Institutional Manager · CIK 0001865991
PSG Equity L.L.C.
BOSTON, MA · File #028-21904
Latest AUM
$1.03B
Positions
1
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | EverCommerce Inc | EVCM | 0 | $0 | +$83.8M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $1.03B
- 13F HOLDINGS REPORTQ/E Sep 20251 pos · $951.2M
- 13F HOLDINGS REPORTQ/E Jun 20251 pos · $897.4M
- 13F HOLDINGS REPORTQ/E Mar 20251 pos · $861.5M
- 13F HOLDINGS REPORTQ/E Dec 20241 pos · $941.0M
- 13F HOLDINGS REPORTQ/E Sep 20241 pos · $885.4M
- 13F HOLDINGS REPORTQ/E Jun 20241 pos · $938.4M
- 13F HOLDINGS REPORTQ/E Mar 20241 pos · $805.1M
- 13F HOLDINGS REPORTQ/E Dec 20231 pos · $857.2M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | EverCommerce Inc | EVCM | 85,464,516 | $1.03B | 100.00% |