MS
EVBG

Marc Stad’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Marc Stad’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
2022
Q2 		– Sell
-426,486
Closed -$18.6M – 51
2022
Q1 		$18.6M Buy
+426,486
New +$20.1M 0.24% 35
2017
Q4 		– Sell
-1,352,768
Closed -$35.7M – 26
2017
Q3 		$35.7M Hold
1,352,768
– – 5.86% 9
2017
Q2 		$33M Sell
1,352,768
-467,562
-26% -$11.1M 5.67% 9
2017
Q1 		$37.4M Sell
1,820,330
-295,108
-14% -$5.58M 6.66% 7
2016
Q4 		$39M Buy
2,115,438
+138,488
+7% +$2.26M 9.23% 4
2016
Q3 		$33.3M Buy
+1,976,950
New +$32.6M 7.52% 7

Other funds holding EVBG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $406M AUM 18.06% 1-Year Est. Return

Marc Stad's EVBG Position: Q2 2022 in Review

Marc Stad sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2022, closing a stake of 426,486 shares — an estimated $18.6M sold.

Marc Stad first reported a position in EVBG in Q3 2016 and held it in 6 quarters. The position peaked at $39M in Q4 2016. 214 funds tracked by Wall St. Rank hold EVBG as of Q2 2022.

  • Marc Stad reported no remaining Everbridge, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Marc Stad sold 426,486 Everbridge, Inc. Common Stock shares in Q2 2022, an estimated $18.6M.
  • Marc Stad first reported a position in Everbridge, Inc. Common Stock in Q3 2016 and held it in 6 quarters.
  • Marc Stad's Everbridge, Inc. Common Stock position peaked at $39M in Q4 2016.
  • 214 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2022.

Based on Dragoneer Investment Group's 13F filing for Q2 2022, filed 15 Aug 2022.