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Atria Investments’s Evolent Health EVH Stock Holding History

Atria Investments’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30,410
Closed -$257K – 2062
2025
Q3 		$257K Buy
30,410
+1,494
+5% +$14.5K ﹤0.01% 1798
2025
Q2 		$326K Buy
+28,916
New +$266K ﹤0.01% 1673
2024
Q4 		– Sell
-7,354
Closed -$208K – 1893
2024
Q3 		$208K Buy
+7,354
New +$190K ﹤0.01% 1811

Other funds holding EVH

CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Investments's EVH Position: Q4 2025 in Review

Atria Investments sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 30,410 shares — an estimated $257K sold.

Atria Investments first reported a position in EVH in Q3 2024 and held it in 3 quarters. The position peaked at $326K in Q2 2025. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

  • Atria Investments reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 30,410 Evolent Health shares in Q4 2025, an estimated $257K.
  • Atria Investments first reported a position in Evolent Health in Q3 2024 and held it in 3 quarters.
  • Atria Investments's Evolent Health position peaked at $326K in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.