Evercore Inc.
US ˙ NYSE ˙ US29977A1051

SecurityEVR / Evercore Inc.
InstitutionSignaturefd, Llc
Latest Disclosed Ownership225 shares
Latest Disclosed Value $ 67,165
Signaturefd, Llc reports 2.60% decrease in ownership of EVR / Evercore Inc.

On April 7, 2026 - Signaturefd, Llc filed a 13F-HR form disclosing ownership of 225 shares of Evercore Inc. (US:EVR) valued at $67,165 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 231 shares of Evercore Inc.. This represents a change in shares of -2.60% during the quarter. The current value of the position is $76,372 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)
2026-04-07 2026-03-31 13F EVERCORE CLASS A 29977A105 225 -6 -2.60 67 -14.10 0.0010
2026-01-20 2025-12-31 13F EVERCORE CLASS A 29977A105 231 9 4.05 79 5.41 0.0012
2025-10-21 2025-09-30 13F EVERCORE CLASS A 29977A105 222 7 3.26 75 27.59 0.0012
2025-07-16 2025-06-30 13F EVERCORE CLASS A 29977A105 215 -19 -8.12 58 26.09 0.0010
2025-05-02 2025-03-31 13F EVERCORE CLASS A 29977A105 234 0 0.00 47 -28.12 0.0009
2025-02-10 2024-12-31 13F EVERCORE CLASS A 29977A105 234 0 0.00 65 8.47 0.0012
2024-10-21 2024-09-30 13F EVERCORE CLASS A 29977A105 234 0 0.00 59 22.92 0.0011
2024-07-29 2024-06-30 13F EVERCORE CLASS A 29977A105 234 -26 -10.00 49 -4.00 0.0010
2024-05-03 2024-03-31 13F EVERCORE CLASS A 29977A105 260 83 46.89 50 66.67 0.0011
2024-02-01 2023-12-31 13F EVERCORE CLASS A 29977A105 177 50 39.37 30 76.47 0.0007
2023-11-03 2023-09-30 13F EVERCORE CLASS A 29977A105 127 47 58.75 18 88.89 0.0005
2023-08-01 2023-06-30 13F EVERCORE CLASS A 29977A105 80 -4 -4.76 10 0.00 0.0003
2023-04-28 2023-03-31 13F EVERCORE CLASS A 29977A105 84 -29 -25.66 10 -25.00 0.0003
2023-01-30 2022-12-31 13F EVERCORE CLASS A 29977A105 113 -52 -31.52 12 -14.29 0.0004
2022-11-08 2022-09-30 13F EVERCORE CLASS A 29977A105 165 -293 -63.97 14 -67.44 0.0005
2022-08-10 2022-06-30 13F EVERCORE CLASS A 29977A105 458 337 278.51 43 230.77 0.0015
2022-05-02 2022-03-31 13F EVERCORE CLASS A 29977A105 121 25 26.04 13 0.00 0.0004
2022-01-25 2021-12-31 13F EVERCORE CLASS A 29977A105 96 46 92.00 13 85.71 0.0004
2021-10-28 2021-09-30 13F EVERCORE CLASS A 29977A105 50 0 0.00 7 0.00 0.0002
2021-07-26 2021-06-30 13F EVERCORE CLASS A 29977A105 50 -33 -39.76 7 -36.36 0.0003
2021-04-30 2021-03-31 13F EVERCORE CLASS A 29977A105 83 -19 -18.63 11 0.00 0.0005
2021-02-11 2020-12-31 13F EVERCORE CLASS A 29977A105 102 24 30.77 11 120.00 0.0005
2020-11-03 2020-09-30 13F EVERCORE CLASS A 29977A105 78 0 0.00 5 0.00 0.0003
2020-07-30 2020-06-30 13F EVERCORE CLASS A 29977A105 78 19 32.20 5 66.67 0.0003
2020-04-23 2020-03-31 13F EVERCORE CLASS A 29977A105 59 19 47.50 3 0.00 0.0003
2020-02-05 2019-12-31 13F EVERCORE CLASS A 29977A105 40 -2 -4.76 3 0.00 0.0002
2019-10-16 2019-09-30 13F EVERCORE CLASS A 29977A105 42 22 110.00 3 50.00 0.0002
2019-07-31 2019-06-30 13F EVERCORE CLASS A 29977A105 20 -11 -35.48 2 -33.33 0.0002
2019-05-09 2019-03-31 13F EVERCORE CLASS A 29977A105 31 -22 -41.51 3 -25.00 0.0003
2019-02-13 2018-12-31 13F EVERCORE CLASS A 29977A105 53 -50 -48.54 4 -60.00 0.0004
2018-11-14 2018-09-30 13F EVERCORE CLASS A 29977A105 103 0 0.00 10 -9.09 0.0010
2018-08-14 2018-06-30 13F EVERCORE CLASS A 29977A105 103 92 836.36 11 1,000.00 0.0012
2018-05-08 2018-03-31 13F EVERCORE CLASS A 29977A105 11 11 1 0.0001
2017-02-14 2016-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 0 -190 -100.00 0 -100.00
2016-11-14 2016-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 190 0 0.00 10 25.00 0.0015
2016-07-29 2016-06-30 13F EVERCORE PARTNERS CLASS A 29977A105 190 -11 -5.47 8 -20.00 0.0012
2016-05-12 2016-03-31 13F EVERCORE PARTNERS CLASS A 29977A105 201 190 1,727.27 10 900.00 0.0017
2016-01-22 2015-12-31 13F EVERCORE PARTNERS CLASS A 29977A105 11 0 0.00 1 0.00 0.0002
2015-10-23 2015-09-30 13F EVERCORE PARTNERS CLASS A 29977A105 11 11 1 0.0002
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.