SCHEDULE: Wellington Management Entities Disclose 0.4% Stake in Evolent Health

Wellington Management Group LLP and its affiliates have disclosed a 0.4% beneficial ownership stake in Evolent Health, Inc., holding 442,802 shares of common stock as of June 30, 2025.

Summary

• Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP collectively beneficially own 442,802 shares of Evolent Health, Inc. common stock.
• This beneficial ownership represents 0.4% of the class of Evolent Health, Inc. securities.
• The filing is an Amendment No. 3 to Schedule 13G, indicating an update to a previously reported position.
• The shares are certified as acquired and held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of the issuer.
• The beneficial ownership includes 378,473 shares with shared voting power and 442,802 shares with shared dispositive power.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing (Schedule 13G) disclosing beneficial ownership, which is inherently neutral in sentiment regarding the issuer's performance or outlook. It simply states an investment position.

Positives

• A significant institutional investor, Wellington Management Group LLP and its affiliates, maintains a beneficial ownership stake in Evolent Health, Inc., indicating continued investment interest.

Negatives

• NA

Risks

• NA

Future Outlook

NA

Industry Context

This Schedule 13G filing indicates continued institutional investment interest in Evolent Health, Inc., a company operating within the healthcare technology sector. Wellington Management Group LLP is a prominent global asset manager, and their disclosed stake reflects their investment strategy within the public markets.

Stakeholder Impact

• Shareholders: Provides transparency regarding institutional ownership in Evolent Health, Inc.

Key Dates

Keywords

Evolent Health, Wellington Management, SEC Filing, Schedule 13G, Common Stock, Beneficial Ownership, Institutional Investor, Healthcare Technology