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Catalyst Funds Management’s EverCommerce EVCM Stock Holding History

Catalyst Funds Management’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,200
Closed -$12.4K – 640
2024
Q3 		$12.4K Hold
1,200
– – ﹤0.01% 1155
2024
Q2 		$13.2K Hold
1,200
– – ﹤0.01% 830
2024
Q1 		$11.3K Buy
+1,200
New +$11.7K ﹤0.01% 868

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Catalyst Funds Management's EVCM Position: Q4 2024 in Review

Catalyst Funds Management sold out of EverCommerce (EVCM) in Q4 2024, closing a stake of 1,200 shares — an estimated $12.4K sold.

Catalyst Funds Management first reported a position in EVCM in Q1 2024 and held it in 3 quarters. The position peaked at $13.2K in Q2 2024. 91 funds tracked by Wall St. Rank hold EVCM as of Q4 2024.

  • Catalyst Funds Management reported no remaining EverCommerce position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,200 EverCommerce shares in Q4 2024, an estimated $12.4K.
  • Catalyst Funds Management first reported a position in EverCommerce in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's EverCommerce position peaked at $13.2K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held EverCommerce as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.