ESSEX INVESTMENT MANAGEMENT CO LLC

Position in EVR — Evercore Inc.

CIK 201772 BOSTON, MA

Position in EVR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,927,165

+$258,785 QoQ

Shares Held

8,573

-4.1% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#243

of 706 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

ESSEX INVESTMENT MANAGEMENT CO LLC holds $14,038,131 across 4 Capital Markets names. EVR ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,513	$7,598,422
2	BGC	BGC Group, Inc.	321,484	$3,436,663
3	EVR	Evercore Inc. This page	8,573	$2,927,165
4	MS	Morgan Stanley	363	$75,881

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,927,165	8,573	-4.1%	Shares	Sole	2026-08-06
2026-03-31	$2,668,380	8,939	+1.9%	Shares	Sole	2026-05-11
2025-12-31	$2,983,652	8,769	-2.1%	Shares	Sole	2026-02-13
2025-09-30	$3,021,712	8,958	-15.2%	Shares	Sole	2025-11-06
2025-06-30	$2,851,681	10,561	-0.7%	Shares	Sole	2025-08-12
2025-03-31	$2,123,822	10,634	-0.8%	Shares	Sole	2025-05-07
2024-12-31	$2,971,753	10,721	-13.6%	Shares	Sole	2025-02-07
2024-09-30	$3,143,189	12,407	+0.3%	Shares	Sole	2024-10-10
2024-06-30	$2,578,904	12,373	-3.0%	Shares	Sole	2024-08-12
2024-03-31	$2,457,063	12,758	-27.7%	Shares	Sole	2024-05-03
2023-12-31	$3,019,887	17,655	-27.4%	Shares	Sole	2024-02-08
2023-09-30	$3,351,173	24,305	+11.8%	Shares	Sole	2023-11-09
2023-06-30	$2,686,723	21,739	+16.4%	Shares	Sole	2023-08-14
2023-03-31	$2,154,490	18,673	+22.5%	Shares	Sole	2023-05-04
2022-12-31	$1,662,270	15,239	-0.7%	Shares	Sole	2023-02-03
2022-09-30	$1,262,208	15,346	+38.4%	Shares	Sole	2022-11-14
2022-06-30	$1,038,322	11,092	-9.0%	Shares	Sole	2022-08-12
2022-03-31	$1,356,545	12,186	+4.4%	Shares	Sole	2022-05-09
2021-12-31	$1,584,961	11,667	-1.1%	Shares	Sole	2022-02-10
2021-09-30	$1,576,370	11,793	0.0%	Shares	Sole	2021-11-09
2021-06-30	$1,660,100	11,793	-70.6%	Shares	Sole	2021-08-12
2021-03-31	$5,278,690	40,069	-6.7%	Shares	Sole	2021-05-12
2020-12-31	$4,710,901	42,967	+193.2%	Shares	Sole	2021-02-12
2020-09-30	$959,316	14,655	+4.4%	Shares	Sole	2020-11-12
2020-06-30	$827,413	14,043	-7.1%	Shares	Sole	2020-08-04
2020-03-31	$696,381	15,119	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.