EVH
Evolent Health Inc - A
3 super-investors hold EVH worth a combined $20M. The largest position: Glenn Welling at 4.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #403 of 724 scored stocks.
Why super-investors own EVH
Interest in EVH within this cohort is thin and essentially static — three managers hold a combined $20M, with no additions, trims, starts, or exits in 2026Q1. The dominant position belongs to Glenn Welling, whose $13M stake represents 4.2% of his portfolio, making him the only manager with meaningful conviction here. Lee Ainslie holds a token 0.1% slice ($6M), and Joel Greenblatt rounds out the group at a negligible allocation. The eight-quarter owner-count history — peaking briefly at two before retreating to one — suggests this has never gained traction across the broader cohort, and the flat activity this quarter offers no signal that momentum is building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Glenn Welling | 4.2% | 23q | $13M | 5,563,912 |
| 2 | Lee Ainslie | 0.1% | 6q | $6M | 2,572,763 |
| 3 | Joel Greenblatt | <0.1% | 36q | $2M | 705,222 |
Owners of EVH also hold
Long US equity 13F-HR filings only. CUSIP 30050B101. Not investment advice.