AQR Capital reports 4.15% stake in agilon health

Accepted by SEC EDGAR 08/12/2026 - 07:09 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report beneficial ownership of agilon health, inc. common stock. They disclose beneficial ownership of 692,541 shares of common stock, representing 4.15% of the outstanding class as of the reporting date.

Both entities report no sole voting or dispositive power. They report shared voting power over 666,033 shares and shared dispositive power over 692,541 shares. The amendment indicates that their position is now at or below the 5% ownership reporting threshold. AQR Capital Management, LLC is stated to be a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and the Schedule is filed jointly on behalf of both entities.

Key Figures

Beneficially owned shares: 692,541 shares Percent of class owned: 4.15% Shared voting power: 666,033 shares +3 more

6 metrics

Beneficially owned shares 692,541 shares Common stock of agilon health, inc. reported as beneficially owned by AQR entities

Percent of class owned 4.15% Percentage of agilon health common stock class beneficially owned

Shared voting power 666,033 shares Shares of agilon health over which AQR entities have shared voting power

Shared dispositive power 692,541 shares Shares of agilon health over which AQR entities have shared dispositive power

Ownership threshold status 5 percent or less Item 5 indicates ownership of 5 percent or less of the class

Signature date 08/12/2026 Date the Schedule 13G/A was signed by the authorized signatory

Key Terms

beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more

5 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 692,541"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared Voting Power 666,033.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 692,541.00"

parent holding company financial

"If a parent holding company has filed this schedule, pursuant to (ii)(G)"

percent of class financial

"(b) | Percent of class: 4.15 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What percentage of agilon health (AGL) shares does AQR Capital report owning?

AQR Capital Management, LLC and its parent report beneficial ownership of 4.15% of agilon health, inc.’s common stock, representing 692,541 shares as disclosed in the Schedule 13G/A.

How many agilon health (AGL) shares does AQR Capital have voting power over?

AQR Capital entities report shared voting power over 666,033 shares of agilon health common stock and no sole voting power, according to the ownership disclosure.

What is the total number of agilon health (AGL) shares beneficially owned by AQR Capital?

The filing states that AQR Capital Management, LLC and its parent beneficially own 692,541 shares of agilon health, inc. common stock, corresponding to 4.15% of the class.

Does AQR Capital have dispositive power over its agilon health (AGL) holdings?

Yes. The AQR entities report shared dispositive power over 692,541 shares and no sole dispositive power, meaning decisions to dispose are shared rather than individually controlled.

Why does the agilon health (AGL) filing note ownership of 5 percent or less?

Under Item 5, the reporting persons state ownership of 5 percent or less of agilon health’s common stock, consistent with the disclosed 4.15% beneficial ownership level.

What is the relationship between AQR Capital Management, LLC and its Holdings entity in the AGL filing?

The exhibit states that AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and the Schedule 13G/A is filed on behalf of both entities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

agilon health, inc.

(Name of Issuer)

Common stock, $0.01 par value

(Title of Class of Securities)

00857U206

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 00857U206

1

Names of Reporting Persons

AQR Capital Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 666,033.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 692,541.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

692,541.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.15 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 00857U206

1

Names of Reporting Persons

AQR Capital Management Holdings, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 666,033.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 692,541.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

692,541.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.15 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: agilon health, inc.
(b)	Address of issuer's principal executive offices: 440 POLARIS PARKWAY, SUITE 550, WESTERVILLE, OHIO 43082
Item 2.
(a)	Name of person filing: AQR Capital Management, LLC AQR Capital Management Holdings, LLC
(b)	Address or principal business office or, if none, residence: ONE GREENWICH PLAZA SUITE 130 Greenwich, Connecticut 06830
(c)	Citizenship: AQR Capital Management, LLC - UNITED STATES AQR Capital Management Holdings, LLC - UNITED STATES
(d)	Title of class of securities: Common stock, $0.01 par value
(e)	CUSIP No.: 00857U206
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 692,541
(b)	Percent of class: 4.15 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: AQR Capital Management, LLC - 0 AQR Capital Management Holdings, LLC - 0
	(ii) Shared power to vote or to direct the vote: AQR Capital Management, LLC - 666,033 AQR Capital Management Holdings, LLC - 666,033
	(iii) Sole power to dispose or to direct the disposition of: AQR Capital Management, LLC - 0 AQR Capital Management Holdings, LLC - 0
	(iv) Shared power to dispose or to direct the disposition of: AQR Capital Management, LLC - 692,541 AQR Capital Management Holdings, LLC - 692,541
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Item 2(a) above.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

AQR Capital Management, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/12/2026

AQR Capital Management Holdings, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/12/2026

Exhibit Information

AQR Capital Management Holdings, LLC and AQR Capital Management, LLC hereby agree that this Schedule 13G is filed on behalf of each of the parties. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.