KCM
ACH

Kennedy Capital Management’s Accendra Health ACH Stock Holding History

Kennedy Capital Management’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,149,732
Closed -$10.5M – 593
2025
Q2 		$10.5M Sell
1,149,732
-53,665
-4% -$395K 0.25% 131
2025
Q1 		$10.9M Sell
1,203,397
-13,462
-1% -$142K 0.26% 124
2024
Q4 		$15.9M Buy
1,216,859
+163,184
+15% +$2.18M 0.35% 58
2024
Q3 		$16.5M Buy
1,053,675
+410,832
+64% +$6.22M 0.37% 56
2024
Q2 		$8.68M Buy
642,843
+116,994
+22% +$2.4M 0.19% 182
2024
Q1 		$14.6M Buy
525,849
+157,038
+43% +$3.49M 0.3% 91
2023
Q4 		$7.11M Buy
368,811
+101,580
+38% +$1.84M 0.16% 239
2023
Q3 		$4.32M Buy
267,231
+144,214
+117% +$2.56M 0.11% 319
2023
Q2 		$2.34M Sell
123,017
-32,904
-21% -$587K 0.05% 429
2023
Q1 		$2.27M Sell
155,921
-12,676
-8% -$227K 0.07% 385
2022
Q4 		$3.29M Sell
168,597
-10,290
-6% -$201K 0.09% 344
2022
Q3 		$4.31M Buy
178,887
+41,096
+30% +$1.27M 0.13% 290
2022
Q2 		$4.33M Buy
137,791
+66,671
+94% +$2.42M 0.12% 298
2022
Q1 		$3.13M Sell
71,120
-438
-0.6% -$18.8K 0.07% 388
2021
Q4 		$3.11M Sell
71,558
-1,294
-2% -$50.7K 0.07% 408
2021
Q3 		$2.28M Buy
72,852
+30,368
+71% +$1.2M 0.05% 462
2021
Q2 		$1.8M Buy
+42,484
New +$1.65M 0.04% 486
2020
Q2 		– Sell
-150,495
Closed -$1.38M – 701
2020
Q1 		$1.38M Buy
+150,495
New +$908K 0.05% 519
2018
Q4 		– Sell
-177,235
Closed -$2.93M – 724
2018
Q3 		$2.93M Sell
177,235
-2,813
-2% -$47.8K 0.05% 535
2018
Q2 		$3.01M Sell
180,048
-10,938
-6% -$177K 0.06% 538
2018
Q1 		$2.97M Buy
190,986
+123,009
+181% +$2.19M 0.06% 537
2017
Q4 		$1.28M Sell
67,977
-224
-0.3% -$4.97K 0.02% 648
2017
Q3 		$1.99M Buy
68,201
+1,425
+2% +$42.1K 0.04% 616
2017
Q2 		$2.15M Sell
66,776
-13,254
-17% -$435K 0.04% 577
2017
Q1 		$2.77M Sell
80,030
-3,243
-4% -$116K 0.05% 550
2016
Q4 		$2.94M Sell
83,273
-60,957
-42% -$2.06M 0.05% 536
2016
Q3 		$5.01M Sell
144,230
-8,719
-6% -$305K 0.1% 367
2016
Q2 		$5.72M Sell
152,949
-7,590
-5% -$285K 0.12% 310
2016
Q1 		$6.49M Sell
160,539
-3,749
-2% -$140K 0.13% 276
2015
Q4 		$5.91M Sell
164,288
-1,631
-1% -$59K 0.12% 315
2015
Q3 		$5.3M Sell
165,919
-6,381
-4% -$217K 0.11% 340
2015
Q2 		$5.86M Sell
172,300
-9,625
-5% -$324K 0.11% 351
2015
Q1 		$6.16M Buy
181,925
+13,159
+8% +$458K 0.11% 348
2014
Q4 		$5.92M Sell
168,766
-3,424
-2% -$115K 0.11% 343
2014
Q3 		$5.64M Sell
172,190
-2,944
-2% -$100K 0.11% 338
2014
Q2 		$5.95M Sell
175,134
-61,922
-26% -$2.12M 0.11% 337
2014
Q1 		$8.3M Sell
237,056
-36,949
-13% -$1.3M 0.16% 256
2013
Q4 		$10M Sell
274,005
-11,442
-4% -$420K 0.19% 193
2013
Q3 		$9.87M Sell
285,447
-6,351
-2% -$222K 0.19% 181
2013
Q2 		$9.87M Buy
+291,798
New +$9.69M 0.2% 171

Other funds holding ACH

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kennedy Capital Management's ACH Position: Q3 2025 in Review

Kennedy Capital Management sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 1,149,732 shares — an estimated $10.5M sold.

Kennedy Capital Management first reported a position in ACH in Q2 2013 and held it in 40 quarters. The position peaked at $16.5M in Q3 2024. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

  • Kennedy Capital Management reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 1,149,732 Accendra Health shares in Q3 2025, an estimated $10.5M.
  • Kennedy Capital Management first reported a position in Accendra Health in Q2 2013 and held it in 40 quarters.
  • Kennedy Capital Management's Accendra Health position peaked at $16.5M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on Kennedy Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.