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EVH — EVOLENT HEALTH INC

Reported value held$251.17M
Funds holding (latest)42
SectorConsumer Discretionary
Funds holding (Q2 2026)30
Institutional value$187.96M · 62.90M sh
New / Add / Cut / Exit2 / 15 / 9 / 3
Top-5 / Top-10 concentration70.0% / 88.2%
Institutional holdings change Accumulating +16.0% (+8.66M sh)
Institutional value change Up +182.5%

As of Q2 2026, 30 SEC-registered investment managers reported holding EVH (EVOLENT HEALTH INC) in their latest 13F filings, with a combined reported value of $187.96M across 62.90M shares. That is +16.0% by share count (+8.66M shares) versus the previous quarter, while reported value moved +182.5%. Ownership is concentrated: the five largest holders account for 70.0% of reported value and the top ten for 88.2%.

Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 9 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EVH is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 8.97M $48.61M 0.00% Add
Vanguard Group history Q4 2025 8.91M $35.66M 0.00% Reduce
UBS Group AG history Q2 2026 6.25M $33.85M 0.01% Reduce
Marshall Wace history Q2 2026 3.41M $18.50M 0.01% Add
Geode Capital Management history Q2 2026 2.90M $15.75M 0.00% Add
D. E. Shaw & Co history Q2 2026 20.18M $14.92M 0.01% Hold
Charles Schwab Investment Management history Q2 2026 2.13M $11.55M 0.00% Add
Wellington Management Group history Q4 2025 13.94M $9.39M 0.00% Add
Royce & Associates history Q2 2025 663.01K $7.47M 0.08% Add
Two Sigma Investments history Q2 2026 1.26M $6.85M 0.01% Add
Maverick Capital history Q1 2026 2.57M $5.87M 0.07% Add
BlackRock Inc history Q2 2026 7.58M $5.61M 0.00% Add
Northern Trust Corp history Q2 2026 1.00M $5.44M 0.00% Add
Bank of America Corp history Q2 2026 875.40K $4.74M 0.00% Add
AQR Capital Management history Q2 2026 792.77K $4.30M 0.00% Add
Goldman Sachs Group history Q2 2026 4.50M $3.56M 0.00% Hold
Citadel Advisors history Q2 2026 603.51K $3.27M 0.00% Reduce
Citigroup Inc history Q2 2026 465.15K $2.52M 0.00% Reduce
Point72 Asset Management history Q4 2025 564.95K $2.26M 0.00% Reduce
Invesco Ltd history Q2 2026 414.58K $2.25M 0.00% Reduce

View all 42 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 13.00K 25.00K 25.00K 25.00K 25.00K 30.00K 30.00K 35.00K 35.00K 35.00K 35.00K 35.00K 35.00K 6.00K 36.00K 36.00K 36.00K 6.90M 1.61M 8.97M
UBS Group AG 16.00K 16.00K 16.00K 16.00K 11.00K 12.00K 7.00K 8.00K 102.64K 128.07K 147.46K 122.71K 179.12K 1.82M 501.00K 1.25M 3.40M 1.68M 8.15M 6.25M
Marshall Wace 42.55K 229.90K 364.03K 423.74K 363.74K 81.95K — — — — — 64.41K 64.99K 94.32K 26.05K 26.78K 654.75K 245.55K 785.01K 3.41M
Geode Capital Management 1.32M 1.33M 1.40M 1.39M 1.43M 1.56M 1.62M 1.98M 2.22M 2.37M 2.47M 2.60M 2.52M 2.51M 2.59M 2.67M 2.76M 2.73M 2.62M 2.90M
D. E. Shaw & Co 29.26K 156.83K 366.30K 512.15K 406.94K 65.21K 7.89K — — — — — 61.50K 684.57K 13.00M 2.10M 7.75M 27.18M 20.18M 20.18M
Charles Schwab Investment Management 547.28K 572.81K 587.99K 587.31K 621.62K 708.42K 667.52K 751.03K 859.00K 894.27K 936.86K 958.14K 912.39K 918.99K 1.02M 1.18M 1.30M 1.52M 1.95M 2.13M
Two Sigma Investments 50.72K 218.52K 277.22K 86.68K 94.80K — — 12.85K 23.93K 55.09K 110.05K — — — 545.88K 364.11K 851.14K 1.54M 871.49K 1.26M
BlackRock Inc — — — — — — — — — — — — 8.80M 11.36M 3.98M 3.98M 3.98M 4.97M 5.97M 7.58M
Northern Trust Corp 987.15K 994.72K 956.57K 964.57K 955.28K 959.24K 964.23K 1.19M 1.22M 1.25M 1.20M 1.19M 1.18M 1.19M 1.20M 1.13M 1.13M 1.05M 917.14K 1.00M
Bank of America Corp 473.15K 494.71K 414.62K 13.00K 381.01K 354.02K 488.73K 350.97K 295.50K 285.70K 403.19K 16.00K 11.00K 21.00K 21.00K 21.00K 21.00K 560.95K 280.85K 875.40K
AQR Capital Management 35.09K 37.08K 50.47K 63.20K 85.60K 77.78K 22.97K 22.04K 11.15K 6.74K 6.98K — 7.19K 11.95K 11.30K 20.71K 18.50K 189.51K 174.01K 792.77K
Goldman Sachs Group 76.75K 97.78K 148.26K 408.33K 944.89K 714.42K 978.94K 742.83K 677.62K 678.42K 673.39K 610.42K 610.75K 1.08M 2.84M 3.10M 881.34K 4.50M 4.50M 4.50M
Citadel Advisors 358.42K 417.95K 1.08M 1.73M 1.78M 2.65M 1.50M 1.22M 5.29M 862.25K 259.35K 1.09M 522.77K 775.42K 301.25K 618.32K 2.35M 1.95M 794.82K 603.51K
Citigroup Inc 10.00K 40.10K 9.62K 10.74K 5.66K 4.50K 42.67K 36.69K 1.59K 219.49K 20.04K 26.76K 218.69K 1.59M 5.02M 500.00K 500.00K 584.47K 812.10K 465.15K
Invesco Ltd 343.85K 88.70K 649.14K 1.29M 2.64M 2.90M 3.34M 3.02M 1.93M 2.07M 1.96M 1.46M 1.29M 1.00M 168.49K 221.29K 300.91K 392.28K 443.92K 414.58K
BNY Mellon 1.98M 1.91M 1.88M 1.69M 1.66M 1.54M 1.58M 1.52M 1.66M 1.66M 1.64M 2.05M 1.90M 1.64M 1.37M 1.16M 1.40M 347.18K 328.54K 344.63K
Franklin Resources — — — — — — — — — 6.62K 553.47K 645.96K 909.78K 33.03K — — — — — 264.45K
Wells Fargo & Co 4.00K 263.37K 203.28K 91.83K 87.31K 82.79K 117.67K 125.42K 80.18K 83.71K 89.31K 91.04K 90.21K 69.45K 66.73K 399.39K 92.94K 136.52K 50.70K 108.97K
Deutsche Bank AG 66.91K 70.22K 58.44K 54.84K 46.40K 52.16K 68.94K 90.77K 97.96K 101.68K 106.30K 138.91K 152.71K 185.62K 165.44K 90.45K 100.93K 686.57K 150.25K 107.44K
JPMorgan Chase & Co 1.00M 5.00K 773.00K 170.00K 170.00K 170.00K 170.00K 170.00K 126.00K 5.16M 4.30M 3.50M 3.39M 824.00K 116.00K 824.00K 824.00K 2.95M — 61.05K

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