Needham Investment Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Needham Investment 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
2022 Q1	–	Sell	-81,800	Closed	-$5.51M	–	130
2021 Q4	$5.51M	Buy	81,800 +52,300	+177%	+$6.32M	0.69%	51
2021 Q3	$4.46M	Hold	29,500	–	–	0.59%	56
2021 Q2	$4.01M	Buy	29,500 +10,500	+55%	+$1.31M	0.59%	50
2021 Q1	$2.3M	Buy	19,000 +5,500	+41%	+$773K	0.31%	69
2020 Q4	$2.01M	Hold	13,500	–	–	0.34%	65
2020 Q3	$1.7M	Hold	13,500	–	–	0.34%	66
2020 Q2	$1.87M	Sell	13,500 -500	-4%	-$65K	0.4%	63
2020 Q1	$1.49M	Sell	14,000 -2,500	-15%	-$245K	0.42%	60
2019 Q4	$1.29M	Buy	16,500 +625	+4%	+$48.3K	0.35%	53
2019 Q3	$980K	Sell	15,875 -125	-0.8%	-$10.6K	0.31%	56
2019 Q2	$1.43M	Buy	16,000 +1,000	+7%	+$79K	0.47%	49
2019 Q1	$1.13M	Sell	15,000 -1,000	-6%	-$65.3K	0.38%	52
2018 Q4	$908K	Buy	16,000 +3,500	+28%	+$182K	0.34%	51
2018 Q3	$720K	Buy	12,500 +1,500	+14%	+$80.9K	0.22%	61
2018 Q2	$521K	Buy	11,000 +4,000	+57%	+$170K	0.15%	72
2018 Q1	$256K	Buy	+7,000	New	+$234K	0.07%	88

Other funds holding EVBG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Needham Investment Management's EVBG Position: Q1 2022 in Review

Needham Investment Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2022, closing a stake of 81,800 shares — an estimated $5.51M sold.

Needham Investment Management first reported a position in EVBG in Q1 2018 and held it in 16 quarters. The position peaked at $5.51M in Q4 2021. 236 funds tracked by Wall St. Rank hold EVBG as of Q1 2022.

Needham Investment Management reported no remaining Everbridge, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Needham Investment Management sold 81,800 Everbridge, Inc. Common Stock shares in Q1 2022, an estimated $5.51M.
Needham Investment Management first reported a position in Everbridge, Inc. Common Stock in Q1 2018 and held it in 16 quarters.
Needham Investment Management's Everbridge, Inc. Common Stock position peaked at $5.51M in Q4 2021.
236 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2022.

Based on Needham Investment Management's 13F filing for Q1 2022, filed 16 May 2022.