13F Portfolios

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

As of Q1 2026, Engaged Capital LLC reported 5,563,912 shares of EVOLENT HEALTH INC (EVH), worth $12.7M and representing 4.2% of its 13F equity book. The position first appeared in Q3 2020 and has been disclosed across 23 13F-HR filings in Pactolio's tracked window.

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 4.2% $2.3
Q4 2025 5,563,912 100,000 -1.8% $22.3M 5.7% $4.0
Q3 2025 5,663,912 190,556 -3.3% $47.9M 11.8% $8.5
Q2 2025 5,854,468 +675,000 +13.0% $65.9M 18.4% $11.3
Q1 2025 5,179,468 225,300 -4.2% $49.0M 12.5% $9.5
Q4 2024 5,404,768 +1,415,300 +35.5% $60.8M 12.5% $11.3
Q3 2024 3,989,468 121,990 -3.0% $112.8M 18.3% $28.3
Q2 2024 4,111,458 +850,000 +26.1% $78.6M 13.5% $19.1
Q1 2024 3,261,458 0 $106.9M 17.3% $32.8
Q4 2023 3,261,458 +428,648 +15.1% $107.7M 15.8% $33.0
Q3 2023 2,832,810 +1,085,558 +62.1% $77.1M 14.1% $27.2
Q2 2023 1,747,252 466,202 -21.1% $52.9M 7.7% $30.3
Q1 2023 2,213,454 572,588 -20.6% $71.8M 10.2% $32.5
Q4 2022 2,786,042 +544,050 +24.3% $78.2M 13.2% $28.1
Q3 2022 2,241,992 3,912,829 -63.6% $80.6M 15.9% $35.9
Q2 2022 6,154,821 991,574 -13.9% $189.0M 29.0% $30.7
Q1 2022 7,146,395 683,297 -8.7% $230.8M 23.4% $32.3
Q4 2021 7,829,692 63,502 -0.8% $216.6M 26.7% $27.7
Q3 2021 7,893,194 659,961 -7.7% $244.7M 17.6% $31.0
Q2 2021 8,553,155 0 $180.6M 14.0% $21.1
Q1 2021 8,553,155 0 $172.8M 12.5% $20.2
Q4 2020 8,553,155 0 $137.1M 11.3% $16.0
Q3 2020 8,553,155 $106.1M 11.0% $12.4

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.