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, Q4 2023
Institutional positions in Evolent Health, Inc. as of Dec 31, 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
- 234
- +32 vs. Q3 2023
- Shares held
- 126.5M
- +4.27M (+3.5%) vs. Q3 2023
- Total value
- $4.18B
- +$834.6M (+25.0%) vs. Q3 2023
- New holders
- 51
- 91 more added
- Sold out
- 19
- 66 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 12,890,729 | $425.8M | 0.03% | −3,609,017−21.9% | Reduced |
| Vanguard Group Inc | 10,821,331 | $357.4M | 0.01% | +226,691+2.1% | Added |
| BlackRock Inc. | 8,424,802 | $278.3M | 0.01% | +586,059+7.5% | Added |
| Wellington Management Group LLP | 8,313,157 | $274.6M | 0.05% | +4,073,959+96.1% | Added |
| JPMorgan Chase & Co | 5,917,684 | $195.5M | 0.02% | −130,802−2.2% | Reduced |
| Rock Springs Capital Management LP | 3,960,000 | $130.8M | 3.23% | +95,000+2.5% | Added |
| William Blair Investment Management, LLC | 3,778,453 | $124.8M | 0.36% | +1,156,004+44.1% | Added |
| Engaged Capital LLC | 3,261,458 | $107.7M | 15.78% | +428,648+15.1% | Added |
| Blair William & Co | 3,040,157 | $100.4M | 0.34% | +189,150+6.6% | Added |
| Granahan Investment Management Inc | 2,903,191 | $95.9M | 3.17% | −50,819−1.7% | Reduced |
| Holocene Advisors, LP | 2,797,891 | $92.4M | 0.36% | +510,792+22.3% | Added |
| OrbiMed Advisors LLC | 2,746,532 | $90.7M | 1.82% | −149,100−5.1% | Reduced |
| Point72 Asset Management, L.P. | 2,675,000 | $88.4M | 0.27% | +1,199,400+81.3% | Added |
| Eventide Asset Management, LLC | 2,638,946 | $87.2M | 1.42% | +60.0% | Added |
| Ra Capital Management, L.P. | 2,549,132 | $84.2M | 1.32% | −187,548−6.9% | Reduced |
| State Street Corp | 2,465,973 | $81.5M | 0.00% | +128,619+5.5% | Added |
| Bellevue Group AG | 2,376,992 | $78.5M | 1.20% | −1,300,123−35.4% | Reduced |
| Geode Capital Management, LLC | 2,365,416 | $78.1M | 0.01% | +147,967+6.7% | Added |
| Farallon Capital Management, L.L.C. | 2,163,909 | $71.5M | 0.45% | +263,000+13.8% | Added |
| Invesco Ltd. | 2,074,448 | $68.5M | 0.02% | +142,271+7.4% | Added |
| Hood River Capital Management LLC | 2,070,033 | $68.4M | 1.88% | +162,421+8.5% | Added |
| Dimensional Fund Advisors LP | 2,019,499 | $66.7M | 0.02% | −207,512−9.3% | Reduced |
| Loomis Sayles & Co L P | 1,995,612 | $65.9M | 0.10% | −49,001−2.4% | Reduced |
| Credit Suisse AG | 1,667,102 | $55.1M | 0.05% | −91,869−5.2% | Reduced |
| Bank of New York Mellon Corp | 1,656,981 | $54.7M | 0.01% | +1,372+0.1% | Added |
| American Century Companies Inc | 1,478,247 | $48.8M | 0.03% | +40,004+2.8% | Added |
| Norges Bank | 1,324,821 | $43.8M | 0.01% | +447,723+51.0% | Added |
| Northern Trust Corp | 1,247,342 | $41.2M | 0.01% | +29,616+2.4% | Added |
| Macquarie Group Ltd | 1,168,646 | $38.6M | 0.04% | +5,938+0.5% | Added |
| Millennium Management LLC | 939,210 | $31.0M | 0.03% | +123,540+15.1% | Added |
| Adage Capital Partners GP, L.L.C. | 921,367 | $30.4M | 0.06% | +73,599+8.7% | Added |
| Silvercrest Asset Management Group LLC | 920,305 | $30.4M | 0.21% | −89,762−8.9% | Reduced |
| Charles Schwab Investment Management Inc | 894,272 | $29.5M | 0.01% | +35,276+4.1% | Added |
| Redmile Group, LLC | 835,537 | $27.6M | 0.99% | +370,255+79.6% | Added |
| Eagle Asset Management Inc | 809,540 | $26.7M | 0.14% | +76,168+10.4% | Added |
| Citadel Advisors LLC | 795,749 | $26.3M | 0.03% | −884,315−52.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 757,114 | $25.0M | 0.13% | +79,754+11.8% | Added |
| Goldman Sachs Group Inc | 678,425 | $22.4M | 0.00% | +801+0.1% | Added |
| Victory Capital Management Inc | 657,518 | $21.7M | 0.02% | −127,843−16.3% | Reduced |
| Price T Rowe Associates Inc | 641,958 | $21.2M | 0.00% | +4,080+0.6% | Added |
| Morgan Stanley | 578,435 | $19.1M | 0.00% | −40,711−6.6% | Reduced |
| Summit Creek Advisors LLC | 570,360 | $18.8M | 2.52% | +10,865+1.9% | Added |
| Gabelli Funds LLC | 525,500 | $17.4M | 0.13% | 00.0% | Unchanged |
| Voya Investment Management LLC | 509,592 | $16.8M | 0.02% | +3,003+0.6% | Added |
| Putnam Investments LLC | 500,779 | $16.5M | 0.02% | +91,820+22.5% | Added |
| Glenmede Trust Co NA | 466,924 | $15.4M | 0.08% | −11,888−2.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 400,000 | $13.2M | 1.77% | +100,000+33.3% | Added |
| Nuveen Asset Management, LLC | 392,137 | $13.0M | 0.00% | −12,525−3.1% | Reduced |
| Rock Point Advisors, LLC | 383,511 | $12.7M | 3.84% | +8,240+2.2% | Added |
| Kennedy Capital Management, Inc. | 360,127 | $11.9M | 0.26% | −1,018−0.3% | Reduced |
| Alliancebernstein L.P. | 347,812 | $11.5M | 0.00% | +15,398+4.6% | Added |
| Balyasny Asset Management LLC | 346,912 | $11.5M | 0.03% | −153,671−30.7% | Reduced |
| Guggenheim Capital LLC | 324,972 | $10.7M | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 324,625 | $10.7M | 0.01% | +287,220+767.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 311,424 | $10.3M | 0.26% | +201,033+182.1% | Added |
| Peregrine Capital Management LLC | 306,558 | $10.1M | 0.30% | −52,230−14.6% | Reduced |
| Bank of America Corp | 285,705 | $9.44M | 0.00% | −9,795−3.3% | Reduced |
| Hodges Capital Management Inc. | 266,212 | $8.79M | 0.47% | +266,212 | New |
| Barclays PLC | 257,299 | $8.50M | 0.00% | +127,318+98.0% | Added |
| Formula Growth Ltd | 253,001 | $8.36M | 2.68% | −43,900−14.8% | Reduced |
| Integral Health Asset Management, LLC | 250,000 | $8.26M | 1.19% | +250,000 | New |
| Zevenbergen Capital Investments LLC | 249,750 | $8.25M | 0.19% | +232,000+1,307.0% | Added |
| State of Wisconsin Investment Board | 247,552 | $8.18M | 0.02% | +123,357+99.3% | Added |
| Ameriprise Financial Inc | 247,290 | $8.17M | 0.00% | +48,281+24.3% | Added |
| Rhenman & Partners Asset Management AB | 230,000 | $7.60M | 0.76% | +85,000+58.6% | Added |
| Oberweis Asset Management Inc | 214,540 | $7.09M | 0.66% | −40,920−16.0% | Reduced |
| Swiss National Bank | 212,000 | $7.00M | 0.01% | −23,300−9.9% | Reduced |
| Bridgewater Associates, LP | 204,377 | $6.75M | 0.04% | −18,590−8.3% | Reduced |
| Candriam Luxembourg S.C.A. | 178,663 | $5.90M | 0.04% | +178,663 | New |
| Rhumbline Advisers | 162,064 | $5.35M | 0.01% | −2,125−1.3% | Reduced |
| Axiom Investors LLC | 142,545 | $4.71M | 0.05% | +97,785+218.5% | Added |
| Schroder Investment Management Group | 140,321 | $4.63M | 0.01% | +140,321 | New |
| UBS Asset Management Americas Inc | 131,970 | $4.36M | 0.00% | +7,563+6.1% | Added |
| UBS Group AG | 125,566 | $4.15M | 0.00% | +70,422+127.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 119,837 | $3.96M | 0.01% | −93,706−43.9% | Reduced |
| Group One Trading, L.P. | 115,044 | $3.80M | 0.12% | +113,923+10,162.6% | Added |
| California State Teachers Retirement System | 113,952 | $3.76M | 0.01% | −5,009−4.2% | Reduced |
| HighTower Advisors, LLC | 114,186 | $3.76M | 0.01% | +105,459+1,208.4% | Added |
| Legal & General Group Plc | 112,250 | $3.71M | 0.00% | +390+0.3% | Added |
| SEI Investments Co | 109,982 | $3.63M | 0.01% | +3,800+3.6% | Added |
| Tudor Investment Corp Et Al | 109,313 | $3.61M | 0.05% | +109,313 | New |
| Lazard Asset Management LLC | 108,632 | $3.59M | 0.00% | +108,632 | New |
| HSBC Holdings PLC | 107,155 | $3.54M | 0.00% | +11,372+11.9% | Added |
| McKinley Capital Management LLC /Delaware | 106,100 | $3.50M | 0.45% | 00.0% | Unchanged |
| Deutsche Bank AG | 101,679 | $3.36M | 0.00% | +3,723+3.8% | Added |
| New York State Common Retirement Fund | 101,472 | $3.35M | 0.00% | +6,564+6.9% | Added |
| Russell Investments Group, Ltd. | 98,088 | $3.24M | 0.01% | +17,339+21.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 98,000 | $3.24M | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 97,000 | $3.20M | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 86,444 | $2.86M | 0.22% | +7,282+9.2% | Added |
| State of New Jersey Common Pension Fund D | 86,442 | $2.86M | 0.01% | −9,909−10.3% | Reduced |
| Truist Financial Corp | 85,226 | $2.82M | 0.00% | −463−0.5% | Reduced |
| Wells Fargo & Company | 83,713 | $2.77M | 0.00% | +3,531+4.4% | Added |
| Simplex Trading, LLC | 82,478 | $2.72M | 0.08% | +82,478 | New |
| First Light Asset Management, LLC | 81,722 | $2.70M | 0.22% | +81,722 | New |
| Janus Henderson Group PLC | 76,415 | $2.52M | 0.00% | −9,120−10.7% | Reduced |
| Comerica Bank | 65,502 | $2.16M | 0.01% | +285+0.4% | Added |
| Pura Vida Investments, LLC | 64,573 | $2.13M | 2.33% | +64,573 | New |
| ERn Financial, LLC | 67,250 | $2.01M | 0.38% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 59,421 | $1.96M | 0.38% | −9,235−13.5% | Reduced |