Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$63,517,400
+$23,330,473 QoQ
Shares Held
186,028
+57.5% QoQ
Ownership
0.484%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#40
of 692 holders
Holding Since
Sep 2020
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, 2026Azora Capital LP holds $379,122,147 across 9 Capital Markets names. EVR ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
525,867 | $148,126,216 | |
| 2 | EVR |
Evercore Inc.
This page
|
186,028 | $63,517,400 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
513,081 | $58,229,562 | |
| 4 | PJT |
PJT Partners Inc.
|
322,481 | $48,675,282 | |
| 5 | PIPR |
Piper Sandler Companies
|
380,367 | $27,515,748 | |
| 6 | LCLN |
Lincoln International, Inc.
|
606,033 | $14,466,007 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
211,758 | $10,583,664 | |
| 8 | BGC |
BGC Group, Inc.
|
746,114 | $7,975,958 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,517,400 | 186,028 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $40,186,927 | 118,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,498,763 | 128,954 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $32,793,840 | 170,278 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $2,857,819 | 30,529 | Shares | Sole | 2022-08-15 | |
| 2020-12-31 | $5,793,596 | 52,842 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $27,231,163 | 415,997 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||