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EVH

EVH 13F Institutional Holders

Evolent Health INC - A

-$230.6M

Net Activity

Institutions Holding

192

Popularity Rank

#2986

Avg Weight

0.11%

Total Value

$250.6M

Ownership Trend

192 institutions currently hold EVH, with 98 net buyers and 125 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

125

Net Buying Institutions

98

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$24.8M
CC
Cadian Capital Management, LP
$24.7M
MS
Morgan Stanley
$20.7M
UG
UBS Group AG
$18.6M
RF
Rubicon Founders LLC
$13.3M

Top 5 by Conviction

RF
Rubicon Founders LLC
9.64%
EC
Engaged Capital LLC
4.18%
CC
Cadian Capital Management, LP
3.00%
TC
Tejara Capital Ltd
1.46%
RP
Rock Point Advisors, LLC
1.10%
View all 192 holding institutions

Across its top 20 institutional holders, EVH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 40/100).

Quarterly Activity

Recent Activity

+$127.9M

Total Buy Value

$240.6M

Total Sell Value

New buy40
Trim61
Add58
Sold out64

98

Net Buyers

125

Net Sellers

Smart Money Convergence

EVH does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

30050B101

FAQ

Who are the top institutional investors holding EVOLENT HEALTH INC - A (EVH)?
Major stakeholders currently include BlackRock, Inc. ($24.8M), Cadian Capital Management, LP ($24.7M), Morgan Stanley ($20.7M). Based on the latest 13F filings, there are a total of 192 tracked investment funds and institutions maintaining positions in EVH.
What is the overall institutional sentiment toward EVH recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $230.6M, driven by 98 managers accumulating shares while 125 reduced their exposure.
Which institutions have been selling or reducing their EVH positions?
In the latest period, 61 funds trimmed their holdings, and 64 managers completely exited their positions. The aggregate reported sell value was $240.6M.
Are there any notable investors adding EVH to their portfolios?
Yes, buying activity remains notable. 40 institutions opened new positions in {ticker}, and 58 existing holders added to their shares. The total reported buy value for the quarter amounted to $127.9M.

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