Evolv Technologies Holdings, Inc.

• CG Cedar Grove Capital Management Q3’2026 ↗ Cedar Grove increased gross leverage and added Zedcor, OneSpaWorld and Auxly while closing several special-situation and biotech holdings. The portfolio argues that Evolv Technologies and The RealReal retain improving operating fundamentals despite rate-driven valuation pressure, with recurring revenue and marketplace efficiency as the central theses. Q3 2026 EVLV $811MABVX $8BAXON $26B +8
• CG Cedar Grove Capital Management Q1 2026 ↗ Cedar Grove Capital Management deployed capital into small and microcap healthcare and consumer-discretionary names it viewed as mispriced amid the SaaS selloff. It exited the failed LENSAR merger-arbitrage position, sharply reduced and then sold WW International after weakening subscriber trends and a CEO departure, while retaining core positions in KITS, The RealReal, Evolv and Sanuwave. Q1 2026 ABVX $8BEVLV $811MHIMS $4.9B +6
• CG Cedar Grove Capital Management Q2’2026 ↗ Cedar Grove broadened the portfolio, added event-driven opportunities and increased shorts as AI-led market leadership favored momentum over valuation-sensitive stock selection. It exited SANUWAVE after reimbursement disruption cut device guidance, reduced KITS after its bitcoin ETF treasury decision, and added telehealth, neurology and grid-modernization positions. Q2'26 ABVX $8BCLPT $272MHIMS $4.9B +7

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