SCHEDULE 13G/A: Wellington Management Entities Disclose 3.6% Stake in agilon health, Inc. via Amended 13G Filing

Wellington Management Group LLP and its affiliates have filed an amended Schedule 13G, reporting a beneficial ownership of 3.6% in agilon health, Inc. common stock as of March 31, 2025.

Summary

• Wellington Management Group LLP, along with Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP, filed an Amendment No. 5 to Schedule 13G.
• The filing reports their beneficial ownership in agilon health, Inc. common stock (CUSIP: 00857U107).
• As of March 31, 2025, the aggregate amount beneficially owned by these entities is 14,986,897 shares.
• This represents 3.6% of agilon health, Inc.'s common stock.
• The reporting persons have shared voting power over 14,239,498 shares and shared dispositive power over 14,986,897 shares.
• The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: The document is a routine beneficial ownership disclosure and does not contain information that would typically influence sentiment positively or negatively regarding the issuer's performance or outlook.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, confirming a large holder's passive investment intent.

Key Dates

Keywords

agilon health, Wellington Management, Schedule 13G, beneficial ownership, common stock, institutional investor, SEC filing