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Joel Greenblatt’s Addus HomeCare ADUS Stock Holding History

Joel Greenblatt’s Portfolio ADUS Stock Details ADUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$978K Buy
+9,738
New +$919K ﹤0.01% 1366
2026
Q1 		– Sell
-1,929
Closed -$207K – 1755
2025
Q4 		$207K Buy
+1,929
New +$222K ﹤0.01% 1645
2025
Q2 		– Sell
-2,757
Closed -$273K – 1656
2025
Q1 		$273K Sell
2,757
-2,520
-48% -$280K ﹤0.01% 1398
2024
Q4 		$661K Buy
5,277
+3,063
+138% +$387K 0.01% 1036
2024
Q3 		$295K Sell
2,214
-767
-26% -$96.8K ﹤0.01% 1225
2024
Q2 		$346K Sell
2,981
-292
-9% -$31.3K ﹤0.01% 1192
2024
Q1 		$338K Sell
3,273
-229
-7% -$21.4K 0.01% 1159
2023
Q4 		$325K Sell
3,502
-1,543
-31% -$134K 0.01% 1116
2023
Q3 		$430K Buy
5,045
+2,881
+133% +$257K 0.01% 1001
2023
Q2 		$201K Sell
2,164
-1,726
-44% -$165K ﹤0.01% 1236
2023
Q1 		$415K Buy
3,890
+1,598
+70% +$167K 0.01% 1024
2022
Q4 		$228K Buy
+2,292
New +$240K 0.01% 1105
2022
Q3 		– Sell
-3,113
Closed -$259K – 1161
2022
Q2 		$259K Sell
3,113
-1,578
-34% -$132K 0.01% 975
2022
Q1 		$438K Buy
+4,691
New +$377K 0.01% 842
2018
Q3 		– Sell
-7,235
Closed -$414K – 920
2018
Q2 		$414K Buy
+7,235
New +$395K 0.01% 726
2014
Q1 		– Sell
-13,872
Closed -$311K – 995
2013
Q4 		$311K Buy
+13,872
New +$372K 0.01% 859

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Joel Greenblatt's ADUS Position: Q2 2026 in Review

Joel Greenblatt opened a new position in Addus HomeCare (ADUS) in Q2 2026: 9,738 shares worth $978K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in ADUS as recently as Q4 2025.

Joel Greenblatt first reported a position in ADUS in Q4 2013 and has held it in 16 quarters since. 301 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Joel Greenblatt held 9,738 shares of Addus HomeCare worth $978K as of Q2 2026.
  • Addus HomeCare was a new Joel Greenblatt position in Q2 2026.
  • Addus HomeCare made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1366 holding.
  • Joel Greenblatt first reported a position in Addus HomeCare in Q4 2013 and has held it in 16 quarters since.
  • 301 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.