CAM
EVH icon

Congress Asset Management’s Evolent Health EVH Stock Holding History

Congress Asset Management’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
2026
Q3 		$960K Buy
275,158
+46,466
+20% +$206K 0.01% 328
2026
Q2 		$1.24M Buy
228,692
+2,414
+1% +$9.26K 0.01% 297
2026
Q1 		$516K Buy
226,278
+32,621
+17% +$103K ﹤0.01% 376
2025
Q4 		$775K Buy
193,657
+5,300
+3% +$29.5K 0.01% 326
2025
Q3 		$1.59M Buy
188,357
+595
+0.3% +$5.77K 0.01% 298
2025
Q2 		$2.11M Sell
187,762
-140
-0.1% -$1.29K 0.01% 282
2025
Q1 		$1.78M Sell
187,902
-36,382
-16% -$368K 0.01% 280
2024
Q4 		$2.52M Buy
224,284
+120,261
+116% +$2.11M 0.02% 270
2024
Q3 		$2.94M Sell
104,023
-906
-0.9% -$23.4K 0.02% 257
2024
Q2 		$2.01M Buy
+104,929
New +$2.68M 0.01% 280

Other funds holding EVH

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Congress Asset Management's EVH Position: Q3 2026 in Review

Congress Asset Management increased its Evolent Health (EVH) stake by 20% in Q3 2026, buying an estimated $206K and bringing the position to 275,158 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #328.

Congress Asset Management first reported a position in EVH in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.94M in Q3 2024. 4 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • Congress Asset Management held 275,158 shares of Evolent Health worth $960K as of Q3 2026.
  • Congress Asset Management bought 46,466 Evolent Health shares in Q3 2026, an estimated $206K.
  • Evolent Health made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #328 holding.
  • Congress Asset Management first reported a position in Evolent Health in Q2 2024 and has held it in 10 quarters since.
  • Congress Asset Management's Evolent Health position peaked at $2.94M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.