Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership173,860 shares
Latest Disclosed Value $ 51,898,949
Renaissance Technologies Llc reports 1,178.38% increase in ownership of EVR / Evercore Inc.

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 173,860 shares of Evercore Inc. (US:EVR) valued at $51,898,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 13,600 shares of Evercore Inc.. This represents a change in shares of 1,178.38% during the quarter. The current value of the position is $59,013,300 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F EVERCORE CLASS A 29977A105 173,860 160,260 1,178.38 51,899 1,021.63 0.0812
2026-02-12 2025-12-31 13F EVERCORE CLASS A 29977A105 13,600 5,100 60.00 4,627 61.39 0.0072
2025-11-13 2025-09-30 13F EVERCORE CLASS A 29977A105 8,500 8,500 2,867 0.0038
2025-08-13 2025-06-30 13F EVERCORE CLASS A 29977A105 0 -212,400 -100.00 0 -100.00
2025-05-14 2025-03-31 13F EVERCORE CLASS A 29977A105 212,400 194,200 1,067.03 42,421 741.00 0.0642
2025-02-13 2024-12-31 13F EVERCORE CLASS A 29977A105 18,200 16,800 1,200.00 5,045 1,324.86 0.0075
2024-11-13 2024-09-30 13F EVERCORE CLASS A 29977A105 1,400 -10,600 -88.33 355 -85.85 0.0005
2024-08-09 2024-06-30 13F EVERCORE CLASS A 29977A105 12,000 -6,300 -34.43 2,501 83,266.67 0.0042
2024-05-13 2024-03-31 13F EVERCORE CLASS A 29977A105 18,300 -7,800 -29.89 4 -25.00 0.0055
2024-02-13 2023-12-31 13F EVERCORE CLASS A 29977A105 26,100 -40,900 -61.04 4 -55.56 0.0069
2023-11-14 2023-09-30 13F EVERCORE CLASS A 29977A105 67,000 -146,700 -68.65 9 -65.38 0.0158
2023-08-11 2023-06-30 13F EVERCORE CLASS A 29977A105 213,700 69,300 47.99 26 62.50 0.0381
2023-05-12 2023-03-31 13F EVERCORE CLASS A 29977A105 144,400 -53,100 -26.89 17 -23.81 0.0221
2023-02-13 2022-12-31 13F EVERCORE CLASS A 29977A105 197,500 -188,500 -48.83 22 -99.93 0.0295
2022-11-14 2022-09-30 13F EVERCORE CLASS A 29977A105 386,000 -83,200 -17.73 31,749 -27.72 0.0449
2022-08-12 2022-06-30 13F EVERCORE CLASS A 29977A105 469,200 221,400 89.35 43,922 59.22 0.0520
2022-05-13 2022-03-31 13F EVERCORE CLASS A 29977A105 247,800 198,300 400.61 27,585 310.19 0.0324
2022-02-11 2021-12-31 13F EVERCORE CLASS A 29977A105 49,500 -7,400 -13.01 6,725 -11.58 0.0084
2021-11-12 2021-09-30 13F EVERCORE CLASS A 29977A105 56,900 56,900 7,606 0.0098
2021-02-10 2020-12-31 13F EVERCORE CLASS A 29977A105 0 -156,900 -100.00 0 -100.00
2020-11-13 2020-09-30 13F EVERCORE CLASS A 29977A105 156,900 0 0.00 10,271 11.10 0.0103
2020-08-13 2020-06-30 13F EVERCORE CLASS A 29977A105 156,900 -150,800 -49.01 9,245 -34.77 0.0080
2020-05-14 2020-03-31 13F EVERCORE CLASS A 29977A105 307,700 65,500 27.04 14,173 -21.73 0.0138
2020-02-13 2019-12-31 13F EVERCORE CLASS A 29977A105 242,200 201,600 496.55 18,107 456.80 0.0139
2019-11-13 2019-09-30 13F EVERCORE CLASS A 29977A105 40,600 -507,400 -92.59 3,252 -93.30 0.0028
2019-08-12 2019-06-30 13F EVERCORE CLASS A 29977A105 548,000 -272,200 -33.19 48,536 -34.97 0.0427
2019-05-14 2019-03-31 13F EVERCORE CLASS A 29977A105 820,200 -39,700 -4.62 74,638 21.30 0.0679
2019-02-12 2018-12-31 13F EVERCORE CLASS A 29977A105 859,900 -127,500 -12.91 61,534 -38.02 0.0674
2018-11-13 2018-09-30 13F EVERCORE CLASS A 29977A105 987,400 -309,400 -23.86 99,283 -27.40 0.1021
2018-08-13 2018-06-30 13F/A-1 EVERCORE CLASS A 29977A105 1,296,800 294,200 29.34 136,748 56.41 0.1491
2018-08-13 2018-06-30 13F EVERCORE CLASS A 29977A105 1,002,600 87,427
2018-05-14 2018-03-31 13F EVERCORE CLASS A 29977A105 1,002,600 47,800 5.01 87,427 1.74 0.0956
2018-02-13 2017-12-31 13F EVERCORE CLASS A 29977A105 954,800 -72,700 -7.08 85,932 4.21 0.0947
2017-11-13 2017-09-30 13F EVERCORE CLASS A 29977A105 1,027,500 -288,600 -21.93 82,457 -11.13 0.0970
2017-08-11 2017-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 1,316,100 80,100 6.48 92,785 -3.63 0.1184
2017-05-12 2017-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 1,236,000 10,600 0.87 96,284 14.37 0.1345
2017-02-13 2016-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 1,225,400 52,600 4.48 84,185 39.35 0.1332
2016-11-14 2016-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 1,172,800 85,100 7.82 60,411 25.69 0.1068
2016-08-12 2016-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 1,087,700 219,700 25.31 48,065 7.00 0.0915
2016-05-13 2016-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 868,000 283,600 48.53 44,919 42.15 0.0854
2016-02-11 2015-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 584,400 109,500 23.06 31,599 32.44 0.0689
2015-11-12 2015-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 474,900 -103,700 -17.92 23,859 -23.58 0.0569
2015-08-14 2015-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 578,600 139,200 31.68 31,221 37.54 0.0711
2015-05-13 2015-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 439,400 249,300 131.14 22,699 127.99 0.0483
2015-02-13 2014-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 190,100 142,500 299.37 9,956 345.06 0.0240
2014-11-12 2014-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 47,600 37,000 349.06 2,237 266.12 0.0061
2014-08-13 2014-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 10,600 -138,940 -92.91 611 -92.60 0.0014
2014-05-14 2014-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 149,540 -67,760 -31.18 8,262 -36.40 0.0198
2014-02-14 2013-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 217,300 -235,100 -51.97 12,990 -41.68 0.0311
2013-11-13 2013-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 452,400 -22,900 -4.82 22,272 19.29 0.0540
2013-08-12 2013-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 475,300 475,300 18,670 0.0490
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.