eHealth
EHTH on Nasdaq. Market value $22m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 105 funds in all.
Largest holders overall
- Nantahala Capital Management$5mAdded
- AQR Capital Management$3mAdded
- Palo Alto Investors LP$2m
- BlackRock$2mCut
- Vanguard Capital Management$2mCut
- Assenagon Asset Management$1mAdded
- D. E. Shaw$846,662Added
- Dimensional Fund Advisors LP$821,667Cut
- Redwood Capital Management$696,419
- Goldman Sachs Group$666,708
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%.
- AQR Capital Management, LLCPassive investorat least 7.2%+1.7 pts(filed with 1 related holder)Since 30 June 2026
- Nantahala Capital Management, LLCPassive investorat least 5.8%+1.4 pts(filed with 2 related holders)Since 30 September 2025
- Palo Alto Investors LPPassive investorat least 4.9%(filed with 3 related holders)Since 31 December 2025
- THE GOLDMAN SACHS GROUP, INC.Passive investorat least 2.5%−3.2 pts(filed with 1 related holder)Since 30 June 2025
- The Vanguard GroupPassive investorSold down below 5%Since 30 September 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2026
- 8 KNOTS MANAGEMENT, LLCPassive investorSold down below 5%Since 18 February 2026
| Holder | Stake | Since | |
|---|---|---|---|
AQR Capital Management, LLC Passive investor | at least 7.2%+1.7 pts (filed with 1 related holder) | 30 June 2026 | |
Nantahala Capital Management, LLC Passive investor | at least 5.8%+1.4 pts (filed with 2 related holders) | 30 September 2025 | |
Palo Alto Investors LP Passive investor | at least 4.9% (filed with 3 related holders) | 31 December 2025 | |
THE GOLDMAN SACHS GROUP, INC. Passive investor | at least 2.5%−3.2 pts (filed with 1 related holder) | 30 June 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 30 September 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2026 | |
8 KNOTS MANAGEMENT, LLC Passive investor | Sold down below 5% | 18 February 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 2 insiders bought $297,647 of shares on the open market. 1 sold $109,884, $109,884 of it under preset trading plans.
- SOISTMAN FRANCIS S JRDirectorSoldunder a preset trading plan
- Date
- 2 October 2026
- Shares
- 20,306
- Price
- $0.69
- Value
- $14,038
- SOISTMAN FRANCIS S JRDirectorSoldunder a preset trading plan
- Date
- 1 October 2026
- Shares
- 20,306
- Price
- $0.70
- Value
- $14,137
- SOISTMAN FRANCIS S JRDirectorSoldunder a preset trading plan
- Date
- 1 September 2026
- Shares
- 37,297
- Price
- $1.05
- Value
- $39,277
- SOISTMAN FRANCIS S JRDirectorSoldunder a preset trading plan
- Date
- 31 August 2026
- Shares
- 37,296
- Price
- $1.14
- Value
- $42,432
- Dolan John JosephChief Financial OfficerBought
- Date
- 6 March 2026
- Shares
- 25,000
- Price
- $1.53
- Value
- $38,250
- DUKE DERRICK AChief Executive Officer, DirectorBought
- Date
- 27 February 2026
- Shares
- 187,969
- Price
- $1.38
- Value
- $259,397
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 2 October 2026 | SOISTMAN FRANCIS S JR Director | Sold under a preset trading plan | 20,306 | $0.69 | $14,038 |
| 1 October 2026 | SOISTMAN FRANCIS S JR Director | Sold under a preset trading plan | 20,306 | $0.70 | $14,137 |
| 1 September 2026 | SOISTMAN FRANCIS S JR Director | Sold under a preset trading plan | 37,297 | $1.05 | $39,277 |
| 31 August 2026 | SOISTMAN FRANCIS S JR Director | Sold under a preset trading plan | 37,296 | $1.14 | $42,432 |
| 6 March 2026 | Dolan John Joseph Chief Financial Officer | Bought | 25,000 | $1.53 | $38,250 |
| 27 February 2026 | DUKE DERRICK A Chief Executive Officer, Director | Bought | 187,969 | $1.38 | $259,397 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 26 Feb 2026, plus the 10-Q filed 5 Aug 2026 and 4 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.