Atria Investments, Inc EVH β€” EVOLENT HEALTH INC

Ownership history in Atria Investments, Inc  Β·  3 quarters on record

AI Ownership Summary

Atria Investments, Inc reported EVOLENT HEALTH INC (EVH) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows EVH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in EVOLENT HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EVH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Investments, Inc held EVH β€” position size vs. price
% of Fund (quarterly)    EVH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 30,410 +1,494 +5.2% 0.00% $257K 2025-11-06 $6.00
2025 Q2 ADDED β€” β€” β€” 28,916 +21,562 +293.2% 0.00% $326K 2025-08-04 $9.77
2024 Q3 INITIATED β€” β€” β€” 7,354 β€” β€” 0.00% $208K 2024-11-01 $23.46

🏒 Other funds also holding EVH

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Atria Investments, Inc and EVH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning EVH?

Atria Investments, Inc reported EVH across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported EVH position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for EVH was 0.00% in 2025 Q2.

What is the latest reported EVH position on this page?

The most recent filing on this page is 2025 Q3, when Atria Investments, Inc reported 30,410 shares, equal to 0.00% of portfolio, with an estimated market value of $257K.

What does the chart on this EVH ownership page compare?

The chart compares Atria Investments, Inc's quarterly EVH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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