Ever Source Wealth Advisors, LLC Software—Application

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ALKT Alkami Technology, Inc.	$3.36B	$7,000 0.0% of portfolio	223	Q3 2024 Added 913.64%
PCTY Paylocity Holding Corp	$11.4B	$7,000 0.0% of portfolio	46	Q3 2024 Added 253.85%
VERX Vertex, Inc.	$2.39B	$6,000 0.0% of portfolio	168	Q3 2024 Added 4.35%
ASAN Asana, Inc.	$1.79B	$5,000 0.0% of portfolio	436	Q3 2024 Added 6,128.57%
DV Double Verify Holdings, Inc.	$3.29B	$5,000 0.0% of portfolio	337	Q3 2024 Added 15.02%
INTA Intapp, Inc.	$3.58B	$5,000 0.0% of portfolio	105	Q3 2024 Added 10,400.0%
DT Dynatrace, Inc.	$15.5B	$4,000 0.0% of portfolio	89	Q3 2024 Added 187.1%
VMEO Vimeo, Inc.	$1.03B	$4,000 0.0% of portfolio	843	Q4 2023 Reduced 36.81%
ALIT Alight, Inc.	$3.67B	$3,000 0.0% of portfolio	539	Q3 2024 Reduced 39.03%
APPF Appfolio Inc	$4.71B	$3,000 0.0% of portfolio	14	Q3 2024 Reduced 22.22%
BIGC Big Commerce Holdings, Inc.	$453M	$3,000 0.0% of portfolio	682	Q3 2024 Added 7,477.78%
ESTC Elastic N.V.	$8.48B	$3,000 0.0% of portfolio	50	Q3 2024 Reduced 24.24%
FRSH Freshworks Inc.	$2.37B	$3,000 0.0% of portfolio	290	Q3 2024 Added 11.97%
PWSC Powerschool Holdings, Inc.	$3.62B	$3,000 0.0% of portfolio	138	Q3 2024 Added 66.27%
SMAR Smartsheet Inc	$7.3B	$3,000 0.0% of portfolio	64	Q3 2024 Reduced 73.66%
ZETA Zeta Global Holdings Corp.	$2.98B	$3,000 0.0% of portfolio	119	Q3 2024 Added 105.17%
CLSK Cleanspark, Inc.	$658M	$2,000 0.0% of portfolio	226	Q3 2024 Reduced 11.72%
APPS Digital Turbine, Inc.	$138M	$2,000 0.0% of portfolio	688	Q2 2024 Reduced 58.6%
MTLS Materialise Nv	$423M	$2,000 0.0% of portfolio	466	Q3 2024 Added 43.38%
PCOR Procore Technologies, Inc.	$9.8B	$2,000 0.0% of portfolio	44	Q3 2024 Added 22.22%
API Agora, Inc.	$486M	$1,000 0.0% of portfolio	500	Q3 2024 Added 17.37%
ALRM Alarm.Com Holdings, Inc.	$2.98B	$1,000 0.0% of portfolio	24	Q3 2024 Reduced 40.0%
KC Kingsoft Cloud Holdings LTD	$1.14B	$1,000 0.0% of portfolio	572	Q3 2024 Reduced 22.39%
ZI Zoom Info Technologies Inc.	$4.27B	$1,000 0.0% of portfolio	102	Q3 2024 Added 21.43%
AGYS Agilysys Inc	$3.03B	$0 0.0% of portfolio	6	Q1 2024 New
BL Blackline, Inc.	$3.61B	$0 0.0% of portfolio	11	Q2 2024 Added 175.0%
BRZE Braze, Inc.	$1.91B	$0 0.0% of portfolio	11	Q3 2024 New
CRNC Cerence Inc.	$123M	$0 0.0% of portfolio	24	Q2 2024 Reduced 90.08%
YOU Clear Secure, Inc.	$2.22B	$0 0.0% of portfolio	27	Q3 2024 New
CWAN Clearwater Analytics Holdings, Inc.	$1.76B	$0 0.0% of portfolio	21	Q3 2024 New
GTLB Gitlab Inc.	$5.32B	$0 0.0% of portfolio	9	Q3 2024 Reduced 95.87%
JAMF Jamf Holding Corp.	$1.85B	$0 0.0% of portfolio	9	Q2 2024 New
LSPD Lightspeed Commerce Inc.	$2.61B	$0 0.0% of portfolio	27	Q2 2024 Added 145.45%
MITK Mitek Systems Inc	$413M	$0 0.0% of portfolio	3	Q1 2023 Reduced 99.27%
NCNO N Cino, Inc.	$4.51B	$0 0.0% of portfolio	11	Q2 2024 Reduced 38.89%
PD Pager Duty, Inc.	$1.75B	$0 0.0% of portfolio	22	Q2 2024 New
PYCR Paycor Hcm, Inc.	$3B	$0 0.0% of portfolio	17	Q3 2024 New
RNG Ring Central, Inc.	$3.14B	$0 0.0% of portfolio	22	Q3 2024 Reduced 71.43%
RUM Rumble Inc.	$1.66B	$0 0.0% of portfolio	100	Q1 2023 New
SOUN Soundhound Ai, Inc.	$1.05B	$0 0.0% of portfolio	191	Q3 2024 Reduced 79.28%
WK Workiva Inc	$4.52B	$0 0.0% of portfolio	6	Q2 2024 Added 200.0%

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