Position in EVH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,851,575
-$486,285 QoQ
Shares Held
812,095
+38.9% QoQ
Ownership
0.722%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVH Over Time
Shares Held
Position Value (USD)
Derivatives in EVH
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$2,030,504
PutShares
71,800
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, 2026CITIGROUP INC holds $139,561,334 across 41 Health Information Services names. EVH ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
174,315 | $30,620,171 | |
| 2 | HQY |
Healthequity, Inc.
|
253,336 | $21,171,289 | |
| 3 | DOCS |
Doximity, Inc.
|
835,267 | $19,461,720 | |
| 4 | WAY |
Waystar Holding Corp.
|
774,121 | $18,664,057 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
425,610 | $18,135,241 | |
| 6 | TEM |
Tempus AI, Inc.
|
122,190 | $5,525,431 | |
| 7 | HNGE |
Hinge Health, Inc.
|
142,519 | $5,495,532 | |
| 8 | TALK |
Talkspace, Inc.
|
931,071 | $4,818,291 |
All Filings in EVH
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,851,575 | 812,095 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,337,860 | 584,465 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,306,503 | 863,653 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,119,457 | 188,229 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,922,115 | 519,759 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,950,020 | 351,113 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,030,504 | 71,800 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $4,154,132 | 146,893 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $511,726 | 26,764 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $657,176 | 20,042 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $594,142 | 17,988 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $6,655,545 | 201,500 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $43,185 | 1,586 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $1,111,614 | 36,687 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,384,704 | 42,672 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $126,245 | 4,496 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $203,397 | 5,661 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $329,701 | 10,736 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $310,757 | 9,621 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,109,703 | 40,105 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,550,000 | 50,000 | Put | Defined | 2021-11-10 | |
| 2021-09-30 | $1,691,360 | 54,560 | Shares | Defined | 2021-11-10 | |
| 2021-09-30 | $1,550,000 | 50,000 | Call | Defined | 2021-11-10 | |
| 2021-06-30 | $1,239,025 | 58,666 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,295,807 | 64,149 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,406,006 | 87,711 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $940,862 | 75,815 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $319,117 | 44,820 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $462,068 | 85,096 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||