EVERCORE INC - A · CUSIP 29977A105 · CIK 1584691
As of 2026-06-30, Global Alpha Capital Management Ltd. reported 118.12K EVR (shares), valued at $40.33M, or 2.42% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 0.62%; reported value increased 13.67%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.42% | 118,121 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 2.13% | 118,857 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 2.48% | 119,657 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 3.13% | 162,435 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.75% | 163,335 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.78% | 191,385 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 3.02% | 149,970 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 2.59% | 157,160 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 2.35% | 154,560 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 1.74% | 121,200 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 0.91% | 66,300 | SEC filing ↗Filed Feb 9, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.91% | 66,300 | $11.34M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.74% | 121,200 | $23.34M | Shares increased 82.81%; reported value increased 105.83%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 2.35% | 154,560 | $32.21M | Shares increased 27.52%; reported value increased 38.01%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 2.59% | 157,160 | $39.81M | Shares increased 1.68%; reported value increased 23.59%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 3.02% | 149,970 | $41.57M | Shares decreased 4.57%; reported value increased 4.41%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 2.78% | 191,385 | $38.22M | Shares increased 27.62%; reported value decreased 8.05%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 2.75% | 163,335 | $44.10M | Shares decreased 14.66%; reported value increased 15.38%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 3.13% | 162,435 | $54.79M | Shares decreased 0.55%; reported value increased 24.24%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.48% | 119,657 | $40.71M | Shares decreased 26.34%; reported value decreased 25.70%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 2.13% | 118,857 | $35.48M | Shares decreased 0.67%; reported value decreased 12.85%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 2.42% | 118,121 | $40.33M | Shares decreased 0.62%; reported value increased 13.67%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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