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, Q3 2023
Institutional positions in Evolent Health, Inc. as of Sep 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
- 203
- −12 vs. Q2 2023
- Shares held
- 122.2M
- +4.83M (+4.1%) vs. Q2 2023
- Total value
- $3.34B
- −$201.1M (−5.7%) vs. Q2 2023
- New holders
- 18
- 83 more added
- Sold out
- 30
- 73 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 16,499,746 | $464.3M | 0.04% | −333,559−2.0% | Reduced |
| Vanguard Group Inc | 10,594,640 | $288.5M | 0.01% | +274,288+2.7% | Added |
| BlackRock Inc. | 7,838,743 | $213.4M | 0.01% | +242,827+3.2% | Added |
| JPMorgan Chase & Co | 6,048,486 | $164.7M | 0.02% | +178,993+3.0% | Added |
| Wellington Management Group LLP | 4,239,198 | $115.4M | 0.02% | +449,664+11.9% | Added |
| Rock Springs Capital Management LP | 3,865,000 | $105.2M | 2.82% | +61,500+1.6% | Added |
| Bellevue Group AG | 3,677,115 | $100.1M | 1.61% | +228,793+6.6% | Added |
| Granahan Investment Management Inc | 2,954,010 | $80.4M | 2.87% | +39,660+1.4% | Added |
| OrbiMed Advisors LLC | 2,895,632 | $78.8M | 1.82% | 00.0% | Unchanged |
| Blair William & Co | 2,851,007 | $77.6M | 0.30% | +399,884+16.3% | Added |
| Engaged Capital LLC | 2,832,810 | $77.1M | 14.06% | +1,085,558+62.1% | Added |
| Ra Capital Management, L.P. | 2,736,680 | $74.5M | 1.47% | +2,736,680 | New |
| Eventide Asset Management, LLC | 2,638,940 | $71.9M | 1.29% | +7960.0% | Added |
| William Blair Investment Management, LLC | 2,622,449 | $71.4M | 0.24% | −48,511−1.8% | Reduced |
| State Street Corp | 2,337,354 | $63.6M | 0.00% | +131,811+6.0% | Added |
| Holocene Advisors, LP | 2,287,099 | $62.3M | 0.28% | +338,474+17.4% | Added |
| Dimensional Fund Advisors LP | 2,227,011 | $60.6M | 0.02% | −218,081−8.9% | Reduced |
| Geode Capital Management, LLC | 2,217,449 | $60.4M | 0.01% | +241,337+12.2% | Added |
| Loomis Sayles & Co L P | 2,044,613 | $55.7M | 0.10% | −196,807−8.8% | Reduced |
| Invesco Ltd. | 1,932,177 | $52.6M | 0.01% | −1,084,848−36.0% | Reduced |
| Hood River Capital Management LLC | 1,907,612 | $51.9M | 1.67% | +1,063,363+126.0% | Added |
| Farallon Capital Management, L.L.C. | 1,900,909 | $51.8M | 0.29% | 00.0% | Unchanged |
| Credit Suisse AG | 1,758,971 | $47.9M | 0.05% | −49,586−2.7% | Reduced |
| Citadel Advisors LLC | 1,680,064 | $45.7M | 0.05% | +486,145+40.7% | Added |
| Bank of New York Mellon Corp | 1,655,609 | $45.1M | 0.01% | +133,038+8.7% | Added |
| Point72 Asset Management, L.P. | 1,475,600 | $40.2M | 0.14% | +1,475,600 | New |
| American Century Companies Inc | 1,438,243 | $39.2M | 0.03% | −52,155−3.5% | Reduced |
| Greenhouse Funds LLLP | 1,406,546 | $38.3M | 3.03% | +7,286+0.5% | Added |
| Northern Trust Corp | 1,217,726 | $33.2M | 0.01% | +29,692+2.5% | Added |
| Macquarie Group Ltd | 1,162,708 | $31.7M | 0.04% | −366,531−24.0% | Reduced |
| Silvercrest Asset Management Group LLC | 1,010,067 | $27.5M | 0.21% | +115,516+12.9% | Added |
| Norges Bank | 877,098 | $23.9M | 0.00% | −342,822−28.1% | Reduced |
| Charles Schwab Investment Management Inc | 858,996 | $23.4M | 0.01% | +107,963+14.4% | Added |
| Adage Capital Partners GP, L.L.C. | 847,768 | $23.1M | 0.05% | +59,376+7.5% | Added |
| Millennium Management LLC | 815,670 | $22.2M | 0.02% | −107,175−11.6% | Reduced |
| Victory Capital Management Inc | 785,361 | $21.4M | 0.02% | −197,089−20.1% | Reduced |
| Eagle Asset Management Inc | 733,372 | $20.0M | 0.12% | −55,915−7.1% | Reduced |
| Goldman Sachs Group Inc | 677,624 | $18.5M | 0.00% | −65,206−8.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 677,360 | $18.4M | 0.11% | +51,169+8.2% | Added |
| Price T Rowe Associates Inc | 637,878 | $17.4M | 0.00% | −212,383−25.0% | Reduced |
| Morgan Stanley | 619,146 | $16.9M | 0.00% | +124,950+25.3% | Added |
| Summit Creek Advisors LLC | 559,495 | $15.2M | 2.07% | +2,425+0.4% | Added |
| Gabelli Funds LLC | 525,500 | $14.3M | 0.12% | +5,000+1.0% | Added |
| Voya Investment Management LLC | 506,589 | $13.8M | 0.02% | −182,778−26.5% | Reduced |
| Balyasny Asset Management LLC | 500,583 | $13.6M | 0.04% | +133,380+36.3% | Added |
| Glenmede Trust Co NA | 478,812 | $13.0M | 0.07% | −5,388−1.1% | Reduced |
| Redmile Group, LLC | 465,282 | $12.7M | 0.60% | +251,850+118.0% | Added |
| Putnam Investments LLC | 408,959 | $11.1M | 0.02% | +44,845+12.3% | Added |
| Nuveen Asset Management, LLC | 404,662 | $11.0M | 0.00% | −328,477−44.8% | Reduced |
| Sectoral Asset Management Inc | 383,142 | $10.4M | 2.03% | −105,000−21.5% | Reduced |
| Rock Point Advisors, LLC | 375,271 | $10.2M | 3.54% | +44,823+13.6% | Added |
| Kennedy Capital Management, Inc. | 361,145 | $9.83M | 0.24% | +20,959+6.2% | Added |
| Peregrine Capital Management LLC | 358,788 | $9.77M | 0.29% | +12,973+3.8% | Added |
| Alliancebernstein L.P. | 332,414 | $9.05M | 0.00% | +38,084+12.9% | Added |
| Guggenheim Capital LLC | 324,972 | $8.85M | 0.08% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 300,000 | $8.17M | 1.32% | 00.0% | Unchanged |
| Formula Growth Ltd | 296,901 | $8.08M | 2.76% | −2,609−0.9% | Reduced |
| Bank of America Corp | 295,500 | $8.05M | 0.00% | −55,466−15.8% | Reduced |
| Oberweis Asset Management Inc | 255,460 | $6.96M | 0.74% | +27,550+12.1% | Added |
| Swiss National Bank | 235,300 | $6.41M | 0.01% | +17,700+8.1% | Added |
| Bridgewater Associates, LP | 222,967 | $6.07M | 0.04% | +16,453+8.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 213,543 | $5.81M | 0.01% | +62,043+41.0% | Added |
| Ameriprise Financial Inc | 199,009 | $5.42M | 0.00% | −90,169−31.2% | Reduced |
| Ensign Peak Advisors, Inc | 180,569 | $4.92M | 0.01% | +149,959+489.9% | Added |
| Rhumbline Advisers | 164,189 | $4.47M | 0.01% | +2,157+1.3% | Added |
| Rhenman & Partners Asset Management AB | 145,000 | $3.95M | 0.43% | 00.0% | Unchanged |
| Barclays PLC | 129,981 | $3.54M | 0.00% | +29,672+29.6% | Added |
| UBS Asset Management Americas Inc | 124,407 | $3.39M | 0.00% | +27,732+28.7% | Added |
| State of Wisconsin Investment Board | 124,195 | $3.38M | 0.01% | −5,443−4.2% | Reduced |
| BNP Paribas Arbitrage, SA | 124,025 | $3.38M | 0.01% | +65,671+112.5% | Added |
| California State Teachers Retirement System | 118,961 | $3.24M | 0.00% | −5,635−4.5% | Reduced |
| Legal & General Group Plc | 111,860 | $3.05M | 0.00% | +16,720+17.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 110,391 | $3.01M | 0.07% | +28,642+35.0% | Added |
| SEI Investments Co | 106,182 | $2.89M | 0.01% | −84,186−44.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 106,100 | $2.89M | 0.41% | 00.0% | Unchanged |
| Parkman Healthcare Partners LLC | 103,320 | $2.81M | 0.52% | −16,172−13.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 98,000 | $2.67M | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 97,956 | $2.67M | 0.00% | +7,188+7.9% | Added |
| Gamco Investors, Inc. Et Al | 97,000 | $2.64M | 0.03% | +500+0.5% | Added |
| State of New Jersey Common Pension Fund D | 96,351 | $2.62M | 0.01% | +14,133+17.2% | Added |
| HSBC Holdings PLC | 95,783 | $2.61M | 0.00% | +7,626+8.7% | Added |
| New York State Common Retirement Fund | 94,908 | $2.58M | 0.00% | +506+0.5% | Added |
| Truist Financial Corp | 85,689 | $2.33M | 0.00% | −2,355−2.7% | Reduced |
| Janus Henderson Group PLC | 85,535 | $2.33M | 0.00% | +18,051+26.7% | Added |
| Russell Investments Group, Ltd. | 80,749 | $2.20M | 0.00% | +7,161+9.7% | Added |
| Wells Fargo & Company | 80,182 | $2.18M | 0.00% | −45,240−36.1% | Reduced |
| Moody National Bank Trust Division | 79,162 | $2.16M | 0.14% | +16,900+27.1% | Added |
| K2 Principal Fund, L.P. | 77,857 | $2.12M | 0.63% | +77,857 | New |
| Algert Global LLC | 69,139 | $1.88M | 0.09% | +69,139 | New |
| Harbor Capital Advisors, Inc. | 68,656 | $1.87M | 0.40% | +8,108+13.4% | Added |
| ERn Financial, LLC | 67,250 | $1.83M | 0.40% | +67,250 | New |
| Essex Investment Management Co LLC | 65,884 | $1.79M | 0.29% | −462−0.7% | Reduced |
| Comerica Bank | 65,217 | $1.78M | 0.01% | +38,912+147.9% | Added |
| MetLife Investment Management | 58,068 | $1.58M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 57,794 | $1.57M | 0.00% | −179−0.3% | Reduced |
| UBS Group AG | 55,144 | $1.50M | 0.00% | −56,242−50.5% | Reduced |
| Manufacturers Life Insurance Company, The | 55,007 | $1.50M | 0.00% | +10,896+24.7% | Added |
| American International Group, Inc. | 54,983 | $1.50M | 0.01% | +1,955+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,775 | $1.38M | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 50,587 | $1.38M | 0.01% | −39,536−43.9% | Reduced |