Follow The Filings

OPCH Option Care Health Inc.

Health Care, filed as OPTION CARE HEALTH INC (COM NEW), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 1 Owner
  • Max 1.3%
  • $129M
  • 1 reduce 1 exit

In 2026 Q2 Henry Ellenbogen trimmed Option Care Health, and Stanley Druckenmiller sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.3% (Henry Ellenbogen, Durable Capital Partners). Not free-float ownership.

  1. Henry Ellenbogen Reduce 1.3%

Who owns OPCH

Sorted by value, long equity only, as of 2026 Q2.

History
Henry Ellenbogen, Durable Capital Partners 1.3%, was 2.5% Reduce −31.4% 6,163,722 $129M History
Stanley Druckenmiller, Duquesne Family Office exited 2026 Q2 Last 2026 Q1 1.5% Exit −1.49% 1,868,550 $50M History

1 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by OPCH's executives, directors and 10% owners in the last 12 months, from their Form 4s

All OPCH insider trades
  • $2.9M bought by 4 insiders
  • $1.2M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Timothy P Sullivan Director
    Buy
    $500K 24,154 shares at $20.69 +49% to stake
    Traded May 7 Filed May 7
    ↗
  2. Harry M Jansen Kraemer Jr. Director
    Buy
    $784K 36,610 shares at $21.41 +8.9% to stake
    Traded May 4 Filed May 5
    ↗
  3. Meenal Sethna CFO
    Buy
    $327K 16,225 shares at $20.16 +20% to stake
    Traded May 4 Filed May 4
    ↗
  4. John Charles Rademacher CEO
    Buy
    $265K 12,500 shares at $21.18 +1.8% to stake
    Traded May 4 Filed May 4
    ↗
  5. R Carter Pate Director
    Sale
    $971K 30,287 shares at $32.05 72% of stake
    Traded Feb 27 Filed Mar 3
    ↗
  6. Michael Bavaro Chief Human Resources Officer
    Sale
    $198K 6,000 shares at $33.00 15% of stake
    Traded Feb 27 Filed Mar 3
    ↗
  7. Harry M Jansen Kraemer Jr. Director
    Buy
    $987K 38,000 shares at $25.98 +10% to stake
    Traded Nov 3, 2025 Filed Nov 4, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 26 share withholdings for taxes, 22 stock grants, and 2 option exercises.

Congress

1 member of Congress traded OPCH in the last three years: 2 buys and 2 sales.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Sep 25, 2025 filed Oct 22, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.3B $4.91B $5.65B
Gross profit $0.981B $1.01B $1.09B
Gross margin * 22.8% 20.6% 19.3%
Net income $267.09M $211.82M $207.58M
Net margin * 6.2% 4.3% 3.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.09B $1.32B $1.26B
Total non-current assets $2.12B $2.1B $2.19B
Total assets $3.22B $3.42B $3.46B
Total current liabilities $618.31M $780.15M $829.35M
Total non-current liabilities $1.18B $1.24B $1.3B
Total equity $1.42B $1.4B $1.33B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $371.3M $323.39M $258.45M
Cash from investing -$56.51M -$36.47M -$161.08M
Cash from financing -$265.13M -$218.21M -$277.3M
Net change in cash $49.66M $68.72M -$179.94M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.