CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in EVH — Evolent Health, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in EVH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,444,736
-$1,620,124 QoQ
Shares Held
1,949,446
+28.6% QoQ
Ownership
1.73%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVH Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $551,891,165 across 31 Health Information Services names. EVH ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
861,470 | $151,325,820 | |
| 2 | HQY |
Healthequity, Inc.
|
1,175,339 | $98,223,080 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,587,596 | $67,647,465 | |
| 4 | TEM |
Tempus AI, Inc.
|
780,392 | $35,289,326 | |
| 5 | WAY |
Waystar Holding Corp.
|
1,247,808 | $30,084,650 | |
| 6 | DOCS |
Doximity, Inc.
|
1,256,270 | $29,271,091 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
1,319,106 | $27,134,010 | |
| 8 | TXG |
10x Genomics, Inc.
|
1,127,056 | $23,927,398 |
All Filings in EVH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,444,736 | 1,949,446 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,064,860 | 1,516,215 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,035,782 | 1,304,466 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,318,508 | 1,182,816 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,688,539 | 1,023,077 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $10,338,660 | 918,992 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $25,802,530 | 912,395 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,319,579 | 958,137 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $30,719,737 | 936,863 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,537,804 | 894,272 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,390,461 | 858,996 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,756,299 | 751,033 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $21,660,894 | 667,516 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $19,892,489 | 708,422 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,334,950 | 621,624 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,036,351 | 587,312 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,992,077 | 587,990 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,849,735 | 572,813 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,965,773 | 547,283 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,438,824 | 541,611 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,673,397 | 528,386 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,197,613 | 511,392 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,255,682 | 504,084 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,576,732 | 502,350 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,563,644 | 472,126 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||