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 | $1.92B |
| 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 20 | $149 | 0.00% | −124−86.1% | Reduced |
| Allworth Financial LP | 29 | $216 | 0.00% | +29 | New |
| Federated Hermes, Inc. | 35 | $260 | 0.00% | +35 | New |
| The PNC Financial Services Group, Inc. | 45 | $335 | 0.00% | +45 | New |
| Lindbrook Capital, LLC | 102 | $759 | 0.00% | +102 | New |
| Ellevest, Inc. | 133 | $990 | 0.00% | +133 | 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 |
| Farther Finance Advisors, LLC | 140 | $1.04K | 0.00% | +140 | New |
| CWM, LLC | 240 | $2.00K | 0.00% | +240 | New |
| Signaturefd, LLC | 481 | $3.58K | 0.00% | +165+52.2% | Added |
| Citigroup Inc | 888 | $6.61K | 0.00% | −202−18.5% | Reduced |
| FMR LLC | 999 | $7.43K | 0.00% | +221+28.4% | Added |
| Metropolitan Life Insurance Co | 1,662 | $12.4K | 0.00% | −560−25.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,846 | $13.7K | 0.00% | −41−2.2% | Reduced |
| Russell Investments Group, Ltd. | 1,906 | $14.2K | 0.00% | −94−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,327 | $22.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,177 | $24.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,561 | $34.0K | 0.00% | +4,267+1,451.4% | Added |
| Lazard Asset Management LLC | 5,398 | $40.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,051 | $52.5K | 0.00% | −15,616−68.9% | Reduced |
| UBS Group AG | 8,667 | $64.5K | 0.00% | +5,956+219.7% | Added |
| Investors Research Corp | 8,822 | $65.6K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,757 | $72.6K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 10,037 | $74.7K | 0.00% | −121−1.2% | Reduced |
| Deutsche Bank AG | 10,049 | $74.8K | 0.00% | +160+1.6% | Added |
| American International Group, Inc. | 11,287 | $84.0K | 0.00% | −181−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $86.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 11,730 | $87.3K | 0.00% | +5,383+84.8% | Added |
| Summit Financial Strategies, Inc. | 12,226 | $91.0K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,134 | $97.7K | 0.00% | +104+0.8% | Added |
| Prelude Capital Management, LLC | 14,490 | $107.8K | 0.01% | +14,490 | New |
| New York State Common Retirement Fund | 15,905 | $118.3K | 0.00% | −11−0.1% | Reduced |
| Credit Suisse AG | 18,919 | $140.8K | 0.00% | −126−0.7% | Reduced |
| Renaissance Technologies LLC | 18,900 | $141.0K | 0.00% | −80,500−81.0% | Reduced |
| MetLife Investment Management | 18,968 | $141.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 19,676 | $146.0K | 0.00% | −4,466−18.5% | Reduced |
| Ameriprise Financial Inc | 19,751 | $147.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,028 | $149.0K | 0.01% | +28+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,500 | $160.0K | 0.00% | +500+2.4% | Added |
| Aristides Capital LLC | 21,530 | $160.2K | 0.10% | +21,530 | New |
| D. E. Shaw & Co., Inc. | 28,777 | $214.1K | 0.00% | −5,096−15.0% | Reduced |
| Tudor Investment Corp Et Al | 32,205 | $240.0K | 0.01% | +32,205 | New |
| California State Teachers Retirement System | 34,866 | $259.4K | 0.00% | −180−0.5% | Reduced |
| Jane Street Group, LLC | 35,109 | $261.2K | 0.00% | +16,401+87.7% | Added |
| Rhumbline Advisers | 35,708 | $266.0K | 0.00% | +174+0.5% | Added |
| Jump Financial, LLC | 38,432 | $285.9K | 0.02% | +18,532+93.1% | Added |
| Alliancebernstein L.P. | 40,200 | $299.1K | 0.00% | +5,600+16.2% | Added |
| Dimensional Fund Advisors LP | 46,537 | $345.0K | 0.00% | −2,568−5.2% | Reduced |
| Morgan Stanley | 50,254 | $373.9K | 0.00% | −14,220−22.1% | Reduced |
| State of Wisconsin Investment Board | 50,309 | $374.3K | 0.00% | +19,565+63.6% | Added |
| Legato Capital Management LLC | 63,055 | $469.1K | 0.09% | +63,055 | New |
| Nuveen Asset Management, LLC | 65,176 | $485.0K | 0.00% | −10,844−14.3% | Reduced |
| RIA Advisory Group LLC | 68,771 | $511.7K | 0.30% | +68,771 | New |
| Swiss National Bank | 69,000 | $513.4K | 0.00% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 75,000 | $558.0K | 0.10% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 78,151 | $581.4K | 0.00% | −18,742−19.3% | Reduced |
| Bank of America Corp | 79,006 | $587.8K | 0.00% | +64,840+457.7% | Added |
| Westerly Capital Management, LLC | 105,000 | $781.2K | 0.61% | +105,000 | New |
| Marshall Wace, LLP | 123,724 | $920.5K | 0.00% | +50,461+68.9% | Added |
| Essex Investment Management Co LLC | 128,598 | $957.0K | 0.15% | −1,301−1.0% | Reduced |
| Rothschild & Co Asset Management US Inc. | 142,523 | $1.06M | 0.02% | +13,063+10.1% | Added |
| Mayflower Financial Advisors, LLC | 147,058 | $1.09M | 0.15% | 00.0% | Unchanged |
| Element Capital Management LLC | 172,426 | $1.28M | 0.76% | +172,426 | New |
| Charles Schwab Investment Management Inc | 205,127 | $1.53M | 0.00% | +3,458+1.7% | Added |
| Bank of New York Mellon Corp | 210,127 | $1.56M | 0.00% | +112,522+115.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $1.64M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 223,459 | $1.66M | 0.00% | +7,930+3.7% | Added |
| Northern Trust Corp | 247,669 | $1.84M | 0.00% | +29,241+13.4% | Added |
| Public Employees Retirement Association of Colorado | 411,052 | $3.06M | 0.02% | +2,714+0.7% | Added |
| AQR Capital Management LLC | 447,832 | $3.33M | 0.01% | +336,272+301.4% | Added |
| State Street Corp | 476,163 | $3.54M | 0.00% | +2,296+0.5% | Added |
| Geode Capital Management, LLC | 671,515 | $5.00M | 0.00% | +38,581+6.1% | Added |
| Goldman Sachs Group Inc | 750,709 | $5.59M | 0.00% | −390,032−34.2% | Reduced |
| BlackRock Inc. | 1,724,676 | $12.8M | 0.00% | +93,598+5.7% | Added |
| FIL Ltd | 1,900,000 | $14.1M | 0.02% | −35,000−1.8% | Reduced |
| Vanguard Group Inc | 2,613,847 | $19.4M | 0.00% | +7,961+0.3% | Added |
| 40 North Management LLC | 6,115,000 | $45.5M | 2.39% | +250,000+4.3% | Added |
| Silver Lake Group, L.L.C. | 67,085,136 | $499.1M | 3.95% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $635.9M | 100.00% | 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 |