CASTLEARK MANAGEMENT LLC

Position in EVR — Evercore Inc.

CIK 1106832 CHICAGO, IL

Position in EVR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,992,583

+$913,103 QoQ

Shares Held

29,266

-3.8% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#140

of 703 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CASTLEARK MANAGEMENT LLC holds $76,666,164 across 8 Capital Markets names. EVR ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	208,542	$43,593,619
2	EVR	Evercore Inc. This page	29,266	$9,992,583
3	WULF	Terawulf Inc.	353,080	$8,721,076
4	SF	Stifel Financial Corp	98,210	$6,852,111
5	HOOD	Robinhood Markets, Inc.	56,720	$5,687,881
6	SCHW	Schwab Charles Corp	9,360	$863,647
7	RIOT	Riot Platforms, Inc.	26,120	$715,165
8	IREN	IREN Ltd	5,250	$240,082

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,992,583	29,266	-3.8%	Shares	Sole	2026-08-14
2026-03-31	$9,079,480	30,416	-5.1%	Shares	Sole	2026-05-15
2025-12-31	$10,903,651	32,046	+3.1%	Shares	Sole	2026-02-13
2025-09-30	$10,485,929	31,086	+13.5%	Shares	Sole	2025-11-17
2025-06-30	$7,398,548	27,400	-31.5%	Shares	Sole	2025-08-18
2025-03-31	$7,992,794	40,020	+2.3%	Shares	Sole	2025-05-15
2024-12-31	$10,843,672	39,120	-12.8%	Shares	Sole	2025-02-18
2024-09-30	$11,369,899	44,880	-3.6%	Shares	Sole	2024-11-15
2024-06-30	$9,700,332	46,540	-0.8%	Shares	Sole	2024-08-14
2024-03-31	$9,038,248	46,930	-11.8%	Shares	Sole	2024-05-16
2023-12-31	$9,099,860	53,200	+10.2%	Shares	Sole	2024-02-15
2023-09-30	$6,654,088	48,260	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.