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 $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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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.