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Martingale Asset Management’s EverCommerce EVCM Stock Holding History

Martingale Asset 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
2025
Q2 		– Sell
-20,004
Closed -$202K – 806
2025
Q1 		$202K Buy
+20,004
New +$204K 0.01% 741
2024
Q2 		– Sell
-38,153
Closed -$359K – 803
2024
Q1 		$359K Buy
38,153
+9,138
+31% +$89.2K 0.01% 676
2023
Q4 		$320K Buy
+29,015
New +$280K 0.01% 693

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
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Martingale Asset Management's EVCM Position: Q2 2025 in Review

Martingale Asset Management sold out of EverCommerce (EVCM) in Q2 2025, closing a stake of 20,004 shares — an estimated $202K sold.

Martingale Asset Management first reported a position in EVCM in Q4 2023 and held it in 3 quarters. The position peaked at $359K in Q1 2024. 98 funds tracked by Wall St. Rank hold EVCM as of Q2 2025.

  • Martingale Asset Management reported no remaining EverCommerce position as of Q2 2025 after selling out during the quarter.
  • Martingale Asset Management sold 20,004 EverCommerce shares in Q2 2025, an estimated $202K.
  • Martingale Asset Management first reported a position in EverCommerce in Q4 2023 and held it in 3 quarters.
  • Martingale Asset Management's EverCommerce position peaked at $359K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held EverCommerce as of Q2 2025.

Based on Martingale Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.