Position in EVR
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$389,855
-$155,424 QoQ
Shares Held
1,514
-5.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 17 holders
Holding Since
Dec 2023
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 Sep 30, 2026GAMMA Investing LLC holds $34,841,050 across 46 Capital Markets names. EVR ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,675 | $9,611,343 | |
| 2 | MS |
Morgan Stanley
|
41,646 | $7,832,779 | |
| 3 | SCHW |
Schwab Charles Corp
|
64,965 | $6,349,679 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,198 | $2,722,275 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
12,464 | $1,574,701 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
15,465 | $1,321,020 | |
| 7 | SF |
Stifel Financial Corp
|
12,713 | $890,418 | |
| 8 | EVR |
Evercore Inc.
This page
|
1,514 | $389,855 |
All Filings in EVR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $389,855 | 1,514 | Shares | Defined | 2026-10-08 | |
| 2026-06-30 | $545,279 | 1,597 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $432,540 | 1,449 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $422,590 | 1,242 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $353,848 | 1,049 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $245,178 | 908 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $142,000 | 711 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $171,580 | 619 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $132,496 | 523 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $77,119 | 370 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $41,406 | 215 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $26,341 | 154 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||