Position in EVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,163,499
+$31,049,103 QoQ
Shares Held
217,208
+50.4% QoQ
Ownership
0.565%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#36
of 703 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $771,969,752 across 11 Capital Markets names. EVR ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,399,433 | $295,886,648 | |
| 2 | SNEX |
StoneX Group Inc.
|
1,943,481 | $153,534,999 | |
| 3 | SF |
Stifel Financial Corp
|
1,589,213 | $110,879,391 | |
| 4 | EVR |
Evercore Inc.
This page
|
217,208 | $74,163,499 | |
| 5 | SCHW |
Schwab Charles Corp
|
761,360 | $70,250,687 | |
| 6 | PIPR |
Piper Sandler Companies
|
451,724 | $32,677,714 | |
| 7 | GOLD |
Gold.com, Inc.
|
553,336 | $23,024,310 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,944 | $9,493,401 |
All Filings in EVR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,163,499 | 217,208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,114,396 | 144,432 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $27,773,063 | 139,060 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $75,253,481 | 271,487 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,242,076 | 261,475 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,145,339 | 240,586 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $69,004,034 | 358,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $58,701,452 | 343,183 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,373,601 | 314,575 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $50,598,981 | 409,410 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,296,784 | 496,592 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $54,126,477 | 496,209 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $44,216,695 | 537,589 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,170,690 | 97,967 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,977,128 | 197,423 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,250,067 | 31,285 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,961,117 | 59,558 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $2,020,232 | 15,335 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,076,800 | 18,942 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $342,028 | 5,225 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $3,252,526 | 70,615 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||