EVLVNasdaqComputer Peripheral Equipment, NECFiscal year ends December 31
Evolv Technologies Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$4.18+0.02 (+0.48%)
Close on Oct 19, 2026
- Market cap
- $752.83M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
66.9%
121M of 181M shares
Institutional holders
260
44 new, 40 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
12 buys · 19 sales
Net sold $9.12M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 13,440,609 | 7.50% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EVLV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,537,113 | 7.47% | $78.52M | +2,000,590 | 0.00% |
| Vanguard Capital Management LLC | 7,284,475 | 4.02% | $42.25M | +200,840 | 0.00% |
| Stoic Point Capital Management LLC | 6,479,298 | 3.58% | $37.58M | +713,791 | 31.15% |
| Vanguard Portfolio Management LLC | 6,002,387 | 3.31% | $34.81M | +202,126 | 0.00% |
| D. E. Shaw & Co., Inc. | 4,846,031 | 2.68% | $28.11M | +3,157,264 | 0.01% |
| Data Collective IV GP, LLC | 4,590,000 | 2.53% | $26.62M | – | 33.89% |
| Two Sigma Investments, LP | 4,499,208 | 2.48% | $26.10M | −1,468,013 | 0.02% |
| Emerald Advisers, LLC | 4,227,336 | 2.33% | $24.52M | −105,719 | 0.58% |
| Geode Capital Management, LLC | 4,000,222 | 2.21% | $23.21M | +360,173 | 0.00% |
| State Street Corp | 3,789,950 | 2.09% | $21.98M | +321,144 | 0.00% |
| Needham Investment Management LLC | 3,075,000 | 1.70% | $17.84M | +1,825,000 | 0.54% |
| SCS Capital Management LLC | 2,934,579 | 1.62% | $17.02M | −21,580 | 0.16% |
| Emerald Mutual Fund Advisers Trust | 2,667,589 | 1.47% | $15.47M | – | 0.54% |
| Morgan Stanley | 1,918,832 | 1.06% | $11.13M | +661,401 | 0.00% |
| Oberweis Asset Management Inc/ | 1,823,949 | 1.01% | $10.58M | +152,000 | 0.22% |
| Goldman Sachs Group Inc | 1,722,971 | 0.95% | $9.99M | +722,542 | 0.00% |
| Algert Global LLC | 1,669,103 | 0.92% | $9.68M | +848,317 | 0.11% |
| Qube Research & Technologies Ltd | 1,634,953 | 0.90% | $9.48M | +470,435 | 0.01% |
| Peregrine Capital Management LLC | 1,529,145 | 0.84% | $8.87M | −77,837 | 0.29% |
| Northern Trust Corp | 1,341,062 | 0.74% | $7.78M | +142,612 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 260 | 121M | 66.9% | 44 / 93 | 67 / 40 | 21M | 20M |
| Q1 2026 | 260 | 119M | 65.9% | 54 / 83 | 67 / 49 | 40M | 22M |
| Q4 2025 | 262 | 117M | 64.4% | 56 / 89 | 71 / 30 | 29M | 18M |
| Q3 2025 | 244 | 110M | 60.7% | 62 / 87 | 50 / 28 | 41M | 16M |
| Q2 2025 | 213 | 85M | 47.1% | 54 / 47 | 63 / 21 | 24M | 16M |
| Q1 2025 | 182 | 78M | 42.9% | 24 / 48 | 49 / 20 | 9M | 5M |
| Q4 2024 | 182 | 80M | 44.0% | 32 / 55 | 45 / 27 | 8M | 14M |
| Q3 2024 | 178 | 86M | 47.7% | 31 / 53 | 38 / 12 | 17M | 4M |
| Q2 2024 | 162 | 82M | 45.5% | 25 / 52 | 37 / 24 | 8M | 8M |
| Q1 2024 | 164 | 83M | 45.7% | 19 / 51 | 50 / 33 | 10M | 7M |
| Q4 2023 | 181 | 80M | 44.2% | 28 / 61 | 46 / 19 | 8M | 9M |
| Q3 2023 | 175 | 81M | 44.5% | 35 / 63 | 40 / 21 | 11M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EVLV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 5,470,511 | 3.02% | $31.73M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,253,621 | 2.35% | $24.67M | 0.03% | Jun 30, 2026 |
| Needham Aggressive Growth Fund | 3,050,000 | 1.68% | $17.69M | 0.68% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,680,430 | 1.48% | $17.29M | 0.01% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 1,795,872 | 0.99% | $9.93M | 0.03% | Jul 31, 2026 |
| Oberweis Micro-Cap Fund | 1,759,500 | 0.97% | $10.21M | 0.63% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,641,448 | 0.91% | $9.52M | 0.01% | Jun 30, 2026 |
| Emerald Growth Fund | 1,619,632 | 0.89% | $11.66M | 0.83% | Apr 30, 2026 |
| Emerald Growth Fund | 1,619,632 | 0.89% | $8.96M | 0.60% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,542,990 | 0.85% | $8.95M | 0.06% | Jun 30, 2026 |
| SmallCap Growth Fund I | 1,062,186 | 0.59% | $5.87M | 0.24% | Jul 31, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 838,848 | 0.46% | $5.41M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 798,277 | 0.44% | $5.15M | 0.03% | May 31, 2026 |
| Vanguard Strategic Equity Fund | 787,515 | 0.43% | $4.57M | 0.04% | Jun 30, 2026 |
| Vanguard Explorer Fund | 776,818 | 0.43% | $4.30M | 0.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Kedzierski | President & CEO, Director | 140,678 | 0.08% | Mar 4, 2026 |
| Robert E. Marshall | Chief Revenue Officer | 81,296 | 0.04% | Jun 3, 2026 |
| George C. Kutsor | Chief Financial Officer | 87,440 | 0.05% | May 5, 2026 |
| Anil Chitkara | Founder & Chief Growth Officer | 1,348,651 | 0.74% | Mar 3, 2026 |
| Jay Muelhoefer | Chief Commercial Officer | 175,148 | 0.10% | Nov 5, 2024 |
| Richard A. Shapiro | Director | 181,065 | 0.10% | Sep 9, 2026 |
| Michael Ellenbogen | Director | 2,235,096 | 1.23% | Aug 19, 2026 |
| Neil Glat | Director | 252,100 | 0.14% | Aug 18, 2026 |
| Henrik Kuhl | Director | 24,291 | 0.01% | Aug 18, 2026 |
| Kimberly H. Sheehy | Director | 170,085 | 0.09% | Jun 22, 2026 |
| Kevin M. Charlton | Director | 3,100,591 | 1.71% | Jun 22, 2026 |
| Mark J. Sullivan | Director | 242,628 | 0.13% | Jun 22, 2026 |
| Gonzales David Mounts | Director | 201,789 | 0.11% | Jun 22, 2026 |
| Bilal Zuberi | Director | 20,701 | 0.01% | Jun 24, 2025 |
| Gates Frontier, LLC | 10% owner | 17,189,096 | 9.49% | Sep 12, 2025 |
| William H. Gates Iii | 10% owner | 18,659,796 | 10.30% | Sep 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard A. Shapiro Director | Sep 4, 2026 | Buy | +13,500 | $4.96 | $66.96K | 93,065 |
| Richard A. Shapiro Director | Sep 4, 2026 | Buy | +9,000 | $4.98 | $44.82K | 39,000 |
| Richard A. Shapiro Director | Sep 4, 2026 | Buy | +6,500 | $4.95 | $32.18K | 29,000 |
| Richard A. Shapiro Director | Sep 4, 2026 | Buy | +3,600 | $4.94 | $17.78K | 20,000 |
| Michael Ellenbogen Director | Aug 17, 2026 | Sale(10b5-1 plan) | −80,752 | $5.59 | $451.40K | 2,083,961 |
| Michael Ellenbogen Director | Aug 17, 2026 | Option exercise | +80,752 | $0.24 | $19.38K | 2,164,713 |
| Neil Glat Director | Aug 14, 2026 | Buy | +8,500 | $5.74 | $48.79K | 252,100 |
| Henrik Kuhl Director | Aug 14, 2026 | Buy | +15,000 | $5.73 | $85.95K | 15,000 |
| Michael Ellenbogen Director | Jul 15, 2026 | Sale(10b5-1 plan) | −80,745 | $5.94 | $479.63K | 2,083,961 |
| Michael Ellenbogen Director | Jul 15, 2026 | Option exercise | +80,745 | $0.24 | $19.38K | 2,164,706 |
| Henrik Kuhl Director | Jun 17, 2026 | Option exercise | +9,291 | – | – | 9,291 |
| Neil Glat Director | Jun 17, 2026 | Option exercise | +27,050 | – | – | 243,600 |
| Richard A. Shapiro Director | Jun 17, 2026 | Option exercise | +27,050 | – | – | 79,565 |
| Gonzales David Mounts Director | Jun 17, 2026 | Option exercise | +27,050 | – | – | 201,789 |
| Kevin M. Charlton Director | Jun 17, 2026 | Option exercise | +27,050 | – | – | 359,010 |
| Mark J. Sullivan Director | Jun 17, 2026 | Option exercise | +27,050 | – | – | 242,628 |
| Kimberly H. Sheehy Director | Jun 17, 2026 | Option exercise | +27,050 | – | – | 170,085 |
| Michael Ellenbogen Director | Jun 15, 2026 | Sale(10b5-1 plan) | −80,745 | $6.21 | $501.43K | 2,083,961 |
| Michael Ellenbogen Director | Jun 15, 2026 | Option exercise | +80,745 | $0.24 | $19.38K | 2,164,706 |
| Robert E. Marshall Chief Revenue Officer | Jun 2, 2026 | Sale | −62,067 | $6.85 | $425.16K | 81,296 |
| Robert E. Marshall Chief Revenue Officer | Jun 1, 2026 | Option exercise | +136,363 | – | – | 143,363 |
| Michael Ellenbogen Director | May 15, 2026 | Sale(10b5-1 plan) | −80,745 | $5.63 | $454.59K | 2,083,961 |
| Michael Ellenbogen Director | May 15, 2026 | Option exercise | +80,745 | $0.24 | $19.38K | 2,164,706 |
| George C. Kutsor Chief Financial Officer | May 4, 2026 | Sale | −51,448 | $7.27 | $374.03K | 87,440 |
| George C. Kutsor Chief Financial Officer | May 1, 2026 | Option exercise | +138,888 | – | – | 138,888 |
| Michael Ellenbogen Director | Apr 15, 2026 | Sale(10b5-1 plan) | −80,745 | $6.32 | $510.31K | 2,083,961 |
| Michael Ellenbogen Director | Apr 15, 2026 | Option exercise | +80,745 | $0.24 | $19.38K | 2,164,706 |
| Michael Ellenbogen Director | Mar 6, 2026 | Sale(10b5-1 plan) | −91,771 | $5.10 | $468.03K | 2,083,961 |
| Anil Chitkara Founder & Chief Growth Officer | Mar 2, 2026 | Sale | −63,670 | $5.19 | $330.45K | 1,348,651 |
| Michael Ellenbogen Director | Mar 2, 2026 | Sale | −82,913 | $5.19 | $430.32K | 2,175,732 |
| Anil Chitkara Founder & Chief Growth Officer | Mar 1, 2026 | Option exercise | +53,430 | – | – | 1,328,530 |
| Anil Chitkara Founder & Chief Growth Officer | Mar 1, 2026 | Option exercise | +45,913 | – | – | 1,374,443 |
| Anil Chitkara Founder & Chief Growth Officer | Mar 1, 2026 | Option exercise | +37,878 | – | – | 1,412,321 |
| Michael Ellenbogen Director | Mar 1, 2026 | Option exercise | +50,505 | – | – | 2,191,858 |
| Michael Ellenbogen Director | Mar 1, 2026 | Option exercise | +66,787 | – | – | 2,258,645 |
| Michael Ellenbogen Director | Mar 1, 2026 | Option exercise | +57,392 | – | – | 2,141,353 |
| Michael Ellenbogen Director | Feb 17, 2026 | Option exercise | +80,745 | $0.24 | $19.38K | 2,164,706 |
| Michael Ellenbogen Director | Feb 17, 2026 | Sale(10b5-1 plan) | −80,745 | $5.47 | $441.68K | 2,083,961 |
| Michael Ellenbogen Director | Jan 16, 2026 | Option exercise | +80,745 | $0.24 | $19.38K | 2,164,706 |
| Michael Ellenbogen Director | Jan 16, 2026 | Sale(10b5-1 plan) | −80,745 | $6.20 | $500.62K | 2,083,961 |
| John Kedzierski President & CEO, Director | Jan 5, 2026 | Sale | −74,322 | $7.03 | $522.48K | 140,678 |
| John Kedzierski President & CEO, Director | Jan 2, 2026 | Option exercise | +207,000 | – | – | 215,000 |
| Mark J. Sullivan Director | Dec 31, 2025 | Option exercise | +7,575 | – | – | 215,578 |
| Michael Ellenbogen Director | Dec 15, 2025 | Sale(10b5-1 plan) | −80,745 | $6.91 | $557.95K | 2,083,961 |
| Michael Ellenbogen Director | Dec 15, 2025 | Option exercise | +80,745 | $0.24 | $19.38K | 2,164,706 |
| Robert E. Marshall Chief Revenue Officer | Nov 25, 2025 | Buy | +7,000 | $6.06 | $42.42K | 7,000 |
| John Kedzierski President & CEO, Director | Nov 21, 2025 | Buy | +8,000 | $5.91 | $47.28K | 8,000 |
| Kevin M. Charlton Director | Nov 21, 2025 | Buy | +15,000 | $5.68 | $85.20K | 44,081 |
| Richard A. Shapiro Director | Nov 20, 2025 | Buy | +7,500 | $6.02 | $45.15K | 22,500 |
| Richard A. Shapiro Director | Nov 20, 2025 | Buy | +8,800 | $6.02 | $52.98K | 16,400 |
| Richard A. Shapiro Director | Nov 20, 2025 | Buy | +30,000 | $6.00 | $180.00K | 52,515 |
| Michael Ellenbogen Director | Nov 17, 2025 | Sale(10b5-1 plan) | −80,745 | $5.80 | $468.32K | 2,083,961 |
| Michael Ellenbogen Director | Nov 17, 2025 | Option exercise | +80,745 | $0.24 | $19.38K | 2,164,706 |
| Anil Chitkara Founder & Chief Growth Officer | Oct 27, 2025 | Option exercise | +34,827 | $0.42 | $14.63K | 1,395,100 |
| Anil Chitkara Founder & Chief Growth Officer | Oct 27, 2025 | Option exercise | +85,173 | $0.24 | $20.44K | 1,360,273 |
| Anil Chitkara Founder & Chief Growth Officer | Oct 27, 2025 | Sale(10b5-1 plan) | −120,000 | $8.20 | $984.00K | 1,275,100 |
| Anil Chitkara Founder & Chief Growth Officer | Oct 24, 2025 | Sale(10b5-1 plan) | −120,000 | $8.20 | $984.00K | 1,324,519 |
| Anil Chitkara Founder & Chief Growth Officer | Oct 24, 2025 | Option exercise | +70,581 | $0.24 | $16.94K | 1,345,681 |
| Anil Chitkara Founder & Chief Growth Officer | Oct 24, 2025 | Sale(10b5-1 plan) | −49,419 | $8.20 | $405.24K | 1,275,100 |
| Anil Chitkara Founder & Chief Growth Officer | Oct 24, 2025 | Sale(10b5-1 plan) | −70,581 | $8.20 | $578.76K | 1,444,519 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mounts Gonzales David Director | Sep 11, 2026 | 50,000 | $250.00K | Sep 11, 2026 | Open Market |
| Mounts Gonzales David Director | Aug 19, 2026 | 50,000 | $282.54K | Aug 19, 2026 | Open Market |
| P. Ellenbogen Michael Officer | Jun 15, 2026 | 242,242 | $1.50M | Jun 15, 2026 | RSU Vest |
| P. Ellenbogen Michael Officer | Mar 6, 2026 | 253,261 | $1.30M | Mar 6, 2026 | Stock option exercise |
| P. Ellenbogen Michael Officer | Dec 15, 2025 | 242,235 | $1.67M | Dec 15, 2025 | Stock option exercise |
| R. Chitkara Anil Officer | Oct 27, 2025 | 120,000 | $984.36K | Oct 27, 2025 | Stock Option Exercise |
| R. Chitkara Anil Officer | Oct 24, 2025 | 240,000 | $1.97M | Oct 24, 2025 | Stock Option Exercise |
| P. Ellenbogen Michael Officer | Sep 15, 2025 | 242,235 | $2.12M | Sep 15, 2025 | Stock option exercise |
| A. Saintil Merline Director | Jun 13, 2024 | 7,754 | $18.37K | Jun 13, 2024 | Restricted Stock |
| R. Chitkara Anil Officer | Apr 1, 2024 | 50,000 | $250.00K | Apr 1, 2024 | Stock Option Exercise |
| J. Derosa Anthony Sr. Officer | Feb 15, 2024 | 10,000 | $52.83K | Feb 15, 2024 | Stock Option Exercise |
| J. Derosa Anthony Sr. Officer | Feb 8, 2024 | 20,000 | $100.00K | Feb 8, 2024 | Stock Option Exercise |
| P. Ellenbogen Michael Officer | Feb 8, 2024 | 89,001 | $445.01K | Feb 8, 2024 | Founder Shares |
| J. Derosa Anthony Sr. Officer | Jan 16, 2024 | 10,000 | $42.92K | Jan 16, 2024 | Stock Option Exercise |
| J. Derosa Anthony Sr. Officer | Dec 19, 2023 | 30,000 | $150.00K | Dec 19, 2023 | Stock Option Exercise |