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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 1,976,112 | $59.9M | 0.01% | +352,722+21.7% | Added |
| State Street Corp | 2,205,543 | $66.8M | 0.00% | +329,023+17.5% | Added |
| Loomis Sayles & Co L P | 2,241,420 | $67.9M | 0.11% | −37,407−1.6% | Reduced |
| Dimensional Fund Advisors LP | 2,445,092 | $74.1M | 0.02% | −47,880−1.9% | Reduced |
| Blair William & Co | 2,451,123 | $74.3M | 0.27% | +102,540+4.4% | Added |
| Eventide Asset Management, LLC | 2,638,144 | $79.9M | 1.35% | +735,389+38.6% | Added |
| William Blair Investment Management, LLC | 2,670,960 | $80.9M | 0.26% | +2,670,960 | New |
| OrbiMed Advisors LLC | 2,895,632 | $87.7M | 1.71% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 2,914,350 | $88.3M | 2.72% | −460,561−13.6% | Reduced |
| Invesco Ltd. | 3,017,025 | $91.4M | 0.02% | −325,561−9.7% | Reduced |
| Bellevue Group AG | 3,448,322 | $104.5M | 1.49% | +1,257,175+57.4% | Added |
| Wellington Management Group LLP | 3,789,534 | $114.8M | 0.02% | +1,290,099+51.6% | Added |
| Rock Springs Capital Management LP | 3,803,500 | $115.2M | 2.74% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,869,493 | $177.8M | 0.02% | +308,943+5.6% | Added |
| BlackRock Inc. | 7,595,916 | $230.2M | 0.01% | +667,658+9.6% | Added |
| Vanguard Group Inc | 10,320,352 | $312.7M | 0.01% | +999,683+10.7% | Added |
| FMR LLC | 16,833,305 | $497.2M | 0.04% | +2,191,606+15.0% | Added |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −1,000,402−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −319,560−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −308,184−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −268,011−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −194,863−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −168,180−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −109,715−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −56,736−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −33,231−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −24,236−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,976−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −22,759−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,381−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −17,751−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −17,613−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −17,155−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,341−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −15,166−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −11,495−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −11,451−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −6,640−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −6,360−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,433−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |