Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$81,771,465
+$5,210,815 QoQ
Shares Held
239,490
-6.6% QoQ
Ownership
0.623%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#34
of 692 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC holds $278,170,319 across 7 Capital Markets names. EVR ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
This page
|
239,490 | $81,771,465 | |
| 2 | PWP |
Perella Weinberg Partners
|
4,390,541 | $70,073,034 | |
| 3 | MRX |
Marex Group Ltd
|
1,009,199 | $61,510,679 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
861,252 | $53,940,212 | |
| 5 | LCLN |
Lincoln International, Inc.
|
408,441 | $9,749,486 | |
| 6 | IREN |
IREN Ltd
|
14,913 | $681,971 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
8,873 | $443,472 |
All Filings in EVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,771,465 | 239,490 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $76,560,650 | 256,476 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $112,631,936 | 331,027 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $125,870,283 | 373,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $106,681,661 | 395,088 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||