EVH Insider Trading

Evolent Health, Inc. (EVH) operates in the Healthcare sector, specifically the Medical - Healthcare Information Services industry, with a market capitalization near $532.0M, listed on NYSE, employing roughly 4,200 people, carrying a beta of 0.84 to the broader market. Evolent Health, Inc. Led by Seth Barrie Blackley, public since 2015-06-05.

In the last 12 months, Evolent Health, Inc. insiders made 1 buy transaction and 1 sale transaction.

DateNameTypeSharesPriceValue
Aug 28, 2026McCarthy Daniel JosephS-Sale65,892$5.00$329.5K
Jul 6, 2026Blackley SethA-Award446,102$0.00$0
Jul 6, 2026Blackley SethF-InKind10,297$5.74$59.1K
Jul 6, 2026Weinberg JonathanA-Award43,055$0.00$0
Jul 6, 2026Weinberg JonathanF-InKind2,650$5.74$15.2K
Jul 6, 2026McCarthy Daniel JosephA-Award302,585$0.00$0
Jul 6, 2026McCarthy Daniel JosephF-InKind4,582$5.74$26.3K
Jul 6, 2026Shams AammaadA-Award28,790$0.00$0
Jun 8, 2026Ajayi ToyinA-Award41,096$0.00$0
Jun 8, 2026Glass Russell MonroeA-Award41,096$0.00$0

EVH Insider Activity by Quarter

Reported Form 4 and Form 5 lines under EVH's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Mar 5, 2019, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A1$329.5K7
Q2 20260N/A0N/A9
Q1 20260N/A0N/A23
Q4 20251$38.2K0N/A0
Q3 20250N/A0N/A5
Q2 20250N/A0N/A9
Q1 202511$1.3M0N/A25
Q4 20240N/A0N/A0

EVH Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 199 institutions reported holding 112,306,411 EVH shares, valued at $608.3M as reported, 98.7% of its market cap (market cap of Jun 26, 2026). That is +7 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 34 opened a position, 27 closed one, 68 added and 64 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
BlackRock, Inc.14,814,851$80.3M+3,925,979
CADIAN CAPITAL MANAGEMENT, LP10,814,473$58.6MUnchanged
MORGAN STANLEY8,969,012$48.6M-112,067
UBS Group AG6,245,283$33.8M-1,905,078
Rubicon Founders LLC5,816,123$31.5MUnchanged
Engaged Capital LLC5,563,912$30.2MUnchanged
D. E. Shaw & Co., Inc.5,107,561$27.7M-326,471
VANGUARD CAPITAL MANAGEMENT LLC4,787,994$26.0M-79,409
MARSHALL WACE, LLP3,413,245$18.5M+2,628,233
Nuveen, LLC3,132,085$17.0M+2,866,943

By Quarter

QuarterInstitutionsSharesValue
Q2 2026199112,306,411$608.3M
Q1 2026192110,785,145$252.8M
Q4 2025215120,690,663$482.8M
Q3 2025240139,660,903$1.18B
Q2 2025220131,692,258$1.48B
Q1 2025225125,748,299$1.19B
Q4 2024239122,425,584$1.38B
Q3 2024260132,245,899$3.73B
Q2 2024243134,872,353$2.58B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding EVH

FundWeight of EVHShares (as reported)Value (as reported)Source updated
VTI Vanguard Morningstar Total Stock Market ETF0.00%3,384,855$15.2MOct 7, 2026
IWM iShares Russell 2000 ETF0.02%2,953,756$12.2MOct 8, 2026
VXF Vanguard Extended Market ETF0.01%1,316,668$5.9MOct 7, 2026
FNDA Schwab Fundamental U.S. Small Company Index ETF0.05%1,139,088$4.4MOct 7, 2026
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF0.33%821,136$3.4MOct 8, 2026
VTWO Vanguard Russell 2000 ETF0.02%657,393$3.0MOct 7, 2026
SCHA Schwab U.S. Small-Cap ETF0.01%546,139$2.1MOct 8, 2026
IWO iShares Russell 2000 Growth ETF0.01%384,829$1.6MOct 8, 2026
PRFZ Invesco RAFI US 1500 Small-Mid ETF0.06%375,477$1.6MOct 8, 2026
DFSV U.S. Small Cap Value Portfolio ETF Class Shares0.01%381,285$1.5MOct 8, 2026
VHT Vanguard Health Care ETF0.01%286,662$1.3MOct 7, 2026
IHF iShares U.S. Healthcare Providers ETF0.06%186,843$773.5KOct 8, 2026
ITOT iShares Core S&P Total U.S. Stock Market ETF0.00%142,515$590.0KOct 8, 2026
SCHB Schwab U.S. Broad Market ETF0.00%87,526$335.5KOct 8, 2026
VTWV Vanguard Russell 2000 Value ETF0.02%68,675$309.0KOct 7, 2026

From each fund's latest holdings file on record that shows EVH's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as EVH's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for EVH reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is EVH's share of that fund.

How to Read EVH Insider Activity

Net insider activity is balanced over the trailing twelve months: 1 buys against 1 sales. Balanced activity typically reflects routine compensation-related vesting and tax-driven liquidity rather than directional information signals. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked EVH insider trading questions

How active are EVH insiders right now?
Over the trailing twelve months, Evolent Health, Inc. (EVH) insiders made 1 buy transaction and 1 sale transaction. Net insider activity over the trailing twelve months is balanced (1 buys, 1 sales). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are EVH insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do EVH insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.