RKWD

ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

EVR

Evercore Inc.

Investment Advice · SIC 6282CIK 1360901Held by 9 tracked managersEDGAR filings ↗10-K/10-Q ↗

SHARE:X LINKEDIN EMAIL

i

9 of 9 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Royce & Associates

Q2 2026Position history →

Add+12,649+10.0%0.38%$47.6M

Q2 2026Position history →

Add+457+3.0%0.02%$5.3M

First Eagle Investment Management

Q2 2026Position history →

Add+57+1.5%<0.01%$1.4M

Fuller & Thaler Asset Management

Q2 2026Position history →

Trim(21,004)(6.3%)0.29%$105.9M

Renaissance Technologies

Q2 2026Position history →

Trim(17,680)(10.2%)0.07%$53.3M

Holocene Advisors

Q2 2026Position history →

Trim(5,073)(4.7%)0.08%$35.1M

WCM Investment Management

Q2 2026Position history →

Trim(261)(0.3%)0.06%$33.4M

Bridgewater Associates

Q2 2026Position history →

Trim(57,244)(63.3%)0.05%$11.3M

Adage Capital Management

Q2 2026Position history →

Trim(71,900)(80.0%)0.01%$6.1M

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.