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5%+ stakes · Schedule 13D and 13G

Evolent Health, Inc.: 5%+ holders

Who has reported owning 5% or more of Evolent Health, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more2
Filings16
Latest filing2026-09-08

Evolent Health, Inc. has 16 Schedule 13D or 13G filings on record since 2025-07-07. 2 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
BlackRock Portfolio Management LLC5.5%6,227,355SCHEDULE 13G, 2026-07-172026-06-30
Rubicon OP GP II LP5.21%5,816,123SCHEDULE 13G, 2025-11-142025-11-13
Morgan Stanley2.7%3,034,589SCHEDULE 13G/A, 2026-09-082026-08-31
Fmr LLC0.7%750,887SCHEDULE 13G/A, 2026-02-052025-12-31
Wellington Management Group LLP0.4%442,802SCHEDULE 13G/A, 2025-07-072025-06-30
Durable Capital Partners LP0%0SCHEDULE 13G/A, 2025-11-142025-09-30
Eventide Asset Management, LLC0%1,713SCHEDULE 13G/A, 2026-02-132025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13

Timeline

FiledHolderPercentFiling
2025-07-07Wellington Management Group LLP0.4%SCHEDULE 13G/A
2025-07-07Durable Capital Partners LP7.8%SCHEDULE 13G
2025-08-06Fmr LLC5.6%SCHEDULE 13G
2025-08-06Morgan Stanley7%SCHEDULE 13G
2025-08-14Eventide Asset Management, LLC3.5%SCHEDULE 13G/A
2025-11-05Fmr LLC8%SCHEDULE 13G/A
2025-11-14Rubicon OP GP II LP5.21%SCHEDULE 13G
2025-11-14Eventide Asset Management, LLC5.4%SCHEDULE 13G/A
2025-11-14Durable Capital Partners LP0%SCHEDULE 13G/A
2026-01-30The Vanguard Group7.98%SCHEDULE 13G/A
2026-02-05Fmr LLC0.7%SCHEDULE 13G/A
2026-02-11Morgan Stanley8.1%SCHEDULE 13G/A
2026-02-13Eventide Asset Management, LLC0%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-07-17BlackRock Portfolio Management LLC5.5%SCHEDULE 13G
2026-09-08Morgan Stanley2.7%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/evolent-health
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Evolent Health, Inc. 5%+ holders: 2 at 5% or more, largest BlackRock Portfolio Management LLC 5.5%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/evolent-health