SJS Investment Consulting’s EverCommerce EVCM Stock Holding History

SJS Investment Consulting’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 Q1	–	Sell	-2	Closed	-$23	–	1625
2024 Q4	$23	Hold	2	–	–	﹤0.01%	1581
2024 Q3	$21	Hold	2	–	–	﹤0.01%	1641
2024 Q2	$22	Sell	2 -2	-50%	-$19	﹤0.01%	1643
2024 Q1	$38	Sell	4 -2	-33%	-$20	﹤0.01%	1619
2023 Q4	$67	Buy	6 +3	+100%	+$29	﹤0.01%	1579
2023 Q3	$31	Buy	+3	New	+$32	﹤0.01%	1611

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

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

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

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SJS Investment Consulting's EVCM Position: Q1 2025 in Review

SJS Investment Consulting sold out of EverCommerce (EVCM) in Q1 2025, closing a stake of 2 shares — an estimated $23 sold.

SJS Investment Consulting first reported a position in EVCM in Q3 2023 and held it in 6 quarters. The position peaked at $67 in Q4 2023. 94 funds tracked by Wall St. Rank hold EVCM as of Q1 2025.

SJS Investment Consulting reported no remaining EverCommerce position as of Q1 2025 after selling out during the quarter.
SJS Investment Consulting sold 2 EverCommerce shares in Q1 2025, an estimated $23.
SJS Investment Consulting first reported a position in EverCommerce in Q3 2023 and held it in 6 quarters.
SJS Investment Consulting's EverCommerce position peaked at $67 in Q4 2023.
94 funds tracked by Wall St. Rank held EverCommerce as of Q1 2025.

Based on SJS Investment Consulting's 13F filing for Q1 2025, filed 15 Apr 2025.