Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,288,392
+$73,072,679 QoQ
Shares Held
248,864
+6865.1% QoQ
Ownership
0.643%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Qube Research & Technologies Ltd holds $1,123,950,991 across 32 Capital Markets names. EVR ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,043,206 | $192,020,499 | |
| 2 | MS |
Morgan Stanley
|
1,074,334 | $176,803,146 | |
| 3 | GS |
Goldman Sachs Group Inc
|
164,330 | $139,021,536 | |
| 4 | SF |
Stifel Financial Corp
|
1,264,455 | $93,468,513 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,236,802 | $85,710,378 | |
| 6 | EVR |
Evercore Inc.
This page
|
248,864 | $74,288,392 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
1,006,361 | $41,532,518 | |
| 8 | LAZ |
Lazard, Inc.
|
951,858 | $40,434,927 |
All Filings in EVR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,288,392 | 248,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,215,713 | 3,573 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $4,379,724 | 16,220 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $100,885,362 | 505,134 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,349,744 | 156,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,049,849 | 63,353 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,868,413 | 13,762 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,247,423 | 73,978 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $182,681 | 1,068 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,332,885 | 9,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,616,785 | 77,812 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,574,924 | 82,986 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $14,042,131 | 170,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,826,393 | 94,289 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,546,951 | 139,660 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $20,334,978 | 149,687 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,266,330 | 39,398 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $957,658 | 6,803 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,451,384 | 64,152 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||