Security record · archived quarter
EVH
Evolent Health, Inc. · Healthcare · Medical - Healthcare Information Services
73Tracked holders
-12Δ holders
65.20MShares held
$148.81MReported value
+7New positions
−20Exits
Momentum inputs (comparable managers):
holder breadth -14.1% ·
share flow -11.5% ·
net new positions -17.8%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | +6 | 70.64M | $382.54M | +11 | −4 |
| Q1 2026 | 73 | -12 | 65.20M | $148.81M | +7 | −20 |
| Q4 2025 | 86 | 0 | 77.77M | $307.90M | +1 | n/a |
| Q3 2025 | 19 | +1 | 60.10M | $508.46M | +2 | −2 |
| Q2 2025 | 16 | -1 | 36.98M | $416.34M | n/a | −1 |
| Q1 2025 | 14 | 0 | 22.70M | $214.97M | +1 | −1 |
| Q4 2024 | 14 | +1 | 27.38M | $247.73M | +1 | n/a |
| Q3 2024 | 12 | 0 | 21.00M | $593.78M | +1 | −1 |
| Q2 2024 | 12 | n/a | 19.79M | $378.42M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 10.89M | +5.4% | $24.83M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 2 | Morgan Stanley ✦ | 9.08M | -2.1% | $20.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 3 | UBS Group AG | 8.15M | +33.4% | $18.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | D. E. Shaw & Co. ✦ | 5.43M | +3.1% | $12.39M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 5 | Vanguard Capital Management Llc | 4.87M | n/a | $11.10M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 2.65M | -10.0% | $6.03M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (passive) | 2.62M | -4.2% | $5.97M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 2.24M | +22.0% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Charles Schwab Investment… | 1.95M | +28.6% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 1.79M | -39.4% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Dimensional Fund Advisors Lp | 1.79M | -22.4% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Hrt Financial Lp | 1.73M | +147.8% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 917.14K | -12.8% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Bnp Paribas Financial Markets | 891.40K | +63.8% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Two Sigma Investments ✦ | 871.49K | -43.3% | $1.99M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Citigroup Inc | 812.10K | +39.0% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Marshall Wace ✦ | 785.01K | +219.7% | $1.79M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 705.22K | -62.0% | $1.61M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 19 | Qube Research & Technologies Ltd | 557.83K | +220.5% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 443.92K | +13.2% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Squarepoint Ops LLC | 390.29K | -59.0% | $889,870 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Balyasny Asset Management L.P. | 381.75K | -69.7% | $870,388 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Millennium Management ✦ | 375.80K | -74.5% | $856,822 | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 390.48K | -86.8% | $847,343 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 25 | Creative Planning | 347.37K | +109.0% | $792,008 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 328.54K | -5.4% | $749,062 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Sei Investments Co | 302.28K | +50.8% | $689,173 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | GAMCO Investors ✦ | 289.50K | +4.3% | $660,060 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 280.85K | -49.9% | $640,347 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Nuveen, LLC | 265.14K | -22.3% | $604,524 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Mariner, LLC | 231.59K | +106.6% | $528,012 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Alliancebernstein L.P. | 123.79K | -2.5% | $495,160 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | First Trust Advisors Lp | 214.16K | New | $488,282 | 0.0% | New | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 174.01K | -8.2% | $396,733 | 0.0% | ▼ Trim | 7 | SEC ↗ ×7 |
| 35 | Hsbc Holdings Plc | 161.12K | -50.0% | $361,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rhumbline Advisers | 152.57K | -2.7% | $347,846 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 150.25K | -78.1% | $342,561 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | T. Rowe Price ✦ | 149.82K | +11.5% | $342,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 136.94K | -5.2% | $312,225 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 40 | Lazard Asset Management Llc | 109.62K | -68.6% | $249,940 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 107.07K | -15.4% | $244,110 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Tudor Investment Corp Et Al | 102.87K | -85.3% | $234,537 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Man Group plc | 96.88K | New | $220,880 | 0.0% | New | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 91.54K | -57.9% | $208,704 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Barclays Plc | 74.18K | -66.2% | $169,129 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | Connor, Clark & Lunn Investment… | 67.30K | +405.2% | $153,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Brown Advisory Inc | 60.78K | 0.0% | $138,572 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 50.70K | -62.9% | $115,596 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Stifel Financial Corp | 39.03K | +100.2% | $88,980 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | New York State Common Retirement… | 35.35K | -96.5% | $80,593 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Blair William & Co/Il | 35.04K | -18.9% | $79,889 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | State Board Of Administration Of… | 31.44K | 0.0% | $71,692 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Manufacturers Life Insurance… | 30.67K | -36.4% | $69,921 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wealthfront Advisers LLC | 28.08K | +40.8% | $64,029 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 25.87K | +83.9% | $58,986 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 56 | Osaic Holdings, Inc. | 25.86K | +127.7% | $58,965 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 57 | Royal Bank Of Canada | 25.16K | +51.6% | $57,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 58 | Legal & General Group Plc | 24.35K | -80.7% | $55,514 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Voya Investment Management Llc | 21.00K | -3.2% | $47,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Prudential Financial Inc | 18.84K | New | $42,967 | 0.0% | New | 1 | SEC ↗ |
| 61 | ProShare Advisors LLC | 16.17K | -24.6% | $36,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Corient Private Wealth LP | 14.91K | New | $33,988 | 0.0% | New | 1 | SEC ↗ |
| 63 | Canada Pension Plan Investment Board | 14.00K | New | $31,920 | 0.0% | New | 1 | SEC ↗ |
| 64 | Victory Capital Management Inc | 11.73K | -1.1% | $26,740 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Cwm, Llc | 11.35K | +213.7% | $25,883 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 6.04K | +141.2% | $13,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | California State Teachers… | 5.98K | -94.5% | $13,628 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 2.67K | New | $5,905 | 0.0% | New | 1 | SEC ↗ |
| 69 | Fifth Third Bancorp | 1.18K | New | $2,690 | 0.0% | New | 1 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 1.05K | -80.3% | $2,385 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 71 | Us Bancorp \De\ | 453 | +432.9% | $1,033 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Optiver Holding B.V. | 251 | -71.9% | $572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 36 | -100.0% | $82 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| First Trust Advisors Lp | $488,282 | 0.0% |
| Man Group plc | $220,880 | 0.0% |
| Prudential Financial Inc | $42,967 | 0.0% |
| Corient Private Wealth LP | $33,988 | 0.0% |
| Canada Pension Plan… | $31,920 | 0.0% |
| Jones Financial Companies Lllp | $5,905 | 0.0% |
| Fifth Third Bancorp | $2,690 | 0.0% |
Exited
| Point72 Asset Management | $2.26M | was 0.0% |
| Ameriprise Financial Inc | $2.13M | was 0.0% |
| State Of Wisconsin Investment… | $954,328 | was 0.0% |
| Nomura Asset Management… | $828,000 | was 0.0% |
| Swiss National Bank | $773,600 | was 0.0% |
| Renaissance Technologies | $698,396 | was 0.0% |
| Adage Capital Partners | $640,000 | was 0.0% |
| Nordea Investment Management… | $481,218 | was 0.0% |
| Norges Bank | $253,816 | was 0.0% |
| Simplex Trading, Llc | $188,636 | was 0.0% |
| Janus Henderson Group Plc | $175,181 | was 0.0% |
| Quantinno Capital Management… | $161,408 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 7.50M shares, $3.77M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 26
McCarthy Daniel Joseph
Officer · 65.89K sh · $329,460
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Sep 08
SC 13G/A: MORGAN STANLEY
Jul 17
SC 13G: BlackRock Portfolio Management LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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