Moody Aldrich Partners LLC

Position in EVR — Evercore Inc.

CIK 936941 MARBLEHEAD, MA

Position in EVR

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$288,062

-$47,764 QoQ

Shares Held

965

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Moody Aldrich Partners LLC holds $26,313,537 across 7 Capital Markets names. EVR ranks #6 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PIPR	Piper Sandler Companies	91,815	$7,028,438
2	MRX	Marex Group Ltd	139,793	$6,231,971
3	HUT	Hut 8 Corp.	132,584	$6,219,515
4	RIOT	Riot Platforms, Inc.	466,924	$5,771,180
5	GS	Goldman Sachs Group Inc	645	$545,663
6	EVR	Evercore Inc. This page	965	$288,062
7	SF	Stifel Financial Corp	3,094	$228,708

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$288,062	965	-2.2%	Shares	Sole	2026-04-20
2025-12-31	$335,826	987	-0.2%	Shares	Sole	2026-01-30
2025-09-30	$333,609	989	-0.3%	Shares	Sole	2025-10-21
2025-06-30	$267,859	992	-2.1%	Shares	Sole	2025-08-04
2025-03-31	$202,316	1,013	-59.4%	Shares	Sole	2025-04-29
2024-12-31	$692,143	2,497	-0.4%	Shares	Sole	2025-01-23
2024-09-30	$635,376	2,508	-92.3%	Shares	Sole	2024-10-22
2024-06-30	$6,800,654	32,628	-46.6%	Shares	Sole	2024-07-24
2024-03-31	$11,773,026	61,130	-9.1%	Shares	Sole	2024-04-30
2023-12-31	$11,499,349	67,228	-16.7%	Shares	Sole	2024-01-26
2023-09-30	$11,121,538	80,661	+16.7%	Shares	Sole	2023-11-08
2023-06-30	$8,545,136	69,141	+23.7%	Shares	Sole	2023-07-28
2023-03-31	$6,449,049	55,894	+14.8%	Shares	Sole	2023-04-27
2022-12-31	$5,312,741	48,705	+175.9%	Shares	Sole	2023-01-24
2022-09-30	$1,451,712	17,650	-72.7%	Shares	Sole	2022-10-18
2022-06-30	$6,050,482	64,635	-43.8%	Shares	Sole	2022-07-18
2022-03-31	$12,810,260	115,076	+19.7%	Shares	Sole	2022-05-10
2021-12-31	$13,058,173	96,122	-14.3%	Shares	Sole	2022-02-02
2021-09-30	$14,997,640	112,199	+15.2%	Shares	Sole	2021-10-29
2021-06-30	$13,714,939	97,428	-10.8%	Shares	Sole	2021-08-04
2021-03-31	$14,390,750	109,236	+55.5%	Shares	Sole	2021-05-10
2020-12-31	$7,700,675	70,236	+368.7%	Shares	Sole	2021-02-16
2020-09-30	$980,918	14,985	0.0%	Shares	Sole	2020-11-12
2020-06-30	$882,916	14,985	+59.1%	Shares	Sole	2020-07-30
2020-03-31	$433,700	9,416	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.