Everbridge Ownership 2024 | Who Owns Everbridge Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

81.33%

Insider Ownership

1.46%

Retail Ownership

17.21%

Institutional Holders

159.00

Everbridge Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC11.74%0.00%4,852,92114,3620.30%169,803,705Jun 30, 2024
BLACKROCK INC.9.98%0.00%4,124,60783,7522.07%144,319,999Jun 30, 2024
FMR LLC5.13%0.00%2,119,42010,6920.51%74,158,504Jun 30, 2024
GLAZER CAPITAL, LLC4.56%5.12%1,885,9071,831,4303361.84%65,988,000Jun 30, 2024
FIL LTD4.03%0.06%1,664,6416,1320.37%58,245,789Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.3.86%7.25%1,596,111893,227127.08%55,847,923Jun 30, 2024
GOLDMAN SACHS GROUP INC3.48%0.01%1,439,2961,331,0561229.73%50,360,967Jun 30, 2024
JPMORGAN CHASE & CO2.92%0.00%1,205,359559,53786.64%42,175,512Jun 30, 2024
STATE STREET CORP2.49%0.00%1,030,03430,6953.07%36,040,890,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.31%0.00%955,19525,4712.74%33,428,416Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.1.92%0.05%793,191-915,538-53.58%27,753,753Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD1.70%0.04%700,634129,84322.75%24,515,184Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.55%0.01%639,8725780.09%22,389,121Jun 30, 2024
GABELLI FUNDS LLC1.49%0.16%617,037162,20835.66%21,590,125Jun 30, 2024
AQR ARBITRAGE LLC1.36%0.50%561,242179,70047.10%19,486,322Jun 30, 2024
JANUS HENDERSON GROUP PLC1.29%0.01%535,131511,3292148.26%18,721,558Jun 30, 2024
SQUAREPOINT OPS LLC1.10%0.03%454,843437,9442591.54%15,914,957Jun 30, 2024
D. E. SHAW & CO., INC.1.07%0.01%441,052-311,463-41.39%15,432,409Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.1.06%2.57%439,000276,200169.66%15,360,610Jun 30, 2024
NORTHERN TRUST CORP0.94%0.00%386,502-8,150-2.07%13,523,705,000Jun 30, 2024

Everbridge's largest institutional shareholder is VANGUARD GROUP INC, holding 11.74% of the company's total share outstanding, currently valued at $169.80M. The top 10 institutional shareholders own together 50.50% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VAZIRANI ASSET MANAGEMENT LLC0.48%14.92%200,000200,000100.00%6,998,000Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.3.86%7.25%1,596,111893,227127.08%55,847,923Jun 30, 2024
HARVEST MANAGEMENT LLC0.47%5.13%192,20072,20060.17%6,725,078Jun 30, 2024
GLAZER CAPITAL, LLC4.56%5.12%1,885,9071,831,4303361.84%65,988,000Jun 30, 2024
GARDNER LEWIS ASSET MANAGEMENT L P0.79%3.11%324,550324,550100.00%11,356,005Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.1.06%2.57%439,000276,200169.66%15,360,610Jun 30, 2024
EQUITEC PROPRIETARY MARKETS, LLC0.08%1.46%32,90032,900100.00%1,151,171Jun 30, 2024
EQUITEC PROPRIETARY MARKETS, LLC0.06%1.12%25,10025,100100.00%878,249Jun 30, 2024
CRYSTALLINE MANAGEMENT INC.0.07%0.95%28,54528,545100.00%998,790Jun 30, 2024
CRAWFORD FUND MANAGEMENT, LLC0.21%0.78%88,300-45,500-34.01%3,089,617Jun 30, 2024
TENSILE CAPITAL MANAGEMENT LP0.48%0.77%200,000-322,161-61.70%6,998,000Jun 30, 2024
FLOW STATE INVESTMENTS, L.P.0.15%0.68%61,58861,588100.00%2,154,964Jun 30, 2024
TRIUM CAPITAL LLP0.35%0.64%145,042145,042100.00%5,075,000Jun 30, 2024
AQR ARBITRAGE LLC1.36%0.50%561,242179,70047.10%19,486,322Jun 30, 2024
YAKIRA CAPITAL MANAGEMENT, INC.0.09%0.48%37,33037,330100.00%1,306,177Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP0.03%0.45%10,978-14,981-57.71%384,120Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.43%0.43%177,50748,79137.91%6,210,970Jun 30, 2024
EHP FUNDS INC.0.05%0.35%20,000-15,000-42.86%699,800Jun 30, 2024
PENDERFUND CAPITAL MANAGEMENT LTD.0.06%0.34%26,00013,400106.35%1,244,570Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.12%0.30%49,85849,858100.00%1,744,531Jun 30, 2024

The largest Everbridge shareholder by % of total assets is VAZIRANI ASSET MANAGEMENT LLC. The company owns 200.00K shares of Everbridge (EVBG), representing 14.92% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GLAZER CAPITAL, LLC4.56%5.12%1,885,9071,831,4303361.84%65,988,000Jun 30, 2024
GOLDMAN SACHS GROUP INC3.48%0.01%1,439,2961,331,0561229.73%50,360,967Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.3.86%7.25%1,596,111893,227127.08%55,847,923Jun 30, 2024
JPMORGAN CHASE & CO2.92%0.00%1,205,359559,53786.64%42,175,512Jun 30, 2024
JANUS HENDERSON GROUP PLC1.29%0.01%535,131511,3292148.26%18,721,558Jun 30, 2024
SQUAREPOINT OPS LLC1.10%0.03%454,843437,9442591.54%15,914,957Jun 30, 2024
GARDNER LEWIS ASSET MANAGEMENT L P0.79%3.11%324,550324,550100.00%11,356,005Jun 30, 2024
CAPULA MANAGEMENT LTD0.73%0.09%300,000300,000100.00%10,497,000Jun 30, 2024
GABELLI & CO INVESTMENT ADVISERS, INC.1.06%2.57%439,000276,200169.66%15,360,610Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.61%0.02%252,755252,755100.00%8,843,897Jun 30, 2024
NORGES BANK0.52%0.00%215,728215,728100.00%7,548,323Jun 30, 2024
VAZIRANI ASSET MANAGEMENT LLC0.48%14.92%200,000200,000100.00%6,998,000Jun 30, 2024
AQR ARBITRAGE LLC1.36%0.50%561,242179,70047.10%19,486,322Jun 30, 2024
GABELLI FUNDS LLC1.49%0.16%617,037162,20835.66%21,590,125Jun 30, 2024
CSS LLC/IL0.37%0.27%153,431153,431100.00%5,368,551Jun 30, 2024
TRIUM CAPITAL LLP0.35%0.64%145,042145,042100.00%5,075,000Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP0.35%0.05%145,000145,000100.00%5,073,550Jun 30, 2024
CSS LLC/IL0.35%0.26%144,900144,900100.00%5,070,051Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.34%0.14%140,831140,831100.00%4,927,677Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD1.70%0.04%700,634129,84322.75%24,515,184Jun 30, 2024

As of Jun 30 2024, Everbridge's largest institutional buyer is GLAZER CAPITAL, LLC. The company purchased 1.83M stocks of EVBG, valued at $65.99M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WATER ISLAND CAPITAL LLC0.09%0.13%36,094-1,370,417-97.43%1,263,000Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.1.92%0.05%793,191-915,538-53.58%27,753,753Jun 30, 2024
WALLEYE CAPITAL LLC0.01%0.00%5,093-912,091-99.44%178,204Jun 30, 2024
ALPINE ASSOCIATES MANAGEMENT INC.----852,624-100.00%-Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC0.69%0.01%283,121-804,664-73.97%9,906,404Jun 30, 2024
HARBER ASSET MANAGEMENT LLC----687,871-100.00%-Jun 30, 2024
HARVEY PARTNERS, LLC----647,500-100.00%-Jun 30, 2024
SAND GROVE CAPITAL MANAGEMENT LLP----596,137-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP0.15%0.00%63,838-489,935-88.47%2,233,692Jun 30, 2024
KETTLE HILL CAPITAL MANAGEMENT, LLC----487,990-100.00%-Jun 30, 2024
BCK CAPITAL MANAGEMENT LP----413,381-100.00%-Jun 30, 2024
MORGAN STANLEY0.35%0.00%146,472-377,731-72.06%5,125,055Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.0.03%0.00%11,616-371,259-96.97%403,191Jun 30, 2024
TENSILE CAPITAL MANAGEMENT LP0.48%0.77%200,000-322,161-61.70%6,998,000Jun 30, 2024
D. E. SHAW & CO., INC.1.07%0.01%441,052-311,463-41.39%15,432,409Jun 30, 2024
LEAD EDGE CAPITAL MANAGEMENT, LLC----301,345-100.00%-Jun 30, 2024
KENT LAKE CAPITAL LLC----200,000-100.00%-Jun 30, 2024
UBS GROUP AG0.04%0.00%17,914-145,691-89.05%626,811Jun 30, 2024
FORT BAKER CAPITAL MANAGEMENT LP----128,269-100.00%-Jun 30, 2024
SELECTIVE WEALTH MANAGEMENT, INC.----125,222-100.00%-Jun 30, 2024

As of Jun 30 2024, Everbridge's biggest institutional seller is WATER ISLAND CAPITAL LLC. The company sold -1.37M shares of EVBG, valued at $1.26M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GARDNER LEWIS ASSET MANAGEMENT L P0.79%3.11%324,550324,550100.00%11,356,005Jun 30, 2024
CAPULA MANAGEMENT LTD0.73%0.09%300,000300,000100.00%10,497,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.61%0.02%252,755252,755100.00%8,843,897Jun 30, 2024
NORGES BANK0.52%0.00%215,728215,728100.00%7,548,323Jun 30, 2024
VAZIRANI ASSET MANAGEMENT LLC0.48%14.92%200,000200,000100.00%6,998,000Jun 30, 2024
CSS LLC/IL0.37%0.27%153,431153,431100.00%5,368,551Jun 30, 2024
TRIUM CAPITAL LLP0.35%0.64%145,042145,042100.00%5,075,000Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP0.35%0.05%145,000145,000100.00%5,073,550Jun 30, 2024
CSS LLC/IL0.35%0.26%144,900144,900100.00%5,070,051Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.34%0.14%140,831140,831100.00%4,927,677Jun 30, 2024
PENTWATER CAPITAL MANAGEMENT LP0.25%0.05%101,390101,390100.00%3,547,636Jun 30, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)0.23%0.02%95,50095,500100.00%3,341,545Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC0.23%0.04%94,38394,383100.00%3,302,461Jun 30, 2024
FLOW STATE INVESTMENTS, L.P.0.15%0.68%61,58861,588100.00%2,154,964Jun 30, 2024
MAVEN SECURITIES LTD0.14%0.08%57,40057,400100.00%2,008,426Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.12%0.30%49,85849,858100.00%1,744,531Jun 30, 2024
VIRTU FINANCIAL LLC0.10%0.10%39,98739,987100.00%1,399,000Jun 30, 2024
YAKIRA CAPITAL MANAGEMENT, INC.0.09%0.48%37,33037,330100.00%1,306,177Jun 30, 2024
EQUITEC PROPRIETARY MARKETS, LLC0.08%1.46%32,90032,900100.00%1,151,171Jun 30, 2024
CRYSTALLINE MANAGEMENT INC.0.07%0.95%28,54528,545100.00%998,790Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP0.06%0.29%25,40225,402100.00%888,816Jun 30, 2024
EQUITEC PROPRIETARY MARKETS, LLC0.06%1.12%25,10025,100100.00%878,249Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%21,29521,295100.00%745,112Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.03%0.00%11,55311,553100.00%404,239Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.02%0.00%10,29110,291100.00%360,082Jun 30, 2024
MCDONALD CAPITAL INVESTORS INC/CA0.02%0.02%8,5008,500100.00%297,415Jun 30, 2024
HUNTING HILL GLOBAL CAPITAL, LLC0.02%0.10%6,7606,760100.00%236,532Jun 30, 2024
EQUITEC PROPRIETARY MARKETS, LLC0.01%0.15%3,3003,300100.00%115,467Jun 30, 2024
PAULSON & CO. INC.0.00%0.00%1,2251,225100.00%42,863Jun 30, 2024
SALEM INVESTMENT COUNSELORS INC0.00%0.00%100100100.00%3,499Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%7171100.00%2,485Jun 30, 2024

Everbridge's largest new institutional shareholder by number of shares is GARDNER LEWIS ASSET MANAGEMENT L P, purchased 324.55K shares, valued at $11.36M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALPINE ASSOCIATES MANAGEMENT INC.----852,624-100.00%-Jun 30, 2024
HARBER ASSET MANAGEMENT LLC----687,871-100.00%-Jun 30, 2024
HARVEY PARTNERS, LLC----647,500-100.00%-Jun 30, 2024
SAND GROVE CAPITAL MANAGEMENT LLP----596,137-100.00%-Jun 30, 2024
KETTLE HILL CAPITAL MANAGEMENT, LLC----487,990-100.00%-Jun 30, 2024
BCK CAPITAL MANAGEMENT LP----413,381-100.00%-Jun 30, 2024
LEAD EDGE CAPITAL MANAGEMENT, LLC----301,345-100.00%-Jun 30, 2024
KENT LAKE CAPITAL LLC----200,000-100.00%-Jun 30, 2024
FORT BAKER CAPITAL MANAGEMENT LP----128,269-100.00%-Jun 30, 2024
SELECTIVE WEALTH MANAGEMENT, INC.----125,222-100.00%-Jun 30, 2024
HORRELL CAPITAL MANAGEMENT, INC.----110,000-100.00%-Jun 30, 2024
CIRCUMFERENCE GROUP LLC----110,000-100.00%-Jun 30, 2024
BERYL CAPITAL MANAGEMENT LLC----108,000-100.00%-Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.----100,000-100.00%-Jun 30, 2024
WESTERLY CAPITAL MANAGEMENT, LLC----100,000-100.00%-Jun 30, 2024
HRT FINANCIAL LP----84,483-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----75,000-100.00%-Jun 30, 2024
SEI INVESTMENTS CO----56,406-100.00%-Jun 30, 2024
BARDIN HILL MANAGEMENT PARTNERS LP----50,561-100.00%-Jun 30, 2024
TIG ADVISORS, LLC----49,790-100.00%-Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC----46,961-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----37,516-100.00%-Jun 30, 2024
HOLOCENE ADVISORS, LP----35,884-100.00%-Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC----30,996-100.00%-Jun 30, 2024
IRONWOOD INVESTMENT MANAGEMENT LLC----26,935-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----25,132-100.00%-Jun 30, 2024
DLD ASSET MANAGEMENT, LP----22,000-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----21,187-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----20,375-100.00%-Jun 30, 2024
STRS OHIO----20,000-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----18,360-100.00%-Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC----15,538-100.00%-Jun 30, 2024
FIRST TRUST ADVISORS LP----15,142-100.00%-Jun 30, 2024
FIRST TRUST CAPITAL MANAGEMENT L.P.----13,800-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----12,206-100.00%-Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP----10,680-100.00%-Jun 30, 2024
XTX TOPCO LTD----8,952-100.00%-Jun 30, 2024
CERITY PARTNERS LLC----6,899-100.00%-Jun 30, 2024
POINT72 (DIFC) LTD----5,279-100.00%-Jun 30, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA----5,000-100.00%-Jun 30, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/----4,020-100.00%-Jun 30, 2024
VIRTUS INVESTMENT ADVISERS, INC.----3,821-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,102-100.00%-Jun 30, 2024
AMALGAMATED BANK----1,387-100.00%-Jun 30, 2024
ADVISORS ASSET MANAGEMENT, INC.----852-100.00%-Jun 30, 2024
VIRTUS FUND ADVISERS, LLC----594-100.00%-Jun 30, 2024
ALLWORTH FINANCIAL LP----125-100.00%-Jun 30, 2024
CITY HOLDING CO----96-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----96-100.00%-Jun 30, 2024
VIMA LLC----75-100.00%-Jun 30, 2024
HANTZ FINANCIAL SERVICES, INC.----66-100.00%-Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC----61-100.00%-Jun 30, 2024
COVESTOR LTD----16-100.00%-Jun 30, 2024
AVION WEALTH----14-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----8-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----4-100.00%-Jun 30, 2024

Everbridge's largest sold out institutional shareholder by shares sold is ALPINE ASSOCIATES MANAGEMENT INC., sold -0.85M shares, valued at -, as of undefined.

Everbridge Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Alger ETF Trust2.74%19,443--Dec 31, 2023
Manager Directed Portfolios2.44%398,915--Jan 31, 2024
Virtus Convertible & Income 2024 Target Term Fund2.14%4,000,000--Jan 31, 2024
TETON WESTWOOD FUNDS1.48%960,000--Dec 29, 2023
TETON WESTWOOD FUNDS1.48%960,000--Dec 29, 2023
ELLSWORTH GROWTH & INCOME FUND LTD1.45%2,030,000--Dec 29, 2023
ELLSWORTH GROWTH & INCOME FUND LTD1.45%2,030,000--Dec 29, 2023
BANCROFT FUND LTD1.43%1,985,000--Dec 29, 2023
BANCROFT FUND LTD1.43%1,985,000--Dec 29, 2023
ADVENT CONVERTIBLE & INCOME FUND1.31%4,506,000--Jan 31, 2024
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC1.29%1,025,000--Dec 29, 2023
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC1.29%1,025,000--Dec 29, 2023
Virtus Artificial Intelligence & Technology Opportunities Fund1.19%4,700,000--Jan 31, 2024
PUTNAM CONVERTIBLE SECURITIES FUND1.00%4,873,000--Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.94%1,099,533--Mar 28, 2024
PUTNAM CONVERTIBLE SECURITIES FUND0.85%4,138,000--Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund0.80%1,900,000--Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund0.80%1,900,000--Jan 31, 2024
Virtus Equity & Convertible Income Fund0.55%1,100,000--Jan 31, 2024
Virtus Equity & Convertible Income Fund0.55%1,100,000--Jan 31, 2024
Vanguard Montgomery Funds0.55%131,988--Mar 31, 2024
Fiera Capital Series Trust0.55%10,852--Jun 30, 2023
Virtus Strategy Trust0.46%9,825,000--Mar 28, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.42%393,191--Jan 31, 2024
Virtus Diversified Income & Convertible Fund0.33%680,000--Jan 31, 2024
Calamos Dynamic Convertible & Income Fund0.29%2,250,000--Jan 31, 2024
Calamos Dynamic Convertible & Income Fund0.29%2,250,000--Jan 31, 2024
Virtus Convertible & Income Fund0.29%1,425,000--Jan 31, 2024
Virtus Convertible & Income Fund II0.29%1,075,000--Jan 31, 2024
FIDELITY FINANCIAL TRUST0.27%4,904,000--Feb 29, 2024
AltShares Trust0.26%46,77646,776-Feb 29, 2024
Virtus Investment Trust0.24%8,130,000--Mar 28, 2024
ARBITRAGE FUNDS0.23%1,065,3491,065,349-Feb 29, 2024
CALAMOS GLOBAL TOTAL RETURN FUND0.23%530,000--Jan 31, 2024
Virtus Investment Trust0.23%7,805,000--Mar 28, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.22%2,750,000--Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.22%2,750,000--Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.22%2,500,000--Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.22%2,500,000--Jan 31, 2024
FORUM FUNDS0.22%500,000--Jan 31, 2024
FIDELITY FINANCIAL TRUST0.19%3,373,000--Feb 29, 2024
Value Line Small Cap Opportunities Fund, Inc.0.18%54,700--Mar 31, 2024
FORUM FUNDS0.17%400,000--Jan 31, 2024
BlackRock Innovation & Growth Trust0.15%159,136--Mar 31, 2024
BNY MELLON VARIABLE INVESTMENT FUND0.13%32,503--Mar 31, 2024
ALGER PORTFOLIOS0.13%49,203--Dec 31, 2023
HARTFORD HLS SERIES FUND II INC0.13%31,231--Dec 31, 2023
ROYCE VALUE TRUST, INC.0.12%100,000--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND II0.12%850,366--Mar 31, 2024
ALGER INSTITUTIONAL FUNDS0.11%29,481-10,657-26.55%Jan 31, 2024
MAINSTAY VP FUNDS TRUST0.11%13,318,000--Mar 31, 2024
VANGUARD EXPLORER FUND0.08%980,59372,7188.01%Jan 31, 2024
Global Beta ETF Trust0.07%1958780.56%May 31, 2022
ALGER FUNDS0.07%66,133-1,170,368-94.65%Jan 31, 2024
LORD ABBETT RESEARCH FUND INC0.06%60,116--Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.06%28,790--Mar 31, 2024
MAINSTAY FUNDS0.05%12,641,000--Jan 31, 2024
Voya VARIABLE PRODUCTS TRUST0.05%17,039--Mar 31, 2024
ROYCE MICRO-CAP TRUST, INC.0.05%22,400--Mar 31, 2024
Cushing Mutual Funds Trust0.05%1,332--Aug 31, 2023
ALLSPRING VARIABLE TRUST0.04%26,290--Mar 31, 2024
NEEDHAM FUNDS INC0.04%81,800--Mar 31, 2024
VANGUARD HORIZON FUNDS0.03%811,476--Mar 31, 2024
CALAMOS INVESTMENT TRUST/IL0.03%3,423,000--Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.03%20,242--Feb 29, 2024
FIDELITY SELECT PORTFOLIOS0.03%2,082,70044,4552.18%Feb 29, 2024
MERIDIAN FUND INC0.03%72,605--Mar 28, 2024
ETF Managers Trust0.03%221,8687,4133.46%Dec 31, 2023
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.03%200,000--Mar 31, 2024
MAINSTAY VP FUNDS TRUST0.03%3,415,000--Mar 31, 2024
REYNOLDS FUNDS INC0.03%300--Mar 31, 2024
CALAMOS INVESTMENT TRUST/IL0.03%2,750,000--Jan 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.02%103,778--Mar 28, 2024
MAINSTAY FUNDS0.02%5,415,000--Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.02%58,700--Mar 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.02%37,500--Mar 31, 2024
FIDELITY ADVISOR SERIES VII0.02%173,400--Jan 31, 2024
ROYCE FUND0.02%128,752--Mar 31, 2024
DEUTSCHE DWS SECURITIES TRUST0.02%656,000--Jan 31, 2024
FRANK FUNDS0.02%15,00015,000-Mar 31, 2024
LEGG MASON PARTNERS VARIABLE EQUITY TRUST0.02%69,600--Dec 29, 2023
MFS SERIES TRUST I0.02%335,487--Feb 29, 2024
NORTHERN LIGHTS FUND TRUST II0.01%165,177-21,496-11.52%Jan 31, 2024
AB CAP FUND, INC.0.01%486,340--Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.01%2,689-5,928-68.79%Mar 28, 2024
Calamos Global Dynamic Income Fund0.01%162,000--Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.01%6,490--Mar 31, 2024
PUTNAM INVESTMENT FUNDS0.01%61,143--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%72,360-1,866-2.51%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%6,103-180-2.86%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.01%5,805--Mar 31, 2024
Voya EQUITY TRUST0.01%14,172--Feb 29, 2024
FIDELITY FINANCIAL TRUST0.01%163,772--Feb 29, 2024
ALGER FUNDS II0.01%2,061--Jan 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST0.01%452,600-72,500-13.81%Jan 31, 2024
LORD ABBETT INVESTMENT TRUST0.01%8,275,000--Feb 29, 2024
VANGUARD INDEX FUNDS0.01%3,542,700-563,029-13.71%Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.01%18,880--Mar 31, 2024
LIBERTY ALL STAR GROWTH FUND INC.0.01%998--Dec 31, 2023
Federated Hermes Equity Funds0.01%150,000--Jan 31, 2024

Everbridge's largest mutual fund holder by % of total assets is "Alger ETF Trust", owning 19.44K shares, compromising 2.74% of its total assets.

Everbridge Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24159-13.59%
31 Mar, 241840.55%
31 Dec, 231832.23%
30 Sep, 23179-7.73%
30 Jun, 23194-11.42%
31 Mar, 23219-2.23%
31 Dec, 222240.45%
30 Sep, 222230.45%
30 Jun, 22222-9.76%
31 Mar, 22246-14.58%
31 Dec, 21288-3.36%
30 Sep, 21298-0.67%
30 Jun, 21300-3.54%
31 Mar, 21311-0.64%
31 Dec, 203131.62%
30 Sep, 20308-0.96%
30 Jun, 2031118.70%
31 Mar, 202625.22%
31 Dec, 192496.41%
30 Sep, 19234-1.27%
30 Jun, 192371.72%
31 Mar, 1923325.27%
31 Dec, 1818610.06%
30 Sep, 181695.63%
30 Jun, 1816025.00%
31 Mar, 181284.07%
31 Dec, 1712317.14%
30 Sep, 1710514.13%
30 Jun, 179239.39%
31 Mar, 1766-
31 Dec, 166634.69%
30 Sep, 1649-

As of 30 Jun 24, 159 institutions are holding Everbridge's shares, representing a decrease of -13.59% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2433,615,737-8.29%
31 Mar, 2436,655,473-0.93%
31 Dec, 2337,000,8951.35%
30 Sep, 2336,506,598-2.40%
30 Jun, 2337,405,5281.56%
31 Mar, 2336,831,6550.63%
31 Dec, 2236,600,944-1.09%
30 Sep, 2237,003,755-3.88%
30 Jun, 2238,497,5734.19%
31 Mar, 2236,950,923-2.61%
31 Dec, 2137,940,614-7.23%
30 Sep, 2140,896,8331.93%
30 Jun, 2140,124,1344.66%
31 Mar, 2138,335,847-1.78%
31 Dec, 2039,032,1201.55%
30 Sep, 2038,437,5571.72%
30 Jun, 2037,787,085-1.18%
31 Mar, 2038,237,7334.55%
31 Dec, 1936,572,8554.59%
30 Sep, 1934,967,2692.39%
30 Jun, 1934,150,1956.86%
31 Mar, 1931,956,78113.27%
31 Dec, 1828,212,2604.53%
30 Sep, 1826,990,4263.12%
30 Jun, 1826,173,9533.68%
31 Mar, 1825,245,33811.64%
31 Dec, 1722,612,83522.39%
30 Sep, 1718,476,46628.31%
30 Jun, 1714,399,94143.90%
31 Mar, 1710,006,91712.99%
31 Dec, 168,856,52941.25%
30 Sep, 166,270,293-

Everbridge (EVBG) has 33.62M shares outstanding as of 30 Jun 24, down -8.29% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2481.33%1.02%
31 Mar, 2489.28%1.08%
31 Dec, 2390.73%1.12%
30 Sep, 2390.03%1.04%
30 Jun, 2392.88%1.11%
31 Mar, 2391.45%1.09%
31 Dec, 2291.58%1.06%
30 Sep, 2293.10%0.98%
30 Jun, 2297.29%1.11%
31 Mar, 2293.71%0.94%
31 Dec, 2199.94%0.88%
30 Sep, 21106.48%0.96%
30 Jun, 21105.55%0.95%
31 Mar, 21105.36%0.83%
31 Dec, 20112.87%0.92%
30 Sep, 20110.65%0.92%
30 Jun, 20109.84%0.87%
31 Mar, 20112.22%0.92%
31 Dec, 19110.29%1.01%
30 Sep, 19104.30%0.97%
30 Jun, 19103.44%1.05%
31 Mar, 1999.03%1.05%
31 Dec, 1896.93%1.15%
30 Sep, 1891.62%1.11%
30 Jun, 1890.73%1.15%
31 Mar, 1888.78%1.35%
31 Dec, 1781.16%1.88%
30 Sep, 1765.75%2.46%
30 Jun, 1751.65%3.81%
31 Mar, 1736.83%3.46%
31 Dec, 1632.62%1.81%
30 Sep, 1642.45%-

As of 30 Jun 24, Everbridge is held by 81.33% institutional shareholders, representing a 1.02% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2482-14.58%
31 Mar, 249615.66%
31 Dec, 2383-9.78%
30 Sep, 23926.98%
30 Jun, 2386-21.82%
31 Mar, 23110-6.78%
31 Dec, 2211816.83%
30 Sep, 22101-4.72%
30 Jun, 22106-24.82%
31 Mar, 22141-15.57%
31 Dec, 2116718.44%
30 Sep, 21141-9.03%
30 Jun, 21155-0.64%
31 Mar, 21156-1.89%
31 Dec, 201599.66%
30 Sep, 20145-22.04%
30 Jun, 2018635.77%
31 Mar, 20137-5.52%
31 Dec, 1914519.83%
30 Sep, 19121-0.82%
30 Jun, 19122-14.08%
31 Mar, 1914242.00%
31 Dec, 1810021.95%
30 Sep, 1882-11.83%
30 Jun, 189347.62%
31 Mar, 1863-21.25%
31 Dec, 178023.08%
30 Sep, 1765-14.47%
30 Jun, 1776100.00%
31 Mar, 1738-28.30%
31 Dec, 16538.16%
30 Sep, 1649-

82 institutional shareholders have increased their position in EVBG stock as of 30 Jun 24 compared to 96 in the previous quarter (a -14.58% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2444-31.25%
31 Mar, 2464-4.48%
31 Dec, 236711.67%
30 Sep, 2360-14.29%
30 Jun, 23709.38%
31 Mar, 2364-15.79%
31 Dec, 2276-5.00%
30 Sep, 22805.26%
30 Jun, 227615.15%
31 Mar, 2266-5.71%
31 Dec, 2170-19.54%
30 Sep, 2187-2.25%
30 Jun, 2189-18.35%
31 Mar, 211095.83%
31 Dec, 20103-3.74%
30 Sep, 2010720.22%
30 Jun, 2089-8.25%
31 Mar, 209744.78%
31 Dec, 19671.52%
30 Sep, 1966-19.51%
30 Jun, 198222.39%
31 Mar, 19679.84%
31 Dec, 1861-8.96%
30 Sep, 186731.37%
30 Jun, 18518.51%
31 Mar, 184746.88%
31 Dec, 173223.08%
30 Sep, 1726136.36%
30 Jun, 1711-47.62%
31 Mar, 1721133.33%
31 Dec, 169-
30 Sep, 16--

44 institutional shareholders have reduced their position in EVBG stock as of 30 Jun 24 compared to 64 in the previous quarter (a -31.25% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24159-13.59%33,615,737-8.29%81.33%1.02%82-14.58%44-31.25%
31 Mar, 241840.55%36,655,473-0.93%89.28%1.08%9615.66%64-4.48%
31 Dec, 231832.23%37,000,8951.35%90.73%1.12%83-9.78%6711.67%
30 Sep, 23179-7.73%36,506,598-2.40%90.03%1.04%926.98%60-14.29%
30 Jun, 23194-11.42%37,405,5281.56%92.88%1.11%86-21.82%709.38%
31 Mar, 23219-2.23%36,831,6550.63%91.45%1.09%110-6.78%64-15.79%
31 Dec, 222240.45%36,600,944-1.09%91.58%1.06%11816.83%76-5.00%
30 Sep, 222230.45%37,003,755-3.88%93.10%0.98%101-4.72%805.26%
30 Jun, 22222-9.76%38,497,5734.19%97.29%1.11%106-24.82%7615.15%
31 Mar, 22246-14.58%36,950,923-2.61%93.71%0.94%141-15.57%66-5.71%
31 Dec, 21288-3.36%37,940,614-7.23%99.94%0.88%16718.44%70-19.54%
30 Sep, 21298-0.67%40,896,8331.93%106.48%0.96%141-9.03%87-2.25%
30 Jun, 21300-3.54%40,124,1344.66%105.55%0.95%155-0.64%89-18.35%
31 Mar, 21311-0.64%38,335,847-1.78%105.36%0.83%156-1.89%1095.83%
31 Dec, 203131.62%39,032,1201.55%112.87%0.92%1599.66%103-3.74%
30 Sep, 20308-0.96%38,437,5571.72%110.65%0.92%145-22.04%10720.22%
30 Jun, 2031118.70%37,787,085-1.18%109.84%0.87%18635.77%89-8.25%
31 Mar, 202625.22%38,237,7334.55%112.22%0.92%137-5.52%9744.78%
31 Dec, 192496.41%36,572,8554.59%110.29%1.01%14519.83%671.52%
30 Sep, 19234-1.27%34,967,2692.39%104.30%0.97%121-0.82%66-19.51%
30 Jun, 192371.72%34,150,1956.86%103.44%1.05%122-14.08%8222.39%
31 Mar, 1923325.27%31,956,78113.27%99.03%1.05%14242.00%679.84%
31 Dec, 1818610.06%28,212,2604.53%96.93%1.15%10021.95%61-8.96%
30 Sep, 181695.63%26,990,4263.12%91.62%1.11%82-11.83%6731.37%
30 Jun, 1816025.00%26,173,9533.68%90.73%1.15%9347.62%518.51%
31 Mar, 181284.07%25,245,33811.64%88.78%1.35%63-21.25%4746.88%
31 Dec, 1712317.14%22,612,83522.39%81.16%1.88%8023.08%3223.08%
30 Sep, 1710514.13%18,476,46628.31%65.75%2.46%65-14.47%26136.36%
30 Jun, 179239.39%14,399,94143.90%51.65%3.81%76100.00%11-47.62%
31 Mar, 1766-10,006,91712.99%36.83%3.46%38-28.30%21133.33%
31 Dec, 166634.69%8,856,52941.25%32.62%1.81%538.16%9-
30 Sep, 1649-6,270,293-42.45%-49---

Everbridge Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 02, 2024Dean Alisondirector-D-ReturnSell23,915$35.00$837.02K-
Jul 02, 2024Barney Bryan Reedofficer CHIEF PRODUCT OFFICERD-ReturnSell20,038$35.00$701.33K-
Jul 02, 2024Barney Bryan Reedofficer CHIEF PRODUCT OFFICERD-ReturnSell62,500---
Jul 02, 2024Barney Bryan Reedofficer CHIEF PRODUCT OFFICERD-ReturnSell100,000---
Jul 02, 2024Benjamin David Jdirector-D-ReturnSell13,815$35.00$483.52K-
Jul 02, 2024Rockvam David Eofficer Chief Financial OfficerD-ReturnSell115,000---
Jul 02, 2024Rockvam David Eofficer Chief Financial OfficerD-ReturnSell115,000---
Jul 02, 2024HENSHALL DAVID Jdirector-D-ReturnSell44,729$35.00$1.57M-
Jul 02, 2024Di Leo John P.officer Chief Revenue OfficerD-ReturnSell24,689$35.00$864.12K-
Jul 02, 2024Di Leo John P.officer Chief Revenue OfficerD-ReturnSell68,750---
Jul 02, 2024Di Leo John P.officer Chief Revenue OfficerD-ReturnSell100,000---
Jul 02, 2024Rowlands Sharon Tdirector-D-ReturnSell19,415$35.00$679.52K-
Jul 02, 2024Devlin-Lebow Shirley Eofficer Chief Accounting OfficerD-ReturnSell20,000---
Jul 02, 2024Webster Noah Fofficer Chief Legal & Compliance OfcD-ReturnSell10,779$35.00$377.26K-
Jul 02, 2024Webster Noah Fofficer Chief Legal & Compliance OfcD-ReturnSell17,966---
Jul 02, 2024Webster Noah Fofficer Chief Legal & Compliance OfcD-ReturnSell28,745---
Jul 02, 2024MATHY KENTdirector-D-ReturnSell20,115$35.00$704.02K-
Jul 02, 2024MATHY KENTdirector-D-ReturnSell5,000$24.87$124.35K-
Jul 02, 2024DAMORE RICHARD Adirector-D-ReturnSell25,415$35.00$889.52K-
Jul 02, 2024Ghai Rohitdirector-D-ReturnSell13,815$35.00$483.52K-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 02, 2024Dean Alisondirector-D-ReturnSell23,915$35.00$837.02K-
Jul 02, 2024Barney Bryan Reedofficer CHIEF PRODUCT OFFICERD-ReturnSell20,038$35.00$701.33K-
Jul 02, 2024Barney Bryan Reedofficer CHIEF PRODUCT OFFICERD-ReturnSell62,500---
Jul 02, 2024Barney Bryan Reedofficer CHIEF PRODUCT OFFICERD-ReturnSell100,000---
Jul 02, 2024Benjamin David Jdirector-D-ReturnSell13,815$35.00$483.52K-
Jul 02, 2024Rockvam David Eofficer Chief Financial OfficerD-ReturnSell115,000---
Jul 02, 2024Rockvam David Eofficer Chief Financial OfficerD-ReturnSell115,000---
Jul 02, 2024HENSHALL DAVID Jdirector-D-ReturnSell44,729$35.00$1.57M-
Jul 02, 2024Di Leo John P.officer Chief Revenue OfficerD-ReturnSell24,689$35.00$864.12K-
Jul 02, 2024Di Leo John P.officer Chief Revenue OfficerD-ReturnSell68,750---
Jul 02, 2024Di Leo John P.officer Chief Revenue OfficerD-ReturnSell100,000---
Jul 02, 2024Rowlands Sharon Tdirector-D-ReturnSell19,415$35.00$679.52K-
Jul 02, 2024Devlin-Lebow Shirley Eofficer Chief Accounting OfficerD-ReturnSell20,000---
Jul 02, 2024Webster Noah Fofficer Chief Legal & Compliance OfcD-ReturnSell10,779$35.00$377.26K-
Jul 02, 2024Webster Noah Fofficer Chief Legal & Compliance OfcD-ReturnSell17,966---
Jul 02, 2024Webster Noah Fofficer Chief Legal & Compliance OfcD-ReturnSell28,745---
Jul 02, 2024MATHY KENTdirector-D-ReturnSell20,115$35.00$704.02K-
Jul 02, 2024MATHY KENTdirector-D-ReturnSell5,000$24.87$124.35K-
Jul 02, 2024DAMORE RICHARD Adirector-D-ReturnSell25,415$35.00$889.52K-
Jul 02, 2024Ghai Rohitdirector-D-ReturnSell13,815$35.00$483.52K-

The last insider sell of Everbridge's stock was made by Dean Alison on Jul 02 2024, selling 23,915 shares at $35.00 per share (valued at $837.02K).

Everbridge Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-25-
Q2 2024121675.00%
Q1 2024131776.47%
Q4 2023111668.75%
Q3 20231613123.08%
Q2 20232015133.33%
Q1 20231210120.00%
Q4 2022202871.43%
Q3 2022182281.82%
Q2 20222724112.50%
Q1 20221511136.36%
Q4 2021163053.33%
Q3 2021174240.48%
Q2 20212922131.82%
Q1 202171838.89%
Q4 2020102245.45%
Q3 20206946150.00%
Q2 20201414100.00%
Q1 202083225.00%
Q4 201921315.38%

0 total buy trades, and 25 total sell trades (buy/sell ratio of 0.00%) were made by Everbridge's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024-3-
Q1 2024-8-
Q4 2023-6-
Q3 202343133.33%
Q2 20231250.00%
Q1 2023-2-
Q4 2022-10-
Q3 2022-5-
Q2 2022-4-
Q1 2022-3-
Q4 202141233.33%
Q3 2021-21-
Q2 2021-5-
Q1 2021-10-
Q4 2020-12-
Q3 2020-18-
Q2 2020-7-
Q1 2020-18-
Q4 2019-11-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Everbridge's stocks.

Everbridge Peer Ownership


TickerCompany
CWANClearwater Analytics Holdings, Inc.
PCTYPaylocity Holding Corporation
DHXDHI Group, Inc.
CVTCvent Holding Corp.
IDBAIDEX Biometrics ASA
ETWOE2open Parent Holdings, Inc.
BRZEBraze, Inc.
ADEAAdeia Inc.
ENVEnvestnet, Inc.
ENFNEnfusion, Inc.
AGYSAgilysys, Inc.
DSGXThe Descartes Systems Group Inc.
DVDoubleVerify Holdings, Inc.
BLKBBlackbaud, Inc.
ALKTAlkami Technology, Inc.

EVBG Ownership FAQ


Everbridge is owned by institutional shareholders (81.33%), insiders (1.46%), and public (17.21%). The largest institutional shareholder of Everbridge is VANGUARD GROUP INC (11.74% of total shares) and the top mutual fund owner is Alger ETF Trust (2.74% of total shares).

Everbridge's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, GLAZER CAPITAL, LLC, and FIL LTD. The top five shareholders own together 35.44% of the company's share outstanding.

As of Jun 2024, there are 159 institutional shareholders of Everbridge.

VANGUARD GROUP INC owns 4.85M shares of Everbridge, representing 11.74% of the company's total shares outstanding, valued at $169.8M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 4.12M shares of Everbridge (EVBG), compromising 9.98% of the company, valued at $144.32M.

FMR LLC is the third largest holder of Everbridge. The company owns 2.12M of the company's shares outstanding (worth $74.16M).