EVH · Evolent Health, Inc. · Shareholders & Ownership

$4.83 -0.04 (-0.82%) At close · Oct 21

Russell 2000 member Rebalance outlook locked

Market Cap

$546.08M

113.06M

Volume · Oct 21 1.47M Avg daily vol (3M) 2.98M

Every disclosed holder of EVH in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns EVH

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	189	112,497,389	99.50%	Yes
Insiders (Forms 3, 4, 5)	18	4,279,079	3.78%	Yes
13D/G-only blocks	5	16,065,190	14.21%	Yes
Remaining	—	19,782,323	-17.50%	Negative
Registered funds (N-PORT, not summed)	155	24,114,310	21.33%	No

Shares outstanding: 113,059,335, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of EVH

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,814,851	13.10%	+3,925,979	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,951,105	2.61%	+182,121	Jun 30, 2026	iShares Trust, not summed
1.2	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	793,025	0.70%	+441,591	May 29, 2026	BlackRock Funds, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	688,032	0.61%	+33,136	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	374,984	0.33%	+98,496	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	215,234	0.19%	+16,646	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	CADIAN CAPITAL MANAGEMENT, LP 13F CIK 1423686 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,814,473	9.57%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,245,283	5.52%	-1,905,078	Jun 30, 2026	carried, not yet filed for the newest quarter
4	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution	6,227,355	5.51%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution
5	Puma Growth Holdings, LLC 13G CIK 1982325 · Unknown · Nov 13, 2025 Rule 13d-1(d), exempt investor	5,816,123	5.14%	—	Nov 13, 2025	Rule 13d-1(d), exempt investor
6	Rubicon Founders LLC 13F CIK 2032489 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,816,123	5.14%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Engaged Capital LLC 13F CIK 1559771 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,563,912	4.92%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,107,561	4.52%	-326,471	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,787,994	4.23%	-79,409	Jun 30, 2026	carried, not yet filed for the newest quarter
10	RA CAPITAL MANAGEMENT, L.P. 13G CIK 1346824 · Registered investment adviser · Dec 31, 2024 Rule 13d-1(c), passive investor	3,577,197	3.16%	-4,701,906	Dec 31, 2024	Rule 13d-1(c), passive investor
11	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,413,245	3.02%	+2,628,233	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,384,855	2.99%	-94,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,132,085	2.77%	+2,866,943	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	1,411,850	1.25%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
13.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	708,200	0.63%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
13.3	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	574,050	0.51%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
13.4	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	152,337	0.13%	+28,871	Jul 31, 2026	TIAA-CREF Funds, not summed
13.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	93,952	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
14	MORGAN STANLEY 13G CIK 895421 · Holding company · Aug 31, 2026 Rule 13d-1(b), qualified institution, not summed	3,034,589	2.68%	-6,063,219	Aug 31, 2026	Rule 13d-1(b), qualified institution, not summed
14.1	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,969,012	7.93%	-112,067	Jun 30, 2026	carried, not yet filed for the newest quarter
14.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	34	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,904,912	2.57%	+286,487	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Rock Springs Capital Management LP 13F CIK 1595725 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,500,000	2.21%	-175,000	Jun 30, 2026	carried, not yet filed for the newest quarter
17	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,460,431	2.18%	-185,967	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	40,965	0.04%	+3,200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
17.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	2,650	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
17.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	654	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,131,573	1.89%	+182,127	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	721,643	0.64%	+147,549	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	530,888	0.47%	-8,502	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
18.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	278,541	0.25%	+33,535	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	238,829	0.21%	+46,628	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	86,308	0.08%	+36,308	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,745,852	1.54%	-490,754	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	34,314	0.03%	+10,530	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
19.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	205	0.00%	-144	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
20	Rock Point Advisors, LLC 13F CIK 1301540 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,719,886	1.52%	-66,795	Jun 30, 2026	carried, not yet filed for the newest quarter
21	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,601,638	1.42%	+991,536	Jun 30, 2026	carried, not yet filed for the newest quarter
22	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,567,816	1.39%	-29,799	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,347,822	1.19%	+416,944	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,300,081	1.15%	+19,131	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,276,800	1.13%	+1,276,800	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Blackley Seth Insider CIK 1643346 · Jul 1, 2026 Director, Chief Executive Officer, issuer-wide	1,272,767	1.13%	+435,805	Jul 1, 2026	Director, Chief Executive Officer, issuer-wide
27	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,263,653	1.12%	+392,160	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,003,245	0.89%	+86,108	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	58,232	0.05%	+11,069	Jun 30, 2026	Northern Funds, not summed
28.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,651	0.01%	-650	Jun 30, 2026	Northern Funds, not summed
29	Hudson Bay Capital Management LP 13F CIK 1393825 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	913,109	0.81%	-403,311	Jun 30, 2026	carried, not yet filed for the newest quarter
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	875,398	0.77%	+594,544	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	860,358	0.76%	-31,045	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Walleye Capital LLC 13F CIK 1758720 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	845,787	0.75%	+709,839	Jun 30, 2026	carried, not yet filed for the newest quarter
33	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	792,768	0.70%	+618,762	Jun 30, 2026	carried, not yet filed for the newest quarter
34	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	765,020	0.68%	-1,025,278	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	269,985	0.24%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
34.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	111,300	0.10%	-46,970	Jul 31, 2026	Dimensional ETF Trust, not summed
34.3	Dimensional VA U.S. Targeted Value Portfolio Fund S000000953 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	14,736	0.01%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
34.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	7,074	0.01%	-296,688	Jul 31, 2026	Dimensional ETF Trust, not summed
34.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	547	0.00%	-158,119	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	762,362	0.67%	+34,467	Jun 30, 2026	carried, not yet filed for the newest quarter
36	TUDOR INVESTMENT CORP ET AL 13F CIK 923093 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	699,267	0.62%	+596,400	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Voleon Capital Management LP 13F CIK 1479847 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	666,502	0.59%	-182,788	Jun 30, 2026	carried, not yet filed for the newest quarter
38	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	656,463	0.58%	+656,463	Jun 30, 2026	carried, not yet filed for the newest quarter
39	McCarthy Daniel Joseph Insider CIK 1946147 · Aug 26, 2026 PRESIDENT, issuer-wide	655,133	0.58%	-65,892	Aug 26, 2026	PRESIDENT, issuer-wide
40	CAPITOLIS LIQUID GLOBAL MARKETS LLC 13F CIK 2094379 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	630,000	0.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Ramos Mario Insider CIK 1891060 · Jan 2, 2026 Chief Financial Officer, issuer-wide	587,500	0.52%	+587,500	Jan 2, 2026	Chief Financial Officer, issuer-wide
42	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	572,001	0.51%	-10,860	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
43	GSA CAPITAL PARTNERS LLP 13F CIK 1362033 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	561,189	0.50%	+248,530	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Man Group plc 13F CIK 1637460 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	498,272	0.44%	+401,395	Jun 30, 2026	carried, not yet filed for the newest quarter
45	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	488,814	0.43%	-216,408	Jun 30, 2026	carried, not yet filed for the newest quarter
46	FORMULA GROWTH LTD 13F CIK 1093219 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	485,000	0.43%	+270,000	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	465,146	0.41%	-346,949	Jun 30, 2026	carried, not yet filed for the newest quarter
48	WELLINGTON MANAGEMENT GROUP LLP 13G CIK 902219 · Holding company · Jun 30, 2025 Rule 13d-1(b), qualified institution	442,802	0.39%	-9,993,693	Jun 30, 2025	Rule 13d-1(b), qualified institution
49	Tejara Capital Ltd 13F CIK 1879713 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	441,456	0.39%	-1,505,194	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	414,582	0.37%	-29,342	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	353,877	0.31%	+677	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed

14 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 290 holders

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Key facts CIK 1628908 CUSIP 30050B101 13F (30d) 13 filings 13 filers Visit website Investor relations