Hamilton Capital’s EverCommerce EVCM Stock Holding History

Hamilton Capital’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	-80,642	Closed	-$813K	–	145
2025 Q1	$813K	Hold	80,642	–	–	0.05%	43
2024 Q4	$888K	Sell	80,642 -6,000	-7%	-$67K	0.07%	40
2024 Q3	$911K	Hold	86,642	–	–	0.07%	38
2024 Q2	$951K	Sell	86,642 -86,640	-50%	-$836K	0.07%	32
2024 Q1	$1.63M	Hold	173,282	–	–	0.12%	21
2023 Q4	$1.91M	Buy	+173,282	New	+$1.67M	0.15%	18

Other funds holding EVCM

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hamilton Capital's EVCM Position: Q2 2025 in Review

Hamilton Capital sold out of EverCommerce (EVCM) in Q2 2025, closing a stake of 80,642 shares — an estimated $813K sold.

Hamilton Capital first reported a position in EVCM in Q4 2023 and held it in 6 quarters. The position peaked at $1.91M in Q4 2023. 98 funds tracked by Wall St. Rank hold EVCM as of Q2 2025.

Hamilton Capital reported no remaining EverCommerce position as of Q2 2025 after selling out during the quarter.
Hamilton Capital sold 80,642 EverCommerce shares in Q2 2025, an estimated $813K.
Hamilton Capital first reported a position in EverCommerce in Q4 2023 and held it in 6 quarters.
Hamilton Capital's EverCommerce position peaked at $1.91M in Q4 2023.
98 funds tracked by Wall St. Rank held EverCommerce as of Q2 2025.

Based on Hamilton Capital's 13F filing for Q2 2025, filed 14 Aug 2025.