
What smart money is saying about Evolv Technologies
2 funds in our archive have pitched Evolv Technologies, most recently Cedar Grove Capital Management Multi-Strategy Composite in September 2026.
Evolv Technologies Holdings, Inc. develops, manufactures, markets, and sells security screening products and specific services in the United States and internationally. It offers Evolv Express, that is designed to detect firearms, improvised explosive devices, and large tactical knives in unstructured people flows; Evolv eXpedite, an autonomous AI-based weapon detection system for bags being brought to venues by visitors in high clutter environments; and Evolv Insights Analytics Application which provides self-serve access, insights regarding visitor flow and arrival curves, location specific performance, system detection performance and alarm statistics, and comparisons across multiple business dimensions. The company serves various industries comprising education, healthcare, professional sports, notable performing arts and entertainment venues, major tourist destinations and cultural attractions, government and corporate offices, hospitality facilities, distribution facilities, large industrial workplaces, and houses of worship. Evolv Technologies Holdings, Inc. was founded in 2013 and is headquartered in Waltham, Massachusetts.
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Position history
Between Q1 2026 and Q3 2026, 1 fund letter reported a position in Evolv Technologies, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“Evolv Technologies (EVLV) and The RealReal (REAL), which we have held since Q1, both exceeded estimates and raised guidance during the quarter.”
Evolv Technologies
Fund coverage · 2 theses
- Cedar Grove Capital Management Multi-Strategy CompositeSeptember 2026
Evolv Technologies offers AI-powered security screening with recurring revenue, efficiency gains, and durable growth tailwinds.
Read the full thesis - Cedar GroveMarch 2026
Evolv Technologies provides AI-enabled weapons detection systems with rising ARR and cash flow inflection, supported by unfortunate but durable safety tailwinds.
Read the full thesis
Read every full thesis on Evolv Technologies
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