Who owns Evolent Health (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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 73 added or opened and 10 trimmed or exited — on balance accumulating.
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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EVH more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 191 tracked filers holding EVH, 100 increased or opened the position and 101 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 2026-Q1 and 2026-Q2 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 12
- Ewing Morris & Co. Investment Partners Ltd.$8M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7M
- ABSOLUTE INVESTMENT ADVISERS, LLC$6M
- ALGERT GLOBAL LLC$4M
- Jupiter Topco LLC$2M
- Benefit Street Partners LLC$2M
Full exits 5
- MAVERICK CAPITAL LTD$6M
- EVENTIDE ASSET MANAGEMENT, LLC$6M
- JANE STREET GROUP, LLC$4M
- HRT FINANCIAL LP$4M
- GSA CAPITAL PARTNERS LLP$713K
Largest adds
- BlackRock, Inc.$55M
- CADIAN CAPITAL MANAGEMENT, LP$34M
- MORGAN STANLEY$28M
- Rubicon Founders LLC$18M
- Engaged Capital LLC$17M
- MARSHALL WACE, LLP$17M
Largest trims
- NORGES BANK$6M
- Tejara Capital Ltd$2M
- BALYASNY ASSET MANAGEMENT L.P.$705K
- JPMORGAN CHASE & CO$495K
- Quantbot Technologies LP$290K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 14,814,851 | $80M | 13.1% | 2026-Q2 |
| CADIAN CAPITAL MANAGEMENT, LP | 10,814,473 | $59M | 9.5% | 2026-Q2 |
| Ewing Morris & Co. Investment Partners Ltd. new | 10,500,000 | $8M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,969,012 | $49M | 7.9% | 2026-Q2 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 7,500,000 | $6M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 6,245,283 | $34M | 5.5% | 2026-Q2 |
| Rubicon Founders LLC | 5,816,123 | $32M | 5.1% | 2026-Q2 |
| Engaged Capital LLC | 5,563,912 | $30M | 4.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 5,107,561 | $28M | 4.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,787,994 | $26M | 4.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 3,413,245 | $18M | 3.0% | 2026-Q2 |
| Nuveen, LLC added | 3,132,085 | $17M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,904,912 | $16M | 2.6% | 2026-Q2 |
| Rock Springs Capital Management LP trimmed | 2,500,000 | $14M | 2.2% | 2026-Q2 |
| STATE STREET CORP trimmed | 2,460,431 | $13M | 2.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,131,573 | $12M | 1.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,745,852 | $9M | 1.5% | 2026-Q2 |
| Rock Point Advisors, LLC trimmed | 1,719,886 | $9M | 1.5% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 1,601,638 | $9M | 1.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 1,567,816 | $8M | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,347,822 | $7M | 1.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,276,800 | $7M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,263,653 | $7M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,003,245 | $5M | 0.9% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 913,109 | $5M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 875,398 | $5M | 0.8% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 860,358 | $5M | 0.8% | 2026-Q2 |
| Walleye Capital LLC added | 845,787 | $5M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 792,768 | $4M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 765,020 | $4M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 762,362 | $4M | 0.7% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 699,267 | $4M | 0.6% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 666,502 | $4M | 0.6% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 656,463 | $4M | 0.6% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 630,000 | $3M | 0.6% | 2026-Q2 |
| Man Group plc added | 498,272 | $3M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 488,814 | $3M | 0.4% | 2026-Q2 |
| FORMULA GROWTH LTD added | 485,000 | $3M | 0.4% | 2026-Q2 |
| CITIGROUP INC trimmed | 465,146 | $3M | 0.4% | 2026-Q2 |
| Tejara Capital Ltd trimmed | 441,456 | $2M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 414,582 | $2M | 0.4% | 2026-Q2 |
| Jump Financial, LLC added | 388,090 | $2M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 371,753 | $2M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 364,129 | $2M | 0.3% | 2026-Q2 |
| Benefit Street Partners LLC new | 363,165 | $2M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 344,628 | $2M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 330,017 | $2M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 303,343 | $2M | 0.3% | 2026-Q2 |
| BRIGHTON JONES LLC trimmed | 294,096 | $2M | 0.3% | 2026-Q2 |
| Jefferies Financial Group Inc. | 291,600 | $2M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 264,477 | $1M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 264,453 | $1M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 250,842 | $1M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 249,803 | $1M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 247,500 | $1M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 237,199 | $1M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 228,692 | $1M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 227,708 | $1M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 216,175 | $1M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 204,990 | $1M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 203,369 | $1M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 198,300 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 196,930 | $1M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 190,754 | $1M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 171,751 | $931K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 165,606 | $898K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 159,986 | $867K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 157,823 | $855K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC new | 150,000 | $813K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 140,267 | $760K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 123,790 | $282K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 112,419 | $609K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 108,973 | $591K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 107,436 | $582K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 100,896 | $547K | 0.1% | 2026-Q2 |
| Quinn Opportunity Partners LLC | 99,687 | $540K | 0.1% | 2026-Q2 |
| Atom Investors LP trimmed | 90,138 | $489K | 0.1% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 83,805 | $454K | 0.1% | 2026-Q2 |
| State of Wyoming trimmed | 82,354 | $446K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 81,594 | $442K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 76,924 | $417K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 71,488 | $387K | 0.1% | 2026-Q2 |
| NATIXIS trimmed | 71,000 | $385K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 69,251 | $375K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 67,378 | $365K | 0.1% | 2026-Q2 |
| NORGES BANK trimmed | 63,454 | $344K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 61,050 | $352K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 60,777 | $329K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 60,702 | $329K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 60,221 | $326K | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 60,041 | $325K | 0.1% | 2026-Q2 |
| Jain Global LLC added | 55,465 | $301K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 55,359 | $300K | 0.0% | 2026-Q2 |
| INCEPTIONR LLC new | 49,778 | $270K | 0.0% | 2026-Q2 |
| IRONWOOD INVESTMENT MANAGEMENT LLC added | 49,408 | $268K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 45,854 | $249K | 0.0% | 2026-Q2 |
| Numerai GP LLC new | 44,952 | $244K | 0.0% | 2026-Q2 |
| Callan Family Office, LLC added | 37,219 | $202K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 36,249 | $196K | 0.0% | 2026-Q2 |
| One68 Global Capital, LLC trimmed | 10,000 | $522K | 0.1% | 2026-Q2 |
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.