Jefferies Financial Group
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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
Q3 		$1.07M Buy
306,100
+14,500
+5% +$64.3K 0.01% 754
2026
Q2 		$1.58M Hold
291,600
– – 0.01% 778
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

Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Jefferies Financial Group's EVH Position: Q3 2026 in Review

Jefferies Financial Group increased its Evolent Health (EVH) stake by 5% in Q3 2026, buying an estimated $64.3K and bringing the position to 306,100 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #754.

Jefferies Financial Group first reported a position in EVH in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.4M in Q2 2025. 78 funds tracked by Wall St. Rank hold EVH as of Q3 2026.

  • Jefferies Financial Group held 306,100 shares of Evolent Health worth $1.07M as of Q3 2026.
  • Jefferies Financial Group bought 14,500 Evolent Health shares in Q3 2026, an estimated $64.3K.
  • Evolent Health made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #754 holding.
  • Jefferies Financial Group first reported a position in Evolent Health in Q4 2022 and has held it in 16 quarters since.
  • Jefferies Financial Group's Evolent Health position peaked at $5.4M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Evolent Health as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.