EVH at a glance
Evolent Health, Inc. (EVH, SEC CIK 1628908) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as August 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Evolent Health, Inc. (EVH) reported revenue of $1.9 billion (down 26.6% from FY2024) and a net loss of $534.5 million. Diluted EPS was -$5.07.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Evolent Health, Inc. (EVH) shares worth $253.6 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by McCarthy Daniel Joseph on August 26, 2026 of 65,892 shares at $5.00 per share.
- In the last 90 days, EVH insiders reported 0 open-market purchases ($0) and 1 open-market sale ($329K) on Form 4, a net sale of $329K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.9B
- −26.6% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$329K
- 13F holders
- 27 funds
- $253.6M · +2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- MD&A excerpt incomplete, with no quarterly revenue, profitability, segment, cash-flow, or outlook figures provided
Risk Factors
- No Risk Factors section provided; changes from the most recent 10-K cannot be assessed
- CEO Seth Blackley 10b5-1 plan authorizes sales of 298,129 shares beginning December 15, 2026
- President Daniel McCarthy 10b5-1 plan authorizes sales of 201,320 shares beginning August 21, 2026
AI summary of the EVH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Filing text contains only standard forward-looking-statement safe-harbor language
- No fiscal 2026 operating results or financial metrics disclosed
Item EX-99.1: Item EX-99.1
- Q2 revenue $652.5M, up from $444.3M; GAAP net loss narrowed to $28.4M from $51.1M
- Adjusted EBITDA $28.1M, down from $37.5M; margin compressed to 4.3% from 8.5%
Item 5.07: Submission of Matters to a Vote of Security Holders
- All ten director nominees elected for one-year terms ending at the 2027 annual meeting
- Deloitte & Touche appointment ratified for fiscal 2026, with 82,036,843 votes in favor
Item 2.02: Results of Operations and Financial Condition
- No earnings figures, reporting period details, or operating results available in the excerpt
AI summaries of EVH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EVH
Don't miss the next EVH filing
- Alerts as it files. A push when EVH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EVH, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McCarthy Daniel Joseph | Sell | Aug 26, 2026 | 65,892 | $5.00 |
| McCarthy Daniel Joseph | A | Jul 1, 2026 | 302,585 | - |
| Weinberg Jonathan | A | Jul 1, 2026 | 43,055 | - |
| Weinberg Jonathan | F | Jul 1, 2026 | 2,650 | $5.74 |
| Blackley Seth | F | Jul 1, 2026 | 10,297 | $5.74 |
| Blackley Seth | A | Jul 1, 2026 | 446,102 | - |
| McCarthy Daniel Joseph | F | Jul 1, 2026 | 4,582 | $5.74 |
| Shams Aammaad | A | Jul 1, 2026 | 28,790 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.0B | $2.6B | $1.9B |
| Operating Income | -$71.2M | -$40.5M | -$410.1M |
| Net Income | - | -$61.6M | -$534.5M |
| Op. Margin | -3.6% | -1.6% | -21.9% |
| Net Margin | - | -2.4% | -28.5% |
| Balance Sheet | |||
| Total Assets | $2.7B | $2.5B | $1.9B |
| Equity | $1.1B | $1.0B | $415.2M |
| ROE | - | -6.2% | -128.7% |
| Per Share | |||
| EPS | $-1.28 | $-0.81 | $-5.07 |
| Cash Flow | |||
| Operating CF | $142.6M | $18.8M | $38.8M |
Source: XBRL data in Evolent Health, Inc. (EVH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EVH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $253.6M |
| Q1 2026 | 25 | $99.0M |
| Q4 2025 | 25 | $212.1M |
| Q3 2025 | 26 | $537.3M |
| Q2 2025 | 27 | $621.2M |
| Q1 2025 | 23 | $363.6M |
| Q4 2024 | 22 | $311.5M |
| Q3 2024 | 19 | $345.9M |
- BlackRock+3.93M (+36%)
- AQR Capital Management+618.8K (+356%)
- Bank of America Corp+594.5K (+212%)
- Vanguard Portfolio Management LLC+416.9K (+45%)
- Two Sigma Investments+392.2K (+45%)
- Dimensional Fund Advisors−1.03M (-57%)
- Goldman Sachs Group−490.8K (-22%)
- Citigroup−346.9K (-43%)
- JPMorgan Chase & Co−329.4K (-84%)
- D.E. Shaw & Co−326.5K (-6%)
- Franklin Resources+264.5K
- Ameriprise Financial+171.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 194 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EVH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 17, 2026 | - | - | |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | - |
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EVH SEC filings: frequently asked questions
Are EVH insiders buying or selling?
In the last 90 days, Evolent Health, Inc. (EVH) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $329,460 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EVH stock?
As of June 30, 2026, the largest Evolent Health, Inc. (EVH) holders among the 13F filers tracked by SignalX were BlackRock ($80.3 million), Morgan Stanley ($48.6 million), D.E. Shaw & Co ($27.7 million), Vanguard Capital Management LLC ($26.0 million), State Street Corp ($13.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EVH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Evolent Health, Inc. (EVH) reported revenue of $1.9 billion (down 26.6% from FY2024) and a net loss of $534.5 million. Diluted EPS was -$5.07. The figures come from the XBRL data in the 10-K.
What did EVH report in its latest 8-K?
Evolent Health, Inc. (EVH) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Filing text contains only standard forward-looking-statement safe-harbor language.
What are the latest EVH SEC filings?
Evolent Health, Inc. (EVH) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on August 28, 2026.
What is EVH's SEC CIK number?
Evolent Health, Inc. (EVH)'s SEC Central Index Key (CIK) is 1628908. EDGAR lists every EVH filing under that number.
Ask anything about EVH
The research agent reads EVH's filings, financials, insider trades and 13F holders, then answers with sources.