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Kennedy Capital Management’s Evolent Health EVH Stock Holding History

Kennedy Capital Management’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
Q2 		$8.5M Sell
1,567,816
-29,799
-2% -$114K 0.15% 231
2026
Q1 		$3.64M Buy
1,597,615
+672,006
+73% +$2.13M 0.08% 348
2025
Q4 		$3.7M Buy
925,609
+2,913
+0.3% +$16.2K 0.08% 344
2025
Q3 		$7.81M Buy
922,696
+716,213
+347% +$6.95M 0.17% 217
2025
Q2 		$2.32M Buy
206,483
+7,919
+4% +$72.7K 0.06% 426
2025
Q1 		$1.88M Sell
198,564
-166,622
-46% -$1.68M 0.04% 439
2024
Q4 		$4.11M Buy
365,186
+105,748
+41% +$1.86M 0.09% 361
2024
Q3 		$7.34M Sell
259,438
-100,632
-28% -$2.59M 0.16% 224
2024
Q2 		$6.88M Buy
360,070
+63,071
+21% +$1.61M 0.15% 235
2024
Q1 		$9.74M Sell
296,999
-63,128
-18% -$2.01M 0.2% 176
2023
Q4 		$11.9M Sell
360,127
-1,018
-0.3% -$28.8K 0.26% 119
2023
Q3 		$9.83M Buy
361,145
+20,959
+6% +$583K 0.24% 140
2023
Q2 		$10.3M Buy
340,186
+283,482
+500% +$9.17M 0.24% 133
2023
Q1 		$1.84M Buy
56,704
+6,822
+14% +$216K 0.05% 416
2022
Q4 		$1.4M Buy
49,882
+24,162
+94% +$693K 0.04% 446
2022
Q3 		$924K Sell
25,720
-259,264
-91% -$9.13M 0.03% 490
2022
Q2 		$8.75M Sell
284,984
-51,332
-15% -$1.5M 0.25% 134
2022
Q1 		$10.9M Sell
336,316
-39,180
-10% -$1.03M 0.26% 131
2021
Q4 		$10.4M Sell
375,496
-37,279
-9% -$1.07M 0.22% 163
2021
Q3 		$12.8M Sell
412,775
-19,491
-5% -$468K 0.29% 102
2021
Q2 		$9.13M Sell
432,266
-514,385
-54% -$10.3M 0.2% 191
2021
Q1 		$19.1M Sell
946,651
-27,970
-3% -$532K 0.38% 49
2020
Q4 		$15.6M Buy
+974,621
New +$12.9M 0.35% 64
2020
Q3 		– Sell
-262,144
Closed -$1.87M – 658
2020
Q2 		$1.87M Buy
+262,144
New +$1.76M 0.05% 507
2018
Q2 		– Sell
-277,690
Closed -$3.96M – 751
2018
Q1 		$3.96M Buy
+277,690
New +$3.97M 0.08% 470

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

Kennedy Capital Management's EVH Position: Q2 2026 in Review

Kennedy Capital Management reduced its Evolent Health (EVH) stake by 1.9% in Q2 2026, selling an estimated $114K and leaving 1,567,816 shares worth $8.5M. The position accounts for 0.15% of the portfolio, ranked #231.

Kennedy Capital Management first reported a position in EVH in Q1 2018 and has held it in 25 quarters since. The position peaked at $19.1M in Q1 2021. 199 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Kennedy Capital Management held 1,567,816 shares of Evolent Health worth $8.5M as of Q2 2026.
  • Kennedy Capital Management sold 29,799 Evolent Health shares in Q2 2026, an estimated $114K.
  • Evolent Health made up 0.15% of Kennedy Capital Management's portfolio in Q2 2026, its #231 holding.
  • Kennedy Capital Management first reported a position in Evolent Health in Q1 2018 and has held it in 25 quarters since.
  • Kennedy Capital Management's Evolent Health position peaked at $19.1M in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.