LECM
EVBG

Lead Edge Capital Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Lead Edge Capital Management’s Portfolio EVBG Stock Details EVBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-301,345
Closed -$10.5M – 12
2024
Q1 		$10.5M Sell
301,345
-1,535,033
-84% -$43.2M 3.23% 8
2023
Q4 		$44.6M Buy
1,836,378
+1,008,178
+122% +$21.7M 11.93% 5
2023
Q3 		$18.6M Buy
+828,200
New +$21.4M 6.59% 7
2022
Q4 		– Sell
-240,083
Closed -$7.41M – 10
2022
Q3 		$7.41M Sell
240,083
-1,014,617
-81% -$33.3M 3.08% 7
2022
Q2 		$35M Hold
1,254,700
– – 9.71% 5
2022
Q1 		$54.8M Buy
+1,254,700
New +$59.3M 11.99% 2

Other funds holding EVBG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return