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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 $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.