Position in EVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,708,116
+$3,362,433 QoQ
Shares Held
13,789
+205.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#201
of 703 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Inspire Investing, LLC holds $39,005,726 across 14 Capital Markets names. EVR ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
334,724 | $29,134,376 | |
| 2 | EVR |
Evercore Inc.
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|
13,789 | $4,708,116 | |
| 3 | TW |
Tradeweb Markets Inc.
|
12,253 | $1,221,133 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
21,712 | $1,085,165 | |
| 5 | OPY |
Oppenheimer Holdings Inc
|
6,473 | $683,160 | |
| 6 | SF |
Stifel Financial Corp
|
8,001 | $558,229 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
3,528 | $473,210 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
14,709 | $402,144 |
All Filings in EVR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,708,116 | 13,789 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,345,683 | 4,508 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,827,137 | 8,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,460,074 | 7,293 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,188,628 | 4,402 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,034,549 | 5,180 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $1,179,997 | 4,257 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,167,390 | 4,608 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $618,203 | 2,966 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $801,944 | 4,164 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $383,323 | 2,241 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $306,783 | 2,225 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $312,064 | 2,525 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $272,758 | 2,364 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $234,522 | 2,150 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $207,270 | 2,520 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $211,933 | 2,264 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $894,233 | 8,033 | Shares | Defined | 2022-04-21 | |
| 2021-12-31 | $976,625 | 7,189 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,336,165 | 9,996 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $1,721,335 | 12,228 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $657,646 | 4,992 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||