DS
AGL icon

David Shaw’s Agilon Health AGL Stock Holding History

David Shaw’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.8M Sell
390,149
-352,069
-47% -$23.1M 0.02% 850
2026
Q1 		$5.87M Sell
742,218
-70,235
-9% -$1.14M ﹤0.01% 2062
2025
Q4 		$14M Buy
812,453
+412,698
+103% +$8M 0.01% 1476
2025
Q3 		$10.3M Buy
399,755
+342,717
+601% +$12.9M 0.01% 1660
2025
Q2 		$3.28M Buy
57,038
+17,494
+44% +$1.4M ﹤0.01% 2357
2025
Q1 		$4.28M Buy
39,544
+24,773
+168% +$2.16M ﹤0.01% 2008
2024
Q4 		$702K Buy
14,771
+80
+0.5% +$4.84K ﹤0.01% 3419
2024
Q3 		$1.44M Buy
14,691
+7,432
+102% +$960K ﹤0.01% 2970
2024
Q2 		$1.19M Buy
7,259
+6,587
+980% +$938K ﹤0.01% 3075
2024
Q1 		$102K Buy
+672
New +$112K ﹤0.01% 4005
2022
Q4 		– Sell
-1,217
Closed -$713K – 4833
2022
Q3 		$713K Buy
+1,217
New +$729K ﹤0.01% 3823
2021
Q4 		– Sell
-14,039
Closed -$9.2M – 5353
2021
Q3 		$9.2M Buy
14,039
+5,945
+73% +$5.08M 0.01% 1574
2021
Q2 		$8.21M Buy
+8,094
New +$7.09M 0.01% 1664

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

David Shaw's AGL Position: Q2 2026 in Review

David Shaw reduced its Agilon Health (AGL) stake by 47% in Q2 2026, selling an estimated $23.1M and leaving 390,149 shares worth $41.8M. The position accounts for 0.02% of the portfolio, ranked #850.

David Shaw first reported a position in AGL in Q2 2021 and has held it in 13 quarters since. 180 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

  • David Shaw held 390,149 shares of Agilon Health worth $41.8M as of Q2 2026.
  • David Shaw sold 352,069 Agilon Health shares in Q2 2026, an estimated $23.1M.
  • Agilon Health made up 0.02% of David Shaw's portfolio in Q2 2026, its #850 holding.
  • David Shaw first reported a position in Agilon Health in Q2 2021 and has held it in 13 quarters since.
  • 180 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.