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 2024
Institutional positions in Evolent Health, Inc. as of Sep 30, 2024. 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
- 262
- +22 vs. Q2 2024
- Shares held
- 129.5M
- +8.54M (+7.1%) vs. Q2 2024
- Total value
- $3.66B
- +$1.35B (+58.3%) vs. Q2 2024
- New holders
- 60
- 75 more added
- Sold out
- 38
- 92 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 12,595,459 | $356.2M | 0.06% | +1,426,747+12.8% | Added |
| Vanguard Group Inc | 10,911,418 | $308.6M | 0.01% | −144,464−1.3% | Reduced |
| BlackRock, Inc. | 8,798,311 | $248.8M | 0.01% | +8,798,311 | New |
| Ra Capital Management, L.P. | 8,514,862 | $240.8M | 2.78% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 4,939,306 | $139.7M | 0.34% | −86,737−1.7% | Reduced |
| FMR LLC | 4,332,229 | $122.5M | 0.01% | −1,793,603−29.3% | Reduced |
| JPMorgan Chase & Co | 4,116,045 | $116.4M | 0.01% | −238,695−5.5% | Reduced |
| Engaged Capital LLC | 3,989,468 | $112.8M | 18.30% | −121,990−3.0% | Reduced |
| Eventide Asset Management, LLC | 3,804,104 | $107.6M | 1.85% | +64,985+1.7% | Added |
| Granahan Investment Management Inc | 3,491,817 | $98.7M | 3.88% | +459,829+15.2% | Added |
| State Street Corp | 2,725,375 | $77.1M | 0.00% | +25,967+1.0% | Added |
| Bellevue Group AG | 2,670,050 | $75.5M | 1.22% | +1,000,215+59.9% | Added |
| Geode Capital Management, LLC | 2,520,818 | $71.3M | 0.01% | −80,757−3.1% | Reduced |
| Dimensional Fund Advisors LP | 2,431,218 | $68.8M | 0.02% | +62,963+2.7% | Added |
| Lazard Asset Management LLC | 2,371,052 | $67.1M | 0.09% | +2,007,004+551.3% | Added |
| First Light Asset Management, LLC | 2,298,261 | $65.0M | 5.41% | +852,956+59.0% | Added |
| Blair William & Co | 2,156,115 | $61.0M | 0.18% | −425,962−16.5% | Reduced |
| Rock Springs Capital Management LP | 2,070,000 | $58.5M | 1.90% | −2,007,500−49.2% | Reduced |
| Holocene Advisors, LP | 2,044,606 | $57.8M | 0.23% | −1,031,121−33.5% | Reduced |
| Bank of New York Mellon Corp | 1,898,399 | $53.7M | 0.01% | −149,942−7.3% | Reduced |
| OrbiMed Advisors LLC | 1,665,115 | $47.1M | 0.86% | −940,500−36.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,516,544 | $42.9M | 0.17% | +229,128+17.8% | Added |
| Point72 Asset Management, L.P. | 1,495,385 | $42.3M | 0.15% | +1,422,385+1,948.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,420,387 | $40.2M | 0.07% | −112,195−7.3% | Reduced |
| Camber Capital Management LP | 1,400,000 | $39.6M | 1.54% | +775,000+124.0% | Added |
| American Century Companies Inc | 1,380,184 | $39.0M | 0.02% | +66,680+5.1% | Added |
| UBS Asset Management Americas Inc | 1,364,298 | $38.6M | 0.01% | −210,301−13.4% | Reduced |
| Norges Bank | 1,347,256 | $38.1M | 0.01% | +142,203+11.8% | Added |
| Invesco Ltd. | 1,293,345 | $36.6M | 0.01% | −162,939−11.2% | Reduced |
| Hood River Capital Management LLC | 1,292,379 | $36.5M | 0.59% | −325,073−20.1% | Reduced |
| Boston Partners | 1,272,702 | $35.1M | 0.04% | +1,272,702 | New |
| Northern Trust Corp | 1,177,814 | $33.3M | 0.01% | −12,431−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 998,260 | $28.2M | 0.19% | +270,602+37.2% | Added |
| Charles Schwab Investment Management Inc | 912,395 | $25.8M | 0.00% | −45,742−4.8% | Reduced |
| Franklin Resources Inc | 909,776 | $24.7M | 0.01% | +263,815+40.8% | Added |
| Zevenbergen Capital Investments LLC | 753,038 | $21.3M | 0.45% | −20,344−2.6% | Reduced |
| Gabelli Funds LLC | 721,500 | $20.4M | 0.15% | −10,500−1.4% | Reduced |
| Price T Rowe Associates Inc | 715,905 | $20.2M | 0.00% | −7,054−1.0% | Reduced |
| Morgan Stanley | 702,545 | $19.9M | 0.00% | −89,064−11.3% | Reduced |
| Nuveen Asset Management, LLC | 694,234 | $19.6M | 0.01% | +390,763+128.8% | Added |
| Jennison Associates LLC | 646,806 | $18.3M | 0.01% | +34,990+5.7% | Added |
| Farallon Capital Management, L.L.C. | 639,000 | $18.1M | 0.10% | +639,000 | New |
| Macquarie Group Ltd | 631,584 | $17.9M | 0.02% | −381,048−37.6% | Reduced |
| Goldman Sachs Group Inc | 610,746 | $17.3M | 0.00% | +324+0.1% | Added |
| Glenmede Trust Co NA | 503,823 | $14.2M | 0.07% | −1120.0% | Reduced |
| Man Group plc | 491,382 | $13.9M | 0.04% | −708,927−59.1% | Reduced |
| Rock Point Advisors, LLC | 465,782 | $13.2M | 3.60% | −26,605−5.4% | Reduced |
| Harbor Capital Advisors, Inc. | 422,421 | $11.9M | 0.52% | +246,400+140.0% | Added |
| Millennium Management LLC | 420,321 | $11.9M | 0.01% | −841,017−66.7% | Reduced |
| Bank of America Corp | 420,166 | $11.9M | 0.00% | −94,924−18.4% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 419,418 | $11.9M | 0.91% | +419,418 | New |
| Hudson Bay Capital Management LP | 411,831 | $11.6M | 0.08% | +411,831 | New |
| Balyasny Asset Management LLC | 367,532 | $10.4M | 0.03% | +367,532 | New |
| Foundry Partners, LLC | 355,098 | $10.0M | 0.50% | +355,098 | New |
| Osterweis Capital Management Inc | 310,305 | $8.78M | 0.44% | +310,305 | New |
| Peregrine Capital Management LLC | 305,243 | $8.63M | 0.26% | −32,541−9.6% | Reduced |
| Barclays PLC | 273,776 | $7.74M | 0.00% | +176,445+181.3% | Added |
| Ameriprise Financial Inc | 268,349 | $7.59M | 0.00% | −5,015−1.8% | Reduced |
| Rhenman & Partners Asset Management AB | 265,000 | $7.49M | 0.61% | +215,000+430.0% | Added |
| LMR Partners LLP | 263,706 | $7.46M | 0.16% | +263,706 | New |
| Kennedy Capital Management, Inc. | 259,438 | $7.34M | 0.16% | −100,632−27.9% | Reduced |
| Royce & Associates LP | 250,000 | $7.07M | 0.06% | +250,000 | New |
| Polar Asset Management Partners Inc. | 240,600 | $6.80M | 0.16% | +240,600 | New |
| Shay Capital LLC | 237,500 | $6.72M | 1.98% | +237,500 | New |
| Jane Street Group, LLC | 236,263 | $6.68M | 0.01% | −7,985−3.3% | Reduced |
| Salem Investment Counselors Inc | 228,786 | $6.47M | 0.19% | +2,885+1.3% | Added |
| Alliancebernstein L.P. | 227,757 | $6.44M | 0.00% | +64,639+39.6% | Added |
| Hodges Capital Management Inc. | 218,240 | $6.17M | 0.40% | −287,395−56.8% | Reduced |
| TIG Advisors, LLC | 214,645 | $6.07M | 0.41% | +214,645 | New |
| State of Wisconsin Investment Board | 211,915 | $5.99M | 0.02% | −556−0.3% | Reduced |
| Summit Creek Advisors LLC | 200,478 | $5.67M | 0.77% | −342,763−63.1% | Reduced |
| Integral Health Asset Management, LLC | 200,000 | $5.66M | 0.67% | +200,000 | New |
| Citadel Advisors LLC | 198,471 | $5.61M | 0.01% | −645,047−76.5% | Reduced |
| Swiss National Bank | 192,900 | $5.46M | 0.00% | −11,300−5.5% | Reduced |
| Formula Growth Ltd | 186,926 | $5.29M | 1.82% | +15,375+9.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 175,000 | $4.95M | 0.23% | −25,000−12.5% | Reduced |
| Rhumbline Advisers | 170,140 | $4.81M | 0.00% | −9,919−5.5% | Reduced |
| Moody National Bank Trust Division | 169,203 | $4.79M | 0.51% | +56,433+50.0% | Added |
| Tudor Investment Corp Et Al | 165,491 | $4.68M | 0.05% | −249,713−60.1% | Reduced |
| Susquehanna International Group, LLP | 163,928 | $4.64M | 0.01% | +33,793+26.0% | Added |
| Scout Investments, Inc. | 166,514 | $4.51M | 0.12% | +1,909+1.2% | Added |
| Deutsche Bank AG | 152,713 | $4.32M | 0.00% | +13,798+9.9% | Added |
| Citigroup Inc | 146,893 | $4.15M | 0.00% | +120,129+448.8% | Added |
| Schroder Investment Management Group | 139,976 | $4.10M | 0.00% | +27,810+24.8% | Added |
| UBS Group AG | 141,625 | $4.01M | 0.00% | +21,418+17.8% | Added |
| Gamco Investors, Inc. Et Al | 137,100 | $3.88M | 0.04% | +5,300+4.0% | Added |
| SEI Investments Co | 126,418 | $3.58M | 0.00% | +37,364+42.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 124,850 | $3.53M | 0.01% | −360.0% | Reduced |
| Nordea Investment Management AB | 121,901 | $3.52M | 0.00% | −4,939−3.9% | Reduced |
| Legal & General Group Plc | 108,625 | $3.07M | 0.00% | −7,262−6.3% | Reduced |
| Congress Asset Management Co | 104,023 | $2.94M | 0.02% | −906−0.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 98,000 | $2.77M | 0.03% | 00.0% | Unchanged |
| California State Teachers Retirement System | 94,653 | $2.68M | 0.00% | −7,538−7.4% | Reduced |
| HRT Financial LP | 90,803 | $2.57M | 0.01% | +29,625+48.4% | Added |
| Wells Fargo & Company | 90,206 | $2.55M | 0.00% | −835−0.9% | Reduced |
| Federated Hermes, Inc. | 89,717 | $2.54M | 0.01% | −238,389−72.7% | Reduced |
| Sterling Capital Management LLC | 77,920 | $2.20M | 0.03% | +77,920 | New |
| Bayesian Capital Management, LP | 76,135 | $2.15M | 0.25% | +49,800+189.1% | Added |
| Envestnet Asset Management Inc | 73,510 | $2.08M | 0.00% | +13,512+22.5% | Added |
| Natixis | 73,101 | $2.07M | 0.01% | +73,101 | New |