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, Q4 2022
Institutional positions in EverCommerce Inc. as of Dec 31, 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
- 81
- +1 vs. Q3 2022
- Shares held
- 170.8M
- −780.7K (−0.5%) vs. Q3 2022
- Total value
- $1.27B
- −$604.6M (−32.2%) vs. Q3 2022
- New holders
- 14
- 28 more added
- Sold out
- 13
- 22 more reduced
Compare with Q3 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 | $2.98B |
| Q3 2021 | 54 | $1.39B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $635.9M | 100.00% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $499.1M | 3.95% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $45.5M | 2.39% | +250,000+4.3% | Added |
| Vanguard Group Inc | 2,613,847 | $19.4M | 0.00% | +7,961+0.3% | Added |
| FIL Ltd | 1,900,000 | $14.1M | 0.02% | −35,000−1.8% | Reduced |
| BlackRock Inc. | 1,724,676 | $12.8M | 0.00% | +93,598+5.7% | Added |
| Goldman Sachs Group Inc | 750,709 | $5.59M | 0.00% | −390,032−34.2% | Reduced |
| Geode Capital Management, LLC | 671,515 | $5.00M | 0.00% | +38,581+6.1% | Added |
| State Street Corp | 476,163 | $3.54M | 0.00% | +2,296+0.5% | Added |
| AQR Capital Management LLC | 447,832 | $3.33M | 0.01% | +336,272+301.4% | Added |
| Public Employees Retirement Association of Colorado | 411,052 | $3.06M | 0.02% | +2,714+0.7% | Added |
| Northern Trust Corp | 247,669 | $1.84M | 0.00% | +29,241+13.4% | Added |
| JPMorgan Chase & Co | 223,459 | $1.66M | 0.00% | +7,930+3.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $1.64M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 210,127 | $1.56M | 0.00% | +112,522+115.3% | Added |
| Charles Schwab Investment Management Inc | 205,127 | $1.53M | 0.00% | +3,458+1.7% | Added |
| Element Capital Management LLC | 172,426 | $1.28M | 0.76% | +172,426 | New |
| Mayflower Financial Advisors, LLC | 147,058 | $1.09M | 0.15% | 00.0% | Unchanged |
| Rothschild & Co Asset Management US Inc. | 142,523 | $1.06M | 0.02% | +13,063+10.1% | Added |
| Essex Investment Management Co LLC | 128,598 | $957.0K | 0.15% | −1,301−1.0% | Reduced |
| Marshall Wace, LLP | 123,724 | $920.5K | 0.00% | +50,461+68.9% | Added |
| Westerly Capital Management, LLC | 105,000 | $781.2K | 0.61% | +105,000 | New |
| Bank of America Corp | 79,006 | $587.8K | 0.00% | +64,840+457.7% | Added |
| Jacobs Levy Equity Management, Inc | 78,151 | $581.4K | 0.00% | −18,742−19.3% | Reduced |
| Ghisallo Capital Management LLC | 75,000 | $558.0K | 0.10% | 00.0% | Unchanged |
| Swiss National Bank | 69,000 | $513.4K | 0.00% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 68,771 | $511.7K | 0.30% | +68,771 | New |
| Nuveen Asset Management, LLC | 65,176 | $485.0K | 0.00% | −10,844−14.3% | Reduced |
| Legato Capital Management LLC | 63,055 | $469.1K | 0.09% | +63,055 | New |
| State of Wisconsin Investment Board | 50,309 | $374.3K | 0.00% | +19,565+63.6% | Added |
| Morgan Stanley | 50,254 | $373.9K | 0.00% | −14,220−22.1% | Reduced |
| Dimensional Fund Advisors LP | 46,537 | $345.0K | 0.00% | −2,568−5.2% | Reduced |
| Alliancebernstein L.P. | 40,200 | $299.1K | 0.00% | +5,600+16.2% | Added |
| Jump Financial, LLC | 38,432 | $285.9K | 0.02% | +18,532+93.1% | Added |
| Rhumbline Advisers | 35,708 | $266.0K | 0.00% | +174+0.5% | Added |
| Jane Street Group, LLC | 35,109 | $261.2K | 0.00% | +16,401+87.7% | Added |
| California State Teachers Retirement System | 34,866 | $259.4K | 0.00% | −180−0.5% | Reduced |
| Tudor Investment Corp Et Al | 32,205 | $240.0K | 0.01% | +32,205 | New |
| D. E. Shaw & Co., Inc. | 28,777 | $214.1K | 0.00% | −5,096−15.0% | Reduced |
| Aristides Capital LLC | 21,530 | $160.2K | 0.10% | +21,530 | New |
| Raymond James Financial Services Advisors, Inc. | 21,500 | $160.0K | 0.00% | +500+2.4% | Added |
| Parallel Advisors, LLC | 20,028 | $149.0K | 0.01% | +28+0.1% | Added |
| Ameriprise Financial Inc | 19,751 | $147.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 19,676 | $146.0K | 0.00% | −4,466−18.5% | Reduced |
| MetLife Investment Management | 18,968 | $141.1K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 18,900 | $141.0K | 0.00% | −80,500−81.0% | Reduced |
| Credit Suisse AG | 18,919 | $140.8K | 0.00% | −126−0.7% | Reduced |
| New York State Common Retirement Fund | 15,905 | $118.3K | 0.00% | −11−0.1% | Reduced |
| Prelude Capital Management, LLC | 14,490 | $107.8K | 0.01% | +14,490 | New |
| Manufacturers Life Insurance Company, The | 13,134 | $97.7K | 0.00% | +104+0.8% | Added |
| Summit Financial Strategies, Inc. | 12,226 | $91.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 11,730 | $87.3K | 0.00% | +5,383+84.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $86.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,287 | $84.0K | 0.00% | −181−1.6% | Reduced |
| Deutsche Bank AG | 10,049 | $74.8K | 0.00% | +160+1.6% | Added |
| Invesco Ltd. | 10,037 | $74.7K | 0.00% | −121−1.2% | Reduced |
| Legal & General Group Plc | 9,757 | $72.6K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8,822 | $65.6K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 8,667 | $64.5K | 0.00% | +5,956+219.7% | Added |
| Citadel Advisors LLC | 7,051 | $52.5K | 0.00% | −15,616−68.9% | Reduced |
| Lazard Asset Management LLC | 5,398 | $40.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,561 | $34.0K | 0.00% | +4,267+1,451.4% | Added |
| Amalgamated Bank | 3,177 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,327 | $22.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,906 | $14.2K | 0.00% | −94−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,846 | $13.7K | 0.00% | −41−2.2% | Reduced |
| Metropolitan Life Insurance Co | 1,662 | $12.4K | 0.00% | −560−25.2% | Reduced |
| FMR LLC | 999 | $7.43K | 0.00% | +221+28.4% | Added |
| Citigroup Inc | 888 | $6.61K | 0.00% | −202−18.5% | Reduced |
| Signaturefd, LLC | 481 | $3.58K | 0.00% | +165+52.2% | Added |
| CWM, LLC | 240 | $2.00K | 0.00% | +240 | New |
| Farther Finance Advisors, LLC | 140 | $1.04K | 0.00% | +140 | New |
| Tower Research Capital LLC (TRC) | 155 | $1.00K | 0.00% | −3,469−95.7% | Reduced |
| Advisor Group Holdings, Inc. | 166 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 133 | $990 | 0.00% | +133 | New |
| Lindbrook Capital, LLC | 102 | $759 | 0.00% | +102 | New |
| The PNC Financial Services Group, Inc. | 45 | $335 | 0.00% | +45 | New |
| Federated Hermes, Inc. | 35 | $260 | 0.00% | +35 | New |
| Allworth Financial LP | 29 | $216 | 0.00% | +29 | New |
| Wells Fargo & Company | 20 | $149 | 0.00% | −124−86.1% | Reduced |
| Covestor Ltd | 24 | $0 | 0.00% | 00.0% | Unchanged |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −1,275,000−100.0% | Sold out |
| Wealthgate Family Office, LLC | 0 | $0 | 0.00% | −294,116−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −87,448−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −57,164−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −28,908−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,663−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,351−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |