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
135,659,094
Total reported value
$1,147,812,788
% of total 13F portfolios
0%
Share change
+4,669,705
Value change
+$13,197,121
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% $108,269,898 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% $76,110,501 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% $35,879,286 3,577,197 RA Capital Management, L.P. 31 Dec 2024
WELLINGTON MANAGEMENT GROUP LLP 0.4% -96% $4,104,775 -$92,641,534 442,802 -96% Wellington Management Group LLP 30 Jun 2025

As of 30 Sep 2025, 236 institutional investors reported holding 135,659,094 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 135,659,094 $1,147,812,788 +$13,197,121 $8.46 236
2025 Q2 131,673,312 $1,482,570,130 +$78,519,541 $11.26 218
2025 Q1 125,053,200 $1,184,279,921 +$13,854,440 $9.47 219
2024 Q4 122,278,154 $1,375,206,456 -$232,963,694 $11.25 237
2024 Q3 127,923,184 $3,615,644,954 +$9,635,003 $28.28 260
2024 Q2 129,512,758 $2,475,963,176 +$67,460,596 $19.12 239
2024 Q1 124,455,516 $4,079,941,910 -$50,725,411 $32.79 249
2023 Q4 509,592 $16,831,823 +$99,189 $33.03 1
2023 Q3 121,261,034 $3,316,956,579 +$134,287,331 $27.23 198
2023 Q2 116,211,430 $3,509,508,398 +$130,842,435 $30.30 212
2023 Q1 111,785,118 $3,613,805,603 +$349,745,862 $32.45 236
2022 Q4 95,494,800 $2,680,142,060 +$172,552,819 $28.08 226
2022 Q3 92,879,435 $3,336,790,987 +$173,727,693 $35.93 237
2022 Q2 85,201,916 $2,616,570,243 +$66,075,676 $30.71 203
2022 Q1 86,494,113 $2,792,540,290 +$65,905,020 $32.30 205
2021 Q4 84,686,997 $2,342,016,098 -$20,955,600 $27.67 196
2021 Q3 85,494,747 $2,646,127,985 +$85,201,436 $31.00 204
2021 Q2 83,027,967 $1,752,737,165 +$24,643,069 $21.12 173
2021 Q1 81,948,703 $1,656,916,786 +$54,608,387 $20.20 163
2020 Q4 81,515,914 $1,306,872,041 +$30,643,930 $16.03 149
2020 Q3 76,185,230 $949,917,007 +$91,646,096 $12.41 145
2020 Q2 66,664,021 $473,843,449 -$7,602,143 $7.12 122
2020 Q1 61,820,891 $334,041,741 -$44,179,685 $5.43 138
2019 Q4 84,391,629 $763,718,223 +$19,557,376 $9.05 160
2019 Q3 79,422,154 $571,017,319 +$43,316,745 $7.19 160
2019 Q2 77,188,491 $613,226,946 -$47,944,387 $7.95 169
2019 Q1 77,842,267 $979,287,936 -$114,574,169 $12.58 177
2018 Q4 83,701,559 $1,668,733,423 -$7,994,404 $19.95 176
2018 Q3 83,477,886 $2,370,636,599 +$83,193,754 $28.40 183
2018 Q2 79,742,377 $1,678,675,871 +$37,631,433 $21.05 172
2018 Q1 79,160,547 $1,127,569,805 +$50,827,010 $14.25 144
2017 Q4 76,714,023 $943,834,643 -$27,915,761 $12.30 147
2017 Q3 73,257,689 $1,308,890,623 +$165,085,189 $17.80 159
2017 Q2 61,945,257 $1,570,267,213 +$502,478,574 $25.35 160
2017 Q1 41,564,536 $918,991,055 +$287,371,228 $22.30 131
2016 Q4 29,423,943 $435,469,686 +$4,085,330 $14.80 116
2016 Q3 27,317,388 $666,995,866 +$199,559,416 $24.62 107
2016 Q2 17,955,627 $344,747,539 +$34,816,492 $19.20 77
2016 Q1 16,464,327 $173,856,000 +$3,040,365 $10.56 69
2015 Q4 16,088,789 $194,836,902 +$1,686,832 $12.11 67
2015 Q3 15,782,348 $251,887,856 +$10,064,100 $15.96 69
2015 Q2 14,783,450 $287,305,107 +$287,193,120 $19.50 62