Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,317,434
+$14,357,938 QoQ
Shares Held
74,149
+102.0% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#78
of 707 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Derivatives in EVR
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,507,484
PutShares
8,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Interval Partners, LP holds $154,968,124 across 12 Capital Markets names. EVR ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
108,628 | $30,598,335 | |
| 2 | SCHW |
Schwab Charles Corp
|
319,725 | $29,501,025 | |
| 3 | EVR |
Evercore Inc.
This page
|
74,149 | $25,317,434 | |
| 4 | PJT |
PJT Partners Inc.
|
76,506 | $11,547,815 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
190,554 | $11,351,301 | |
| 6 | MS |
Morgan Stanley
|
51,020 | $10,665,220 | |
| 7 | PIPR |
Piper Sandler Companies
|
128,354 | $9,285,128 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
67,227 | $9,017,157 |
All Filings in EVR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,317,434 | 74,149 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,507,484 | 8,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $10,959,496 | 36,714 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,288,746 | 71,385 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,938,980 | 26,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $2,187,162 | 8,100 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $1,477,928 | 7,400 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $2,207,263 | 7,963 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $33,348 | 160 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $13,481 | 70 | Put | Sole | 2024-05-15 | |
| 2023-09-30 | $20,682 | 150 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $16,545 | 120 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $1,235,900 | 10,000 | Call | Sole | 2023-08-14 | |
| 2022-12-31 | $2,553,890 | 23,413 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,872,736 | 59,243 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,871,731 | 19,995 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,813,291 | 16,289 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $1,336,700 | 10,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $4,926,950 | 35,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $1,317,400 | 10,000 | Call | Sole | 2021-05-17 | |
| 2020-09-30 | $4,206,263 | 64,257 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $883,800 | 15,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $834,054 | 18,108 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||