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Engaged Capital’s Evolent Health EVH Stock Holding History

Engaged Capital’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
Q1 		$12.7M Hold
5,563,912
– – 4.18% 7
2025
Q4 		$22.3M Sell
5,563,912
-100,000
-2% -$556K 5.68% 7
2025
Q3 		$47.9M Sell
5,663,912
-190,556
-3% -$1.85M 11.75% 4
2025
Q2 		$65.9M Buy
5,854,468
+675,000
+13% +$6.2M 18.43% 2
2025
Q1 		$49M Sell
5,179,468
-225,300
-4% -$2.28M 12.5% 5
2024
Q4 		$60.8M Buy
5,404,768
+1,415,300
+35% +$24.9M 12.5% 4
2024
Q3 		$113M Sell
3,989,468
-121,990
-3% -$3.14M 18.3% 1
2024
Q2 		$78.6M Buy
4,111,458
+850,000
+26% +$21.7M 13.46% 2
2024
Q1 		$107M Hold
3,261,458
– – 17.33% 1
2023
Q4 		$108M Buy
3,261,458
+428,648
+15% +$12.1M 15.78% 1
2023
Q3 		$77.1M Buy
2,832,810
+1,085,558
+62% +$30.2M 14.06% 5
2023
Q2 		$52.9M Sell
1,747,252
-466,202
-21% -$15.1M 7.66% 6
2023
Q1 		$71.8M Sell
2,213,454
-572,588
-21% -$18.1M 10.22% 5
2022
Q4 		$78.2M Buy
2,786,042
+544,050
+24% +$15.6M 13.23% 5
2022
Q3 		$80.6M Sell
2,241,992
-3,912,829
-64% -$138M 15.93% 4
2022
Q2 		$189M Sell
6,154,821
-991,574
-14% -$28.9M 29.02% 1
2022
Q1 		$231M Sell
7,146,395
-683,297
-9% -$17.9M 22.46% 2
2021
Q4 		$217M Sell
7,829,692
-63,502
-0.8% -$1.82M 26.68% 1
2021
Q3 		$245M Sell
7,893,194
-659,961
-8% -$15.8M 17.58% 2
2021
Q2 		$181M Hold
8,553,155
– – 13.99% 2
2021
Q1 		$173M Hold
8,553,155
– – 12.48% 2
2020
Q4 		$137M Hold
8,553,155
– – 11.31% 2
2020
Q3 		$106M Buy
+8,553,155
New +$101M 10.98% 2

Other funds holding EVH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engaged Capital's EVH Position: Q1 2026 in Review

Engaged Capital held its Evolent Health (EVH) position steady in Q1 2026 at 5,563,912 shares worth $12.7M. The position accounts for 4.18% of the portfolio, ranked #7.

Engaged Capital first reported a position in EVH in Q3 2020 and has held it in 23 quarters since. The position peaked at $245M in Q3 2021. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Engaged Capital held 5,563,912 shares of Evolent Health worth $12.7M as of Q1 2026.
  • Engaged Capital left its Evolent Health share count unchanged in Q1 2026.
  • Evolent Health made up 4.18% of Engaged Capital's portfolio in Q1 2026, its #7 holding.
  • Engaged Capital first reported a position in Evolent Health in Q3 2020 and has held it in 23 quarters since.
  • Engaged Capital's Evolent Health position peaked at $245M in Q3 2021.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Engaged Capital's 13F filing for Q1 2026, filed 15 May 2026.