OF
EVH icon

Optimize Financial’s Evolent Health EVH Stock Holding History

Optimize Financial’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 		– Sell
-44,848
Closed -$179K – 362
2025
Q4 		$179K Buy
44,848
+644
+1% +$3.58K 0.09% 317
2025
Q3 		$374K Buy
+44,204
New +$429K 0.19% 225

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

Optimize Financial's EVH Position: Q1 2026 in Review

Optimize Financial sold out of Evolent Health (EVH) in Q1 2026, closing a stake of 44,848 shares — an estimated $179K sold.

Optimize Financial first reported a position in EVH in Q3 2025 and held it in 2 quarters. The position peaked at $374K in Q3 2025. 191 funds tracked by Wall St. Rank hold EVH as of Q1 2026.

  • Optimize Financial reported no remaining Evolent Health position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 44,848 Evolent Health shares in Q1 2026, an estimated $179K.
  • Optimize Financial first reported a position in Evolent Health in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Evolent Health position peaked at $374K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Evolent Health as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.