Evolent Health, Inc.
EVH- Exchange
- NYSE
- Industry
- Services-Management Services
- SEC CIK
- 0001628908
In the last 90 days, Evolent Health, Inc. insiders filed 0 open-market purchases and 1 sale; 198 institutions reported holding it in 13F filings for Q2 2026, worth $608.3M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Evolent Health, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 217
- −23 vs. Q1 2023
- Shares held
- 117.7M
- +5.86M (+5.2%) vs. Q1 2023
- Total value
- $3.55B
- −$61.6M (−1.7%) vs. Q1 2023
- New holders
- 22
- 83 more added
- Sold out
- 45
- 73 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 198 | $608.3M |
| Q1 2026 | 192 | $252.8M |
| Q4 2025 | 215 | $482.1M |
| Q3 2025 | 240 | $1.15B |
| Q2 2025 | 222 | $1.48B |
| Q1 2025 | 229 | $1.20B |
| Q4 2024 | 241 | $1.38B |
| Q3 2024 | 262 | $3.66B |
| Q2 2024 | 243 | $2.48B |
| Q1 2024 | 251 | $4.13B |
| Q4 2023 | 234 | $4.18B |
| Q3 2023 | 203 | $3.34B |
| Q2 2023 | 217 | $3.55B |
| Q1 2023 | 240 | $3.62B |
| Q4 2022 | 232 | $2.83B |
| Q3 2022 | 251 | $3.42B |
| Q2 2022 | 216 | $2.76B |
| Q1 2022 | 218 | $2.79B |
| Q4 2021 | 207 | $2.34B |
| Q3 2021 | 210 | $2.65B |
| Q2 2021 | 178 | $1.75B |
| Q1 2021 | 168 | $1.66B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 16,833,305 | $497.2M | 0.04% | +2,191,606+15.0% | Added |
| Vanguard Group Inc | 10,320,352 | $312.7M | 0.01% | +999,683+10.7% | Added |
| BlackRock Inc. | 7,595,916 | $230.2M | 0.01% | +667,658+9.6% | Added |
| JPMorgan Chase & Co | 5,869,493 | $177.8M | 0.02% | +308,943+5.6% | Added |
| Rock Springs Capital Management LP | 3,803,500 | $115.2M | 2.74% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,789,534 | $114.8M | 0.02% | +1,290,099+51.6% | Added |
| Bellevue Group AG | 3,448,322 | $104.5M | 1.49% | +1,257,175+57.4% | Added |
| Invesco Ltd. | 3,017,025 | $91.4M | 0.02% | −325,561−9.7% | Reduced |
| Granahan Investment Management Inc | 2,914,350 | $88.3M | 2.72% | −460,561−13.6% | Reduced |
| OrbiMed Advisors LLC | 2,895,632 | $87.7M | 1.71% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 2,670,960 | $80.9M | 0.26% | +2,670,960 | New |
| Eventide Asset Management, LLC | 2,638,144 | $79.9M | 1.35% | +735,389+38.6% | Added |
| Blair William & Co | 2,451,123 | $74.3M | 0.27% | +102,540+4.4% | Added |
| Dimensional Fund Advisors LP | 2,445,092 | $74.1M | 0.02% | −47,880−1.9% | Reduced |
| Loomis Sayles & Co L P | 2,241,420 | $67.9M | 0.11% | −37,407−1.6% | Reduced |
| State Street Corp | 2,205,543 | $66.8M | 0.00% | +329,023+17.5% | Added |
| Geode Capital Management, LLC | 1,976,112 | $59.9M | 0.01% | +352,722+21.7% | Added |
| Holocene Advisors, LP | 1,948,625 | $59.0M | 0.26% | +354,872+22.3% | Added |
| Farallon Capital Management, L.L.C. | 1,900,909 | $57.6M | 0.34% | +757,000+66.2% | Added |
| Credit Suisse AG | 1,808,557 | $54.8M | 0.05% | +6,959+0.4% | Added |
| Engaged Capital LLC | 1,747,252 | $52.9M | 7.66% | −466,202−21.1% | Reduced |
| Macquarie Group Ltd | 1,529,239 | $46.3M | 0.05% | +158,522+11.6% | Added |
| Bank of New York Mellon Corp | 1,522,571 | $46.1M | 0.01% | −55,074−3.5% | Reduced |
| American Century Companies Inc | 1,490,398 | $45.2M | 0.03% | +33,255+2.3% | Added |
| Greenhouse Funds LLLP | 1,399,260 | $42.4M | 3.45% | +60,081+4.5% | Added |
| Norges Bank | 1,219,920 | $37.0M | 0.01% | +371,587+43.8% | Added |
| Citadel Advisors LLC | 1,193,919 | $36.2M | 0.04% | −241,561−16.8% | Reduced |
| Northern Trust Corp | 1,188,034 | $36.0M | 0.01% | +223,803+23.2% | Added |
| Victory Capital Management Inc | 982,450 | $29.8M | 0.03% | −181,714−15.6% | Reduced |
| Millennium Management LLC | 922,845 | $28.0M | 0.03% | −1,095,565−54.3% | Reduced |
| Silvercrest Asset Management Group LLC | 894,551 | $27.1M | 0.19% | +59,596+7.1% | Added |
| Price T Rowe Associates Inc | 850,261 | $25.8M | 0.00% | +6,317+0.7% | Added |
| Hood River Capital Management LLC | 844,249 | $25.6M | 0.76% | +10,448+1.3% | Added |
| Eagle Asset Management Inc | 789,287 | $23.9M | 0.13% | −309,969−28.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 788,392 | $23.9M | 0.05% | +379,190+92.7% | Added |
| Charles Schwab Investment Management Inc | 751,033 | $22.8M | 0.01% | +83,517+12.5% | Added |
| Goldman Sachs Group Inc | 742,830 | $22.5M | 0.01% | −236,109−24.1% | Reduced |
| Nuveen Asset Management, LLC | 733,139 | $22.2M | 0.01% | −505,997−40.8% | Reduced |
| Voya Investment Management LLC | 689,367 | $20.9M | 0.02% | −35,630−4.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 626,191 | $19.0M | 0.11% | +65,296+11.6% | Added |
| Summit Creek Advisors LLC | 557,070 | $16.9M | 2.11% | +52,965+10.5% | Added |
| Gabelli Funds LLC | 520,500 | $15.8M | 0.12% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 484,200 | $15.7M | 0.09% | +952+0.2% | Added |
| Morgan Stanley | 494,196 | $15.0M | 0.00% | +60,474+13.9% | Added |
| Sectoral Asset Management Inc | 488,142 | $14.8M | 2.47% | −3,000−0.6% | Reduced |
| Redwood Investments, LLC | 423,187 | $12.8M | 1.57% | +97,804+30.1% | Added |
| Allspring Global Investments Holdings, LLC | 418,465 | $12.7M | 0.02% | +29,161+7.5% | Added |
| Balyasny Asset Management LLC | 367,203 | $11.1M | 0.03% | +76,542+26.3% | Added |
| Putnam Investments LLC | 364,114 | $11.0M | 0.02% | +59,383+19.5% | Added |
| Bank of America Corp | 350,966 | $10.6M | 0.00% | −137,762−28.2% | Reduced |
| Peregrine Capital Management LLC | 345,815 | $10.5M | 0.29% | +30,939+9.8% | Added |
| Kennedy Capital Management, Inc. | 340,186 | $10.3M | 0.24% | +283,482+499.9% | Added |
| Rock Point Advisors, LLC | 330,448 | $10.0M | 3.29% | −21,359−6.1% | Reduced |
| Guggenheim Capital LLC | 324,972 | $9.85M | 0.08% | −52,260−13.9% | Reduced |
| Voce Capital Management LLC | 323,694 | $9.81M | 16.97% | −34,357−9.6% | Reduced |
| Kornitzer Capital Management Inc | 311,966 | $9.45M | 0.19% | −237,105−43.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 300,000 | $9.09M | 1.29% | 00.0% | Unchanged |
| Formula Growth Ltd | 299,510 | $9.08M | 2.89% | +6,590+2.2% | Added |
| Alliancebernstein L.P. | 294,330 | $8.92M | 0.00% | +167,829+132.7% | Added |
| Ameriprise Financial Inc | 289,178 | $8.76M | 0.00% | −10,205−3.4% | Reduced |
| TPG GP A, LLC | 268,946 | $8.15M | 0.12% | −494,194−64.8% | Reduced |
| Oberweis Asset Management Inc | 227,910 | $6.91M | 0.84% | +60,200+35.9% | Added |
| Swiss National Bank | 217,600 | $6.59M | 0.00% | +32,000+17.2% | Added |
| Redmile Group, LLC | 213,432 | $6.47M | 0.25% | +213,432 | New |
| Bridgewater Associates, LP | 206,514 | $6.26M | 0.04% | −8,963−4.2% | Reduced |
| SEI Investments Co | 190,368 | $5.77M | 0.01% | −33,700−15.0% | Reduced |
| Woodline Partners LP | 168,500 | $5.11M | 0.06% | +168,500 | New |
| Rhumbline Advisers | 162,032 | $4.91M | 0.01% | +44,112+37.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 151,500 | $4.59M | 0.01% | +151,500 | New |
| Rhenman & Partners Asset Management AB | 145,000 | $4.39M | 0.46% | +145,000 | New |
| State of Wisconsin Investment Board | 129,638 | $3.93M | 0.01% | −2,933−2.2% | Reduced |
| Wells Fargo & Company | 125,422 | $3.80M | 0.00% | +7,752+6.6% | Added |
| California State Teachers Retirement System | 124,596 | $3.78M | 0.01% | +18,532+17.5% | Added |
| Parkman Healthcare Partners LLC | 119,492 | $3.62M | 0.63% | −67,431−36.1% | Reduced |
| Principal Financial Group Inc | 116,295 | $3.52M | 0.00% | −11,911−9.3% | Reduced |
| UBS Group AG | 111,386 | $3.37M | 0.00% | +50,466+82.8% | Added |
| McKinley Capital Management LLC /Delaware | 106,100 | $3.21M | 0.43% | −13,800−11.5% | Reduced |
| UBS Asset Management Americas Inc | 96,675 | $3.14M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 100,309 | $3.04M | 0.00% | +31,440+45.7% | Added |
| Royal Bank of Canada | 98,254 | $2.98M | 0.00% | −38,626−28.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 98,000 | $2.97M | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 96,500 | $2.92M | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 95,140 | $2.88M | 0.00% | +14,709+18.3% | Added |
| New York State Common Retirement Fund | 94,402 | $2.86M | 0.00% | −93,918−49.9% | Reduced |
| ClariVest Asset Management LLC | 94,155 | $2.85M | 0.14% | −13,704−12.7% | Reduced |
| Deutsche Bank AG | 90,768 | $2.75M | 0.00% | +21,828+31.7% | Added |
| Alberta Investment Management Corp | 90,123 | $2.73M | 0.03% | −5,085−5.3% | Reduced |
| HSBC Holdings PLC | 88,157 | $2.67M | 0.00% | +88,157 | New |
| Truist Financial Corp | 88,044 | $2.67M | 0.00% | −4,805−5.2% | Reduced |
| State of New Jersey Common Pension Fund D | 82,218 | $2.49M | 0.01% | +8,706+11.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 81,749 | $2.48M | 0.05% | −71,922−46.8% | Reduced |
| Russell Investments Group, Ltd. | 73,588 | $2.23M | 0.00% | −3,817−4.9% | Reduced |
| Janus Henderson Group PLC | 67,484 | $2.04M | 0.00% | +33,235+97.0% | Added |
| IMA Wealth, Inc. | 67,054 | $2.03M | 0.52% | −150−0.2% | Reduced |
| Essex Investment Management Co LLC | 66,346 | $2.01M | 0.28% | +9,645+17.0% | Added |
| Advisory Research Inc | 63,871 | $1.94M | 0.25% | −41,322−39.3% | Reduced |
| Jane Street Group, LLC | 62,438 | $1.89M | 0.00% | +20,187+47.8% | Added |
| Moody National Bank Trust Division | 62,262 | $1.89M | 0.13% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 60,548 | $1.83M | 0.37% | +60,548 | New |
| Jefferies Financial Group Inc. | 60,354 | $1.83M | 0.04% | +24,045+66.2% | Added |