Kent Lake Capital’s EverCommerce EVCM Stock Holding History

Kent Lake 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
2023 Q3	–	Sell	-41,922	Closed	-$496K	–	55
2023 Q2	$496K	Buy	+41,922	New	+$490K	0.23%	44

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

Kent Lake Capital's EVCM Position: Q3 2023 in Review

Kent Lake Capital sold out of EverCommerce (EVCM) in Q3 2023, closing a stake of 41,922 shares — an estimated $496K sold.

Kent Lake Capital first reported a position in EVCM in Q2 2023 and held it in 1 quarter. The position peaked at $496K in Q2 2023. 91 funds tracked by Wall St. Rank hold EVCM as of Q3 2023.

Kent Lake Capital reported no remaining EverCommerce position as of Q3 2023 after selling out during the quarter.
Kent Lake Capital sold 41,922 EverCommerce shares in Q3 2023, an estimated $496K.
Kent Lake Capital first reported a position in EverCommerce in Q2 2023 and held it in 1 quarter.
Kent Lake Capital's EverCommerce position peaked at $496K in Q2 2023.
91 funds tracked by Wall St. Rank held EverCommerce as of Q3 2023.

Based on Kent Lake Capital's 13F filing for Q3 2023, filed 14 Nov 2023.