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, Q1 2025
Institutional positions in Evolent Health, Inc. as of Mar 31, 2025. 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
- 229
- −9 vs. Q4 2024
- Shares held
- 126.5M
- +5.41M (+4.5%) vs. Q4 2024
- Total value
- $1.20B
- −$162.4M (−11.9%) vs. Q4 2024
- New holders
- 44
- 81 more added
- Sold out
- 53
- 73 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Evolent Health, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 578 | $5.47K | 0.00% | +578 | New |
| Principal Securities, Inc. | 419 | $4.71K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 426 | $4.09K | 0.00% | −241−36.1% | Reduced |
| Sierra Ocean, LLC | 318 | $3.01K | 0.00% | +318 | New |
| The PNC Financial Services Group, Inc. | 303 | $2.87K | 0.00% | −112−27.0% | Reduced |
| Parkside Financial Bank & Trust | 302 | $2.86K | 0.00% | −4,655−93.9% | Reduced |
| Quarry LP | 258 | $2.44K | 0.00% | +83+47.4% | Added |
| Rothschild Investment LLC | 160 | $1.51K | 0.00% | +60+60.0% | Added |
| National Bank of Canada | 141 | $1.33K | 0.00% | −140−49.8% | Reduced |
| Hantz Financial Services, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 68 | $1.00K | 0.00% | +68 | New |
| CIBC Private Wealth Group, LLC | 100 | $955 | 0.00% | −5,800−98.3% | Reduced |
| Danske Bank A/S | 100 | $947 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 80 | $758 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 78 | $755 | 0.00% | +73+1,460.0% | Added |
| Skopos Labs, Inc. | 74 | $701 | 0.00% | +74 | New |
| Hughes Financial Services, LLC | 57 | $552 | 0.00% | +57 | New |
| Coldstream Capital Management Inc | 58 | $550 | 0.00% | +58 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 56 | $530 | 0.00% | +56 | New |
| WealthTrak Capital Management LLC | 50 | $474 | 0.00% | +50 | New |
| Stephens Consulting, LLC | 40 | $379 | 0.00% | +40 | New |
| Boston Private Wealth LLC | 39 | $369 | 0.00% | +39 | New |
| Whipplewood Advisors, LLC | 58 | $256 | 0.00% | +31+114.8% | Added |
| Bryn Mawr Trust Co | 26 | $246 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $237 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $57 | 0.00% | 0 | Unchanged |
| Garde Capital, Inc. | 5 | $48 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 40 | $0 | 0.00% | +40 | New |
| Avion Wealth | 44 | $0 | 0.00% | +44 | New |
| Ra Capital Management, L.P. | 0 | $0 | 0.00% | −3,577,197−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −2,444,006−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −803,211−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −611,556−100.0% | Sold out |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −269,168−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −225,995−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −215,325−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −177,372−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −152,251−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −75,110−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −66,548−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −66,230−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −54,900−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −54,465−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −52,945−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −50,144−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −41,630−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −40,370−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −37,065−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −35,820−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −33,030−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −29,841−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −25,806−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −21,118−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,993−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −19,660−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −17,275−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −13,643−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −141,615−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −11,607−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| AlphaCentric Advisors LLC | – | – | – | – | Not filed |