Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,085,691
+$2,897,060 QoQ
Shares Held
102,758
-4.7% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#58
of 703 holders
Holding Since
Mar 2020
12 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, 2026Holocene Advisors, LP holds $763,400,433 across 13 Capital Markets names. EVR ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
230,000 | $232,615,100 | |
| 2 | MS |
Morgan Stanley
|
1,052,219 | $219,955,859 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
462,479 | $130,271,084 | |
| 4 | IREN |
IREN Ltd
|
1,213,850 | $55,509,360 | |
| 5 | EVR |
Evercore Inc.
This page
|
102,758 | $35,085,691 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
278,592 | $24,248,647 | |
| 7 | TW |
Tradeweb Markets Inc.
|
227,571 | $22,679,725 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
351,937 | $20,964,887 |
All Filings in EVR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,085,691 | 102,758 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,188,631 | 107,831 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $81,523,900 | 239,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,348,238 | 9,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,786,635 | 173,271 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,293,167 | 56,545 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $21,918,976 | 86,520 | Shares | Sole | 2024-11-14 | |
| 2022-09-30 | $4,836,135 | 58,798 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,049,826 | 288,963 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $30,657,528 | 275,400 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $1,770,038 | 27,040 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $3,080,861 | 66,888 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||