KCM
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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
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 $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

Kennedy Capital Management's EVH Position: Q1 2026 in Review

Kennedy Capital Management increased its Evolent Health (EVH) stake by 73% in Q1 2026, buying an estimated $2.13M and bringing the position to 1,597,615 shares worth $3.64M. The position accounts for 0.08% of the portfolio, ranked #348.

Kennedy Capital Management first reported a position in EVH in Q1 2018 and has held it in 24 quarters since. The position peaked at $19.1M in Q1 2021. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Kennedy Capital Management held 1,597,615 shares of Evolent Health worth $3.64M as of Q1 2026.
  • Kennedy Capital Management bought 672,006 Evolent Health shares in Q1 2026, an estimated $2.13M.
  • Evolent Health made up 0.08% of Kennedy Capital Management's portfolio in Q1 2026, its #348 holding.
  • Kennedy Capital Management first reported a position in Evolent Health in Q1 2018 and has held it in 24 quarters since.
  • Kennedy Capital Management's Evolent Health position peaked at $19.1M in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.