INFUSYSTEM HOLDINGS INC (INFU)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 3, 2026.

Politician trading · U.S. House

Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Financial Screens

· Growth — Revenue up every year for 5 straight years

· Graham — Sound finances and a long run of profits

· Piotroski — Financial health improved over the past year

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Gross Profitability (Novy-Marx) — High gross profit relative to total assets

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

· Top Relative Strength — Top 20% of the universe by 6-month return

Red Flags

· Auditor Change (8-K 4.01) — Last 2 years: an auditor change filing (8-K Item 4.01)

Key figures

· Growth — Latest revenue: $143.4M · 5-yr revenue CAGR: 8.1% · Straight growth years: 7

· Graham — Current ratio: 1.80 · Straight profitable years: 7 · Debt ratio: 0.75 · Latest net income: $6.6M

· Piotroski — F-score: 8 · Return on assets: 6.6% · Operating cash flow: $24.4M

· Cash Flow (FCF) — Latest FCF: $23.8M · FCF yield: 8.7% · Positive FCF years: 3

· Gross Profitability (Novy-Marx) — Gross profit / assets: 79.8% · Gross margin: 56.0%

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 8.43 · Operating cash flow: $24.4M · Net income: $6.6M

· Shareholder Yield — Shareholder yield: 3.6% · of which dividends: 0.0% · of which buybacks: 3.6%

· Auditor Change (8-K 4.01) — Latest event: Mar 19, 2026 · Events in 2 yrs: 1

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Insider BEST — appeared in 3 of the last 20 quarterly lists; latest 2025 Q2, ranked #29 of 50.