Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,996,647
-$9,894,959 QoQ
Shares Held
90,438
-16.6% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Bridgewater Associates, LP holds $97,325,555 across 17 Capital Markets names. EVR ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
90,438 | $26,996,647 | |
| 2 | IREN |
IREN Ltd
|
720,925 | $24,713,309 | |
| 3 | HUT |
Hut 8 Corp.
|
245,659 | $11,523,863 | |
| 4 | PIPR |
Piper Sandler Companies
|
63,424 | $4,855,107 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
72,337 | $4,851,642 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
98,746 | $4,342,849 | |
| 7 | GS |
Goldman Sachs Group Inc
|
4,154 | $3,514,242 | |
| 8 | SF |
Stifel Financial Corp
|
41,281 | $3,051,491 |
All Filings in EVR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,996,647 | 90,438 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,891,606 | 108,425 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,045,181 | 71,283 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,280,704 | 4,743 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,044,519 | 45,286 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,217,953 | 33,255 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,273,458 | 24,763 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,729,021 | 17,891 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,157,098 | 73,509 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,754,472 | 80,412 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,183,729 | 59,354 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,214,238 | 17,916 | Shares | Sole | 2023-08-11 | |
| 2022-06-30 | $5,885,915 | 62,877 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||