Caprock Group’s Evolent Health EVH Stock Holding History

Caprock Group’s Portfolio EVH Stock Details EVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,945	Closed	-$135K	–	1232
2025 Q3	$135K	Buy	+13,945	New	+$135K	﹤0.01%	1089
2025 Q1	$444K	Buy	+46,880	New	+$474K	0.01%	764

Other funds holding EVH

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caprock Group's EVH Position: Q4 2025 in Review

Caprock Group sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 13,945 shares — an estimated $135K sold.

Caprock Group first reported a position in EVH in Q1 2025 and held it in 2 quarters. The position peaked at $444K in Q1 2025. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

Caprock Group reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
Caprock Group sold 13,945 Evolent Health shares in Q4 2025, an estimated $135K.
Caprock Group first reported a position in Evolent Health in Q1 2025 and held it in 2 quarters.
Caprock Group's Evolent Health position peaked at $444K in Q1 2025.
215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.