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Coldstream Capital Management’s EverCommerce EVCM Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-40
Closed -$403 – 1814
2025
Q1 		$403 Buy
+40
New +$407 ﹤0.01% 3398

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Coldstream Capital Management's EVCM Position: Q2 2025 in Review

Coldstream Capital Management sold out of EverCommerce (EVCM) in Q2 2025, closing a stake of 40 shares — an estimated $403 sold.

Coldstream Capital Management first reported a position in EVCM in Q1 2025 and held it in 1 quarter. The position peaked at $403 in Q1 2025. 98 funds tracked by Wall St. Rank hold EVCM as of Q2 2025.

  • Coldstream Capital Management reported no remaining EverCommerce position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 40 EverCommerce shares in Q2 2025, an estimated $403.
  • Coldstream Capital Management first reported a position in EverCommerce in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's EverCommerce position peaked at $403 in Q1 2025.
  • 98 funds tracked by Wall St. Rank held EverCommerce as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.