Evolent Health Inc

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Evolent Health Inc
TickerEVH
CIK #0001628908
CUSIP30050B101
SectorTrade & Services - Services-Management Services
Address800 North Glebe Rd, Suite 500, Arlington, VA 22203
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Evolent Health Inc 2023-05-26 0.7 M Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001628908] 10-K
[0001628908] 10-Q
[0001628908] 3
[0001628908] 4
[0001628908] 5
[0001628908] 8-K
[0001628908] D
[0001628908] SC 13D
[0001628908] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Portfolio Management LLC Evolent Health Inc [2026-07-17] 0.0
Boehler Adam Evolent Health Inc [2025-11-14] 0.0
Morgan Stanley Evolent Health Inc [2025-08-06] 0.0
FMR LLC Evolent Health Inc [2025-08-06] 0.0
Durable Capital Partners LP Evolent Health Inc [2025-07-07] 0.0
Cadian Capital Management LP Evolent Health Inc [2025-05-15] 0.0
Eventide Asset Management LLC Evolent Health Inc [2025-05-14] 0.0
RA Capital Management LP Evolent Health Inc [2024-06-17] 7.1
Wellington Management Group LLP Evolent Health Inc [2024-02-08] 7.23
FMR LLC Evolent Health Inc [2023-04-10] 0.0
Magellan Health Inc Evolent Health Inc [2023-01-27] 8.4
Granahan Investment Management LLC Evolent Health Inc [2022-02-14] 5.59
Engaged Capital LLC Evolent Health Inc [2020-08-20] 5.44
BlackRock Inc Evolent Health Inc [2019-02-08] 6.0
Bank of New York Mellon Corp Evolent Health Inc [2019-02-04] 7.1
Vanguard Group Inc Evolent Health Inc [2018-02-08] 6.71
BlackRock Inc Evolent Health Inc [2018-02-01] 5.0
Capital Research Global Investors Evolent Health Inc [2018-01-10] 10.5
UnitedHealth Group Inc Evolent Health Inc [2017-11-27] 7.7
JPMorgan Chase & Co Evolent Health Inc [2017-10-05] 10.0
FMR LLC Evolent Health Inc [2017-05-10] 0.0
Pennant Capital Management LLC Evolent Health Inc [2017-02-14] 5.25
North Bridge Growth Equity I LP Evolent Health Inc [2017-02-14] 5.9
Advisory Board Co Evolent Health Inc [2016-05-27] 24.3
UPMC Evolent Health Inc [2016-05-24] 35.5
TPG Growth II Advisors Inc Evolent Health Inc [2016-02-16] 25.9
Form 3/4/5 Filer 2011 - 2026
Shams Aammaad
Evolent Health Inc
Weinberg Jonathan
Blackley Seth
McCarthy Daniel Joseph
GRUA Peter J
Guertin Shawn M
Jelinek Richard M
Keck Kim
Springstubb Brendan B
Smith Jill D
Barbarosh Craig A
Ajayi Toyin
Glass Russell Monroe
Ramos Mario
Johnson John Paul
Scott Cheryl
Holder Diane
Rafferty Emily Ann
Duffy Mary Bridget
Tutewohl Steve
Sotunde Tunde
Williams Frank J
Farner David
D'Amato Michael
Felt Bruce C Jr
Stone Lydia
Samet Kenneth A
McGrane Nicholas
Peterson Thomas III
Payson Norman
UnitedHealth Group Inc
Wigginton Steve
TPG Growth II Advisors Inc
Bonderman David
Coulter James G
Advisory Board Co
UPMC
Thornton Dave
Pomeroy Chad
Piefer Gary
Kirshbaum Michael T
Musslewhite Robert W
Cann Cynthia Cammett
Hobart Matthew
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Weinberg Jonathan
Class A Common Stock
2026-03-03 Tax withheld 8,275 $3.51 29,045
Blackley Seth
Class A Common Stock
2026-03-03 Tax withheld 24,053 $3.51 84,426
McCarthy Daniel Joseph
Class A Common Stock
2026-03-03 Tax withheld 24,027 $3.51 84,335
Shams Aammaad
Class A Common Stock
2026-03-03 Tax withheld 4,311 $3.51 15,132
McCarthy Daniel Joseph
Class A Common Stock
2026-03-02 Tax withheld 18,192 $3.58 65,127
Shams Aammaad
Class A Common Stock
2026-03-02 Tax withheld 850 $3.58 3,043
Blackley Seth
Performance-Based Share Unit · derivative
2026-03-02 Grant 1,425,310 $0.00
Ramos Mario
Performance-Based Share Unit · derivative
2026-03-02 Grant 429,041 $0.00
Shams Aammaad
Performance-Based Share Unit · derivative
2026-03-02 Grant 55,173 $0.00
Weinberg Jonathan
Performance-Based Share Unit · derivative
2026-03-02 Grant 179,661 $0.00
Blackley Seth
Class A Common Stock
2026-03-02 Grant 58,921 $0.00
Weinberg Jonathan
Class A Common Stock
2026-03-02 Tax withheld 1,896 $3.58 6,788
McCarthy Daniel Joseph
Performance-Based Share Unit · derivative
2026-03-02 Grant 826,440 $0.00
Shams Aammaad
Class A Common Stock
2026-03-02 Grant 1,686 $0.00
Blackley Seth
Class A Common Stock
2026-03-02 Tax withheld 17,736 $3.58 63,495
McCarthy Daniel Joseph
Class A Common Stock
2026-03-02 Grant 39,281 $0.00
Weinberg Jonathan
Class A Common Stock
2026-03-02 Grant 4,910 $0.00
McCarthy Daniel Joseph
Class A Common Stock
2026-03-01 Tax withheld 7,811 $3.25 25,386
Weinberg Jonathan
Class A Common Stock
2026-03-01 Tax withheld 4,406 $3.25 14,320
Blackley Seth
Class A Common Stock
2026-03-01 Tax withheld 9,537 $3.25 30,995
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 192 108,954,954
2025-12-31 218 120,300,280
2025-09-30 241 139,732,648
2025-06-30 224 131,309,155
2025-03-31 233 126,410,003
2024-12-31 247 122,425,205
2024-09-30 271 134,536,123
2024-06-30 245 133,025,426
2024-03-31 255 128,604,018
2023-12-31 237 130,601,771
2023-09-30 206 120,019,850
2023-06-30 218 114,643,485
Form 13F Holdings
Firm Period DFND Voting Shares
Congress Asset Management Co [2026-06-30] SOLE 199,692 228,692
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 425 24,833
Williams & Novak LLC [2026-06-30] SOLE 0 14,480
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 14,313
Merit Financial Group LLC [2026-06-30] OTR 0 9,504
Alaska Retirement Management Board [2026-06-30] SOLE 6,662 6,662
Merit Financial Group LLC [2026-06-30] SOLE 13 3,878
Allied Private Wealth LLC [2026-06-30] SOLE 3,660 3,660
Wolff Wiese Magana LLC [2026-06-30] SOLE 3,000 3,000
Gamma Investing LLC [2026-06-30] DFND 2,726 2,726
Versant Capital Management Inc [2026-06-30] SOLE 2,650 2,650
Farther Finance Advisors LLC [2026-06-30] SOLE 0 1,980
Harbor Investment Advisory LLC [2026-06-30] SOLE 1,658 1,658
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 898 898
IFP Advisors LLC [2026-06-30] SOLE 563 563
Fortitude Family Office LLC [2026-06-30] SOLE 277 277
True Wealth Design LLC [2026-06-30] SOLE 0 112
Corecap Advisors LLC [2026-06-30] SOLE 0 39
FNY Investment Advisers LLC [2026-06-30] SOLE 5,000 4
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