Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,041,858
+$869,866 QoQ
Shares Held
20,624
-0.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#168
of 706 holders
Holding Since
Mar 2020
26 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, 2026Gotham Asset Management, LLC holds $82,162,607 across 13 Capital Markets names. EVR ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
268,429 | $26,751,634 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16,642 | $16,831,219 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
109,329 | $9,515,996 | |
| 4 | MS |
Morgan Stanley
|
45,373 | $9,484,771 | |
| 5 | EVR |
Evercore Inc.
This page
|
20,624 | $7,041,858 | |
| 6 | SCHW |
Schwab Charles Corp
|
42,753 | $3,944,819 | |
| 7 | PJT |
PJT Partners Inc.
|
14,399 | $2,173,385 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
18,685 | $1,873,731 |
All Filings in EVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,041,858 | 20,624 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,171,992 | 20,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,073,117 | 20,788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,014,232 | 20,794 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,716,323 | 21,170 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,228,072 | 21,170 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,941,013 | 21,433 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,723,457 | 22,592 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,051,509 | 24,236 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,722,499 | 24,521 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,218,777 | 24,664 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,491,535 | 25,323 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,173,791 | 25,680 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,224,178 | 27,944 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,934,470 | 26,902 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,501,716 | 30,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,960,942 | 20,948 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,570,279 | 14,106 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,524,237 | 11,220 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,056,260 | 7,902 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,315,495 | 9,345 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $700,461 | 5,317 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $753,336 | 6,871 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $622,655 | 9,512 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $649,416 | 11,022 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $719,457 | 15,620 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||