Who owns Evolent Health, Inc. (EVH)
Which tracked institutional funds hold EVH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVH company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EVH is one-sided between 2025-Q4 and 2026-Q1: 13 added or opened and 74 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EVH’s largest tracked holder by dollar value, Durable Capital Partners LP, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EVH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 191 tracked filers holding EVH, 103 increased or opened the position and 126 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EVH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- VANGUARD CAPITAL MANAGEMENT LLC$11M
- EVENTIDE ASSET MANAGEMENT, LLC$6M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- VANGUARD FIDUCIARY TRUST CO$2M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$1M
- Quantbot Technologies LP$617K
Full exits 16
- VANGUARD GROUP INC$32M
- GLENMEDE TRUST CO NA$5M
- Castle Hook Partners LP$4M
- PEREGRINE CAPITAL MANAGEMENT LLC$3M
- Capitolis Liquid Global Markets LLC$3M
- Point72 Asset Management, L.P.$2M
Largest adds
- NORGES BANK$6M
- Voleon Capital Management LP$2M
- HRT FINANCIAL LP$1M
- MARSHALL WACE, LLP$808K
- Qube Research & Technologies Ltd$576K
- XTX Topco Ltd$398K
Largest trims
- CADIAN CAPITAL MANAGEMENT, LP$20M
- BlackRock, Inc.$16M
- MORGAN STANLEY$16M
- JPMORGAN CHASE & CO$11M
- Rubicon Founders LLC$10M
- Engaged Capital LLC$10M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,888,872 | $25M | 4.5% | 2026-Q1 |
| CADIAN CAPITAL MANAGEMENT, LP trimmed | 10,814,473 | $25M | 4.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 9,081,079 | $21M | 3.8% | 2026-Q1 |
| UBS Group AG added | 8,150,361 | $19M | 3.4% | 2026-Q1 |
| Rubicon Founders LLC | 5,816,123 | $13M | 2.4% | 2026-Q1 |
| Engaged Capital LLC | 5,563,912 | $13M | 2.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 5,434,032 | $12M | 2.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,867,403 | $11M | 2.0% | 2026-Q1 |
| NORGES BANK added | 676,459 | $6M | 1.2% | 2026-Q1 |
| Rock Springs Capital Management LP | 2,675,000 | $6M | 1.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,646,398 | $6M | 1.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,618,425 | $6M | 1.1% | 2026-Q1 |
| MAVERICK CAPITAL LTD added | 2,572,763 | $6M | 1.1% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC trimmed | 2,547,558 | $6M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,236,606 | $5M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,949,446 | $4M | 0.8% | 2026-Q1 |
| Tejara Capital Ltd added | 1,946,650 | $4M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 1,790,147 | $4M | 0.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,790,298 | $4M | 0.7% | 2026-Q1 |
| Rock Point Advisors, LLC added | 1,786,681 | $4M | 0.7% | 2026-Q1 |
| HRT FINANCIAL LP added | 1,726,196 | $4M | 0.7% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 1,597,615 | $4M | 0.7% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 1,316,420 | $3M | 0.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 930,878 | $2M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 917,137 | $2M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 891,403 | $2M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 871,493 | $2M | 0.4% | 2026-Q1 |
| Voleon Capital Management LP added | 849,290 | $2M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 812,095 | $2M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 785,012 | $2M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 727,895 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 705,222 | $2M | 0.3% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 630,000 | $1M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 610,102 | $1M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 557,830 | $1M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 443,924 | $1M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 390,294 | $890K | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 381,749 | $870K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 375,799 | $857K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 390,480 | $847K | 0.2% | 2026-Q1 |
| Jump Financial, LLC trimmed | 350,139 | $798K | 0.1% | 2026-Q1 |
| Creative Planning added | 347,372 | $792K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 328,536 | $749K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 312,659 | $713K | 0.1% | 2026-Q1 |
| Atom Investors LP added | 302,406 | $689K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 302,281 | $689K | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. | 291,600 | $665K | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 289,500 | $660K | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC added | 284,300 | $648K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 283,518 | $646K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 280,854 | $640K | 0.1% | 2026-Q1 |
| Durable Capital Partners LP new | 6,423,293 | $72M | 13.2% | 2025-Q2 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 4,035,475 | $34M | 6.2% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 7,980,219 | $32M | 5.8% | 2025-Q4 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 1,799,081 | $15M | 2.8% | 2025-Q3 stale |
| 8 KNOTS MANAGEMENT, LLC trimmed | 1,768,113 | $15M | 2.7% | 2025-Q3 stale |
| Granahan Investment Management, LLC trimmed | 1,361,830 | $13M | 2.4% | 2025-Q1 stale |
| Sea Cliff Partners Management, LP added | 1,466,867 | $12M | 2.3% | 2025-Q3 stale |
| Glenmede Investment Management, LP added | 1,238,477 | $10M | 1.9% | 2025-Q3 stale |
| Camber Capital Management LP trimmed | 850,000 | $10M | 1.7% | 2025-Q2 stale |
| ROYCE & ASSOCIATES LP added | 663,010 | $7M | 1.4% | 2025-Q2 stale |
| Holocene Advisors, LP trimmed | 527,943 | $6M | 1.1% | 2025-Q2 stale |
| Bellevue Group AG trimmed | 614,337 | $6M | 1.1% | 2025-Q1 stale |
| Philosophy Capital Management LLC trimmed | 521,192 | $5M | 0.9% | 2025-Q1 stale |
| RA CAPITAL MANAGEMENT, L.P. trimmed | 579,052 | $5M | 0.9% | 2025-Q3 stale |
| First Light Asset Management, LLC trimmed | 545,282 | $5M | 0.8% | 2025-Q3 stale |
| GLENMEDE TRUST CO NA added | 1,150,414 | $5M | 0.8% | 2025-Q4 stale |
| Castle Hook Partners LP new | 937,628 | $4M | 0.7% | 2025-Q4 stale |
| SALEM INVESTMENT COUNSELORS INC added | 429,935 | $4M | 0.7% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 421,387 | $4M | 0.7% | 2025-Q3 stale |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 737,977 | $3M | 0.5% | 2025-Q4 stale |
| BRIGHTON JONES LLC trimmed | 348,549 | $3M | 0.5% | 2025-Q3 stale |
| Capitolis Liquid Global Markets LLC | 630,000 | $3M | 0.5% | 2025-Q4 stale |
| Point72 Asset Management, L.P. trimmed | 564,954 | $2M | 0.4% | 2025-Q4 stale |
| ALGERT GLOBAL LLC | 191,581 | $2M | 0.4% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC added | 532,133 | $2M | 0.4% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 220,900 | $2M | 0.3% | 2025-Q3 stale |
| Summit Creek Advisors LLC trimmed | 196,316 | $2M | 0.3% | 2025-Q1 stale |
| MACQUARIE GROUP LTD added | 211,418 | $2M | 0.3% | 2025-Q3 stale |
| AMERICAN CENTURY COMPANIES INC added | 201,741 | $2M | 0.3% | 2025-Q3 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 123,655 | $1M | 0.3% | 2025-Q2 stale |
| Trexquant Investment LP added | 143,193 | $1M | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 281,900 | $1M | 0.2% | 2025-Q4 stale |
| MOODY NATIONAL BANK TRUST DIVISION trimmed | 114,081 | $1M | 0.2% | 2025-Q1 stale |
| HUSSMAN STRATEGIC ADVISORS, INC. added | 105,000 | $994K | 0.2% | 2025-Q1 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 238,582 | $954K | 0.2% | 2025-Q4 stale |
| DeepCurrents Investment Group LLC added | 79,296 | $893K | 0.2% | 2025-Q2 stale |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 100,600 | $851K | 0.2% | 2025-Q3 stale |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 207,057 | $828K | 0.2% | 2025-Q4 stale |
| Bayesian Capital Management, LP added | 86,446 | $819K | 0.1% | 2025-Q1 stale |
| Edgestream Partners, L.P. trimmed | 91,946 | $778K | 0.1% | 2025-Q3 stale |
| Swiss National Bank | 193,400 | $774K | 0.1% | 2025-Q4 stale |
| Walleye Trading LLC added | 65,757 | $740K | 0.1% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 64,830 | $730K | 0.1% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 174,599 | $698K | 0.1% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 81,901 | $693K | 0.1% | 2025-Q3 stale |
| Bryce Point Capital, LLC trimmed | 61,044 | $687K | 0.1% | 2025-Q2 stale |
| Persistent Asset Partners Ltd trimmed | 77,638 | $657K | 0.1% | 2025-Q3 stale |
| LMR Partners LLP | 68,137 | $645K | 0.1% | 2025-Q1 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 160,000 | $640K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.