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Penn Capital Management’s Addus HomeCare ADUS Stock Holding History

Penn Capital Management’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 		$2.6M Buy
+25,830
New +$2.44M 0.16% 86
2025
Q3 		– Sell
-12,756
Closed -$1.47M – 171
2025
Q2 		$1.47M Buy
+12,756
New +$1.38M 0.13% 106

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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

Penn Capital Management's ADUS Position: Q2 2026 in Review

Penn Capital Management opened a new position in Addus HomeCare (ADUS) in Q2 2026: 25,830 shares worth $2.6M. The stake represents 0.16% of the portfolio and ranks #86 among its holdings. This is a return to the name: Penn Capital Management previously reported a position in ADUS as recently as Q2 2025.

Penn Capital Management first reported a position in ADUS in Q2 2025 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold ADUS as of Q2 2026.

  • Penn Capital Management held 25,830 shares of Addus HomeCare worth $2.6M as of Q2 2026.
  • Addus HomeCare was a new Penn Capital Management position in Q2 2026.
  • Addus HomeCare made up 0.16% of Penn Capital Management's portfolio in Q2 2026, its #86 holding.
  • Penn Capital Management first reported a position in Addus HomeCare in Q2 2025 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.