JF
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Jump Financial’s EverCommerce EVCM Stock Holding History

Jump Financial’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
Q3 		– Sell
-19,333
Closed -$229K – 1957
2023
Q2 		$229K Sell
19,333
-16,967
-47% -$198K 0.01% 1458
2023
Q1 		$384K Sell
36,300
-2,132
-6% -$20.6K 0.02% 1007
2022
Q4 		$286K Buy
38,432
+18,532
+93% +$142K 0.02% 1078
2022
Q3 		$218K Sell
19,900
-8,700
-30% -$98.7K 0.01% 1308
2022
Q2 		$259K Buy
28,600
+4,500
+19% +$48.5K 0.01% 1142
2022
Q1 		$319K Buy
+24,100
New +$299K 0.01% 1037

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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Jump Financial's EVCM Position: Q3 2023 in Review

Jump Financial sold out of EverCommerce (EVCM) in Q3 2023, closing a stake of 19,333 shares — an estimated $229K sold.

Jump Financial first reported a position in EVCM in Q1 2022 and held it in 6 quarters. The position peaked at $384K in Q1 2023. 91 funds tracked by Wall St. Rank hold EVCM as of Q3 2023.

  • Jump Financial reported no remaining EverCommerce position as of Q3 2023 after selling out during the quarter.
  • Jump Financial sold 19,333 EverCommerce shares in Q3 2023, an estimated $229K.
  • Jump Financial first reported a position in EverCommerce in Q1 2022 and held it in 6 quarters.
  • Jump Financial's EverCommerce position peaked at $384K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held EverCommerce as of Q3 2023.

Based on Jump Financial's 13F filing for Q3 2023, filed 7 Nov 2023.