XOOMAR

Evercore (EVR)

Evercore on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as investment advice.

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1.2M

Short interest

settlement 2026-09-30

2.0

Days to cover

-0.7 days vs prior

55.7%

Short share of volume

2026-10-09

1

Fails to deliver

settlement 2026-09-01

Wed 28 Oct

Next earnings

estimated date

$0

Insider flow, 90 days

0 buys, 0 sells

As of 2026-10-09.

Short interest

FINRA, twice a month. The newest 24 settlements in the table, 48 in the chart. JSON

As of 30 September 2026, short interest in EVR is 1,218,608 shares, down 71,451 shares over the last month. Over the last 48 readings it ranged from 560,882 shares (30 January 2026) to 1,503,927 shares (30 April 2025). At the reported average volume of 595K shares a day that is 2.0 days to cover.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-09-301,218,608+7.0%595,3092.05
2026-09-151,138,626-11.7%406,3022.80
2026-08-311,290,059+16.3%470,1852.74
2026-08-141,109,322-17.5%546,4002.03
2026-07-311,344,390+13.5%573,3412.34
2026-07-151,184,855+7.4%418,4032.83
2026-06-301,103,379-2.7%419,3992.63
2026-06-151,134,390-1.2%350,7063.23
2026-05-291,148,198+6.0%410,9322.79
2026-05-151,083,758+1.9%546,2541.98
2026-04-301,063,178+17.7%660,3111.61
2026-04-15903,040+36.8%546,2571.65
2026-03-31659,951+7.4%686,9271.00
2026-03-13614,460-16.6%764,6661.00
2026-02-27736,914+18.3%653,0531.13
2026-02-13622,794+11.0%708,4981.00
2026-01-30560,882-23.0%360,5931.56
2026-01-15728,694-10.1%350,2342.08
2025-12-31810,933-14.6%262,5803.09
2025-12-15949,321+6.2%354,5342.68
2025-11-28893,650-0.7%345,7812.58
2025-11-14899,735+6.9%376,5932.39
2025-10-31841,368-7.5%462,7111.82
2025-10-15909,655-8.3%407,7922.23

Daily short volume

FINRA Reg SHO, the last 30 sessions. JSON

As of 9 October 2026, the short share of EVR volume is 55.7%, up 3.9 points over the last five sessions. Over the last 30 readings it ranged from 19.4% (25 September 2026) to 74.4% (9 September 2026). The latest reading is 6.6 points above the 30-session average of 49.0%, on 229K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-10-09128K229K55.7%0
2026-10-08103K186K55.6%0
2026-10-07139K240K58.0%0
2026-10-06104K174K59.4%28
2026-10-05107K231K46.1%240
2026-10-02123K237K51.8%98
2026-10-0161K127K48.1%60
2026-09-3050K125K39.9%8
2026-09-2975K188K39.8%3,777
2026-09-2876K139K54.7%1
2026-09-25111K572K19.4%0
2026-09-2470K166K42.1%0
2026-09-2386K196K43.7%38
2026-09-22101K219K46.1%0
2026-09-2199K217K45.8%0
2026-09-1869K209K33.3%2
2026-09-1786K204K42.1%0
2026-09-16102K233K43.6%0
2026-09-1573K164K44.6%999
2026-09-1466K137K48.6%0
2026-09-1145K111K40.8%0
2026-09-1091K170K53.8%0
2026-09-09104K139K74.4%12
2026-09-0872K140K51.7%16
2026-09-0442K95K44.3%0
2026-09-0369K154K44.7%13
2026-09-02129K209K61.7%0
2026-09-01132K213K62.0%4
2026-08-31200K276K72.5%27
2026-08-2869K146K47.3%2

Fails to deliver

SEC, the last 30 settlement dates with a fail. JSON

As of 1 September 2026, the fails-to-deliver balance in EVR is 1 share, down 7 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (31 July 2026) to 34,664 shares (20 April 2026). The latest reading sits at the bottom of that range.

SettlementShares failedPriceValue
2026-09-011$286.43$286
2026-08-278$291.42$2K
2026-08-2184$287.09$24K
2026-08-105$305.94$2K
2026-07-311$312.87$313
2026-07-2111,066$333.53$3.7M
2026-07-209,984$341.54$3.4M
2026-06-22100$371.72$37K
2026-05-261,955$346.12$677K
2026-05-204,294$323.26$1.4M
2026-05-142$336.35$673
2026-05-129$335.38$3K
2026-05-0427,980$316.79$8.9M
2026-05-011,127$321.29$362K
2026-04-222,693$353.44$952K
2026-04-2034,664$362.91$12.6M
2026-04-0918$326.02$6K
2026-04-021,925$301.28$580K
2026-03-301,085$279.05$303K
2026-03-234$274.87$1K
2026-02-2467$305.27$20K
2026-02-23105$328.14$34K
2026-02-09153$357.73$55K
2026-01-2312$372.00$4K
2025-11-28901$317.30$286K
2025-11-262,345$314.35$737K
2025-11-25201$308.86$62K
2025-11-171,914$307.75$589K
2025-11-141,943$306.61$596K
2025-10-3089$292.49$26K

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

No open-market insider trades were reported for EVR in the last 90 days. The most recent filings are listed below. Latest filing: LaLonde Timothy Gilbert (Chief Financial Officer) on 2026-06-11.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-06-11LaLonde Timothy GilbertChief Financial OfficerSell8K$343.06$2.7M35K
2026-06-10Carlton Pamela GDirectorGrant364$0.00$04K
2026-06-10FUTTER ELLEN VDirectorGrant364$0.00$07K
2026-06-10Harris Gail BlockDirectorGrant364$0.00$040K
2026-06-10MILLARD ROBERT BDirectorGrant815$0.00$053K
2026-06-10OVERLOCK WILARD J JRDirectorGrant727$0.00$015K
2026-06-10Robertson Sir SimonDirectorGrant364$0.00$010K
2026-06-10VARNEY CHRISTINE ADirectorGrant727$0.00$0884
2026-06-10WHEELER WILLIAM JDirectorGrant364$0.00$013K
2026-06-10Williamson Sarah KDirectorGrant727$0.00$014K
2026-03-06Williamson Sarah KDirectorBuy2K$290.43$581K13K
2026-02-19WEINBERG JOHN SCEO/ChairmanGrant32K$0.00$0637K
2026-02-19Pensa PaulContr, Prin. Acct.OfficerGrant2K$0.00$07K
2026-02-19Lindsey-Clark MatthewCo-Head EMEA IBGrant8K$0.00$028K
2026-02-19LaLonde Timothy GilbertChief Financial OfficerGrant12K$0.00$043K
2026-02-19Klurfeld JasonGeneral CounselGrant9K$0.00$058K
2026-02-19Altman Roger CFounder and Senior ChairmanGrant30K$0.00$084K
2026-02-13Klurfeld JasonGeneral CounselTax withholding374$328.56$123K49K
2026-02-06Klurfeld JasonGeneral CounselSell5K$360.00$1.8M49K
2026-02-05Pensa PaulContr, Prin. Acct.OfficerSell1K$350.31$508K5K
2026-02-04Klurfeld JasonGeneral CounselTax withholding5K$346.23$1.8M54K
2026-02-04Pensa PaulContr, Prin. Acct.OfficerTax withholding1K$346.23$435K6K
2026-02-04Lindsey-Clark MatthewCo-Head EMEA IBTax withholding4K$346.23$1.2M20K
2026-02-04WEINBERG JOHN SCEO/ChairmanTax withholding13K$346.23$4.6M605K
2026-02-04LaLonde Timothy GilbertChief Financial OfficerTax withholding7K$346.23$2.5M30K
2026-02-04Altman Roger CFounder and Senior ChairmanTax withholding14K$346.23$4.7M54K
2025-12-09Carlton Pamela GDirectorSell192$343.11$66K3K
2025-09-05Harris Gail BlockDirectorGift33$0.00$040K
2025-08-05LaLonde Timothy GilbertChief Financial OfficerSell8K$295.44$2.5M37K
2025-08-01Klurfeld JasonGeneral CounselSell6K$285.85$1.6M60K
2025-06-11FUTTER ELLEN VDirectorGrant527$0.00$07K
2025-06-11MILLARD ROBERT BDirectorGrant1K$0.00$053K
2025-06-11Williamson Sarah KDirectorGrant1K$0.00$011K
2025-06-11WHEELER WILLIAM JDirectorGrant527$0.00$012K
2025-06-11OVERLOCK WILARD J JRDirectorGrant1K$0.00$015K
2025-06-11Harris Gail BlockDirectorGrant527$0.00$040K
2025-06-11Robertson Sir SimonDirectorGrant527$0.00$09K
2025-06-11Carlton Pamela GDirectorGrant527$0.00$04K
2025-03-10Klurfeld JasonGeneral CounselGrant30K$0.00$065K
2025-02-20Altman Roger CFounder and Senior ChairmanGrant16K$0.00$068K
2025-02-20Klurfeld JasonGeneral CounselGrant8K$0.00$035K
2025-02-20LaLonde Timothy GilbertChief Financial OfficerGrant12K$0.00$046K
2025-02-20Pensa PaulContr, Prin. Acct.OfficerGrant2K$0.00$08K
2025-02-20WEINBERG JOHN SCEO/ChairmanGrant23K$0.00$0619K
2025-02-13Klurfeld JasonGeneral CounselTax withholding374$266.58$100K27K
2025-02-12Altman Roger CFounder and Senior ChairmanGift16K$0.00$052K
2025-02-10HYMAN EDWARD SVice Chair EVR & Chairman EISISell18K$271.68$4.8M1.6M
2025-02-07HYMAN EDWARD SVice Chair EVR & Chairman EISISell21K$277.20$5.9M1.7M
2025-02-07Pensa PaulContr, Prin. Acct.OfficerSell2K$281.23$524K6K
2025-02-06HYMAN EDWARD SVice Chair EVR & Chairman EISISell17K$285.56$4.9M1.7M

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.

Planned sales (Form 144)

Newest first. JSON

5 Form 144 notices on file for EVR worth $12.8M at the prices reported; 0 in the last 90 days worth $0. Latest: Altman Roger C filed on 2026-05-04 to sell 20,000 shares ($6.3M) from 2026-05-04.

FiledSellerSharesMarket valueOf outstandingSale fromBroker
2026-05-04Altman Roger CDirector20K$6.3M0.050%2026-05-04Merrill Lynch
2026-02-06Klurfeld JasonOfficer5K$1.8M0.013%2026-02-06Fidelity Brokerage Services LLC
2026-02-05Pensa PaulOfficer1K$508K0.004%2026-02-05Fidelity Brokerage Services LLC
2025-12-09PAMELA CARLTONDIRECTOR192$66K0.000%2025-12-09MERRILL
2025-11-07Altman Roger CDirector13K$4.1M0.035%2025-11-07Merrill Lynch

Large holders (13D and 13G)

One row per reporting person with its latest filing, newest first. JSON

5 holders report 5% or more of EVR in their latest filing, all on Schedule 13G (passive). The largest reported stake is Vanguard Portfolio Management at 5.1% of the class (1,960,312 shares), filed 2026-07-31 for an event on 2026-06-30.

FiledFormHolderSharesOf classEvent
2026-07-3113GVanguard Portfolio Managementinvestment adviser2.0M5.1%2026-06-30
2026-04-2913GVanguard Capital Managementinvestment adviser2.0M5.0%2026-03-31
2026-03-2613G/Ano. 14The Vanguard Groupinvestment adviser00.0%2026-03-13
2026-02-1013G/Ano. 1Wellington Management Group LLPparent holding company1.9M5.0%2025-12-31
2026-02-1013G/Ano. 1Wellington Group Holdings LLPparent holding company1.9M5.0%2025-12-31
2026-02-1013G/Ano. 1Wellington Investment Advisors Holdings LLPparent holding company1.9M5.0%2025-12-31

13F holders

Tracked managers holding EVR at their latest 13F. JSON

7 of the 30 tracked managers held EVR at their latest 13F, $1.20B in total at quarter-end prices. AQR Capital Management is the largest at $584.2M (0.2% of its portfolio) as of 2026-06-30. Over the prior quarter 3 added shares and 4 cut.

FundQuarterSharesValueOf portfolioChange in shares
AQR Capital Management2026-06-301.7M$584.2M0.20%+394K
Millennium Management2026-06-30637K$217.7M0.08%+568K
Fisher Asset Management2026-06-30424K$144.7M0.04%-844
Point72 Asset Management2026-06-30345K$117.6M0.13%-46K
Two Sigma Investments2026-06-30198K$67.6M0.05%+96K
Renaissance Technologies2026-06-30156K$53.3M0.07%-18K
Bridgewater Associates2026-06-3033K$11.3M0.05%-57K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

Financials

SEC XBRL, as filed. JSON

In Q2 FY 2026 (quarter ended 2026-06-30) Evercore reported revenue of $998.5M, up 19.1% from the same quarter a year earlier, and net income of $95.3M (2.32 diluted EPS). In FY 2025 it generated $1.26B of operating cash flow and spent $144.4M on dividends.

Cash
$1.26B
Equity
$1.86B
Total assets
$4.70B

Quarterly, last 8 quarters

QuarterPeriod endRevenueNet incomeMarginDiluted EPS
Q2 FY 20262026-06-30$998.5M$95.3M9.5%2.32
Q1 FY 20262026-03-31$1.40B$301.2M21.5%7.20
Q4 FY 2025derived2025-12-31$1.30B$204.0M15.7%n/a
Q3 FY 20252025-09-30$1.05B$144.6M13.8%3.41
Q2 FY 20252025-06-30$838.0M$97.2M11.6%2.36
Q1 FY 20252025-03-31$699.0M$146.2M20.9%3.48
Q4 FY 2024derived2024-12-31$979.5M$140.4M14.3%n/a
Q3 FY 20242024-09-30$738.4M$78.4M10.6%1.86

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-31$3.88B$591.9M$1.26B$74.0Mn/a$144.4M
FY 20242024-12-31$3.00B$378.3M$988.2M$30.1Mn/a$135.8M
FY 20232023-12-31$2.44B$255.5M$458.0M$20.0Mn/a$127.9M
FY 20222022-12-31$2.78B$476.5M$531.4M$23.2Mn/a$127.3M
FY 20212021-12-31$3.31B$740.1M$1.38B$28.0Mn/a$118.8M

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30.

What this page is

Evercore in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.

This page follows Evercore (EVR), SEC CIK 1360901, listed on NYSE, classified by the SEC as investment advice. The cross-market tables live on the short interest and insider transactions hubs.

Source and updates

Short interest
FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-09.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-01.JSON and CSV
Planned sales
SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-05-04.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-07-31.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials
SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
Earnings dates
SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-07-29.JSON and CSV
Insider trades
SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-06-11.JSON and CSV
Company record
EDGAR filing index for CIK 1360901Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
10 requests a minute without a key, 30 with a free key from a free account.

How to read it

  • Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
  • Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
  • Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Datasets

Frequently Asked Questions

How much of EVR is sold short?
1,218,608 shares were held short at the 2026-09-30 settlement, 2.0 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is EVR's daily short volume?
On 2026-10-09, 127,721 of the 229,339 EVR shares reported to FINRA were sold short, 55.7% of the day's reported volume. Short volume is a flow for one day, not a position.
Does EVR have fails to deliver?
The SEC's latest file shows 1 EVR shares failed to deliver at settlement 2026-09-01. Fails are reported per settlement date and published twice a month with a lag.
Are EVR insiders buying or selling?
No open-market insider trades were reported for EVR in the last 90 days. The most recent filings are listed below. Latest filing: LaLonde Timothy Gilbert (Chief Financial Officer) on 2026-06-11.
Have EVR insiders filed to sell?
5 Form 144 notices on file for EVR worth $12.8M at the prices reported; 0 in the last 90 days worth $0. Latest: Altman Roger C filed on 2026-05-04 to sell 20,000 shares ($6.3M) from 2026-05-04.
Who owns 5% or more of EVR?
5 holders report 5% or more of EVR in their latest filing, all on Schedule 13G (passive). The largest reported stake is Vanguard Portfolio Management at 5.1% of the class (1,960,312 shares), filed 2026-07-31 for an event on 2026-06-30.
What did EVR report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) Evercore reported revenue of $998.5M, up 19.1% from the same quarter a year earlier, and net income of $95.3M (2.32 diluted EPS). In FY 2025 it generated $1.26B of operating cash flow and spent $144.4M on dividends.
Which tracked 13F managers own EVR?
7 of the 30 tracked 13F managers held EVR shares at their latest filing, $1.20B in all. The largest: Cliff Asness's AQR Capital Management (1.7M shares, $584.2M), Izzy Englander's Millennium Management (637K shares, $217.7M), Ken Fisher's Fisher Asset Management (424K shares, $144.7M), Steve Cohen's Point72 Asset Management (345K shares, $117.6M), Two Sigma Investments (198K shares, $67.6M), Renaissance Technologies (156K shares, $53.3M). The table above lists all 7.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.