Lindbrook Capital’s EverCommerce EVCM Stock Holding History

Lindbrook 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
2025 Q1	$3.46K	Buy	343 +223	+186%	+$2.27K	﹤0.01%	2101
2024 Q4	$1.32K	Hold	120	–	–	﹤0.01%	2422
2024 Q3	$1.24K	Buy	120 +43	+56%	+$465	﹤0.01%	2457
2024 Q2	$845	Hold	77	–	–	﹤0.01%	2514
2024 Q1	$725	Hold	77	–	–	﹤0.01%	2472
2023 Q4	$849	Hold	77	–	–	﹤0.01%	2501
2023 Q3	$772	Sell	77 -236	-75%	-$2.54K	﹤0.01%	2431
2023 Q2	$3.71K	Hold	313	–	–	﹤0.01%	1932
2023 Q1	$3.31K	Buy	313 +211	+207%	+$2.04K	﹤0.01%	2031
2022 Q4	$759	Buy	+102	New	+$780	﹤0.01%	2517

Other funds holding EVCM

PSG Equity Boston, Massachusetts $860M AUM 4.19% 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

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lindbrook Capital's EVCM Position: Q1 2025 in Review

Lindbrook Capital increased its EverCommerce (EVCM) stake by 186% in Q1 2025, buying an estimated $2.27K and bringing the position to 343 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Lindbrook Capital first reported a position in EVCM in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.71K in Q2 2023. 94 funds tracked by Wall St. Rank hold EVCM as of Q1 2025.

Lindbrook Capital held 343 shares of EverCommerce worth $3.46K as of Q1 2025.
Lindbrook Capital bought 223 EverCommerce shares in Q1 2025, an estimated $2.27K.
EverCommerce made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2101 holding.
Lindbrook Capital first reported a position in EverCommerce in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's EverCommerce position peaked at $3.71K in Q2 2023.
94 funds tracked by Wall St. Rank held EverCommerce as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.