Convergence Investment Partners, LLC
Position in EVR — Evercore Inc.
CIK 1456133
PALM BEACH GARDENS, FL
Position in EVR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,028,464
+$5,796,873 QoQ
Shares Held
17,656
+613.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#179
of 703 holders
Holding Since
Mar 2021
7 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 Jun 30, 2026Convergence Investment Partners, LLC holds $27,850,769 across 6 Capital Markets names. EVR ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
75,981 | $9,003,748 | |
| 2 | EVR |
Evercore Inc.
This page
|
17,656 | $6,028,464 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
95,019 | $5,660,281 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
47,879 | $4,167,388 | |
| 5 | MS |
Morgan Stanley
|
12,237 | $2,558,022 | |
| 6 | GS |
Goldman Sachs Group Inc
|
428 | $432,866 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,028,464 | 17,656 | Shares | Sole | 2026-07-31 | |
| 2022-06-30 | $231,591 | 2,474 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $275,294 | 2,473 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $268,303 | 1,975 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $247,022 | 1,848 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $360,511 | 2,561 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $399,962 | 3,036 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||