IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Evolent Health Inc

CUSIP: 30050BAD3 | TRACE | 61 institutional holders

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2025

Sonora Investment Management Group, LLC2,742,000
0.2% of portfolio›$2.7M
JPMorgan Chase & Co824,000
0.0% of portfolio›$807.5K
Citigroup Inc500,000
0.0% of portfolio›$496.6K
Blair William & Co365,000
0.0% of portfolio›$362.5K
Morgan Stanley36,000
0.0% of portfolio›$35.8K
Bank of America Corp21,000
0.0% of portfolio›$20.9K
Traub Capital Management LLC12,000
0.0% of portfolio›$12.0K
StyleTurnoverLocationFiled
Sonora Investment Management Group, LLC
2,742,000$2.7M0.2%GrowthVery LowTucson, AZ2025-10-07
JPMorgan Chase & Co
824,000$807.5K0.0%GrowthMediumNew York, NY2025-11-26
Citigroup Inc
500,000$496.6K0.0%CoreMediumNew York, NY2025-11-10
Blair William & Co
365,000$362.5K0.0%MomentumLowChicago, IL2025-11-12
Morgan Stanley
36,000$35.8K0.0%CoreLowNew York, NY2026-05-27
Bank of America Corp
21,000$20.9K0.0%CoreLowCharlotte, NC2026-02-03
Traub Capital Management LLC
12,000$12.0K0.0%CoreLowNeedham, MA2025-10-30