Jefferies Financial Group Inc. EVH — EVOLENT HEALTH INC

Ownership history in Jefferies Financial Group Inc.  ·  52 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported EVOLENT HEALTH INC (EVH) in 52 quarterly 13F filings from 2024 Q2 through 2026 Q3. 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
2026 Q3

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
2024 Q2 to 2026 Q3

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.

EVH stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held EVH — position size vs. price
% of Fund (quarterly)    EVH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 19 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 306,100 +275,800 +910.2% 0.01% $1.1M 2026-11-05 $4.54
2026 Q3 REDUCED — — — 30,300 -261,300 -89.6% 0.00% $106K 2026-11-05 $4.54
2026 Q2 UNCHANGED — — — 291,600 — 0% 0.01% $1.6M 2026-08-17 $4.41
2026 Q1 UNCHANGED — — — 291,600 — 0% 0.00% $665K 2026-05-08 $4.18
2025 Q4 ADDED — — — 291,600 +271,780 +1371.2% 0.01% $1.2M 2026-02-09 $2.73
2025 Q3 ADDED — — — 19,820 +3,820 +23.9% 0.00% $168K 2025-11-13 $4.16
2025 Q3 REDUCED 96.7% -51.9% ✅ 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 2025-08-14 (Est.) $8.82
2025 Q2 REDUCED 95.2% -22.1% ✅ 16,000 -314,810 -95.2% 0.00% $180K 2025-08-14 (Est.) $8.82
2025 Q1 ADDED — — — 330,810 +75,810 +29.7% 0.03% $3.1M 2025-05-08 $10.78
2024 Q4 ADDED — — — 255,000 +44,900 +21.4% 0.02% $2.9M 2025-02-14 $10.02
2024 Q4 ADDED — — — 210,100 +175,100 +500.3% 0.01% $2.4M 2025-02-14 $10.02
2024 Q4 REDUCED 48.4% -15.8% ✅ 35,000 -32,820 -48.4% 0.00% $394K 2025-02-14 $10.02
2024 Q3 REDUCED 76.3% -61.2% ✅ 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 85.8% -61.2% ✅ 25,000 -151,613 -85.8% 0.01% $707K 2024-11-14 $12.67
2024 Q2 REDUCED 34.4% +47.9% ❌ 176,613 -92,787 -34.4% 0.04% $3.4M 2024-08-13 $26.25
2024 Q2 ADDED — — — 269,400 +263,500 +4466.1% 0.05% $5.2M 2024-08-13 $26.25
2024 Q2 ADDED — — — 5,900 +4,824 +448.3% 0.00% $113K 2024-08-13 $26.25
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVH

As of 2026 Q3 — sorted by position size

Tempus Wealth Planning, LLC 3Y 0.07% State of Wyoming 3Y 0.03% BRIGHTON JONES LLC 3Y 7Y 0.02% ERn Financial, LLC 3Y 7Y 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.01% TSA Wealth Managment LLC 0.01% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.01% HARBOR CAPITAL ADVISORS, INC. 3Y 0.01% Covestor Ltd 3Y 0.0% FNY Investment Advisers, LLC 3Y 7Y 0.0%

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 19 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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 2026 Q3, when Jefferies Financial Group Inc. reported 306,100 shares, equal to 0.01% of portfolio, with an estimated market value of $1.1M.

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.

How well did Jefferies Financial Group Inc. time their EVH position?

Based on 13F filing dates vs. subsequent EVH price moves, Jefferies Financial Group Inc. correctly timed 16 out of 30 reported position changes (53%). The annualised alpha on EVH relative to SPY over the holding period was -50.9%.

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