Position in EVH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$28,319
+$21,587 QoQ
Shares Held
5,225
+76.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 199 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Allworth Financial LP holds $1,350,887 across 29 Health Information Services names. EVH ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,340 | $592,749 | |
| 2 | HQY |
Healthequity, Inc.
|
2,464 | $222,548 | |
| 3 | SDGR |
Schrodinger, Inc.
|
5,270 | $85,637 | |
| 4 | PHR |
Phreesia, Inc.
|
5,613 | $57,757 | |
| 5 | TEM |
Tempus AI, Inc.
|
837 | $48,487 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,879 | $48,346 | |
| 7 | DOCS |
Doximity, Inc.
|
2,043 | $42,371 | |
| 8 | EVH |
Evolent Health, Inc.
This page
|
5,225 | $28,319 |
All Filings in EVH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,319 | 5,225 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,732 | 2,953 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,208 | 2,052 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,289 | 507 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $8,174 | 726 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,392 | 1,203 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,557 | 494 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $29,269 | 1,035 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $17,131 | 896 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,639 | 50 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,651 | 50 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $490 | 18 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $999 | 33 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,070 | 33 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11,232 | 400 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $15,629 | 435 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,406 | 404 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $12,920 | 400 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $11,068 | 400 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,400 | 400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $8,448 | 400 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||