Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership61,435 shares
Latest Disclosed Value $ 20,902,721
Sei Investments Co reports 18.55% decrease in ownership of EVR / Evercore Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 61,435 shares of Evercore Inc. (US:EVR) valued at $20,903,259 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 75,430 shares of Evercore Inc.. This represents a change in shares of -18.55% during the quarter. The current value of the position is $20,893,429 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)
2026-02-13 2025-12-31 13F EVERCORE CLASS A 29977A105 61,435 -13,995 -18.55 20,903 -17.85 0.0206
2025-11-13 2025-09-30 13F EVERCORE CLASS A 29977A105 75,430 -2,431 -3.12 25,444 21.02 0.0274
2025-08-14 2025-06-30 13F EVERCORE CLASS A 29977A105 77,861 49,809 177.56 21,024 275.21 0.0244
2025-05-14 2025-03-31 13F/A-1 EVERCORE CLASS A 29977A105 28,052 -7,856 -21.88 5,603 -43.71 0.0072
2025-05-13 2025-03-31 13F EVERCORE CLASS A 29977A105 25,246 -10,662 6,313 0.0069
2025-02-11 2024-12-31 13F EVERCORE CLASS A 29977A105 35,908 -3,632 -9.19 9,953 -0.63 0.0128
2024-11-12 2024-09-30 13F EVERCORE CLASS A 29977A105 39,540 -3,337 -7.78 10,017 12.07 0.0130
2024-08-13 2024-06-30 13F EVERCORE CLASS A 29977A105 42,877 -12,501 -22.57 8,937 -16.20 0.0127
2024-05-07 2024-03-31 13F EVERCORE CLASS A 29977A105 55,378 1,558 2.89 10,665 15.86 0.0156
2024-02-14 2023-12-31 13F EVERCORE CLASS A 29977A105 53,820 92 0.17 9,206 24.26 0.0148
2023-11-14 2023-09-30 13F EVERCORE CLASS A 29977A105 53,728 2,328 4.53 7,408 16.62 0.0133
2023-08-11 2023-06-30 13F EVERCORE CLASS A 29977A105 51,400 796 1.57 6,353 8.80 0.0111
2023-05-12 2023-03-31 13F EVERCORE CLASS A 29977A105 50,604 13,049 34.75 5,839 42.53 0.0108
2023-02-10 2022-12-31 13F EVERCORE CLASS A 29977A105 37,555 -1,442 -3.70 4,097 27.68 0.0091
2022-11-14 2022-09-30 13F EVERCORE CLASS A 29977A105 38,997 4,034 11.54 3,208 -2.25 0.0072
2022-08-15 2022-06-30 13F EVERCORE CLASS A 29977A105 34,963 -5,193 -12.93 3,282 -26.40 0.0071
2022-05-13 2022-03-31 13F EVERCORE CLASS A 29977A105 40,156 -36,181 -47.40 4,459 -56.81 0.0090
2022-02-14 2021-12-31 13F EVERCORE CLASS A 29977A105 76,337 -413 -0.54 10,323 0.94 0.0194
2021-11-12 2021-09-30 13F EVERCORE CLASS A 29977A105 76,750 -34,601 -31.07 10,227 -34.66 0.0215
2021-08-06 2021-06-30 13F EVERCORE CLASS A 29977A105 111,351 9,248 9.06 15,652 18.41 0.0347
2021-05-12 2021-03-31 13F EVERCORE CLASS A 29977A105 102,103 -32,291 -24.03 13,218 -10.44 0.0333
2021-02-08 2020-12-31 13F EVERCORE CLASS A 29977A105 134,394 -4,737 -3.40 14,758 61.47 0.0382
2020-12-04 2020-09-30 13F/A-1 EVERCORE CLASS A 29977A105 139,131 5 0.00 9,140 11.76 0.0265
2020-11-06 2020-09-30 13F EVERCORE CLASS A 29977A105 143,735 4,609 9,441 22,731.8289
2020-08-17 2020-06-30 13F/A-1 EVERCORE CLASS A 29977A105 139,126 46,455 50.13 8,178 91.16 0.0254
2020-08-11 2020-06-30 13F EVERCORE CLASS A 29977A105 186,570 93,899 13,394 36,331.9380
2020-05-14 2020-03-31 13F EVERCORE CLASS A 29977A105 92,671 -61,407 -39.85 4,278 -62.86 0.0157
2020-02-06 2019-12-31 13F EVERCORE CLASS A 29977A105 154,078 43,984 39.95 11,519 30.63 0.0344
2019-11-12 2019-09-30 13F EVERCORE CLASS A 29977A105 110,094 15,571 16.47 8,818 5.31 0.0226
2019-08-14 2019-06-30 13F EVERCORE CLASS A 29977A105 94,523 -19,226 -16.90 8,373 -19.12 0.0273
2019-05-15 2019-03-31 13F EVERCORE CLASS A 29977A105 113,749 104,012 1,068.21 10,352 1,036.33 0.0348
2019-02-13 2018-12-31 13F EVERCORE CLASS A 29977A105 9,737 1,899 24.23 911 15.32 0.0032
2018-11-08 2018-09-30 13F EVERCORE CLASS A 29977A105 7,838 -7,059 -47.39 790 -49.71 0.0029
2018-08-03 2018-06-30 13F EVERCORE CLASS A 29977A105 14,897 4,235 39.72 1,571 68.92 0.0053
2018-05-11 2018-03-31 13F EVERCORE CLASS A 29977A105 10,662 1,437 15.58 930 12.05 0.0036
2018-02-08 2017-12-31 13F EVERCORE CLASS A 29977A105 9,225 331 3.72 830 16.41 0.0029
2017-11-06 2017-09-30 13F EVERCORE CLASS A 29977A105 8,894 2,336 35.62 713 54.33 0.0025
2017-07-31 2017-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 6,558 1,245 23.43 462 11.59 0.0018
2017-05-05 2017-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 5,313 441 9.05 414 23.58 0.0018
2017-02-02 2016-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 4,872 1,077 28.38 335 70.92 0.0016
2016-11-04 2016-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 3,795 -1,053 -21.72 196 -8.41 0.0010
2016-08-11 2016-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 4,848 -24,407 -83.43 214 -85.87 0.0013
2016-05-10 2016-03-31 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 29,255 -514 -1.73 1,515 -5.84 0.0094
2016-02-03 2015-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 29,769 15,184 104.11 1,609 119.81 0.0098
2015-11-02 2015-09-30 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 14,585 -2,568 -14.97 732 -20.95 0.0067
2015-10-30 2015-09-30 13F DIREXION SHS ETF TR CLASS A 29977A105 14,585 734
2015-08-07 2015-06-30 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 17,153 1,710 11.07 926 16.04 0.0084
2015-08-04 2015-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 17,153 1,710 926 0.0084
2015-05-14 2015-03-31 13F/A-1 EVERCORE PARTNERS CLASS A 29977A105 15,443 3,376 27.98 798 26.27 0.0069
2015-05-01 2015-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 15,443 798
2015-02-10 2014-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 12,067 12,067 632 0.0056
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.