Position in EVH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,986
+$5,206 QoQ
Shares Held
1,658
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 198 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVH Over Time
Shares Held
Position Value (USD)
Derivatives in EVH
reported options exposure · as of Dec 31, 2020CallValue
$8,015
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $359,083 across 7 Health Information Services names. EVH ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
575 | $102,045 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,300 | $90,662 | |
| 3 | HQY |
Healthequity, Inc.
|
836 | $75,507 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
2,700 | $69,471 | |
| 5 | EVH |
Evolent Health, Inc.
This page
|
1,658 | $8,986 | |
| 6 | SLP |
Simulations Plus, Inc.
|
400 | $7,324 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
600 | $5,088 |
All Filings in EVH
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,986 | 1,658 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,780 | 1,658 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,632 | 1,658 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $14,026 | 1,658 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $23,173 | 2,058 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $19,489 | 2,058 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $23,152 | 2,058 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $58,200 | 2,058 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $39,348 | 2,058 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $67,481 | 2,058 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $67,975 | 2,058 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $56,039 | 2,058 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $62,357 | 2,058 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $66,782 | 2,058 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $57,788 | 2,058 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $73,943 | 2,058 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $63,201 | 2,058 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $72,933 | 2,258 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $62,478 | 2,258 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $69,998 | 2,258 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $47,688 | 2,258 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $45,611 | 2,258 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $8,015 | 500 | Call | Sole | 2021-02-04 | |
| 2020-12-31 | $41,004 | 2,558 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $31,744 | 2,558 | Shares | Sole | 2020-10-23 | |
| 2020-09-30 | $6,205 | 500 | Call | Sole | 2020-10-23 | |
| 2020-06-30 | $20,704 | 2,908 | Shares | Sole | 2020-07-16 | |
| 2020-06-30 | $3,560 | 500 | Call | Sole | 2020-07-16 | |
| 2020-03-31 | $15,790 | 2,908 | Shares | Sole | 2020-05-11 | |
| 2020-03-31 | $2,715 | 500 | Call | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||