Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EVH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.9M | $24.8M | +5.4% | 9.681% | 0.00% |
| 2 | CADIAN CAPITAL MANAGEMENT, LP | 10.8M | $24.7M | -2.4% | 9.614% | 3.00% |
| 3 | MORGAN STANLEY | 9.1M | $20.7M | -2.1% | 8.073% | 0.00% |
| 4 | UBS Group AG | 8.2M | $18.6M | +33.4% | 7.246% | 0.00% |
| 5 | Rubicon Founders LLC | 5.8M | $13.3M | 0.0% | 5.171% | 9.64% |
| 6 | Engaged Capital LLC | 5.6M | $12.7M | 0.0% | 4.947% | 4.18% |
| 7 | D. E. Shaw & Co., Inc. | 5.4M | $12.4M | +3.1% | 4.831% | 0.01% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 4.9M | $11.1M | β | 4.327% | 0.00% |
| 9 | Rock Springs Capital Management LP | 2.7M | $6.1M | 0.0% | 2.378% | 0.36% |
| 10 | STATE STREET CORP | 2.6M | $6.0M | -10.0% | 2.353% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $6.0M | -4.2% | 2.328% | 0.00% |
| 12 | MAVERICK CAPITAL LTD | 2.6M | $5.9M | +1.3% | 2.287% | 0.07% |
| 13 | EVENTIDE ASSET MANAGEMENT, LLC | 2.5M | $5.8M | β | 2.265% | 0.10% |
| 14 | GOLDMAN SACHS GROUP INC | 2.2M | $5.1M | +22.0% | 1.988% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $4.4M | +28.6% | 1.733% | 0.00% |
| 16 | Tejara Capital Ltd | 1.9M | $4.4M | +46.2% | 1.731% | 1.46% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.8M | $4.1M | -22.4% | 1.592% | 0.00% |
| 18 | Rock Point Advisors, LLC | 1.8M | $4.1M | +50.1% | 1.588% | 1.10% |
| 19 | KENNEDY CAPITAL MANAGEMENT, INC. | 1.6M | $3.6M | +72.6% | 1.420% | 0.08% |
| 20 | Hudson Bay Capital Management LP | 1.3M | $3.0M | -9.8% | 1.170% | 0.03% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 931K | $2.1M | β | 0.828% | 0.00% |
| 22 | NORTHERN TRUST CORP | 917K | $2.1M | -12.8% | 0.815% | 0.00% |
| 23 | BNP PARIBAS ARBITRAGE, SA | 891K | $2.0M | +63.7% | 0.792% | 0.00% |
| 24 | TWO SIGMA INVESTMENTS, LP | 871K | $2.0M | -43.3% | 0.775% | 0.00% |
| 25 | Voleon Capital Management LP | 849K | $1.9M | +1543.6% | 0.755% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EVH β a direct measure of their conviction.
Filings activity in EVH during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 187 | 13% | 44.85% | 43.68 pp | $242M | 49% |
| Q4 2025 | 214 | 7.8% | 88.53% | 111.46 pp | $478M | 58% |
| Q3 2025 | 232 | +7.4% | 199.99% | +0.00 pp | $1.14B | 18% |
| Q2 2025 | 216 | 0.9% | 199.99% | +0.00 pp | $1.39B | +22% |
| Q1 2025 | 218 | 7.6% | 199.99% | +0.00 pp | $1.15B | 9.6% |
| Q4 2024 | 236 | 5.2% | 199.99% | +0.00 pp | $1.27B | 63% |
| Q3 2024 | 249 | +4.2% | 199.99% | +0.00 pp | $3.41B | +43% |
| Q2 2024 | 239 | β | 199.99% | β | $2.38B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EVH stock.
Based on Q1 2026 13F filings, institutional ownership of Evolent Health, Inc. stands at 44.9%, held across 187 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EVH, with approximately 10,888,872 shares worth $0.02B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of EVH, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for EVH is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in EVH during Q1 2026, while 70 fully exited. 27 added to existing positions and 114 trimmed.
EVH institutional ownership fell by 43.68 percentage points quarter-over-quarter, with a net change of -27 holders.
The top 10 institutions account for 62.1% of all reported 13F value in EVH, and the top 25 account for 85.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Evolent Health, Inc. (EVH) Institutional Ownership