SEC 13F Intelligence

Evercore Wealth Management, LLC / AKX

Evercore Wealth Management, LLC’s Ansys Inc Position

Does Evercore Wealth Management, LLC own Ansys Inc (AKX)? Not currently — the last reported position was 215.3K shares worth $76M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$76M
Q2 2025
Shares
215.3K
% of Portfolio
+1.18%
Quarters Held
27
position exited

Position History AKX

Reported value by quarter
Q4 ’18: $25MQ4 ’18Q1 ’19: $32MQ2 ’19: $38MQ3 ’19: $42MQ4 ’19: $49MQ4 ’19Q1 ’20: $43MQ2 ’20: $53MQ3 ’20: $59MQ4 ’20: $66MQ4 ’20Q1 ’21: $58MQ2 ’21: $62MQ3 ’21: $60MQ4 ’21: $70MQ4 ’21Q1 ’22: $55MQ2 ’22: $41MQ3 ’22: $38MQ4 ’22: $41MQ4 ’22Q1 ’23: $63MQ2 ’23: $62MQ3 ’23: $62MQ4 ’23: $80MQ4 ’23Q1 ’24: $77MQ2 ’24: $70MQ3 ’24: $73MQ4 ’24: $77MQ4 ’24Q1 ’25: $70MQ2 ’25: $76Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025215.3K$76M+1.18%
Q1 2025221.0K$70M+1.12%
Q4 2024228.6K$77M+1.16%
Q3 2024227.9K$73M+1.09%
Q2 2024217.1K$70M+1.10%
Q1 2024220.9K$77M+1.20%
Q4 2023221.0K$80M+1.34%
Q3 2023208.6K$62M+1.16%
Q2 2023187.4K$62M+1.14%
Q1 2023188.3K$63M+1.25%
Q4 2022171.8K$41M+0.87%
Q3 2022171.5K$38M+0.86%
Q2 2022173.3K$41M+0.87%
Q1 2022174.7K$55M+0.98%
Q4 2021175.1K$70M+1.14%
Q3 2021175.4K$60M+1.08%
Q2 2021177.4K$62M+1.13%
Q1 2021171.5K$58M+1.15%
Q4 2020180.8K$66M+1.42%
Q3 2020181.3K$59M+1.45%
Q2 2020182.1K$53M+1.42%
Q1 2020184.5K$43M+1.41%
Q4 2019190.9K$49M+1.32%
Q3 2019190.7K$42M+1.24%
Q2 2019186.4K$38M+1.16%
Q1 2019177.1K$32M+1.04%
Q4 2018174.9K$25M+0.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of AKX.