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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Penn Capital Management's ADUS Position: Q3 2025 in Review

Penn Capital Management sold out of Addus HomeCare (ADUS) in Q3 2025, closing a stake of 12,756 shares — an estimated $1.47M sold.

Penn Capital Management first reported a position in ADUS in Q2 2025 and held it in 1 quarter. The position peaked at $1.47M in Q2 2025. 303 funds tracked by Wall St. Rank hold ADUS as of Q3 2025.

  • Penn Capital Management reported no remaining Addus HomeCare position as of Q3 2025 after selling out during the quarter.
  • Penn Capital Management sold 12,756 Addus HomeCare shares in Q3 2025, an estimated $1.47M.
  • Penn Capital Management first reported a position in Addus HomeCare in Q2 2025 and held it in 1 quarter.
  • Penn Capital Management's Addus HomeCare position peaked at $1.47M in Q2 2025.
  • 303 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2025.

Based on Penn Capital Management's 13F filing for Q3 2025, filed 24 Nov 2025.