Evolent Health, Inc. - Class A Common Stock (EVH) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2015 to Q4 2025

Type / Class
Equity / Class A Common Stock
Symbol
EVH on NYSE
Shares outstanding
111,633,839
Price per share
$4.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
135,661,016
Total reported value
$1,147,829,048
% of total 13F portfolios
0%
Share change
+4,589,859
Value change
+$12,299,509
Number of holders
236
Price from insider filings
$4.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Evolent Health, Inc. - Class A Common Stock (EVH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CADIAN CAPITAL MANAGEMENT, LP 9.3% $106,218,923 10,794,606 Cadian Capital Management, LP 31 Mar 2025
FMR LLC 8% +40% $79,666,241 +$23,633,704 9,416,813 +42% FMR LLC 30 Sep 2025
MORGAN STANLEY 7% $91,792,384 8,210,410 Morgan Stanley 30 Jun 2025
EVENTIDE ASSET MANAGEMENT, LLC 5.4% +48% $53,234,643 +$18,659,875 6,292,511 +54% Eventide Asset Management, LLC 30 Sep 2025
Boehler Adam 5.2% $49,204,401 5,816,123 Rubicon OP GP II LP 13 Nov 2025
RA CAPITAL MANAGEMENT, L.P. 3.1% $35,199,618 3,577,197 RA Capital Management, L.P. 31 Dec 2024
WELLINGTON MANAGEMENT GROUP LLP 0.4% -96% $5,016,947 -$113,228,542 442,802 -96% Wellington Management Group LLP 30 Jun 2025

As of 30 Sep 2025, 236 institutional investors reported holding 135,661,016 shares of Evolent Health, Inc. - Class A Common Stock (EVH). This represents 122% of the company’s total 111,633,839 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Evolent Health, Inc. - Class A Common Stock (EVH) together control 96% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
CADIAN CAPITAL MANAGEMENT, LP 11% 11,728,924 +13% 5.9% $99,226,697
VANGUARD GROUP INC 9.8% 10,966,830 +0.41% 0% $92,779,382
BlackRock, Inc. 8.3% 9,314,161 -0.67% 0% $78,797,798
FMR LLC 7.8% 8,749,996 +36% 0% $74,024,968
MORGAN STANLEY 7.1% 7,978,692 -0.92% 0% $67,499,747
EVENTIDE ASSET MANAGEMENT, LLC 5.6% 6,292,511 +54% 0.88% $53,245,678
Rubicon Founders LLC 5.2% 5,816,123 0% 25% $49,204,401
Engaged Capital LLC 5.1% 5,663,912 -3.3% 12% $47,916,696
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 3.6% 4,035,475 -6.7% 0.09% $34,140,119
JPMORGAN CHASE & CO 3.6% 4,001,077 +29% 0% $33,849,111
UBS Group AG 3% 3,402,408 +21% 0.01% $28,784,371
STATE STREET CORP 2.7% 2,974,573 +0.05% 0% $25,164,888
Rock Springs Capital Management LP 2.6% 2,950,000 +4.6% 1.5% $24,957,000
GEODE CAPITAL MANAGEMENT, LLC 2.5% 2,757,037 +3.4% 0% $23,327,376
D. E. Shaw & Co., Inc. 2.5% 2,737,796 +30% 0.02% $23,161,754
DIMENSIONAL FUND ADVISORS LP 2.2% 2,509,051 -9.6% 0% $21,228,626
MAVERICK CAPITAL LTD 2.1% 2,395,284 +72% 0.27% $20,264,103
CITADEL ADVISORS LLC 2.1% 2,296,812 +291% 0.02% $19,431,030
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.6% 1,799,081 +1% 0.1% $15,220,225
JACOBS LEVY EQUITY MANAGEMENT, INC 1.6% 1,773,818 +164% 0.06% $15,006,500
8 KNOTS MANAGEMENT, LLC 1.6% 1,768,113 -39% 1.7% $14,958,236
Sea Cliff Partners Management, LP 1.3% 1,466,867 +19% 4.7% $12,409,695
JANE STREET GROUP, LLC 1.3% 1,442,168 0.01% $12,200,742
Bank of New York Mellon Corp 1.3% 1,397,270 +20% 0% $11,820,903
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 1,304,466 +10% 0% $11,035,782

Institutional Holders of Evolent Health, Inc. - Class A Common Stock (EVH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 680,480 $2,721,554 -$2,923,767 $4.00 18
2025 Q3 135,661,016 $1,147,829,048 +$12,299,509 $8.46 236
2025 Q2 131,673,312 $1,482,570,130 +$78,519,495 $11.26 218
2025 Q1 125,716,823 $1,190,564,177 +$20,137,898 $9.47 222
2024 Q4 122,283,963 $1,375,271,472 -$248,054,960 $11.25 237
2024 Q3 129,270,440 $3,653,744,995 +$36,997,360 $28.28 255
2024 Q2 129,502,142 $2,475,760,428 +$40,167,326 $19.12 239
2024 Q1 125,850,762 $4,125,692,137 -$4,762,881 $32.79 247
2023 Q4 126,464,041 $4,176,843,783 +$156,108,720 $33.03 232
2023 Q3 122,189,782 $3,342,247,641 +$125,298,418 $27.23 201
2023 Q2 117,663,348 $3,553,501,314 +$168,830,769 $30.30 216
2023 Q1 111,825,275 $3,615,108,333 +$350,007,462 $32.45 237
2022 Q4 101,432,734 $2,846,879,147 +$146,714,497 $28.08 229
2022 Q3 95,515,991 $3,431,522,864 +$214,834,478 $35.93 243
2022 Q2 89,722,827 $2,755,609,040 +$99,219,171 $30.71 207
2022 Q1 86,524,226 $2,793,511,290 +$66,700,981 $32.30 208
2021 Q4 84,687,344 $2,342,026,098 -$26,236,636 $27.67 200
2021 Q3 85,614,905 $2,649,865,771 +$83,228,566 $31.00 205
2021 Q2 83,046,124 $1,753,120,165 +$24,126,478 $21.12 175
2021 Q1 81,962,439 $1,657,194,786 +$54,461,956 $20.20 163
2020 Q4 81,531,166 $1,307,117,041 +$30,502,553 $16.03 153
2020 Q3 79,968,182 $996,864,007 +$91,919,009 $12.41 147
2020 Q2 73,419,664 $521,944,449 -$8,509,221 $7.12 127
2020 Q1 76,262,366 $412,459,741 -$45,659,323 $5.43 144
2019 Q4 84,391,629 $763,718,223 +$19,537,960 $9.05 160
2019 Q3 83,189,885 $598,108,319 +$36,446,789 $7.19 164
2019 Q2 79,612,606 $632,474,946 -$65,435,843 $7.95 176
2019 Q1 80,054,942 $1,007,122,936 -$87,346,992 $12.58 181
2018 Q4 84,343,531 $1,681,537,423 -$4,941,229 $19.95 179
2018 Q3 83,480,362 $2,370,707,599 +$83,198,140 $28.40 184
2018 Q2 81,349,096 $1,712,497,871 +$62,476,305 $21.05 175
2018 Q1 79,341,302 $1,130,145,805 +$51,206,773 $14.25 145
2017 Q4 77,238,335 $950,283,643 -$27,787,288 $12.30 151
2017 Q3 73,756,624 $1,317,768,623 +$165,302,431 $17.80 161
2017 Q2 61,976,434 $1,571,057,213 +$516,654,926 $25.35 163
2017 Q1 41,564,536 $920,662,382 +$288,907,012 $22.30 131
2016 Q4 29,423,943 $435,469,686 -$1,463,761 $14.80 116
2016 Q3 27,318,932 $672,581,312 +$205,110,750 $24.62 109
2016 Q2 17,955,627 $344,747,539 +$34,816,467 $19.20 77
2016 Q1 16,464,327 $173,856,000 +$3,040,299 $10.56 69
2015 Q4 16,088,789 $194,836,902 +$1,686,845 $12.11 67
2015 Q3 15,782,348 $251,887,856 +$9,524,041 $15.96 69
2015 Q2 14,783,450 $288,279,132 +$288,279,132 $19.50 62