EVH EVOLENT HEALTH INC

Ownership history in Jefferies Financial Group Inc.  ·  48 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported EVOLENT HEALTH INC (EVH) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows EVH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in EVOLENT HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EVH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jefferies Financial Group Inc. held EVH — position size vs. price
% of Fund (quarterly)    EVH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 21 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 291,600 +271,780 +1371.2% 0.01% $1.2M 2026-02-14 (Est.) $2.79
2025 Q3 ADDED 19,820 +3,820 +23.9% 0.00% $168K 2025-11-13 $4.16
2025 Q3 REDUCED 16,000 -463,880 -96.7% 0.00% $135K 2025-11-13 $4.16
2025 Q2 ADDED 479,880 +463,880 +2899.2% 0.05% $5.4M 2025-08-12 $8.80
2025 Q2 REDUCED 16,000 -314,810 -95.2% 0.00% $180K 2025-08-12 $8.80
2025 Q1 ADDED 330,810 +295,810 +845.2% 0.03% $3.1M 2025-05-08 $10.78
2024 Q4 REDUCED 35,000 -175,100 -83.3% 0.00% $394K 2025-02-14 $10.02
2024 Q4 REDUCED 210,100 -44,900 -17.6% 0.01% $2.4M 2025-02-14 $10.02
2024 Q4 ADDED 255,000 +187,180 +276.0% 0.02% $2.9M 2025-02-14 $10.02
2024 Q3 REDUCED 67,820 -218,580 -76.3% 0.01% $1.9M 2024-11-14 $12.67
2024 Q3 ADDED 286,400 +261,400 +1045.6% 0.06% $8.1M 2024-11-14 $12.67
2024 Q3 REDUCED 25,000 -244,400 -90.7% 0.01% $707K 2024-11-14 $12.67
2024 Q2 ADDED 269,400 +92,787 +52.5% 0.05% $5.2M 2024-08-13 $26.25
2024 Q2 ADDED 176,613 +170,713 +2893.4% 0.04% $3.4M 2024-08-13 $26.25
2024 Q2 ADDED 5,900 +4,824 +448.3% 0.00% $113K 2024-08-13 $26.25
2024 Q1 REDUCED 1,076 -4,824 -81.8% 0.00% $35K 2024-05-13 $23.75
2024 Q1 REDUCED 5,900 -34,900 -85.5% 0.00% $193K 2024-05-13 $23.75
2024 Q1 ADDED 40,800 +31,050 +318.5% 0.01% $1.3M 2024-05-13 $23.75
2023 Q4 REDUCED 9,750 -14,550 -59.9% 0.00% $322K 2024-02-14 $30.84
2023 Q4 REDUCED 24,300 -21,500 -46.9% 0.01% $803K 2024-02-14 $30.84
2023 Q4 ADDED 45,800 +13,584 +42.2% 0.01% $1.5M 2024-02-14 $30.84
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Jefferies Financial Group Inc. and EVH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning EVH?

Jefferies Financial Group Inc. reported EVH across 21 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EVH position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for EVH was 0.06% in 2024 Q3.

What is the latest reported EVH position on this page?

The most recent filing on this page is 2025 Q4, when Jefferies Financial Group Inc. reported 291,600 shares, equal to 0.01% of portfolio, with an estimated market value of $1.2M.

What does the chart on this EVH ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly EVH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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