Tremblant Capital Group’s Evercore EVR Stock Holding History

Tremblant Capital Group’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.02M	Sell	13,481 -132,165	-91%	-$43.3M	0.13%	56
2025 Q4	$49.6M	Buy	145,646 +130,737	+877%	+$42M	1.26%	34
2025 Q3	$5.03M	Sell	14,909 -2,474	-14%	-$775K	0.52%	34
2025 Q2	$4.69M	Buy	17,383 +3,544	+26%	+$779K	0.45%	35
2025 Q1	$2.76M	Buy	13,839 +594	+4%	+$148K	0.31%	43
2024 Q4	$3.67M	Buy	13,245 +1,728	+15%	+$489K	0.38%	38
2024 Q3	$2.92M	Buy	11,517 +866	+8%	+$206K	0.32%	37
2024 Q2	$2.22M	Buy	10,651 +3,683	+53%	+$717K	0.24%	37
2024 Q1	$1.34M	Buy	6,968 +3,366	+93%	+$609K	0.14%	38
2023 Q4	$616K	Buy	3,602 +536	+17%	+$77.6K	0.07%	33
2023 Q3	$423K	Buy	3,066 +799	+35%	+$108K	0.04%	39
2023 Q2	$280K	Hold	2,267	–	–	0.03%	38
2023 Q1	$262K	Buy	2,267 +58	+3%	+$7.21K	0.03%	39
2022 Q4	$241K	Buy	+2,209	New	+$231K	0.02%	35

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tremblant Capital Group's EVR Position: Q1 2026 in Review

Tremblant Capital Group reduced its Evercore (EVR) stake by 91% in Q1 2026, selling an estimated $43.3M and leaving 13,481 shares worth $4.02M. The position accounts for 0.13% of the portfolio, ranked #56.

Tremblant Capital Group first reported a position in EVR in Q4 2022 and has held it in 14 quarters since. The position peaked at $49.6M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Tremblant Capital Group held 13,481 shares of Evercore worth $4.02M as of Q1 2026.
Tremblant Capital Group sold 132,165 Evercore shares in Q1 2026, an estimated $43.3M.
Evercore made up 0.13% of Tremblant Capital Group's portfolio in Q1 2026, its #56 holding.
Tremblant Capital Group first reported a position in Evercore in Q4 2022 and has held it in 14 quarters since.
Tremblant Capital Group's Evercore position peaked at $49.6M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Tremblant Capital Group's 13F filing for Q1 2026, filed 15 May 2026.