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Westerly Capital Management’s EverCommerce EVCM Stock Holding History

Westerly Capital 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
2023
Q1 		– Sell
-105,000
Closed -$781K – 49
2022
Q4 		$781K Buy
+105,000
New +$802K 0.61% 37

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Westerly Capital Management's EVCM Position: Q1 2023 in Review

Westerly Capital Management sold out of EverCommerce (EVCM) in Q1 2023, closing a stake of 105,000 shares — an estimated $781K sold.

Westerly Capital Management first reported a position in EVCM in Q4 2022 and held it in 1 quarter. The position peaked at $781K in Q4 2022. 85 funds tracked by Wall St. Rank hold EVCM as of Q1 2023.

  • Westerly Capital Management reported no remaining EverCommerce position as of Q1 2023 after selling out during the quarter.
  • Westerly Capital Management sold 105,000 EverCommerce shares in Q1 2023, an estimated $781K.
  • Westerly Capital Management first reported a position in EverCommerce in Q4 2022 and held it in 1 quarter.
  • Westerly Capital Management's EverCommerce position peaked at $781K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held EverCommerce as of Q1 2023.

Based on Westerly Capital Management's 13F filing for Q1 2023, filed 15 May 2023.