PEAK6 Investments’s EverCommerce EVCM Stock Holding History

PEAK6 Investments’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
2023 Q4	–	Sell	-15,900	Closed	-$159K	–	4386
2023 Q3	$159K	Hold	15,900	–	–	﹤0.01%	3187
2023 Q2	$188K	Buy	+15,900	New	+$186K	﹤0.01%	2915
2022 Q3	–	Sell	-15,900	Closed	-$188K	–	5255
2022 Q2	$188K	Buy	+15,900	New	+$171K	﹤0.01%	4808

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

WFO

Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

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

PEAK6 Investments's EVCM Position: Q4 2023 in Review

PEAK6 Investments sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 7,535 shares — an estimated $75.6K sold.

PEAK6 Investments first reported a position in EVCM in Q2 2022 and held it in 3 quarters. The position peaked at $75.6K in Q3 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

PEAK6 Investments reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 7,535 EverCommerce shares in Q4 2023, an estimated $75.6K.
PEAK6 Investments first reported a position in EverCommerce in Q2 2022 and held it in 3 quarters.
PEAK6 Investments's EverCommerce position peaked at $75.6K in Q3 2023.
84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.