ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

Position in EVR — Evercore Inc.

CIK 1164508 BOSTON, MA

Position in EVR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$118,529,871

+$49,105,102 QoQ

Shares Held

347,147

+49.3% QoQ

Ownership

0.903%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#23

of 706 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP holds $1,129,356,103 across 15 Capital Markets names. EVR ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	7,632,441	$704,245,331
2	EVR	Evercore Inc. This page	347,147	$118,529,871
3	XP	XP Inc.	7,026,948	$114,258,174
4	BGC	BGC Group, Inc.	6,171,804	$65,976,584
5	SF	Stifel Financial Corp	407,495	$28,430,926
6	ETOR	eToro Group Ltd.	647,976	$25,575,612
7	PIPR	Piper Sandler Companies	302,222	$21,862,739
8	MKTX	Marketaxess Holdings Inc	122,005	$13,846,347

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$118,529,871	347,147	+49.3%	Shares	Defined	2026-08-13
2026-03-31	$69,424,769	232,571	+960.5%	Shares	Defined	2026-05-14
2025-09-30	$7,397,764	21,931	+461.8%	Shares	Defined	2025-11-13
2025-06-30	$1,054,158	3,904	-93.8%	Shares	Defined	2025-08-13
2024-12-31	$17,406,700	62,797	+386.0%	Shares	Defined	2025-02-12
2024-09-30	$3,273,152	12,920	-39.1%	Shares	Defined	2024-11-14
2024-03-31	$4,083,678	21,204	-8.1%	Shares	Defined	2024-05-15
2022-06-30	$2,159,114	23,065	-45.5%	Shares	Defined	2022-08-15
2021-09-30	$5,654,241	42,300	-2.1%	Shares	Defined	2021-11-12
2021-06-30	$6,081,264	43,200	+113.9%	Shares	Defined	2021-08-13
2020-09-30	$1,322,292	20,200	+147.7%	Shares	Defined	2020-11-12
2020-03-31	$375,665	8,156	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.