GAMMA Investing LLC

Position in EVR — Evercore Inc.

CIK 2010235 FOSTER CITY, CA

Position in EVR

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$545,279

+$112,739 QoQ

Shares Held

1,597

+10.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#409

of 703 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GAMMA Investing LLC holds $32,857,365 across 42 Capital Markets names. EVR ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,612	$10,732,658
2	MS	Morgan Stanley	39,630	$8,284,255
3	SCHW	Schwab Charles Corp	55,827	$5,151,157
4	HOOD	Robinhood Markets, Inc.	19,825	$1,988,051
5	IBKR	Interactive Brokers Group, Inc.	14,396	$1,253,027
6	HLI	Houlihan Lokey, Inc.	8,140	$1,091,818
7	SF	Stifel Financial Corp	10,492	$732,026
8	EVR	Evercore Inc. This page	1,597	$545,279

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,279	1,597	+10.2%	Shares	Defined	2026-07-07
2026-03-31	$432,540	1,449	+16.7%	Shares	Defined	2026-04-06
2025-12-31	$422,590	1,242	+18.4%	Shares	Defined	2026-01-05
2025-09-30	$353,848	1,049	+15.5%	Shares	Defined	2025-10-02
2025-06-30	$245,178	908	+27.7%	Shares	Defined	2025-07-14
2025-03-31	$142,000	711	+14.9%	Shares	Defined	2025-04-15
2024-12-31	$171,580	619	+18.4%	Shares	Defined	2025-01-03
2024-09-30	$132,496	523	+41.4%	Shares	Defined	2024-10-07
2024-06-30	$77,119	370	+72.1%	Shares	Defined	2024-07-02
2024-03-31	$41,406	215	+39.6%	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.