Evercore Wealth Management, LLC
Position in IMXI — International Money Express, Inc.
CIK 1482689
New York, NY
Position in IMXI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$234,494
-$184,332 QoQ
Shares Held
16,228
-38.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
of 155 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IMXI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $316,369,443 across 10 Software - Infrastructure names. IMXI ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
783,550 | $292,279,820 | |
| 2 | ORCL |
Oracle Corp
|
55,803 | $8,177,929 | |
| 3 | NET |
Cloudflare, Inc.
|
21,400 | $5,248,992 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
36,175 | $4,754,480 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
31,551 | $3,681,055 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,209 | $1,094,332 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,600 | $358,344 | |
| 8 | SNPS |
Synopsys Inc
|
646 | $288,161 |
All Filings in IMXI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,494 | 16,228 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $418,826 | 26,508 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $407,162 | 26,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $463,217 | 33,158 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $334,564 | 33,158 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $418,453 | 33,158 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $690,681 | 33,158 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $615,328 | 33,279 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $693,534 | 33,279 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $759,759 | 33,279 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $735,133 | 33,279 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $597,645 | 35,301 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $865,933 | 35,301 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $910,059 | 35,301 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $880,073 | 36,113 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $823,607 | 36,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $739,765 | 36,139 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $744,824 | 36,139 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $597,207 | 37,419 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $439,109 | 26,294 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $390,465 | 26,294 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $394,672 | 26,294 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $408,082 | 26,294 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $377,713 | 26,294 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $189,018 | 15,170 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $138,502 | 15,170 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||