As of November 8, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Evolent Health, Inc. The largest reported stake is BlackRock Portfolio Management LLC's, at 5.5%. 16 filings are on record since July 7, 2025 (Schedule 13G, July 17, 2026).
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Key facts
- · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 3,021,796 · Sole dispositive: 0 · Shared dispositive: 3,034,589 · SCHEDULE 13G/A, 2026-09-08
- · Reporting person: BlackRock Portfolio Management LLC · Sole voting: 5,456,212 · Shared voting: 0 · Sole dispositive: 6,227,355 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-17
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: Eventide Asset Management, LLC · Percent: 0% · SCHEDULE 13G/A
- · Holder: Morgan Stanley · Percent: 8.1% · SCHEDULE 13G/A
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
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 5.5% | 6,227,355 | SCHEDULE 13G, 2026-07-17 | 2026-06-30 |
| Rubicon OP GP II LP | 5.21% | 5,816,123 | SCHEDULE 13G, 2025-11-14 | 2025-11-13 |
| 2.7% | 3,034,589 | SCHEDULE 13G/A, 2026-09-08 | 2026-08-31 | |
| Fmr LLC | 0.7% | 750,887 | SCHEDULE 13G/A, 2026-02-05 | 2025-12-31 |
| Wellington Management Group LLP | 0.4% | 442,802 | SCHEDULE 13G/A, 2025-07-07 | 2025-06-30 |
| Durable Capital Partners LP | 0% | 0 | SCHEDULE 13G/A, 2025-11-14 | 2025-09-30 |
| Eventide Asset Management, LLC | 0% | 1,713 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
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Keep reading
More on Evolent Health, Inc. and the records around it.
Evolent Health, Inc. elsewhere on the record
Companies that share a holder
- Rubicon Fund II LP also filed stake reports on 1 other company: Privia Health Group, Inc. (Sep 2026)
- Eventide Asset Management, LLC also filed stake reports on 9 other companies: Immix Biopharma, Inc. (Aug 2026), Ovid Therapeutics Inc. (Aug 2026), Beta Bionics, Inc. (May 2026)
- Durable Capital Partners LP also filed stake reports on 13 other companies: Shift4 Payments, Inc. (Aug 2026), Goosehead Insurance, Inc. (Aug 2026), Colliers International Group Inc. (May 2026)
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What the Full Report on Evolent Health, Inc. covers
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 5,456,212 | 0 | 6,227,355 | 0 | SCHEDULE 13G, 2026-07-17 |
| Morgan Stanley | 0 | 3,021,796 | 0 | 3,034,589 | SCHEDULE 13G/A, 2026-09-08 |
| Morgan Stanley Capital Services LLC | 0 | 2,882,159 | 0 | 2,882,159 | SCHEDULE 13G/A, 2026-09-08 |
The latest filing identifies Evolent Health, Inc. by CUSIP 30050B101 and gives its principal executive office as 1812 NORTH MOORE ST, SUITE 1705, ARLINGTON, VA 22209 (SCHEDULE 13G/A, 2026-09-08).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-07 | Wellington Management Group LLP | 0.4% | SCHEDULE 13G/A |
| 2025-07-07 | Durable Capital Partners LP | 7.8% | SCHEDULE 13G |
| 2025-08-06 | Fmr LLC | 5.6% | SCHEDULE 13G |
| 2025-08-06 | Morgan Stanley | 7% | SCHEDULE 13G |
| 2025-08-14 | Eventide Asset Management, LLC | 3.5% | SCHEDULE 13G/A |
| 2025-11-05 | Fmr LLC | 8% | SCHEDULE 13G/A |
| 2025-11-14 | Rubicon OP GP II LP | 5.21% | SCHEDULE 13G |
| 2025-11-14 | Eventide Asset Management, LLC | 5.4% | SCHEDULE 13G/A |
| 2025-11-14 | Durable Capital Partners LP | 0% | SCHEDULE 13G/A |
| 2026-01-30 | The Vanguard Group | 7.98% | SCHEDULE 13G/A |
| 2026-02-05 | Fmr LLC | 0.7% | SCHEDULE 13G/A |
| 2026-02-11 | Morgan Stanley | 8.1% | SCHEDULE 13G/A |
| 2026-02-13 | Eventide Asset Management, LLC | 0% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-07-17 | BlackRock Portfolio Management LLC | 5.5% | SCHEDULE 13G |
| 2026-09-08 | Morgan Stanley | 2.7% | SCHEDULE 13G/A |
Questions about who owns Evolent Health, Inc.
Who owns Evolent Health, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of Evolent Health, Inc.: BlackRock Portfolio Management LLC (5.5%, Schedule 13G, filed 2026-07-17) and Rubicon OP GP II LP (5.21%, Schedule 13G, filed 2025-11-14).
Who are the largest shareholders of Evolent Health, Inc.?
By the share each holder's latest filing reports, the largest holders of Evolent Health, Inc. on this page are BlackRock Portfolio Management LLC (5.5%) and Rubicon OP GP II LP (5.21%).
When did BlackRock Portfolio Management LLC buy into Evolent Health, Inc.?
The filings give report dates, not purchase dates. The earliest filing from BlackRock Portfolio Management LLC on this page is the Schedule 13G, filed 2026-07-17, reporting 5.5%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 16 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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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.