JFG
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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
2025
Q1 		– Sell
-35,000
Closed -$394K – 1727
2024
Q4 		$394K Buy
35,000
+10,000
+40% +$176K ﹤0.01% 1181
2024
Q3 		$707K Buy
25,000
+19,100
+324% +$492K 0.01% 881
2024
Q2 		$113K Hold
5,900
– – ﹤0.01% 1278
2024
Q1 		$193K Sell
5,900
-18,400
-76% -$587K ﹤0.01% 1351
2023
Q4 		$803K Buy
+24,300
New +$688K 0.01% 1050

Other funds holding EVH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jefferies Financial Group's EVH Position: Q2 2026 in Review

Jefferies Financial Group held its Evolent Health (EVH) position steady in Q2 2026 at 291,600 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #778.

Jefferies Financial Group first reported a position in EVH in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.4M in Q2 2025. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Jefferies Financial Group held 291,600 shares of Evolent Health worth $1.58M as of Q2 2026.
  • Jefferies Financial Group left its Evolent Health share count unchanged in Q2 2026.
  • Evolent Health made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #778 holding.
  • Jefferies Financial Group first reported a position in Evolent Health in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Evolent Health position peaked at $5.4M in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.