Position in EVH
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$640,346
-$1,603,454 QoQ
Shares Held
280,854
-49.9% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.24590712612246.ToString("F0")%
Shared 0.ToString("F0")%
None 15.754092873877532.ToString("F0")%
Common Shares in EVH Over Time
Shares Held
Position Value (USD)
Derivatives in EVH
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$1,796,500
PutShares
50,000
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 Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $628,884,691 across 31 Health Information Services names. EVH ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,469,469 | $258,126,921 | |
| 2 | HQY |
Healthequity, Inc.
|
862,008 | $72,038,007 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,534,154 | $65,370,299 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,065,258 | $49,793,368 | |
| 5 | DOCS |
Doximity, Inc.
|
1,142,530 | $26,620,946 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,256,178 | $25,839,580 | |
| 7 | HNGE |
Hinge Health, Inc.
|
617,237 | $23,800,657 | |
| 8 | TXG |
10x Genomics, Inc.
|
964,579 | $20,478,010 |
All Filings in EVH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $640,346 | 280,854 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,243,800 | 560,950 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,136,800 | 961,797 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $11,922,052 | 1,058,797 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,441,431 | 574,597 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,286,641 | 381,035 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,882,292 | 420,166 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,848,518 | 515,090 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,220,763 | 403,195 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,436,834 | 285,705 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,046,463 | 295,500 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,634,267 | 350,966 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,859,221 | 488,728 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,940,991 | 354,024 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,796,500 | 50,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $11,893,223 | 331,011 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,124,674 | 394,812 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $13,392,191 | 414,619 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,688,707 | 494,713 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $14,667,712 | 473,152 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,422,379 | 493,484 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $11,480,284 | 568,331 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,964,406 | 559,227 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,504,288 | 524,117 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,557,096 | 640,042 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,122,080 | 759,131 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||