EverCommerce Inc.
EVCM- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001853145
In the last 90 days, EverCommerce Inc. insiders filed 0 open-market purchases and 24 sales; 82 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in EverCommerce Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 80
- +5 vs. Q2 2022
- Shares held
- 171.6M
- −858.7K (−0.5%) vs. Q2 2022
- Total value
- $1.88B
- +$316.5M (+20.3%) vs. Q2 2022
- New holders
- 15
- 27 more added
- Sold out
- 10
- 19 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVCM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 82 | $1.64B |
| Q1 2026 | 90 | $1.86B |
| Q4 2025 | 88 | $1.98B |
| Q3 2025 | 104 | $1.85B |
| Q2 2025 | 99 | $1.75B |
| Q1 2025 | 95 | $1.68B |
| Q4 2024 | 92 | $1.84B |
| Q3 2024 | 90 | $1.73B |
| Q2 2024 | 86 | $1.84B |
| Q1 2024 | 85 | $1.59B |
| Q4 2023 | 84 | $1.84B |
| Q3 2023 | 91 | $1.68B |
| Q2 2023 | 95 | $1.99B |
| Q1 2023 | 85 | $1.79B |
| Q4 2022 | 81 | $1.27B |
| Q3 2022 | 80 | $1.88B |
| Q2 2022 | 75 | $1.56B |
| Q1 2022 | 61 | $2.28B |
| Q4 2021 | 55 | $1.92B |
| Q3 2021 | 54 | $1.39B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $0 | 0.00% | −1−4.0% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $0 | 0.00% | +27 | New |
| Simplex Trading, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Advisor Group Holdings, Inc. | 166 | $2.00K | 0.00% | −20,775−99.2% | Reduced |
| Wells Fargo & Company | 144 | $2.00K | 0.00% | −181−55.7% | Reduced |
| Almanack Investment Partners, LLC. | 150 | $2.00K | 0.00% | +150 | New |
| Royal Bank of Canada | 294 | $3.00K | 0.00% | +156+113.0% | Added |
| Signaturefd, LLC | 316 | $3.00K | 0.00% | +316 | New |
| FMR LLC | 778 | $9.00K | 0.00% | +507+187.1% | Added |
| Citigroup Inc | 1,090 | $12.0K | 0.00% | −1,427−56.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,887 | $20.0K | 0.00% | +196+11.6% | Added |
| Russell Investments Group, Ltd. | 2,000 | $21.0K | 0.00% | +2,000 | New |
| Metropolitan Life Insurance Co | 2,222 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,327 | $25.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,711 | $29.0K | 0.00% | +2,432+871.7% | Added |
| Amalgamated Bank | 3,177 | $35.0K | 0.00% | +8+0.3% | Added |
| Ensign Peak Advisors, Inc | 3,450 | $38.0K | 0.00% | +3,450 | New |
| Tower Research Capital LLC (TRC) | 3,624 | $40.0K | 0.00% | +2,868+379.4% | Added |
| State of Wyoming | 4,351 | $48.0K | 0.02% | +1,194+37.8% | Added |
| Lazard Asset Management LLC | 5,398 | $59.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 6,347 | $69.0K | 0.00% | −188−2.9% | Reduced |
| Investors Research Corp | 8,822 | $96.0K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,757 | $107.0K | 0.00% | +1,050+12.1% | Added |
| Deutsche Bank AG | 9,889 | $108.0K | 0.00% | −1,615−14.0% | Reduced |
| Invesco Ltd. | 10,158 | $111.0K | 0.00% | +129+1.3% | Added |
| American International Group, Inc. | 11,468 | $125.0K | 0.00% | +162+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $127.0K | 0.00% | +11,639 | New |
| Summit Financial Strategies, Inc. | 12,226 | $134.0K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,030 | $142.4K | 0.00% | −340−2.5% | Reduced |
| Bank of America Corp | 14,166 | $154.0K | 0.00% | +5,815+69.6% | Added |
| Cubist Systematic Strategies, LLC | 14,663 | $160.0K | 0.00% | −6,761−31.6% | Reduced |
| New York State Common Retirement Fund | 15,916 | $174.0K | 0.00% | +5,700+55.8% | Added |
| Jane Street Group, LLC | 18,708 | $204.0K | 0.00% | +8,599+85.1% | Added |
| Credit Suisse AG | 19,045 | $207.0K | 0.00% | +109+0.6% | Added |
| MetLife Investment Management | 18,968 | $207.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 19,751 | $216.0K | 0.00% | +19,751 | New |
| Jump Financial, LLC | 19,900 | $218.0K | 0.01% | −8,700−30.4% | Reduced |
| Parallel Advisors, LLC | 20,000 | $219.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,000 | $230.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 22,667 | $247.0K | 0.00% | −74,894−76.8% | Reduced |
| Public Employees Retirement System of Ohio | 24,142 | $264.0K | 0.00% | +24,142 | New |
| Susquehanna Fundamental Investments, LLC | 28,908 | $316.0K | 0.01% | +28,908 | New |
| State of Wisconsin Investment Board | 30,744 | $336.0K | 0.00% | −1,628−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 33,873 | $370.0K | 0.00% | +2,053+6.5% | Added |
| Alliancebernstein L.P. | 34,600 | $378.0K | 0.00% | +9,600+38.4% | Added |
| California State Teachers Retirement System | 35,046 | $383.0K | 0.00% | +137+0.4% | Added |
| Rhumbline Advisers | 35,534 | $388.0K | 0.00% | +2,552+7.7% | Added |
| Dimensional Fund Advisors LP | 49,105 | $536.0K | 0.00% | +49,105 | New |
| Westwood Holdings Group Inc. | 57,164 | $625.0K | 0.01% | +57,164 | New |
| Morgan Stanley | 64,474 | $704.0K | 0.00% | +7,745+13.7% | Added |
| Swiss National Bank | 69,000 | $754.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 73,263 | $802.0K | 0.00% | −137,862−65.3% | Reduced |
| Ghisallo Capital Management LLC | 75,000 | $820.0K | 0.11% | −75,000−50.0% | Reduced |
| Nuveen Asset Management, LLC | 76,020 | $831.0K | 0.00% | −210−0.3% | Reduced |
| Cornercap Investment Counsel Inc | 87,448 | $956.0K | 0.18% | −22,796−20.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 96,893 | $1.06M | 0.01% | +96,893 | New |
| Bank of New York Mellon Corp | 97,605 | $1.07M | 0.00% | +19,218+24.5% | Added |
| Renaissance Technologies LLC | 99,400 | $1.09M | 0.00% | +11,400+13.0% | Added |
| AQR Capital Management LLC | 111,560 | $1.22M | 0.00% | +111,560 | New |
| Rothschild & Co Asset Management US Inc. | 129,460 | $1.42M | 0.02% | +129,460 | New |
| Essex Investment Management Co LLC | 129,899 | $1.42M | 0.23% | +9,500+7.9% | Added |
| Mayflower Financial Advisors, LLC | 147,058 | $1.61M | 0.26% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 201,669 | $2.21M | 0.00% | +55,397+37.9% | Added |
| JPMorgan Chase & Co | 215,529 | $2.36M | 0.00% | −22,350−9.4% | Reduced |
| Northern Trust Corp | 218,428 | $2.39M | 0.00% | +10,274+4.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.40M | 0.02% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 294,116 | $3.21M | 8.55% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 408,338 | $4.46M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 473,867 | $5.18M | 0.00% | −6,227−1.3% | Reduced |
| Geode Capital Management, LLC | 632,934 | $6.92M | 0.00% | +92,781+17.2% | Added |
| Goldman Sachs Group Inc | 1,140,741 | $12.5M | 0.00% | −183,701−13.9% | Reduced |
| 12 West Capital Management LP | 1,275,000 | $13.9M | 1.23% | 00.0% | Unchanged |
| BlackRock Inc. | 1,631,078 | $17.8M | 0.00% | +949+0.1% | Added |
| FIL Ltd | 1,935,000 | $21.1M | 0.03% | −547,577−22.1% | Reduced |
| Vanguard Group Inc | 2,605,886 | $28.5M | 0.00% | +122,286+4.9% | Added |
| 40 North Management LLC | 5,865,000 | $64.1M | 2.95% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $733.2M | 6.63% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $934.1M | 100.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −489,332−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −37,752−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −33,018−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,014−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −20,941−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,639−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,634−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −157−100.0% | Sold out |