Evolent Health, Inc.
DE ˙ DB ˙ US30050B1017
3,38 € ↓ -0,16 (-4,52%)
2026-06-03
AKTIENPREIS
SecurityDE:9EH / Evolent Health, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership9,097,808 shares
Ownership 8.10%
Morgan Stanley ownership in 9EH / Evolent Health, Inc.

2026-02-11 - Morgan Stanley has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 9,097,808 shares of Evolent Health, Inc. (DE:9EH). This represents 8.1 percent ownership of the company. In their previous filing dated 2025-08-06 , Morgan Stanley had reported owning 8,210,410 shares, indicating an increase of 10.81 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-02-11 2026-02-11 13G/A 8,210,410 9,097,808 10.81 8.10 15.71
2025-08-06 2025-08-06 13G 8,210,410 7.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EVOLENT HEALTH CL A 30050B101 9,081,079 -197,044 -2.12 20,705 -44.21 0.0012
2026-05-27 2025-12-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 9,278,123 1,299,431 16.29 37,112 -45.02 0.0022
2026-02-13 2025-12-31 13F EVOLENT HEALTH CL A 30050B101 9,278,123 1,299,431 37,112 0.0022
2026-05-27 2025-09-30 13F/A-1 EVOLENT HEALTH CL A 30050B101 7,978,692 -73,895 -0.92 67,500 -25.56 0.0041
2025-11-14 2025-09-30 13F EVOLENT HEALTH CL A 30050B101 7,978,692 -73,895 67,500 0.0041
2025-08-15 2025-06-30 13F EVOLENT HEALTH CL A 30050B101 8,052,587 3,271,899 68.44 90,672 100.28 0.0059
2025-05-15 2025-03-31 13F EVOLENT HEALTH CL A 30050B101 4,780,688 4,210,320 738.18 45,273 605.63 0.0032
2025-05-15 2024-12-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 570,368 -132,177 -18.81 6,417 -67.71 0.0004
2025-02-14 2024-12-31 13F EVOLENT HEALTH CL A 30050B101 570,368 -132,177 6,417 0.0004
2025-05-14 2024-09-30 13F/A-2 EVOLENT HEALTH CL A 30050B101 702,545 -89,064 -11.25 19,868 31.27 0.0014
2025-02-14 2024-09-30 13F/A-1 EVOLENT HEALTH CL A 30050B101 702,545 -89,064 19,868 0.0014
2024-11-14 2024-09-30 13F EVOLENT HEALTH CL A 30050B101 702,545 -89,064 19,868 0.0014
2025-05-14 2024-06-30 13F/A-2 EVOLENT HEALTH CL A 30050B101 791,609 203,009 34.49 15,136 -21.58 0.0012
2024-10-17 2024-06-30 13F/A-1 EVOLENT HEALTH CL A 30050B101 791,609 203,009 15,136 0.0012
2024-08-14 2024-06-30 13F EVOLENT HEALTH CL A 30050B101 791,609 203,009 15,136 0.0012
2024-10-17 2024-03-31 13F/A-2 EVOLENT HEALTH CL A 30050B101 588,600 10,165 1.76 19,300 1.02 0.0015
2024-08-16 2024-03-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 588,600 10,165 19,300 0.0015
2024-05-15 2024-03-31 13F EVOLENT HEALTH CL A 30050B101 588,600 10,165 19,300 0.0015
2024-08-16 2023-12-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 578,435 -40,711 -6.58 19,106 13.32 0.0017
2024-02-13 2023-12-31 13F EVOLENT HEALTH CL A 30050B101 578,435 -40,711 19,106 0.0017
2023-11-15 2023-09-30 13F EVOLENT HEALTH CL A 30050B101 619,146 124,950 25.28 16,859 12.59 0.0017
2023-08-14 2023-06-30 13F EVOLENT HEALTH CL A 30050B101 494,196 60,474 13.94 14,974 6.39 0.0015
2023-05-15 2023-03-31 13F EVOLENT HEALTH CL A 30050B101 433,722 61,690 16.58 14,074 34.73 0.0015
2023-02-14 2022-12-31 13F EVOLENT HEALTH CL A 30050B101 372,032 -237,208 -38.94 10,447 -52.28 0.0012
2022-11-14 2022-09-30 13F EVOLENT HEALTH CL A 30050B101 609,240 349,164 134.25 21,889 174.06 0.0030
2022-10-27 2022-06-30 13F/A-1 EVOLENT HEALTH CL A 30050B101 260,076 58,377 28.94 7,987 22.59 0.0010
2022-08-15 2022-06-30 13F EVOLENT HEALTH CL A 30050B101 260,076 58,377 7,987 0.0010
2022-10-27 2022-03-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 201,699 -6,160 -2.96 6,515 13.30 0.0009
2022-05-13 2022-03-31 13F EVOLENT HEALTH CL A 30050B101 201,699 -6,160 6,515 0.0009
2022-02-14 2021-12-31 13F EVOLENT HEALTH CL A 30050B101 207,859 -305,847 -59.54 5,750 -63.89 0.0007
2021-11-15 2021-09-30 13F EVOLENT HEALTH CL A 30050B101 513,706 63,924 14.21 15,924 67.62 0.0021
2021-08-23 2021-06-30 13F/A-1 EVOLENT HEALTH CL A 30050B101 449,782 268,219 147.73 9,500 159.07 0.0013
2021-08-16 2021-06-30 13F EVOLENT HEALTH CL A 30050B101 449,782 268,219 9,500 0.0003
2021-05-17 2021-03-31 13F EVOLENT HEALTH CL A 30050B101 181,563 -114,804 -38.74 3,667 -22.80 0.0005
2021-02-16 2020-12-31 13F EVOLENT HEALTH CL A 30050B101 296,367 138,998 88.33 4,750 143.22 0.0007
2020-11-13 2020-09-30 13F EVOLENT HEALTH CL A 30050B101 157,369 -9,436 -5.66 1,953 64.53 0.0004
2020-08-14 2020-06-30 13F EVOLENT HEALTH CL A 30050B101 166,805 1,742 1.06 1,187 32.33 0.0003
2020-05-26 2020-03-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 165,063 -105,871 -39.08 897 -63.42 0.0002
2020-05-15 2020-03-31 13F EVOLENT HEALTH CL A 30050B101 165,063 -105,871 897 68.9083
2020-02-14 2019-12-31 13F EVOLENT HEALTH CL A 30050B101 270,934 131,497 94.31 2,452 144.47 0.0006
2019-11-14 2019-09-30 13F EVOLENT HEALTH CL A 30050B101 139,437 -554,335 -79.90 1,003 -81.82 0.0003
2019-08-14 2019-06-30 13F EVOLENT HEALTH CL A 30050B101 693,772 270,113 63.76 5,516 3.49 0.0015
2019-05-15 2019-03-31 13F EVOLENT HEALTH CL A 30050B101 423,659 130,485 44.51 5,330 -8.87 0.0015
2019-02-14 2018-12-31 13F EVOLENT HEALTH CL A 30050B101 293,174 122,398 71.67 5,849 20.57 0.0018
2019-04-23 2018-09-30 13F/A-2 EVOLENT HEALTH CL A 30050B101 170,776 -37,890 -18.16 4,851 10.45 0.0012
2018-11-20 2018-09-30 13F/A-1 EVOLENT HEALTH CL A 30050B101 170,776 0 4,851 0.0012
2018-11-14 2018-09-30 13F EVOLENT HEALTH CL A 30050B101 170,776 -37,890 4,851
2019-04-23 2018-06-30 13F/A-1 EVOLENT HEALTH CL A 30050B101 208,666 27,799 15.37 4,392 70.36 0.0012
2018-08-14 2018-06-30 13F EVOLENT HEALTH CL A 30050B101 208,666 27,799 4,392
2019-04-23 2018-03-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 180,867 26,437 17.12 2,578 35.68 0.0007
2018-05-14 2018-03-31 13F EVOLENT HEALTH CL A 30050B101 180,867 26,437 2,578
2019-04-23 2017-12-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 154,430 30,842 24.96 1,900 -13.60 0.0005
2018-02-14 2017-12-31 13F EVOLENT HEALTH CL A 30050B101 154,430 30,842 1,900
2017-11-14 2017-09-30 13F EVOLENT HEALTH CL A 30050B101 123,588 18,646 17.77 2,199 -17.33 0.0007
2017-08-11 2017-06-30 13F EVOLENT HEALTH CL A 30050B101 104,942 -2,615 -2.43 2,660 10.88 0.0008
2017-05-22 2017-03-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 107,557 -50,269 -31.85 2,399 2.70 0.0007
2017-05-12 2017-03-31 13F EVOLENT HEALTH CL A 30050B101 107,557 2,399
2017-02-22 2016-12-31 13F/A-1 EVOLENT HEALTH CL A 30050B101 157,826 136,900 654.21 2,336 353.59 0.0008
2017-02-13 2016-12-31 13F EVOLENT HEALTH CL A 30050B101 157,826 2,336
2016-11-10 2016-09-30 13F EVOLENT HEALTH CL A 30050B101 20,926 5,453 35.24 515 73.40 0.0002
2016-08-12 2016-06-30 13F EVOLENT HEALTH CL A 30050B101 15,473 -740 -4.56 297 73.68 0.0001
2016-05-12 2016-03-31 13F EVOLENT HEALTH CL A 30050B101 16,213 -3,838 -19.14 171 -29.63 0.0001
2016-02-09 2015-12-31 13F EVOLENT HEALTH CL A 30050B101 20,051 -183 -0.90 243 -24.77 0.0001
2016-02-08 2015-09-30 13F/A-1 EVOLENT HEALTH CL A 30050B101 20,234 -43,147 -68.08 323 -73.87 0.0001
2015-11-09 2015-09-30 13F EVOLENT HEALTH CL A 30050B101 20,234 323
2015-08-12 2015-06-30 13F EVOLENT HEALTH CL A 30050B101 63,381 63,381 1,236 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.