13F Portfolios

Engaged Capital LLC — EVOLENT HEALTH INC EVH: Quarterly 13F Position History

Engaged Capital LLC has reported EVOLENT HEALTH INC (EVH) on 23 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2020. As of Q1 2026, the position is sized at 5,563,912 shares ($12.7M market value, 4.18% of the equity book).

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 23 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 5,563,912 0 $12.7M 4.18% $2.28
Q4 2025 5,563,912 100,000 -1.8% $22.3M 5.68% $4.00
Q3 2025 5,663,912 190,556 -3.3% $47.9M 11.75% $8.46
Q2 2025 5,854,468 +675,000 +13.0% $65.9M 18.43% $11.26
Q1 2025 5,179,468 225,300 -4.2% $49.0M 12.50% $9.47
Q4 2024 5,404,768 +1,415,300 +35.5% $60.8M 12.50% $11.25
Q3 2024 3,989,468 121,990 -3.0% $112.8M 18.30% $28.28
Q2 2024 4,111,458 +850,000 +26.1% $78.6M 13.46% $19.12
Q1 2024 3,261,458 0 $106.9M 17.33% $32.79
Q4 2023 3,261,458 +428,648 +15.1% $107.7M 15.78% $33.03
Q3 2023 2,832,810 +1,085,558 +62.1% $77.1M 14.06% $27.23
Q2 2023 1,747,252 466,202 -21.1% $52.9M 7.66% $30.30
Q1 2023 2,213,454 572,588 -20.6% $71.8M 10.22% $32.45
Q4 2022 2,786,042 +544,050 +24.3% $78.2M 13.23% $28.08
Q3 2022 2,241,992 3,912,829 -63.6% $80.6M 15.93% $35.93
Q2 2022 6,154,821 991,574 -13.9% $189.0M 29.02% $30.71
Q1 2022 7,146,395 683,297 -8.7% $230.8M 23.37% $32.30
Q4 2021 7,829,692 63,502 -0.8% $216.6M 26.68% $27.67
Q3 2021 7,893,194 659,961 -7.7% $244.7M 17.58% $31.00
Q2 2021 8,553,155 0 $180.6M 13.99% $21.12
Q1 2021 8,553,155 0 $172.8M 12.48% $20.20
Q4 2020 8,553,155 0 $137.1M 11.31% $16.03
Q3 2020 8,553,155 $106.1M 10.98% $12.41

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Engaged Capital LLC first disclose a EVH position in 13F-HR filings?

Engaged Capital LLC first reported EVOLENT HEALTH INC (EVH) on its 13F-HR filing for the period ending 2020-09-30 (Q3 2020). The position has appeared on 23 reported quarters within Pactolio's tracked window.

What was Engaged Capital LLC's most recent quarter-over-quarter share-count change in EVH?

Engaged Capital LLC held the same 5,563,912 shares of EVH between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Engaged Capital LLC's cost basis in EVH?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.