Eventide Discloses $5.7 Billion in Equity Holdings for Q2

The Boston-based firm reports 237 positions in its latest institutional investment snapshot.

August 15, 2025

Overview of Eventide’s Quarterly Disclosure

Eventide Asset Management ended the second quarter of 2025 with $5.7 billion in equity holdings, according to a new SEC filing submitted on August 14. The firm disclosed 237 separate positions as of June 30, providing a clear picture of its U.S. equity exposure heading into the second half of the year.

The report reflects Eventide’s entire book of qualifying equity securities—no partial reporting, no shared managers, no amendments. The structure is simple: a complete 13F Holdings Report covering all relevant assets under management.

What the Numbers Suggest

This quarterly disclosure doesn’t list individual securities, but the volume of holdings points to a diversified approach with clear conviction. Eventide’s strategy emphasizes values-based investing, and its portfolio size suggests deliberate allocation decisions across sectors.

Why This Matters

The filing meets regulatory requirements for institutional managers overseeing more than $100 million in equities. It also offers analysts, asset allocators, and peers a snapshot of where Eventide stood as of quarter-end. The next update is due in mid-November and will show how the firm responded to market developments over the summer.