Position in EVH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,580,472
+$915,624 QoQ
Shares Held
291,600
0.0% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#49
of 198 holders
Holding Since
Dec 2022
13 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 Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$135,360
PutShares
16,000
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 Jun 30, 2026Jefferies Financial Group Inc. holds $69,975,659 across 10 Health Information Services names. EVH ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CERT |
Certara, Inc.
|
7,091,051 | $46,446,384 | |
| 2 | OMDA |
Omada Health, Inc.
|
684,091 | $15,015,797 | |
| 3 | VEEV |
Veeva Systems Inc
|
8,993 | $1,595,987 | |
| 4 | EVH |
Evolent Health, Inc.
This page
|
291,600 | $1,580,472 | |
| 5 | OMCL |
Omnicell, Inc.
|
36,712 | $1,524,282 | |
| 6 | TXG |
10x Genomics, Inc.
|
29,000 | $1,111,860 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
107,035 | $907,656 | |
| 8 | WAY |
Waystar Holding Corp.
|
29,839 | $612,594 |
All Filings in EVH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,472 | 291,600 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $664,848 | 291,600 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,166,400 | 291,600 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $167,677 | 19,820 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $135,360 | 16,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $5,403,448 | 479,880 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $180,160 | 16,000 | Put | Defined | 2025-08-12 | |
| 2025-03-31 | $3,132,770 | 330,810 | Shares | Defined | 2025-05-08 | |
| 2024-09-30 | $8,099,392 | 286,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $707,000 | 25,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,917,949 | 67,820 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $112,808 | 5,900 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $5,150,928 | 269,400 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $3,376,840 | 176,613 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $35,282 | 1,076 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $1,337,832 | 40,800 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $193,461 | 5,900 | Call | Defined | 2024-05-13 | |
| 2023-09-30 | $877,241 | 32,216 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,464,974 | 53,800 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $1,681,650 | 55,500 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $1,828,726 | 60,354 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,178,227 | 36,309 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $2,125,475 | 65,500 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $1,148,528 | 40,902 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $1,839,240 | 65,500 | Put | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||