Cliff Asness's EVR Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.32 M shares of Evercore Inc. (EVR) worth $388.06 M, representing 0.18% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in EVR, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 562,751 shares. Largest reduction occurred in Q2 2020, reducing 366,335 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Evercore (EVR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Evercore (EVR) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +458,887 | Add 53.49% | 1.32 M | $294.69 |
| Q4 2025 | -109,839 | Reduce 11.35% | 857,965 | $340.25 |
| Q3 2025 | +94,960 | Add 10.88% | 967,804 | $337.32 |
| Q2 2025 | +386,479 | Add 79.46% | 872,844 | $270.02 |
| Q1 2025 | +278,940 | Add 134.48% | 486,365 | $194.17 |
| Q4 2024 | +56,923 | Add 37.82% | 207,425 | $277.19 |
| Q3 2024 | +78,009 | Add 107.61% | 150,502 | $252.74 |
| Q2 2024 | +29,441 | Add 68.38% | 72,493 | $202.51 |
| Q1 2024 | -6,993 | Reduce 13.97% | 43,052 | $192.00 |
| Q4 2023 | -19,216 | Reduce 27.74% | 50,045 | $171.05 |
| Q3 2023 | -30,321 | Reduce 30.45% | 69,261 | $137.88 |
| Q2 2023 | -24,716 | Reduce 19.88% | 99,582 | $123.59 |
| Q1 2023 | -140,019 | Reduce 52.97% | 124,298 | $113.92 |
| Q4 2022 | -99,479 | Reduce 27.34% | 264,317 | $108.68 |
| Q3 2022 | +60,951 | Add 20.13% | 363,796 | $81.48 |
| Q2 2022 | +9,151 | Add 3.12% | 302,845 | $92.88 |
| Q1 2022 | +66,132 | Add 29.06% | 293,694 | $111.32 |
| Q4 2021 | +43,712 | Add 23.78% | 227,562 | $135.78 |
| Q3 2021 | +66,797 | Add 57.07% | 183,850 | $133.67 |
| Q2 2021 | -15,768 | Reduce 11.87% | 117,053 | $138.77 |
| Q1 2021 | +27,986 | Add 26.70% | 132,821 | $131.74 |
| Q4 2020 | -99,078 | Reduce 48.59% | 104,835 | $109.20 |
| Q3 2020 | -182,768 | Reduce 47.27% | 203,913 | $65.18 |
| Q2 2020 | -366,335 | Reduce 48.65% | 386,681 | $56.97 |
| Q1 2020 | +69,156 | Add 10.11% | 753,016 | $46.06 |
| Q4 2019 | +562,751 | Add 464.66% | 683,860 | $74.76 |
| Q3 2019 | +1,784 | Add 1.50% | 121,109 | $79.38 |
| Q2 2019 | +109,048 | Add 1061.09% | 119,325 | $88.57 |
| Q1 2019 | +3,759 | Add 57.67% | 10,277 | $90.98 |
| Q4 2018 | -653 | Reduce 9.11% | 6,518 | $71.49 |
| Q3 2018 | -29,409 | Reduce 80.40% | 7,171 | $100.54 |
| Q2 2018 | -22,692 | Reduce 38.28% | 36,580 | $105.44 |
| Q1 2018 | -5,569 | Reduce 8.59% | 59,272 | $87.21 |
| Q4 2017 | -9,552 | Reduce 12.84% | 64,841 | $90.00 |
| Q3 2017 | -9,207 | Reduce 11.01% | 74,393 | $80.25 |
| Q2 2017 | +32,039 | Add 62.14% | 83,600 | $70.50 |
| Q1 2017 | +30,095 | Add 140.20% | 51,561 | $77.89 |
| Q4 2016 | +4,409 | Add 25.85% | 21,466 | $68.71 |
| Q3 2016 | +11,285 | Add 195.51% | 17,057 | $51.53 |
| Q1 2016 | +1,503 | Add 35.21% | 5,772 | $51.80 |
| Q4 2015 | +4,269 | New Buy | 4,269 | $54.11 |
| Q1 2015 | -6,200 | Sold Out | 0 | $0.00 |
| Q4 2014 | -32,250 | Reduce 83.88% | 6,200 | $52.42 |
| Q3 2014 | -8,800 | Reduce 18.62% | 38,450 | $47.00 |
| Q2 2014 | +4,000 | Add 9.25% | 47,250 | $57.63 |
| Q1 2014 | +900 | Add 2.13% | 43,250 | $55.26 |
| Q4 2013 | +150 | Add 0.36% | 42,350 | $59.79 |
| Q3 2013 | -10,300 | Reduce 19.62% | 42,200 | $49.24 |
| Q2 2013 | +52,500 | Add 0.00% | 52,500 | $39.28 |
Cliff Asness's Evercore Investment FAQs
Cliff Asness first purchased Evercore Inc. (EVR) in Q2 2013, acquiring 52,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Evercore Inc. (EVR) for 50 quarters since Q2 2013.
Cliff Asness's largest addition to Evercore Inc. (EVR) was in Q4 2019, adding 683,860 shares worth $51.12 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,316,852 shares of Evercore Inc. (EVR), valued at approximately $388.06 M.
As of the Q1 2026 filing, Evercore Inc. (EVR) represents approximately 0.18% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Evercore Inc. (EVR) was 1,316,852 shares, as reported at the end of Q1 2026.