North Peak Capital Management’s Agilon Health AGL Stock Holding History

North Peak Capital Management’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	$159M	Sell	1,485,066 -60,471	-4%	-$3.96M	17.69%	2
2026 Q1	$12.2M	Buy	1,545,537 +19,940	+1%	+$322K	2.03%	7
2025 Q4	$26.3M	Buy	1,525,597 +148,618	+11%	+$2.88M	2.23%	10
2025 Q3	$35.5M	Buy	+1,376,979	New	+$52M	3.11%	8

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

North Peak Capital Management's AGL Position: Q2 2026 in Review

North Peak Capital Management reduced its Agilon Health (AGL) stake by 3.9% in Q2 2026, selling an estimated $3.96M and leaving 1,485,066 shares worth $159M. The position accounts for 17.69% of the portfolio, ranked #2.

North Peak Capital Management first reported a position in AGL in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold AGL as of Q2 2026.

North Peak Capital Management held 1,485,066 shares of Agilon Health worth $159M as of Q2 2026.
North Peak Capital Management sold 60,471 Agilon Health shares in Q2 2026, an estimated $3.96M.
Agilon Health made up 17.69% of North Peak Capital Management's portfolio in Q2 2026, its #2 holding.
North Peak Capital Management first reported a position in Agilon Health in Q3 2025 and has held it in 4 quarters since.
179 funds tracked by Wall St. Rank held Agilon Health as of Q2 2026.

Based on North Peak Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.