HF
EVH icon

HRT Financial’s Evolent Health EVH Stock Holding History

HRT Financial’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 		$3.94M Buy
1,726,196
+1,029,519
+148% +$3.27M 0.01% 1151
2025
Q4 		$2.79M Buy
696,677
+294,626
+73% +$1.64M 0.01% 1090
2025
Q3 		$3.4M Buy
+402,051
New +$3.9M 0.01% 861
2025
Q1 		– Sell
-66,548
Closed -$748K – 2737
2024
Q4 		$748K Sell
66,548
-24,255
-27% -$426K ﹤0.01% 1239
2024
Q3 		$2.57M Buy
90,803
+29,625
+48% +$764K 0.01% 779
2024
Q2 		$1.17M Buy
61,178
+36,073
+144% +$921K 0.01% 953
2024
Q1 		$823K Buy
+25,105
New +$801K 0.01% 979
2022
Q4 		– Sell
-92,664
Closed -$3.33M – 2651
2022
Q3 		$3.33M Buy
+92,664
New +$3.26M 0.04% 413
2019
Q4 		– Sell
-13,424
Closed -$96K – 1288
2019
Q3 		$96K Buy
+13,424
New +$96.3K ﹤0.01% 1250

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
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
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

HRT Financial's EVH Position: Q1 2026 in Review

HRT Financial increased its Evolent Health (EVH) stake by 148% in Q1 2026, buying an estimated $3.27M and bringing the position to 1,726,196 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #1151.

HRT Financial first reported a position in EVH in Q3 2019 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • HRT Financial held 1,726,196 shares of Evolent Health worth $3.94M as of Q1 2026.
  • HRT Financial bought 1,029,519 Evolent Health shares in Q1 2026, an estimated $3.27M.
  • Evolent Health made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1151 holding.
  • HRT Financial first reported a position in Evolent Health in Q3 2019 and has held it in 9 quarters since.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.