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 Q4	–	Sell	-16,000	Closed	-$135K	–	1923
2025 Q3	$135K	Hold	16,000	–	–	﹤0.01%	1316
2025 Q2	$180K	Buy	+16,000	New	+$147K	﹤0.01%	1137
2025 Q1	–	Sell	-210,100	Closed	-$2.36M	–	1728
2024 Q4	$2.36M	Sell	210,100 -76,300	-27%	-$1.34M	0.01%	617
2024 Q3	$8.1M	Buy	286,400 +17,000	+6%	+$438K	0.06%	216
2024 Q2	$5.15M	Buy	269,400 +228,600	+560%	+$5.84M	0.05%	281
2024 Q1	$1.34M	Sell	40,800 -5,000	-11%	-$160K	0.01%	722
2023 Q4	$1.51M	Sell	45,800 -8,000	-15%	-$226K	0.01%	816
2023 Q3	$1.46M	Sell	53,800 -1,700	-3%	-$47.3K	0.01%	711
2023 Q2	$1.68M	Sell	55,500 -10,000	-15%	-$323K	0.02%	724
2023 Q1	$2.13M	Hold	65,500	–	–	0.02%	642
2022 Q4	$1.84M	Buy	+65,500	New	+$1.88M	0.01%	688

Other funds holding EVH

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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 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.