EVR
EVERCORE INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2022 | 16Q | $97 | $332 | +242% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $228 | $332 | +45% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $232 | $332 | +43% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $232 | $332 | +43% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $232 | $332 | +43% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $232 | $332 | +43% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $232 | $332 | +43% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 4× in & out | Q3 2025 | Q4 2025 | → $305 | -2% |
| D.E. Shaw | Q4 2024 | Q3 2025 | → $311 | +6% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Evercore Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Mar 10, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-100355Mar 10, 2026
- Form 40001193125-26-064119Feb 23, 2026
- Form 40001193125-26-064106Feb 23, 2026
- Form 40001193125-26-064104Feb 23, 2026
- Form 40001193125-26-064101Feb 23, 2026
- Form 40001193125-26-064092Feb 23, 2026
- Form 40001193125-26-064090Feb 23, 2026
- Form 40001193125-26-054692Feb 17, 2026
- Form 40001193125-26-041387Feb 6, 2026
- Form 40001193125-26-041383Feb 6, 2026
- Form 40001193125-26-041381Feb 6, 2026
- Form 40001193125-26-041377Feb 6, 2026
- Form 40001193125-26-041369Feb 6, 2026
- Form 40001193125-26-041366Feb 6, 2026
- Form 40001193125-26-001016Jan 2, 2026
Fundamentals
XBRL · EVERCORE INC.Annual figures sourced directly from EVERCORE INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Evercore Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 6, 2026
- DEF 14AProxy statementApr 29, 2026
- 8-KMaterial eventApr 29, 2026
- 10-KAnnual reportFeb 20, 2026
- 8-KMaterial eventFeb 4, 2026
- 8-KMaterial eventFeb 4, 2026
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventOct 29, 2025
- 10-QQuarterly reportAug 7, 2025
- 8-KMaterial eventJul 30, 2025
- 8-KMaterial eventJul 30, 2025
- 8-KMaterial eventJul 11, 2025
- 8-KMaterial eventJun 13, 2025
- 10-QQuarterly reportMay 8, 2025
- 8-KMaterial eventApr 30, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $334 | $332 | -0% |
| Citadel Advisors | Q1 2026 | open | $319 | $332 | +4% |
| Renaissance Technologies | Q4 2025 | open | $305 | $332 | +9% |
| Maverick Capital | Q3 2025 | Q4 2025 | $310 | $305 | -2% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | $235 | $311 | +33% |
| D.E. Shaw | Q4 2024 | Q3 2025 | $295 | $311 | +6% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $232 | $311 | +34% |
| Two Sigma Investments | Q3 2024 | open | $232 | $332 | +43% |
| AQR Capital Management | Q3 2024 | open | $232 | $332 | +43% |
| Millennium Management | Q3 2024 | open | $232 | $332 | +43% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $232 | $295 | +27% |
| Renaissance Technologies | Q3 2024 | Q3 2025 | $228 | $312 | +37% |
| Maverick Capital | Q2 2024 | Q3 2024 | $195 | $232 | +19% |
| Bridgewater Associates | Q3 2023 | open | $132 | $345 | +161% |
| Bridgewater Associates | Q3 2022 | Q4 2022 | $97 | $105 | +8% |
| Maverick Capital | Q2 2021 | Q3 2021 | $134 | $125 | -6% |
| Maverick Capital | Q3 2018 | Q4 2018 | $95 | $67 | -29% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.