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Legato Capital Management’s EverCommerce EVCM Stock Holding History

Legato Capital 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
-85,610
Closed -$859K – 587
2023
Q3 		$859K Sell
85,610
-2,216
-3% -$23.8K 0.12% 277
2023
Q2 		$1.04M Buy
87,826
+24,771
+39% +$289K 0.14% 249
2023
Q1 		$667K Hold
63,055
– – 0.12% 288
2022
Q4 		$469K Buy
+63,055
New +$482K 0.09% 357

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

Legato Capital Management's EVCM Position: Q4 2023 in Review

Legato Capital Management sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 85,610 shares — an estimated $859K sold.

Legato Capital Management first reported a position in EVCM in Q4 2022 and held it in 4 quarters. The position peaked at $1.04M in Q2 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

  • Legato Capital Management reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
  • Legato Capital Management sold 85,610 EverCommerce shares in Q4 2023, an estimated $859K.
  • Legato Capital Management first reported a position in EverCommerce in Q4 2022 and held it in 4 quarters.
  • Legato Capital Management's EverCommerce position peaked at $1.04M in Q2 2023.
  • 84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on Legato Capital Management's 13F filing for Q4 2023, filed 16 Jan 2024.