mar 31, 2025 |
| Bank Of America Corp /De/ | 8,270,614 | 10.80% | 13G (passive) | Sep 30, 2026 |
| BlackRock, Inc. | 5,454,051 | 7.10% | 13G (passive) amendment | Sep 30, 2025 |
| Christopher Shackelton Joint filing with Coliseum Capital Management, LLC (5.80%), Adam Gray (5.80%) | 4,475,964 | 5.80% | 13G (passive) | Dec 19, 2024 |
| Kevin M. Webb | 4,287,431 | 5.61% | 13G (passive) | Mar 12, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ACH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Coliseum Capital Management, LLC | 13,100,807 | 17.04% | $44.80M | – | 3.85% |
| BlackRock, Inc. | 5,504,102 | 7.16% | $18.82M | +268,802 | 0.00% |
| Bank Of America Corp /De/ | 3,775,525 | 4.91% | $12.91M | +368,450 | 0.00% |
| Vanguard Capital Management LLC | 3,087,931 | 4.02% | $10.56M | −194,243 | 0.00% |
| D. E. Shaw & Co., Inc. | 3,081,407 | 4.01% | $10.54M | −230,194 | 0.01% |
| Charles Schwab Investment Management Inc | 2,888,058 | 3.76% | $9.88M | −747,468 | 0.00% |
| Invenomic Capital Management LP | 2,812,474 | 3.66% | $9.62M | −556,501 | 0.57% |
| Marshall Wace, Llp | 2,582,579 | 3.36% | $8.83M | +821,575 | 0.01% |
| Paradigm Capital Management Inc/Ny | 2,536,699 | 3.30% | $8.68M | +750,299 | 0.24% |
| Vanguard Portfolio Management LLC | 2,030,956 | 2.64% | $6.95M | −620,196 | 0.00% |
| Dana Investment Advisors, Inc. | 1,944,607 | 2.53% | $6.65M | +459,510 | 0.17% |
| Geode Capital Management, LLC | 1,873,127 | 2.44% | $6.41M | +37,217 | 0.00% |
| Dimensional Fund Advisors LP | 1,640,163 | 2.13% | $5.61M | −966,457 | 0.00% |
| State Street Corp | 1,601,162 | 2.08% | $5.48M | −28,794 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 1,288,787 | 1.68% | $4.41M | −91,941 | 0.01% |
| Aqr Capital Management LLC | 1,067,324 | 1.39% | $3.65M | +335,103 | 0.00% |
| Goldman Sachs Group Inc | 854,730 | 1.11% | $2.92M | −86,443 | 0.00% |
| Acadian Asset Management LLC | 820,070 | 1.07% | $2.80M | −87,026 | 0.00% |
| Two Sigma Investments, LP | 718,550 | 0.93% | $2.46M | −482,719 | 0.00% |
| Northern Trust Corp | 581,804 | 0.76% | $1.99M | −19,157 | 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 | 140 | 62M | 81.1% | 21 / 44 | 46 / 21 | 5M | 6M |
| Q1 2026 | 142 | 63M | 82.0% | 28 / 37 | 51 / 50 | 13M | 13M |
| Q4 2025 | 168 | 69M | 89.7% | 25 / 54 | 67 / 54 | 10M | 13M |
| Q3 2025 | 202 | 73M | 94.5% | 34 / 70 | 71 / 66 | 19M | 21M |
| Q2 2025 | 234 | 75M | 97.4% | 35 / 89 | 81 / 42 | 12M | 11M |
| Q1 2025 | 242 | 74M | 96.7% | 64 / 86 | 63 / 18 | 17M | 18M |
| Q4 2024 | 198 | 76M | 98.8% | 26 / 65 | 73 / 41 | 4M | 5M |
| Q3 2024 | 214 | 77M | 100.0% | 32 / 76 | 74 / 37 | 22M | 11M |
| Q2 2024 | 221 | 78M | 100.0% | 37 / 71 | 76 / 44 | 5M | 8M |
| Q1 2024 | 231 | 80M | 100.0% | 40 / 62 | 94 / 35 | 8M | 7M |
| Q4 2023 | 227 | 79M | 100.0% | 39 / 69 | 90 / 21 | 8M | 9M |
| Q3 2023 | 211 | 81M | 100.0% | 21 / 72 | 84 / 39 | 10M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
134 funds held ACH in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ACH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,185,973 | 2.84% | $7.48M | 0.00% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 2,129,351 | 2.77% | $6.05M | 0.07% | May 31, 2026 |
| iShares Russell 2000 ETF | 1,923,816 | 2.50% | $6.58M | 0.01% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 1,782,049 | 2.32% | $6.09M | 0.16% | Jun 30, 2026 |
| Invenomic Fund | 913,665 | 1.19% | $2.82M | 0.33% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 833,270 | 1.08% | $2.85M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 784,933 | 1.02% | $2.43M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 670,993 | 0.87% | $2.29M | 0.02% | Jun 30, 2026 |
| Vanguard U.S. Value Factor ETF | 519,411 | 0.68% | $1.48M | 0.18% | May 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 507,198 | 0.66% | $1.73M | 0.06% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 482,864 | 0.63% | $1.49M | 0.01% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 470,339 | 0.61% | $1.45M | 0.01% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company Index Fund | 450,715 | 0.59% | $1.39M | 0.06% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 427,891 | 0.56% | $1.46M | 0.01% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 387,415 | 0.50% | $1.10M | 0.01% | 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 |
|---|---|---|---|---|
| Kenneth Gardner-Smith | President & CEO, Director | 369,667 | 0.48% | Oct 6, 2026 |
| Edward A. Pesicka | President & CEO, Director | 1,072,785 | 1.39% | May 19, 2026 |
| Scott MacRae Lloyd | EVP, Chief Commercial Officer | – | – | Nov 4, 2026 |
| Jonathan A. Leon | EVP & CFO | 286,268 | 0.37% | Sep 24, 2026 |
| Heath H. Galloway | EVP,General Counsel & CorpSecy | 166,306 | 0.22% | May 20, 2026 |
| Perry A. Bernocchi | EVP, Chief Operating Officer | 313,913 | 0.41% | May 19, 2026 |
| Andrew G. Long | EVP, CEO P&HS | 448,425 | 0.58% | Nov 20, 2025 |
| Jennifer A. Stone | EVP, CHRO | 110,327 | 0.14% | Jun 4, 2025 |
| Michael Wayne Lowry | SVP, Corporate Controller | 121,921 | 0.16% | May 16, 2025 |
| Stephen W. Klemash | Director | 90,242 | 0.12% | May 18, 2026 |
| Gwendolyn M. Bingham | Director | 22,184 | 0.03% | May 18, 2026 |
| Mark A. Beck | Director | 71,259 | 0.09% | May 18, 2026 |
| Teresa L. Kline | Director | 85,316 | 0.11% | May 18, 2026 |
| Robert J. Henkel | Director | 77,412 | 0.10% | May 16, 2025 |
| Carissa Rollins | Director | 53,902 | 0.07% | May 16, 2025 |
| Rita Johnson-Mills | Director | 54,125 | 0.07% | May 16, 2025 |
| Christopher S. Shackelton | 10% owner | 10,624,599 | 13.82% | Aug 14, 2025 |
| Coliseum Capital, LLC | 10% owner | 11,562,955 | 15.04% | Aug 14, 2025 |
| Coliseum Capital Partners, L.P. | 10% owner | 13,100,807 | 17.04% | Aug 14, 2025 |
| Adam Gray | 10% owner | 7,731,187 | 10.05% | Aug 14, 2025 |
| Coliseum Capital Management, LLC | 10% owner | 11,152,955 | 14.50% | Aug 14, 2025 |
| Snehashish Sarkar | – | 108,586 | 0.14% | May 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kenneth Gardner-Smith President & CEO, Director | Oct 5, 2026 | Award | +283,554 | – | – | 369,667 |
| Jonathan A. Leon EVP & CFO | Sep 23, 2026 | Tax withholding | −4,265 | $0.85 | $3.63K | 286,268 |
| Heath H. Galloway EVP,General Counsel & CorpSecy | May 18, 2026 | Tax withholding | −1,822 | $2.91 | $5.30K | 166,306 |
| Edward A. Pesicka President & CEO, Director | May 15, 2026 | Tax withholding | −17,692 | $3.04 | $53.78K | 1,072,785 |
| Heath H. Galloway EVP,General Counsel & CorpSecy | May 15, 2026 | Tax withholding | −966 | $3.04 | $2.94K | 168,128 |
| Jonathan A. Leon EVP & CFO | May 15, 2026 | Tax withholding | −1,770 | $3.04 | $5.38K | 290,533 |
| Perry A. Bernocchi EVP, Chief Operating Officer | May 15, 2026 | Tax withholding | −7,908 | $3.04 | $24.04K | 313,913 |
| Stephen W. Klemash Director | May 14, 2026 | Award | +31,191 | – | – | 90,242 |
| Kenneth Gardner-Smith Director | May 14, 2026 | Award | +31,191 | – | – | 86,113 |
| Mark A. Beck Director | May 14, 2026 | Award | +31,191 | – | – | 71,259 |
| Teresa L. Kline Director | May 14, 2026 | Award | +31,191 | – | – | 85,316 |
| Heath H. Galloway EVP,General Counsel & CorpSecy | Mar 20, 2026 | Tax withholding | −9,347 | $2.03 | $18.97K | 169,094 |
| Perry A. Bernocchi EVP, Chief Operating Officer | Mar 20, 2026 | Tax withholding | −20,841 | $2.03 | $42.31K | 321,821 |
| Jonathan A. Leon EVP & CFO | Mar 20, 2026 | Tax withholding | −11,286 | $2.03 | $22.91K | 292,303 |
| Edward A. Pesicka President & CEO, Director | Mar 20, 2026 | Tax withholding | −58,945 | $2.03 | $119.66K | 1,090,477 |
| Perry A. Bernocchi EVP, Chief Operating Officer | Mar 9, 2026 | Award | +108,696 | – | – | 342,662 |
| Jonathan A. Leon EVP & CFO | Mar 9, 2026 | Award | +85,067 | – | – | 303,589 |
| Heath H. Galloway EVP,General Counsel & CorpSecy | Mar 9, 2026 | Award | +61,437 | – | – | 178,441 |
| Andrew G. Long EVP, CEO P&HS | Nov 19, 2025 | Gift | −47,908 | – | – | 214,064 |
| Jonathan A. Leon EVP & CFO | Sep 23, 2025 | Tax withholding | −4,265 | $5.40 | $23.03K | 218,522 |
| Coliseum Capital Partners, L.P. 10% owner | Aug 14, 2025 | Buy | +492,852 | $5.31 | $2.62M | 13,100,807 |
| Coliseum Capital Partners, L.P. 10% owner | Aug 13, 2025 | Buy | +325,000 | $5.46 | $1.77M | 12,607,955 |
| Coliseum Capital Partners, L.P. 10% owner | Aug 12, 2025 | Buy | +720,000 | $5.15 | $3.71M | 12,282,955 |
| Jennifer A. Stone EVP, CHRO | Jun 3, 2025 | Tax withholding | −5,764 | $6.35 | $36.60K | 110,327 |
| Heath H. Galloway EVP,General Counsel & CorpSecy | May 19, 2025 | Tax withholding | −1,768 | $7.38 | $13.05K | 117,044 |
| Jonathan A. Leon EVP & CFO | May 15, 2025 | Tax withholding | −2,641 | $7.00 | $18.49K | 222,787 |
| Edward A. Pesicka President & CEO, Director | May 15, 2025 | Tax withholding | −35,208 | $7.00 | $246.46K | 1,149,422 |
| Carissa Rollins Director | May 15, 2025 | Award | +28,914 | – | – | 53,902 |
| Snehashish Sarkar – | May 15, 2025 | Tax withholding | −4,336 | $7.00 | $30.35K | 108,586 |
| Teresa L. Kline Director | May 15, 2025 | Award | +28,914 | – | – | 54,125 |
| Kenneth Gardner-Smith Director | May 15, 2025 | Award | +28,914 | – | – | 54,922 |
| Andrew G. Long EVP, CEO P&HS | May 15, 2025 | Tax withholding | −19,081 | $7.00 | $133.57K | 261,972 |
| Rita Johnson-Mills Director | May 15, 2025 | Award | +28,914 | – | – | 54,125 |
| Heath H. Galloway EVP,General Counsel & CorpSecy | May 15, 2025 | Tax withholding | −1,315 | $7.00 | $9.21K | 118,772 |
| Michael Wayne Lowry SVP, Corporate Controller | May 15, 2025 | Tax withholding | −1,533 | $7.00 | $10.73K | 121,921 |
| Stephen W. Klemash Director | May 15, 2025 | Award | +28,914 | – | – | 59,051 |
| Mark A. Beck Director | May 15, 2025 | Award | +28,914 | – | – | 40,068 |
| Robert J. Henkel Director | May 15, 2025 | Award | +28,914 | – | – | 77,412 |
| Perry A. Bernocchi EVP, CEO,. Patient Direct | May 15, 2025 | Tax withholding | −13,394 | $7.00 | $93.76K | 233,966 |
| Coliseum Capital, LLC 10% owner | Apr 10, 2025 | Buy | +80,000 | $7.19 | $575.20K | 11,562,955 |
| Coliseum Capital, LLC 10% owner | Apr 9, 2025 | Buy | +225,000 | $7.39 | $1.66M | 11,482,955 |
| Coliseum Capital, LLC 10% owner | Apr 8, 2025 | Buy | +105,000 | $7.96 | $835.80K | 11,257,955 |
| Coliseum Capital Management, LLC 10% owner | Apr 7, 2025 | Buy | +240,000 | $7.84 | $1.88M | 11,152,955 |
| Coliseum Capital Management, LLC 10% owner | Apr 4, 2025 | Buy | +128,356 | $8.14 | $1.04M | 10,912,955 |
| Coliseum Capital Management, LLC 10% owner | Apr 3, 2025 | Buy | +160,000 | $8.53 | $1.36M | 10,784,599 |
| Andrew G. Long EVP, CEO P&HS | Mar 20, 2025 | Tax withholding | −4,578 | $10.09 | $46.19K | 281,053 |
| Heath H. Galloway EVP,General Counsel & CorpSecy | Mar 20, 2025 | Tax withholding | −2,734 | $10.09 | $27.59K | 120,087 |
| Jonathan A. Leon EVP & CFO | Mar 20, 2025 | Tax withholding | −1,961 | $10.09 | $19.79K | 225,428 |
| Snehashish Sarkar – | Mar 20, 2025 | Tax withholding | −1,977 | $10.09 | $19.95K | 112,922 |
| Edward A. Pesicka President & CEO, Director | Mar 20, 2025 | Tax withholding | −14,715 | $10.09 | $148.47K | 1,184,630 |
| Perry A. Bernocchi EVP, CEO,. Patient Direct | Mar 20, 2025 | Tax withholding | −5,551 | $10.09 | $56.01K | 247,360 |
| Michael Wayne Lowry SVP, Corporate Controller | Mar 20, 2025 | Tax withholding | −1,059 | $10.09 | $10.69K | 123,454 |
| Christopher S. Shackelton 10% owner | Mar 4, 2025 | Buy | +800,000 | $9.75 | $7.80M | 10,624,599 |
| Edward A. Pesicka President & CEO, Director | Mar 3, 2025 | Award | +445,279 | – | – | 1,199,345 |
| Michael Wayne Lowry SVP, Corporate Controller | Mar 3, 2025 | Award | +28,166 | – | – | 124,513 |
| Heath H. Galloway EVP,General Counsel & CorpSecy | Mar 3, 2025 | Award | +69,743 | – | – | 122,821 |
| Snehashish Sarkar – | Mar 3, 2025 | Award | +59,013 | – | – | 114,899 |
| Perry A. Bernocchi EVP, CEO,. Patient Direct | Mar 3, 2025 | Award | +123,391 | – | – | 252,911 |
| Jonathan A. Leon EVP, Chief Financial Officer | Mar 3, 2025 | Award | +134,121 | – | – | 285,631 |
| Andrew G. Long EVP, CEO P&HS | Mar 3, 2025 | Award | +134,121 | – | – | 285,631 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Accendra Health's stock actually held short. Settlement fails (shares not delivered on time) peaked at 99,839 shares on Oct 5, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Coliseum Capital Management, LLC 10% Stockholder | Sep 11, 2026 | 21,453,518 | $23.17M | Sep 11, 2026 | Open Market Purchases. Please refer to explanatory notes under "Remarks" below. |
| Jonathan A. Leon Officer | Nov 21, 2024 | 5,282 | $62.43K | Nov 21, 2024 | Restricted Stock Vesting |
| Snehashish Sarkar Officer | Nov 18, 2024 | 2,055 | $25.19K | Nov 18, 2024 | Restricted Stock Vesting |
| Alexander J. Bruni Former Officer | Sep 20, 2024 | 3,384 | $53.92K | Sep 20, 2024 | Restricted Stock Vesting |
| Jonathan A. Leon Officer | Aug 22, 2024 | 7,500 | $118.73K | Aug 22, 2024 | Restricted Stock Vesting |
| Alexander J. Bruni Former Officer | Aug 16, 2024 | 635 | $10.16K | Aug 16, 2024 | Restricted Stock Vesting |
| Daniel J. Starck Former Officer | Jul 23, 2024 | 23,183 | $389.26K | Jul 23, 2024 | Restricted Stock Vesting |
| Perry A. Bernocchi Officer | Jun 6, 2024 | 20,015 | $350.00K | Jun 6, 2024 | Restricted Stock Vesting |
| Mark A. Beck Director | Jun 5, 2024 | 9,344 | $161.18K | Jun 5, 2024 | Restricted Stock Vesting |
| Snehashish Sarkar Officer | Jun 4, 2024 | 9,980 | $172.85K | Jun 4, 2024 | Restricted Stock Vesting |
| Alexander J. Bruni Officer | Jun 3, 2024 | 10,568 | $187.69K | Jun 3, 2024 | Restricted Stock Vesting |
| Heath H. Galloway Officer | May 17, 2024 | 2,052 | $39.11K | May 17, 2024 | Restricted Stock Vesting |
| Heath H. Galloway Officer | May 16, 2024 | 2,031 | $40.99K | May 16, 2024 | Restricted Stock Vesting |
| Perry A. Bernocchi Officer | May 1, 2024 | 24,094 | $585.68K | May 1, 2024 | ESPP Purchase |
| Jonathan A. Leon Officer | Apr 22, 2024 | 5,000 | $124.20K | Apr 22, 2024 | Restricted Stock Vesting |
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