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Stoic Point Capital Management’s Evolv Technologies EVLV Stock Holding History

Stoic Point Capital Management’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.6M Buy
6,479,298
+713,791
+12% +$4.47M 31.15% 1
2026
Q1 		$34.9M Buy
5,765,507
+77,751
+1% +$455K 33.94% 1
2025
Q4 		$40.7M Buy
+5,687,756
New +$40.4M 34.34% 1

Other funds holding EVLV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $78.6M AUM 55.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Stoic Point Capital Management's EVLV Position: Q2 2026 in Review

Stoic Point Capital Management increased its Evolv Technologies (EVLV) stake by 12% in Q2 2026, buying an estimated $4.47M and bringing the position to 6,479,298 shares worth $37.6M. The position accounts for 31.15% of the portfolio, ranked #1.

Stoic Point Capital Management first reported a position in EVLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.7M in Q4 2025. 259 funds tracked by Wall St. Rank hold EVLV as of Q2 2026.

  • Stoic Point Capital Management held 6,479,298 shares of Evolv Technologies worth $37.6M as of Q2 2026.
  • Stoic Point Capital Management bought 713,791 Evolv Technologies shares in Q2 2026, an estimated $4.47M.
  • Evolv Technologies made up 31.15% of Stoic Point Capital Management's portfolio in Q2 2026, its #1 holding.
  • Stoic Point Capital Management first reported a position in Evolv Technologies in Q4 2025 and has held it in 3 quarters since.
  • Stoic Point Capital Management's Evolv Technologies position peaked at $40.7M in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Evolv Technologies as of Q2 2026.

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