Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s EverCommerce EVCM Stock Holding History

Jacobs Levy Equity 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
2023
Q4 		– Sell
-95,039
Closed -$953K – 1007
2023
Q3 		$953K Sell
95,039
-11,749
-11% -$126K 0.01% 687
2023
Q2 		$1.26M Sell
106,788
-4,089
-4% -$47.8K 0.01% 654
2023
Q1 		$1.17M Buy
110,877
+32,726
+42% +$316K 0.01% 673
2022
Q4 		$581K Sell
78,151
-18,742
-19% -$143K ﹤0.01% 769
2022
Q3 		$1.06M Buy
+96,893
New +$1.1M 0.01% 701

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Jacobs Levy Equity Management's EVCM Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 95,039 shares — an estimated $953K sold.

Jacobs Levy Equity Management first reported a position in EVCM in Q3 2022 and held it in 5 quarters. The position peaked at $1.26M in Q2 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

  • Jacobs Levy Equity Management reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 95,039 EverCommerce shares in Q4 2023, an estimated $953K.
  • Jacobs Levy Equity Management first reported a position in EverCommerce in Q3 2022 and held it in 5 quarters.
  • Jacobs Levy Equity Management's EverCommerce position peaked at $1.26M in Q2 2023.
  • 84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.