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Edgestream Partners’s EverCommerce EVCM Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-51,754
Closed -$570K – 895
2024
Q4 		$570K Sell
51,754
-23
-0% -$257 0.02% 667
2024
Q3 		$536K Buy
+51,777
New +$559K 0.02% 687
2024
Q2 		– Sell
-13,025
Closed -$123K – 902
2024
Q1 		$123K Buy
+13,025
New +$127K 0.01% 782

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

Edgestream Partners's EVCM Position: Q1 2025 in Review

Edgestream Partners sold out of EverCommerce (EVCM) in Q1 2025, closing a stake of 51,754 shares — an estimated $570K sold.

Edgestream Partners first reported a position in EVCM in Q1 2024 and held it in 3 quarters. The position peaked at $570K in Q4 2024. 94 funds tracked by Wall St. Rank hold EVCM as of Q1 2025.

  • Edgestream Partners reported no remaining EverCommerce position as of Q1 2025 after selling out during the quarter.
  • Edgestream Partners sold 51,754 EverCommerce shares in Q1 2025, an estimated $570K.
  • Edgestream Partners first reported a position in EverCommerce in Q1 2024 and held it in 3 quarters.
  • Edgestream Partners's EverCommerce position peaked at $570K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held EverCommerce as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.