AVAH Aveanna Healthcare Holdings Inc. Common Stock

XNAS 12.99 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

AVAH $12.99 —
Key stats
$12.99
52-Week Range
$5.93 – $14.71
YTD
+60.77%
IV Rank (30D)
100.0
Straddle Price
$2.67
P/C Vol Ratio
1.15
Market Cap
$2.8B
Open
$12.80
Day Range
$12.62 – $13.00
Volume
2,780,111
Prev Close
$12.75
Fair Value
+50.0% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY1.28
Cost of Equity (CAPM)12.19% (VRP-adj)
WACC10.04%
Volatility Risk Premium+78.3pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+7.8%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.08 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)95.4%
Book / Price10.0%
Gross Margin (TTM)32.3%
FCF Margin (TTM)6.1%
Debt / Equity4.46
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+13.7% (reverse-DCF on current price)
SMA 50$12.95 (Market Anchor value)
SMA 20 / Bollinger Mid$12.45
Bollinger Width / SMA2055.5% (drives anchor stability)
Net Debt$1.2B
Market Cap$3B
Peers used for multiples: BLLN, COGT, CORT, GH, MIRM, SYRE, TVTX, UNH
Blended Fair Value
$75.28
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $7.78 28%
DDM (Gordon) n/a 0%
Peer P/E $217.17 13% median 162.5× · 3 peers
Peer EV/EBITDA $227.05 13% median 163.8× · 4 peers
Peer P/B $12.48 3% median 9.6× · 6 peers
Peer P/S $133.84 9% median 10.6× · 6 peers
Market Anchor (SMA50) $12.95 35% stability 61% (BB-width)
Options Expected (B-L 30d) $13.46 0% 5 strikes · skew +0.21
As of 2026-10-22 · updated
About
Industry (SIC)
SERVICES-HOME HEALTH CARE SERVICES (8082) · industry map
Exchange
XNAS
Market Cap
$2.8B
Employees
35,500
List Date
2021-04-29
CIK
0001832332
Next Earnings
2026-11-05 (After-Close)
EPS Forecast
$0.19 (3 est.)
Headquarters
Atlanta, GA
Homepage
https://www.aveanna.com

Aveanna Healthcare Holdings Inc is a diversified home care platform that provides care to medically complex, high-cost patient populations. It directly addresses the pressing challenges facing the U.S. healthcare system by providing safe, high-quality care in the home. The firm provides its services through three segments: Private Duty Services (PDS); Home Health & Hospice (HHH); and Medical Solutions (MS). The Private Duty Services segment generates the majority of revenue, which includes private duty skilled nursing services, non-clinical and personal care services, and pediatric therapy ser…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan---26.41%71.83%-16.67%2.00%3.96%6.94%
Feb---1.13%0.83%-2.07%-7.79%-11.64%-4.36%
Mar---33.53%-14.05%4.18%34.49%-13.32%-4.45%
Apr1.30%-14.62%21.78%-13.79%-15.57%3.97%-2.82%
May-1.69%5.12%0.85%17.04%18.44%8.47%8.04%
Jun4.30%-24.41%36.29%6.98%-4.39%28.49%7.88%
Jul-16.55%-10.55%10.19%69.42%-20.60%5.15%6.18%
Aug-6.26%-12.50%-14.29%35.82%113.90%39.65%26.05%
Sep-15.31%-13.79%-16.78%-2.80%7.65%-7.80%-8.14%
Oct-3.02%-9.15%16.95%-6.25%0.78%4.51%*0.64%
Nov-20.59%-49.37%90.91%26.58%-0.74%--9.36%
Dec21.71%3.28%-1.47%-21.88%-11.96%---2.06%
Total-35.50%-89.48%330.97%90.28%94.73%63.26%75.71%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $12.45
SMA 50: $12.95
SMA 200: $9.08
Current: $12.99
EMA 12: $12.56
EMA 26: $12.61
MACD: -0.0504 | Signal: 0.0515
BEARISH
ADX (14): 21.14
WEAK TREND
+DI: 19.65
−DI: 15.04

Momentum Oscillators

RSI (14): 57.63
NEUTRAL
Stoch %K: 81.97
Stoch %D: 68.50
Williams %R: -1.00

Volume & Volatility

BB Upper: $12.88
BB Lower: $12.02
OVERBOUGHT
OBV: 76,960,593
Vol SMA 20: 2,702,823
Vol ROC: -39.65%
ATR: $0.43
True Range: $0.38
HV 20: 27.0%
HV 30: 27.5%
HV 60: 57.9%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: AVAH

Executive Summary: BULLISH (Confidence Level: 7/10)

Key drivers: Positive news sentiment, uptrend in technical indicators, low volatility.

Primary risks: Market sentiment shifting to bearish, earnings miss.

Investment thesis: Aveanna's recent acquisitions and positive news have driven the stock upward. We expect this trend to continue as long as market conditions remain favorable.

Recent news sentiment impact: The overall sentiment is POSITIVE due to recent acquisition news and guidance updates.

Technical Analysis:

  • Trend Direction: Medium-term uptrend (1-3 months) with a strong short-term signal.
  • Support/Resistance Levels: SMA 20 ($9.55), Upper Bollinger Band ($9.98).
  • Momentum Signals:
    • RSI interpretation: Neutral zone (54.15 > 30).
    • MACD signal: Bullish momentum.
    • Bollinger Bands position: Squeeze with potential breakout.

News & Sentiment Analysis:

  • Recent Headlines Summary: Positive news headlines on acquisitions, guidance updates, and program certifications.
  • Sentiment Assessment: POSITIVE sentiment across recent news articles.
  • Catalyst Identification: Aveanna's acquisition of Family First Homecare and upcoming earnings release.
  • Market Narrative: The positive news has strengthened the stock's technical signals.

Risk & Volatility Assessment:

  • Beta Interpretation: Low risk relative to market (beta < 1).
  • Volatility Regime: Historical low volatility with a low IV rank.
  • Options Market Signals: IV premium vs HV30 shows implied richer than realized, indicating limited upside potential.
  • Downside Protection: SMA 20 and Bollinger Bands provide support levels.

Market Context & Positioning:

  • Sector Performance: Aveanna's sector performs in line with the broader market.
  • Institutional Activity: Institutional interest is low to moderate based on volume patterns.
  • Correlation Analysis: Low correlation with the SPY, indicating potential for independent price movement.
  • Relative Valuation: Position within a trading range.

Key Levels & Action Items:

  • Critical Price Levels: SMA 20 ($9.55), Upper Bollinger Band ($9.98).
  • Breakout/Breakdown Levels: Potential breakout above the upper band or breakdown below the lower band.
  • Time-Sensitive Catalysts: Upcoming earnings release and acquisition news.
  • Risk Management: Stop-loss levels should be set at SMA 20, with a position sizing consideration of 2% per trade.

Additional Analysis:

Aveanna's recent acquisitions have driven the stock upward, indicating strong fundamental momentum. The positive news sentiment reinforces this trend. However, the low volatility and IV rank suggest limited upside potential. As such, we recommend focusing on risk management strategies to maximize returns while minimizing exposure to market fluctuations.

Generated
News
All AVAH news →
Earnings History
14 of 15 under expected move
Avg Expected Move
22.32%
Avg Actual Move
6.04%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-08-11 After-Close 10.59% 5.93% 0.56x Within
2021-11-15 After-Close 19.25% 7.58% 0.39x Within
2022-03-28 After-Close 13.91% 26.72% 1.92x Exceeded
2022-07-19 After-Close 23.38% 6.93% 0.30x Within
2023-11-09 After-Close 64.47% 5.26% 0.08x Within
2024-08-08 After-Close 23.15% 3.86% 0.17x Within
2024-11-07 After-Close 56.35% 4.29% 0.08x Within
2025-03-13 After-Close 15.56% 0.97% 0.06x Within
2025-05-08 After-Close 24.55% 1.82% 0.07x Within
2025-08-07 After-Close 17.64% 5.68% 0.32x Within
2025-11-06 After-Close 19.70% 1.39% 0.07x Within
2026-01-14 After-Close 10.97% 4.50% 0.41x Within
2026-03-19 After-Close 18.14% 2.84% 0.16x Within
2026-05-14 After-Close 4.37% 3.76% 0.86x Within
2026-08-13 After-Close 12.84% 9.12% 0.71x Within

Earnings calendar: this week’s reports with expected vs actual moves →

AVAH Options Activity & IV Rank

AVAH IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 92.5%
7-DTE IV: —
Expected Move: $2.67
7-DTE Move: $2.67
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 20
Put Volume: 23
P/C Volume: 1.15
NEUTRAL
Call OI: 7,531
Put OI: 56
P/C OI: 0.007
Total OI: 7,587

ATM Options Pricing

ATM Call: $1.55
ATM Put: $1.12
Call %: 11.9%
Put %: 8.7%

Chain Summary

Chain Volume: 208
Chain OI: 10,265
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
HIGH γ vs HISTORY

Estimated net dealer gamma is at the 95th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
95%
vs own history
GEX tilt
+0.96
OI-weighted, today
Vanna tilt
-0.99
δ-sensitivity to IV
Charm tilt
+0.86
δ-decay vs time
Vanna tilt -0.99: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.86: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 4 ATM contracts, 4k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 21 · No data
30 DTE / 10d 7%
-11.5 pts EXTREME
as of Oct 21 · ATM 89.9% / Wing 78.4%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)100.0HighOct 21
Straddle Price (30 DTE)$2.67Oct 21
Beta Analysis

Risk Metrics

Beta: 0.7066
Alpha: 25.18%
Correlation: 0.1814
R-Squared: 3.3%
Stock Volatility: 49.5%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own AVAH
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$19.6M
0.01%
#1164 of 6285+725.3%13F
Point72 Hedge fund
Steve Cohen
$15.5M
0.02%
#641 of 1945+1691.7%13F
Renaissance Technologies Hedge fund
Jim Simons
$7.0M
0.01%
#1266 of 3138-9.9%13F
Rockefeller Capital Management Family office
Rockefeller family
$0K
0.00%
#4652 of 47290.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

AVAH Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 222,549,750 (as of 2026-07-04)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

225 filers207,538,787 shares$1.78B value93.26% of float
# Filer Shares Value % of Total % of Float Period
1 Bain Capital Investors LLC 81,600,880 $699.32M 39.30% 36.67% 2026-06-30
2 J.H. Whitney Equity Partners VII, LLC 27,061,967 $231.92M 13.03% 12.16% 2026-06-30
3 Nut Tree Capital Management, LP 12,922,649 $110.75M 6.22% 5.81% 2026-06-30
4 BlackRock, Inc. Custodian 7,410,053 $63.50M 3.57% 3.33% 2026-06-30
5 Vanguard Group Inc Custodian 5,577,010 $45.56M 2.56% 2.51% 2025-12-31
6 Ophir Asset Management Pty Ltd 5,100,000 $43.71M 2.46% 2.29% 2026-06-30
7 Vanguard Capital Management LLC 3,673,218 $31.48M 1.77% 1.65% 2026-06-30
8 BRAIDWELL LP 3,065,106 $26.27M 1.48% 1.38% 2026-06-30
9 Boston Partners 2,870,979 $24.92M 1.40% 1.29% 2026-06-30
10 Citadel Advisors LLC Custodian 2,285,756 $19.59M 1.10% 1.03% 2026-06-30
11 Dimensional Fund Advisors LP Custodian 2,257,684 $19.35M 1.09% 1.01% 2026-06-30
12 MACKENZIE FINANCIAL CORP 2,107,505 $18.06M 1.01% 0.95% 2026-06-30
13 Geode Capital Management, LLC Custodian 2,063,737 $17.69M 0.99% 0.93% 2026-06-30
14 State Street Corp 1,951,640 $16.73M 0.94% 0.88% 2026-06-30
15 Point72 Asset Management, L.P. 1,803,451 $15.46M 0.87% 0.81% 2026-06-30
16 Arrowstreet Capital, Limited Partnership 1,672,672 $14.33M 0.81% 0.75% 2026-06-30
17 EMERALD ADVISERS, LLC 1,642,406 $14.08M 0.79% 0.74% 2026-06-30
18 ALGERT GLOBAL LLC 1,610,747 $13.80M 0.78% 0.72% 2026-06-30
19 Nuveen, LLC Custodian 1,565,047 $13.41M 0.75% 0.70% 2026-06-30
20 FMR LLC Custodian 1,537,259 $13.17M 0.74% 0.69% 2026-06-30
21 JPMorgan Chase & Co Custodian 1,504,013 $13.04M 0.73% 0.68% 2026-06-30
22 Vanguard Portfolio Management LLC 1,393,499 $11.94M 0.67% 0.63% 2026-06-30
23 Morgan Stanley Custodian 1,274,034 $10.92M 0.61% 0.57% 2026-06-30
24 Two Sigma Investments, LP Custodian 1,192,169 $10.22M 0.57% 0.54% 2026-06-30
25 Assenagon Asset Management S.A. 814,596 $10.11M 0.57% 0.37% 2026-09-30
3 filers$848.43K notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $725.88K 85.56% 2026-06-30
2 IMC-Chicago, LLC Custodian $112.27K 13.23% 2026-06-30
3 Simplex Trading, LLC Custodian $10.28K 1.21% 2026-06-30
3 filers$506.49K notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $326.52K 64.47% 2026-06-30
2 Citadel Advisors LLC Custodian $155.97K 30.80% 2026-06-30
3 Simplex Trading, LLC Custodian $24.00K 4.74% 2026-06-30

AVAH Insider Trading (Form 4)

Latest: 2026-10-05
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-05 Deborah Stewart SVP, Chief Accounting Officer Award (A) +75,000 — EDGAR
2026-08-24 Rodney D Windley Director Sell (S) −180,000 $11.50 -$2.07M EDGAR
2026-08-24 Edwin C. Reisz Chief Administrative Officer Sell (S) −50,000 $11.50 -$575.0K EDGAR
2026-08-24 Jeff Shaner Chief Executive Officer Sell (S) −90,000 $11.50 -$1.03M EDGAR
2026-08-24 J.H. Whitney Equity Partners VII, LLC 10%+ Owner Sell (S) −14,746,077 $11.50 -$169.58M EDGAR
2026-08-24 Paul R Vigano 10%+ Owner Sell (S) −16,750,002 $11.50 -$192.63M EDGAR
2026-08-24 Robert M Williams Jr 10%+ Owner Sell (S) −16,750,002 $11.50 -$192.63M EDGAR
2026-07-02 J.H. Whitney Equity Partners VII, LLC 10%+ Owner Sell (S) −2,419,035 $8.01 -$19.38M EDGAR
2026-07-02 Robert M Williams Jr 10%+ Owner Sell (S) −3,000,000 $8.01 -$24.03M EDGAR
2026-07-02 Paul R Vigano 10%+ Owner Sell (S) −3,000,000 $8.01 -$24.03M EDGAR
2026-06-26 J.H. Whitney Equity Partners VII, LLC 10%+ Owner Sell (S) −919,389 $8.00 -$7.36M EDGAR
2026-06-26 Paul R Vigano 10%+ Owner Sell (S) −1,000,000 $8.00 -$8.00M EDGAR
2026-06-26 Robert M Williams Jr 10%+ Owner Sell (S) −1,000,000 $8.00 -$8.00M EDGAR
2026-06-05 J.H. Whitney Equity Partners VII, LLC 10%+ Owner Sell (S) −5,842,240 $6.24 -$36.46M EDGAR
2026-06-05 Paul R Vigano 10%+ Owner Sell (S) −7,000,000 $6.24 -$43.68M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

AVAH Insider Holdings

14 insiders · @ $12.99
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 JHW Iliad Holdings LLC 10%+ Owner 5,213,094 $67.72M -$9.87M 2 2025-03-20
2 Jeff Shaner Chief Executive Officer 2,561,972 $33.28M -$5.10M 13 2026-08-24
3 Rodney D Windley Director 2,078,017 $26.99M -$1.87M 10 2026-08-24
4 PSA HEALTHCARE INVESTMENT HOLDING LLC 10%+ Owner 1,451,778 $18.86M -$2.94M 1 2025-03-20
5 Edwin C. Reisz Chief Administrative Officer 1,397,897 $18.16M -$2.16M 13 2026-08-24
6 Matthew Buckhalter Chief Financial Officer 529,243 $6.87M -$761.1K 7 2026-02-19
7 Victor F Ganzi Director 502,522 $6.53M $19.6K 11 2026-02-17
8 Jerry Perchik Chief Legal Officer 440,530 $5.72M $0 4 2026-02-17
9 Deborah Stewart SVP, Chief Accounting Officer 377,844 $4.91M -$587.3K 9 2026-10-05
10 Sheldon M Retchin Director 324,746 $4.22M $0 8 2025-03-04
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

AVAH Board & Officers

As of SEC filings through Oct 5, 2026

Directors 7

Officers 6

Changes in the last 10 years (59)
Aug 24, 2026Robert M Williams Jr reported in an SEC filing no longer being a 10% owner
Aug 24, 2026Paul R Vigano reported in an SEC filing no longer being a 10% owner
Aug 24, 2026J.H. Whitney Equity Partners VII, LLC reported in an SEC filing no longer being a 10% owner
Feb 27, 2026The company announced the departure of Robert M Williams Jr from the board in an SEC filing
Nov 13, 2025Samuel Altman Weil became a director
Jun 9, 2025Jerry Perchik listed as Chief Legal Officer (previously Chief Legal Officer, Secretary) in SEC filings
Jun 9, 2025Jeff Shaner no longer listed as a director in SEC filings
Jun 9, 2025Jeff Shaner listed as Chief Executive Officer (previously Chief Operating Officer) in SEC filings
Jun 9, 2025Edwin C. Reisz listed as Chief Administrative Officer (previously Chief Administration Officer) in SEC filings
Mar 27, 2025The company announced the departure of Sheldon M Retchin from the board in an SEC filing
Mar 20, 2025PSA Iliad Holdings LLC first on file as a 10% owner
Mar 20, 2025JHW Iliad Holdings LLC first on file as a 10% owner
Mar 20, 2025JHW Iliad Holdings II LLC first on file as a 10% owner
Feb 19, 2025Jeff Shaner first listed as a director in an SEC filing
Feb 19, 2025Edwin C. Reisz listed as Chief Administration Officer (previously Chief Administrative Officer) in SEC filings
Nov 1, 2024Brent D Layton became a director
Apr 29, 2024Jerry Perchik became Chief Legal Officer, Secretary
Jan 15, 2024The company announced the departure of Shannon Drake as General Counsel and Chief Legal Officer in an SEC filing
Jul 7, 2023Matthew Buckhalter became Chief Financial Officer
Jul 7, 2023Deborah Stewart became SVP, Chief Accounting Officer
Not reported recently (16)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

AVAH Proposed Insider Sales (Form 144)

Latest: 2026-09-09
Last 30d: 0 filings  ·  Last 90d: 2 filings · $3.9M notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: ERICA G SCHWARTZ (2, $3.9M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-09 ERICA G SCHWARTZ Director 46,071 $645.0K 2026-09-09 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-27 ERICA G SCHWARTZ Director 230,343 $3.22M 2026-08-27 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-30 JHW Iliad Holdings II LLC 10% Stockholder 55,121 $472.4K 2026-06-30 RBC CAPITAL MARKETS LLC — EDGAR
2026-06-30 JHW Iliad Holdings LLC 10% Stockholder 525,844 $4.51M 2026-06-30 RBC CAPITAL MARKETS LLC — EDGAR
2026-06-30 J.H. Whitney VII, L.P. 10% Stockholder 2,419,035 $20.73M 2026-06-30 RBC CAPITAL MARKETS LLC — EDGAR
2026-06-24 JHW Iliad Holdings II LLC 10% Stockholder 7,648 $61.2K 2026-06-24 RBC CAPITAL MARKETS LLC — EDGAR
2026-06-24 JHW Iliad Holdings LLC 10% Stockholder 72,963 $583.7K 2026-06-24 RBC CAPITAL MARKETS LLC — EDGAR
2026-06-24 J.H. Whitney VII, L.P. 10% Stockholder 919,389 $7.36M 2026-06-24 RBC CAPITAL MARKETS LLC — EDGAR
2026-06-03 JHW Iliad Holdings II LLC 10% Stockholder 109,847 $685.4K 2026-06-03 RBC CAPITAL MARKETS LLC — EDGAR
2026-06-03 JHW Iliad Holdings LLC 10% Stockholder 1,047,913 $6.54M 2026-06-03 RBC CAPITAL MARKETS LLC — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
66 ETFs hold AVAH
25 shown · $184.29M total exposure · 0.03% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $43.0M — 2026-09-30
2 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.04% $28.0M $75.1B 2026-10-20
3 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.30% $19.5M $6.6B 2026-10-20
4 VXF Vanguard Extended Market ETF Vanguard 0.02% $16.5M — 2026-09-30
5 DFAS Dimensional US Small Cap ETF Dimensional 0.05% $16.4M — 2026-10-20
6 IWO iShares Russell 2000 Growth ETF iShares (BlackRock) 0.06% $8.2M $13.6B 2026-10-20
7 DFMC Dimensional US Micro Cap ETF Dimensional 0.09% $6.8M — 2026-10-20
8 VTWO Vanguard Russell 2000 ETF Vanguard 0.04% $6.3M — 2026-09-30
9 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.01% $6.0M — 2026-10-20
10 XHS State Street® SPDR® S&P® Health Care Services ETF SPDR (State Street) 1.53% $3.4M $221.4M 2026-10-20
11 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.27% $3.4M $1.2B 2026-10-20
12 DUSG Dimensional US Small Cap Growth ETF Dimensional 0.18% $3.4M — 2026-10-20
13 VHT Vanguard Health Care ETF Vanguard 0.02% $3.3M — 2026-09-30
14 IHF iShares U.S. Healthcare Providers ETF iShares (BlackRock) 0.18% $2.5M $1.4B 2026-10-20
15 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.01% $2.5M — 2026-10-20
16 SCHA Schwab U.S. Small-Cap ETF Nport 0.01% $2.4M — 2026-05-31
17 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.00% $2.0M $97.4B 2026-10-20
18 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.01% $2.0M $13.7B 2026-10-20
19 AVSC Avantis U.S. Small Cap Equity ETF Avantis 0.06% $1.8M $3.1B 2026-10-20
20 FYX First Trust Small Cap Core AlphaDEX® Fund First Trust 0.13% $1.7M $1.4B 2026-10-20
21 PSC Principal U.S. Small-Cap ETF Nport 0.05% $1.2M — 2026-06-30
22 DXUV Dimensional US Vector Equity ETF Dimensional 0.02% $1.1M — 2026-10-20
23 ONEQ Fidelity Nasdaq Composite Index ETF Fidelity 0.01% $953,815 $10.9B 2026-10-20
24 VTWG Vanguard Russell 2000 Growth ETF Vanguard 0.06% $944,339 — 2026-09-30
25 EES WisdomTree U.S. SmallCap Fund Nport 0.10% $759,019 — 2026-06-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
10.48
TTM Diluted EPS
$1.24
TTM Revenue
$2.60B
TTM Net Income
$274.76M
TTM Op. Cash Flow
$168.20M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-07-04$670.48M$40.29M$0.18$80.93M
Q1 '262026-04-04$647.91M$41.65M$0.19$4.35M
Q4 '252026-01-03$662.48M$178.75M$0.83$49.72M
Q3 '252025-09-27$621.94M$14.06M$0.06$33.20M
Q2 '252025-06-28$589.55M$27.02M$0.13$51.57M
Q1 '252025-03-29$559.22M$5.19M$0.03$-8.63M
Q4 '242024-12-28$519.87M$29.18M$0.15$13.41M
Q3 '242024-09-28$509.02M$-42.84M$-0.22$29.39M
Q2 '242024-06-29$504.96M$13.91M$0.07$1.81M
Q1 '242024-03-30$490.65M$-11.17M$-0.06$-11.97M
Q4 '232023-12-30$478.84M$-25.74M$-0.14$-3.00M
Q3 '232023-09-30$478.01M$-102.39M$-0.54$28.70M
Q2 2026 • period ending 2026-07-04 • filed 2026-08-13
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
10.48
P/B
10.04
P/S
1.11
EV/EBITDA
13.92
EV/Sales
1.57
ROE
95.4%
ROA
13.0%
Div Yield
0.00%
FCF Yield
5.82%
Debt/Equity
4.46
Current Ratio
—
Market Cap
$2.89B
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
5.67M
SI % of Float
5.19%
Days to Cover
1.63
Short Vol Ratio
15.4%
Free Float
109.15M
Float %
50.0%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14