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Jefferies Financial Group’s Evolent Health EVH Stock Holding History

Jefferies Financial 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
2026
Q1 		$665K Hold
291,600
– – ﹤0.01% 1085
2025
Q4 		$1.17M Buy
291,600
+271,780
+1,371% +$1.51M 0.01% 1011
2025
Q3 		$168K Sell
19,820
-460,060
-96% -$4.46M ﹤0.01% 1298
2025
Q2 		$5.4M Buy
479,880
+149,070
+45% +$1.37M 0.05% 279
2025
Q1 		$3.13M Buy
330,810
+75,810
+30% +$766K 0.03% 434
2024
Q4 		$2.87M Buy
255,000
+187,180
+276% +$3.29M 0.02% 540
2024
Q3 		$1.92M Sell
67,820
-108,793
-62% -$2.8M 0.01% 610
2024
Q2 		$3.38M Buy
176,613
+175,537
+16,314% +$4.48M 0.04% 403
2024
Q1 		$35.3K Sell
1,076
-8,674
-89% -$277K ﹤0.01% 1504
2023
Q4 		$322K Sell
9,750
-22,466
-70% -$636K ﹤0.01% 1352
2023
Q3 		$877K Sell
32,216
-28,138
-47% -$782K 0.01% 872
2023
Q2 		$1.83M Buy
60,354
+24,045
+66% +$777K 0.02% 688
2023
Q1 		$1.18M Sell
36,309
-4,593
-11% -$145K 0.01% 835
2022
Q4 		$1.15M Buy
+40,902
New +$1.17M 0.01% 824

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

Jefferies Financial Group's EVH Position: Q1 2026 in Review

Jefferies Financial Group held its Evolent Health (EVH) position steady in Q1 2026 at 291,600 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Jefferies Financial Group first reported a position in EVH in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.4M in Q2 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Jefferies Financial Group held 291,600 shares of Evolent Health worth $665K as of Q1 2026.
  • Jefferies Financial Group left its Evolent Health share count unchanged in Q1 2026.
  • Evolent Health made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1085 holding.
  • Jefferies Financial Group first reported a position in Evolent Health in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Evolent Health position peaked at $5.4M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.