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Counterpoint Mutual Funds’s Evolent Health EVH Stock Holding History

Counterpoint Mutual Funds’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
-56,337
Closed -$477K – 403
2025
Q3 		$477K Buy
56,337
+9,945
+21% +$96.5K 0.04% 186
2025
Q2 		$522K Sell
46,392
-36,625
-44% -$336K 0.05% 107
2025
Q1 		$786K Buy
+83,017
New +$839K 0.11% 78
2023
Q2 		– Sell
-3,433
Closed -$111K – 362
2023
Q1 		$111K Buy
+3,433
New +$109K 0.1% 137

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Counterpoint Mutual Funds's EVH Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 56,337 shares — an estimated $477K sold.

Counterpoint Mutual Funds first reported a position in EVH in Q1 2023 and held it in 4 quarters. The position peaked at $786K in Q1 2025. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 56,337 Evolent Health shares in Q4 2025, an estimated $477K.
  • Counterpoint Mutual Funds first reported a position in Evolent Health in Q1 2023 and held it in 4 quarters.
  • Counterpoint Mutual Funds's Evolent Health position peaked at $786K in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.