Position in EVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,320,837
+$3,124,985 QoQ
Shares Held
94,874
+28.1% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 10.735291017560131.ToString("F0")%
Shared 0.ToString("F0")%
None 89.26470898243987.ToString("F0")%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $460,718,074 across 22 Capital Markets names. EVR ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
263,789 | $223,162,855 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
610,019 | $42,274,316 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
173,891 | $28,688,537 | |
| 4 | EVR |
Evercore Inc.
This page
|
94,874 | $28,320,837 | |
| 5 | MS |
Morgan Stanley
|
144,805 | $23,830,558 | |
| 6 | SF |
Stifel Financial Corp
|
311,569 | $23,031,180 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
233,348 | $22,263,732 | |
| 8 | SCHW |
Schwab Charles Corp
|
225,132 | $21,157,904 |
All Filings in EVR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,320,837 | 94,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,195,852 | 74,051 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,947,328 | 76,922 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $14,774,414 | 54,716 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,164,962 | 15,847 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,968,427 | 10,709 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $396,730 | 1,566 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||