Occudo Quantitative Strategies’s EverCommerce EVCM Stock Holding History

Occudo Quantitative Strategies’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 Q4	–	Sell	-18,252	Closed	-$203K	–	754
2025 Q3	$203K	Sell	18,252 -10,472	-36%	-$117K	0.02%	579
2025 Q2	$302K	Buy	+28,724	New	+$290K	0.03%	463
2025 Q1	–	Sell	-12,953	Closed	-$143K	–	725
2024 Q4	$143K	Buy	+12,953	New	+$145K	0.03%	609
2024 Q1	–	Sell	-13,008	Closed	-$143K	–	818
2023 Q4	$143K	Buy	13,008 +2,410	+23%	+$23.2K	0.02%	684
2023 Q3	$106K	Buy	+10,598	New	+$114K	0.01%	872
2022 Q3	–	Sell	-21,014	Closed	-$190K	–	1255
2022 Q2	$190K	Sell	21,014 -142	-0.7%	-$1.53K	0.02%	922
2022 Q1	$279K	Buy	+21,156	New	+$262K	0.02%	841

Other funds holding EVCM

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Occudo Quantitative Strategies's EVCM Position: Q4 2025 in Review

Occudo Quantitative Strategies sold out of EverCommerce (EVCM) in Q4 2025, closing a stake of 18,252 shares — an estimated $203K sold.

Occudo Quantitative Strategies first reported a position in EVCM in Q1 2022 and held it in 7 quarters. The position peaked at $302K in Q2 2025. 88 funds tracked by Wall St. Rank hold EVCM as of Q4 2025.

Occudo Quantitative Strategies reported no remaining EverCommerce position as of Q4 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 18,252 EverCommerce shares in Q4 2025, an estimated $203K.
Occudo Quantitative Strategies first reported a position in EverCommerce in Q1 2022 and held it in 7 quarters.
Occudo Quantitative Strategies's EverCommerce position peaked at $302K in Q2 2025.
88 funds tracked by Wall St. Rank held EverCommerce as of Q4 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.