Evolent Health Inc. (evh 3.5 12/01/29)

13F holders, Q2 2025 (June 30)
3holders +1
2new positions
1sold out
$0.85avg. 13F price*

At the end of Q2 2025, 3 institutions reported holding Evolent Health Inc. (evh 3.5 12/01/29) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Ewing Morris & Co. Investment Partners Ltd. ($8.5M), New York State Common Retirement Fund ($4.9M) and Fort Baker Capital Management LP ($3.4M).

Company
Evolent Health Inc. (evh 3.5 12/01/29)
CUSIP
30050BAH4
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q4 2024: 4Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$11.9M
Exits1$163K

All 13F filers, Q1 2025 → Q2 2025: 14,000,000 shares bought and 764,000 shares sold, net +13,236,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Ewing Morris & Co. Investment Partners Ltd. 3.85% New 10,000,000 $8.5M
New York State Common Retirement Fund 0.01% Reduce -8.9% 5,754,000 $4.9M
Fort Baker Capital Management LP 0.60% New 4,000,000 $3.4M

"% of holder's portfolio" is EVOLENT HEALTH INC (EVH 3.5 12/01/29)'s weight in each manager's 13F, not the share of Evolent Health Inc. (evh 3.5 12/01/29) the manager owns.