Fund shareholders of Evolent Health Inc
ISIN US30050B1017 · United States · LEI 549300CZOCFHQ2BBTR11
- Fund shareholders
- 151
- Of which ETFs
- 24 127 other funds
- Value held
- ≈ 107.6M $ 107.6M $ · 56.5K €
- Share of capital
- 21.2 % of 113.1M shares on Aug 1, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,384,855 | 18.3M $ | 0.00 % | 2.99 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 2,951,105 | 16M $ | 0.02 % | 2.61 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 1,411,850 | 4.4M $ | 0.11 % | 1.25 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,300,081 | 7M $ | 0.01 % | 1.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,251,592 | 3.9M $ | 0.01 % | 1.11 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 814,328 | 2.5M $ | 0.24 % | 0.72 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 793,025 | 3.1M $ | 0.06 % | 0.70 % | as of May 29, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 721,643 | 2.9M $ | 0.03 % | 0.64 % | as of May 31, 2026 ↗ |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 708,200 | 2.2M $ | 0.08 % | 0.63 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 688,032 | 3.7M $ | 0.03 % | 0.61 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 596,022 | 2.4M $ | 0.01 % | 0.53 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 574,050 | 3.1M $ | 0.00 % | 0.51 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 572,001 | 2.3M $ | 0.01 % | 0.51 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 530,888 | 2.1M $ | 0.01 % | 0.47 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 384,676 | 1.5M $ | 0.18 % | 0.34 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 374,984 | 2M $ | 0.01 % | 0.33 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 353,877 | 1.1M $ | 0.04 % | 0.31 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 353,725 | 1.1M $ | 0.30 % | 0.31 % | as of Jul 31, 2026 ↗ |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 282,147 | 1.1M $ | 0.01 % | 0.25 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 278,541 | 860.7K $ | 0.01 % | 0.25 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 269,985 | 834.3K $ | 0.00 % | 0.24 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 238,829 | 738K $ | 0.03 % | 0.21 % | as of Jul 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 215,234 | 1.2M $ | 0.02 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 212,226 | 838.3K $ | 0.00 % | 0.19 % | as of May 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 211,649 | 1.1M $ | 0.14 % | 0.19 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Healthcare Providers ETF iShares Trust | 200,257 | 1.1M $ | 0.09 % | 0.18 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 194,208 | 1.1M $ | 0.10 % | 0.17 % | as of Jun 30, 2026 ↗ |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 170,000 | 921.4K $ | 0.02 % | 0.15 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 169,507 | 918.7K $ | 0.09 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 168,709 | 666.4K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 167,866 | 663.1K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 152,337 | 470.7K $ | 0.01 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 150,000 | 813K $ | 0.55 % | 0.13 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 149,741 | 811.6K $ | 0.36 % | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 141,315 | 765.9K $ | 0.00 % | 0.12 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 136,802 | 741.5K $ | 0.04 % | 0.12 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 122,723 | 665.2K $ | 0.02 % | 0.11 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 112,000 | 607K $ | 0.13 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 111,300 | 343.9K $ | 0.00 % | 0.10 % | as of Jul 31, 2026 ↗ |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 105,440 | 416.5K $ | 0.05 % | 0.09 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 103,197 | 559.3K $ | 0.03 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 93,952 | 290.3K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 86,308 | 340.9K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 81,000 | 250.3K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 77,472 | 419.9K $ | 0.02 % | 0.07 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 73,200 | 396.7K $ | 0.02 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 64,000 | 346.9K $ | 0.00 % | 0.06 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 62,650 | 339.6K $ | 0.02 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 59,702 | 235.8K $ | 0.02 % | 0.05 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 59,199 | 182.9K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 58,232 | 315.6K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 57,710 | 312.8K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 54,743 | 169.2K $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 50,796 | 200.6K $ | 0.61 % | 0.04 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 45,940 | 181.5K $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 45,776 | 248.1K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 42,230 | 228.9K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 41,472 | 128.1K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 40,965 | 222K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| The Gabelli Asset Fund Gabelli Asset Fund | 40,000 | 216.8K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 39,245 | 212.7K $ | 0.12 % | 0.03 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 38,606 | 209.2K $ | 0.15 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 38,199 | 207K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 37,851 | 205.2K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 36,622 | 198.5K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 36,407 | 197.3K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| 1290 GAMCO Small/Mid Cap Value Fund 1290 Funds | 35,000 | 108.2K $ | 0.05 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 34,786 | 188.5K $ | 0.02 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,480 | 136.2K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 34,314 | 186K $ | 0.08 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 32,306 | 99.8K $ | 0.06 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 29,339 | 159K $ | 0.18 % | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 29,067 | 157.5K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 25,317 | 78.2K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 25,133 | 136.2K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 23,443 | 127.1K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 20,028 | 108.6K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 18,011 | 97.6K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,700 | 69.9K $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 17,670 | 54.6K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 17,374 | 94.2K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 17,278 | 93.6K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 15,000 | 81.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,736 | 45.5K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 14,674 | 79.5K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 14,533 | 78.8K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 13,651 | 74K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 13,419 | 41.5K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 11,998 | 65K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 11,752 | 36.3K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 11,707 | 63.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 9,805 | 53.1K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 9,600 | 29.7K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 9,487 | 51.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,465 | 37.4K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,406 | 37.2K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 9,163 | 49.7K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 8,753 | 27K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 7,867 | 42.6K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,594 | 41.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| ARWEN CAPITAL, S.I.C.A.V, S.A. RENTA 4 GESTORA, S.G.I.I.C., S.A. | 1.11 % | as of Dec 31, 2025 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 0.61 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.55 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 0.36 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 0.30 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 0.24 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 0.18 % | as of May 31, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 0.18 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 0.15 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 0.14 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 150 | +4 | 23,951,956 | +12.2 % |
| 2026Q2 | 146 | -25 | 21,347,847 | -17.1 % |
| 2026Q1 | 171 | -35 | 25,755,141 | -41.2 % |
| 2025Q4 | 206 | +10 | 43,803,483 | +19.0 % |
| 2025Q3 | 196 | 0 | 36,796,583 | -20.8 % |
| 2025Q2 | 196 | -12 | 46,481,919 | -5.2 % |
| 2025Q1 | 208 | -53 | 49,018,104 | -9.7 % |
| 2024Q4 | 261 | -13 | 54,255,650 | -7.0 % |
| 2024Q3 | 274 | -10 | 58,355,570 | +2.7 % |
| 2024Q2 | 284 | +29 | 56,814,165 | +28.4 % |
| 2024Q1 | 255 | -1 | 44,240,885 | -8.4 % |
| 2023Q4 | 256 | 48,284,718 |
Institutional managers
184 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 10,888,872 | 24.8M $ | as of Mar 31, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | 10,814,473 | 24.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 9,081,079 | 20.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 8,150,361 | 18.6M $ | as of Mar 31, 2026 |
| Rubicon Founders LLC | 5,816,123 | 13.3M $ | as of Mar 31, 2026 |
| Engaged Capital LLC | 5,563,912 | 12.7M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 5,434,032 | 12.4M $ | as of Mar 31, 2026 |
| Rock Springs Capital Management LP | 2,675,000 | 6.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,646,398 | 6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,618,425 | 6M $ | as of Mar 31, 2026 |
| MAVERICK CAPITAL LTD | 2,572,763 | 5.9M $ | as of Mar 31, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | 2,547,558 | 5.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,236,606 | 5.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,949,446 | 4.4M $ | as of Mar 31, 2026 |
| Tejara Capital Ltd | 1,946,650 | 4.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,790,298 | 4.1M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 1,790,147 | 4.1M $ | as of Mar 31, 2026 |
| Rock Point Advisors, LLC | 1,786,681 | 4.1M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 1,726,196 | 3.9K $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1,597,615 | 3.6M $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 1,316,420 | 3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 917,137 | 2.1M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 891,403 | 2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 871,493 | 2M $ | as of Mar 31, 2026 |
| Voleon Capital Management LP | 849,290 | 1.9M $ | as of Mar 31, 2026 |
Declared shareholders of Evolent Health Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock Portfolio Management LLC | 5.50 % | 6,227,355 | as of Jun 30, 2026 · SCHEDULE 13G |
| Morgan Stanley and 1 other | 2.70 % | 3,034,589 | as of Aug 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Evolent Health Inc
8 funds declare 8 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| ABSOLUTE CONVERTIBLE ARBITRAGE FUND | 1 | 6M $ | as of Jun 30, 2026 |
| iShares Convertible Bond ETF | 1 | 5.3M $ | as of Jul 31, 2026 |
| Columbia Convertible Securities Fund | 1 | 4.8M $ | as of May 31, 2026 |
| State Street(R) SPDR(R) Bloomberg Convertible Securities ETF | 1 | 4.2M $ | as of Jun 30, 2026 |
| Fidelity Convertible Securities Fund | 1 | 2.2M $ | as of May 31, 2026 |
| Fidelity Strategic Dividend and Income Fund | 1 | 855.2K $ | as of May 31, 2026 |
| Arena Strategic Income Fund | 1 | 313.1K $ | as of Jul 31, 2026 |
| 1290 VT Convertible Securities Portfolio | 1 | 66.7K $ | as of Jun 30, 2026 |
Cite this page
Titelia. "Fund shareholders of Evolent Health Inc". https://titelia.com/en/stocks/evolent-health-inc-US30050B1017