EVR RESEARCH LP
Q2 2022 Form 13-F
RICHMOND, VIRGINIA
CIK 0001843019
· CRD 283385
· SEC-registered investment adviser
$338.7M Reported Value Total
EVR RESEARCH LP reports 3 total accounts under management (AUM). There are 3 discretionary accounts valued at $359,520,309, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $365.0M gross asset value
Hedge Fund: $365.0M
Source: Form ADV filed 2026-05-26
Reported value
$338.7M
Quarter over quarter
-6.8%
Holdings
36
Top-10 concentration
65.4%
Key People
Form ADV owners & control persons
Benjamin Wolf Joffe
PRESIDENT, CHIEF INVESTMENT OFFICER, LIMITED PARTNER
Derek John Webb
CCO/CFO/COO
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13F Metrics
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Q2 2022 13F record
Q2 2022 13F filing summary
| Period of report | June 30, 2022 |
|---|---|
| Filed | August 15, 2022 |
| Form | 13F-HR |
| Reported value | $338.7M |
| Positions | 36 |
| Change in reported value | +25.0% |
| New positions | 18 |
| Exited positions | 10 |
| Position turnover | 60.9% |
| Top-10 concentration | 65.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
28 | $202.5M |
|
Q1 2026 13F
Filed May 14, 2026
|
29 | $250.0M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
33 | $185.3M |
|
Q3 2025 13F
Filed Nov 13, 2025
|
26 | $167.2M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
27 | $230.2M |
|
Q1 2025 13F
Filed May 14, 2025
|
30 | $353.6M |
|
Q4 2024 13F
Filed Feb 13, 2025
|
37 | $298.6M |
|
Q3 2024 13F
Filed Nov 13, 2024
|
33 | $401.0M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
31 | $334.8M |
|
Q1 2024 13F
Filed May 15, 2024
|
31 | $447.8M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
32 | $447.2M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
39 | $377.8M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
30 | $374.4M |
|
Q1 2023 13F
Filed May 15, 2023
|
34 | $401.6M |
|
Q4 2022 13F
Filed Feb 13, 2023
|
34 | $331.6M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
31 | $337.1M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
36 | $338.7M |
|
Q1 2022 13F
Filed May 13, 2022
|
28 | $271.0M |
|
Q4 2021 13F
Filed Feb 11, 2022
|
23 | $214.0M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
27 | $180.3M |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TUFN TUFIN SOFTWARE TECHNOLOGIES | $34.9M | 10.31% |
| 2 | SPB SPECTRUM BRANDS HLDGS INC NE | $32.0M | 9.45% |
| 3 | MGI MONEYGRAM INTL INC | $29.4M | 8.69% |
| 4 | WKME WALKME LTD | $28.1M | 8.29% |
| 5 | BASE COUCHBASE INC | $28.1M | 8.28% |
| 6 | SMAR SMARTSHEET INC. | $17.8M | 5.24% |
| 7 | SAH SONIC AUTOMOTIVE INC | $14.7M | 4.33% |
| 8 | AVPT AVEPOINT INC | $12.7M | 3.76% |
| 9 | VVV VALVOLINE INC | $12.1M | 3.58% |
| 10 | SSTI SHOTSPOTTER INC | $11.8M | 3.5% |
| 11 | PTVE PACTIV EVERGREEN INC | $11.8M | 3.48% |
| 12 | ERII ENERGY RECOVERY INC | $10.9M | 3.22% |
| 13 | ODP THE ODP CORP | $10.6M | 3.12% |
| 14 | CUTRQ CUTERA INC | $10.3M | 3.04% |
| 15 | GTX GARRETT MOTION INC | $9.5M | 2.8% |
| 16 | HPE HEWLETT PACKARD ENTERPRISE C | $7.3M | 2.16% |
| 17 | RSKD RISKIFIED LTD | $7.3M | 2.14% |
| 18 | CRM SALESFORCE, INC. | $6.3M | 1.87% |
| 19 | ONTF ON24 INC | $5.4M | 1.58% |
| 20 | KBAL KIMBALL INTL INC | $5.3M | 1.57% |
Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.