Joel Greenblatt's EVR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 20,676 shares of Evercore Inc. (EVR) worth $6.17 M, representing 0.02% 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, Joel Greenblatt has maintained a long-term strategic position in EVR, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 83,022 shares. Largest reduction occurred in Q2 2016, reducing 125,603 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Evercore (EVR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Evercore (EVR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -112 | Reduce 0.54% | 20,676 | $298.51 |
| Q4 2025 | -6 | Reduce 0.03% | 20,788 | $340.25 |
| Q3 2025 | -376 | Reduce 1.78% | 20,794 | $337.32 |
| Q1 2025 | -263 | Reduce 1.23% | 21,170 | $199.72 |
| Q4 2024 | -1,159 | Reduce 5.13% | 21,433 | $277.19 |
| Q3 2024 | -1,644 | Reduce 6.78% | 22,592 | $253.34 |
| Q2 2024 | -285 | Reduce 1.16% | 24,236 | $208.43 |
| Q1 2024 | -143 | Reduce 0.58% | 24,521 | $192.59 |
| Q4 2023 | -659 | Reduce 2.60% | 24,664 | $171.05 |
| Q3 2023 | -357 | Reduce 1.39% | 25,323 | $137.88 |
| Q2 2023 | -2,264 | Reduce 8.10% | 25,680 | $123.59 |
| Q1 2023 | +1,042 | Add 3.87% | 27,944 | $115.38 |
| Q4 2022 | -3,514 | Reduce 11.55% | 26,902 | $109.08 |
| Q3 2022 | +9,468 | Add 45.20% | 30,416 | $82.26 |
| Q2 2022 | +6,842 | Add 48.50% | 20,948 | $93.61 |
| Q1 2022 | +2,886 | Add 25.72% | 14,106 | $111.30 |
| Q4 2021 | +3,318 | Add 41.99% | 11,220 | $135.83 |
| Q3 2021 | -1,443 | Reduce 15.44% | 7,902 | $133.64 |
| Q2 2021 | +4,028 | Add 75.76% | 9,345 | $140.72 |
| Q1 2021 | -1,554 | Reduce 22.62% | 5,317 | $131.65 |
| Q4 2020 | -2,641 | Reduce 27.76% | 6,871 | $109.59 |
| Q3 2020 | -1,510 | Reduce 13.70% | 9,512 | $65.50 |
| Q2 2020 | -4,598 | Reduce 29.44% | 11,022 | $58.88 |
| Q1 2020 | +8,621 | Add 123.17% | 15,620 | $46.03 |
| Q4 2019 | +2,524 | Add 56.40% | 6,999 | $74.72 |
| Q3 2019 | -1,153 | Reduce 20.49% | 4,475 | $80.00 |
| Q2 2019 | -3,446 | Reduce 37.98% | 5,628 | $88.49 |
| Q1 2019 | +5,143 | Add 130.83% | 9,074 | $91.03 |
| Q4 2018 | +3,931 | New Buy | 3,931 | $71.48 |
| Q2 2018 | -5,513 | Sold Out | 0 | $0.00 |
| Q1 2018 | +1,243 | Add 29.11% | 5,513 | $87.25 |
| Q4 2017 | -658 | Reduce 13.35% | 4,270 | $89.93 |
| Q3 2017 | -111 | Reduce 2.20% | 4,928 | $80.15 |
| Q2 2017 | +5,039 | New Buy | 5,039 | $70.45 |
| Q1 2017 | -3,551 | Sold Out | 0 | $0.00 |
| Q4 2016 | +3,551 | New Buy | 3,551 | $68.71 |
| Q2 2016 | -125,603 | Sold Out | 0 | $0.00 |
| Q1 2016 | -39,534 | Reduce 23.94% | 125,603 | $51.75 |
| Q4 2015 | +77,454 | Add 88.33% | 165,137 | $54.07 |
| Q3 2015 | +83,022 | Add 1781.21% | 87,683 | $50.24 |
| Q2 2015 | -26,448 | Reduce 85.02% | 4,661 | $54.07 |
| Q1 2015 | -9,366 | Reduce 23.14% | 31,109 | $51.66 |
| Q4 2014 | +14,650 | Add 56.73% | 40,475 | $52.38 |
| Q3 2014 | +4,197 | Add 19.41% | 25,825 | $47.01 |
| Q2 2014 | -19,480 | Reduce 47.39% | 21,628 | $57.66 |
| Q1 2014 | +9,401 | Add 29.65% | 41,108 | $55.24 |
| Q4 2013 | +7,457 | Add 30.75% | 31,707 | $59.77 |
| Q3 2013 | -506 | Reduce 2.04% | 24,250 | $49.24 |
| Q2 2013 | +24,756 | Add 0.00% | 24,756 | $39.26 |
Joel Greenblatt's Evercore Investment FAQs
Joel Greenblatt first purchased Evercore Inc. (EVR) in Q2 2013, acquiring 24,756 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Evercore Inc. (EVR) for 50 quarters since Q2 2013.
Joel Greenblatt's largest addition to Evercore Inc. (EVR) was in Q3 2015, adding 87,683 shares worth $4.4 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 20,676 shares of Evercore Inc. (EVR), valued at approximately $6.17 M.
As of the Q1 2026 filing, Evercore Inc. (EVR) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Evercore Inc. (EVR) was 165,137 shares, as reported at the end of Q4 2015.