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, Q1 2023
Institutional positions in EverCommerce Inc. as of Mar 31, 2023. 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
- 85
- +5 vs. Q4 2022
- Shares held
- 169.0M
- −1.71M (−1.0%) vs. Q4 2022
- Total value
- $1.79B
- +$517.8M (+40.8%) vs. Q4 2022
- New holders
- 16
- 25 more added
- Sold out
- 11
- 24 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $904.2M | 100.00% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $709.8M | 5.14% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $64.7M | 3.14% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,628,473 | $27.8M | 0.00% | +14,626+0.6% | Added |
| BlackRock Inc. | 1,663,382 | $17.6M | 0.00% | −61,294−3.6% | Reduced |
| FIL Ltd | 1,250,000 | $13.2M | 0.02% | −650,000−34.2% | Reduced |
| Geode Capital Management, LLC | 668,674 | $7.07M | 0.00% | −2,841−0.4% | Reduced |
| State Street Corp | 500,672 | $5.30M | 0.00% | +24,509+5.1% | Added |
| AQR Capital Management LLC | 314,884 | $3.33M | 0.01% | −132,948−29.7% | Reduced |
| Wealthgate Family Office, LLC | 294,116 | $3.11M | 8.95% | +294,116 | New |
| Northern Trust Corp | 237,387 | $2.51M | 0.00% | −10,282−4.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.32M | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 201,902 | $2.14M | 0.00% | −3,225−1.6% | Reduced |
| JPMorgan Chase & Co | 193,319 | $2.04M | 0.00% | −30,140−13.5% | Reduced |
| Bank of New York Mellon Corp | 189,834 | $2.01M | 0.00% | −20,293−9.7% | Reduced |
| Essex Investment Management Co LLC | 159,221 | $1.68M | 0.24% | +30,623+23.8% | Added |
| Mayflower Financial Advisors, LLC | 145,729 | $1.54M | 0.20% | −1,329−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 110,877 | $1.17M | 0.01% | +32,726+41.9% | Added |
| Great Lakes Advisors, LLC | 90,729 | $959.9K | 0.01% | +90,729 | New |
| Morgan Stanley | 88,628 | $937.7K | 0.00% | +38,374+76.4% | Added |
| Bank of America Corp | 87,750 | $928.4K | 0.00% | +8,744+11.1% | Added |
| Ghisallo Capital Management LLC | 75,000 | $793.5K | 0.19% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 68,396 | $723.6K | 0.33% | −375−0.5% | Reduced |
| Legato Capital Management LLC | 63,055 | $667.1K | 0.12% | 00.0% | Unchanged |
| Swiss National Bank | 62,500 | $661.3K | 0.00% | −6,500−9.4% | Reduced |
| State of Wisconsin Investment Board | 62,484 | $661.1K | 0.00% | +12,175+24.2% | Added |
| Nuveen Asset Management, LLC | 59,186 | $626.0K | 0.00% | −5,990−9.2% | Reduced |
| Goldman Sachs Group Inc | 52,248 | $552.8K | 0.00% | −698,461−93.0% | Reduced |
| Dimensional Fund Advisors LP | 47,201 | $499.4K | 0.00% | +664+1.4% | Added |
| Deutsche Bank AG | 45,828 | $484.9K | 0.00% | +35,779+356.0% | Added |
| Ameriprise Financial Inc | 43,365 | $458.8K | 0.00% | +23,614+119.6% | Added |
| Alliancebernstein L.P. | 39,900 | $422.1K | 0.00% | −300−0.7% | Reduced |
| Jump Financial, LLC | 36,300 | $384.1K | 0.02% | −2,132−5.5% | Reduced |
| Balyasny Asset Management LLC | 35,781 | $378.6K | 0.00% | +35,781 | New |
| Rhumbline Advisers | 35,062 | $371.0K | 0.00% | −646−1.8% | Reduced |
| California State Teachers Retirement System | 34,330 | $363.2K | 0.00% | −536−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 30,879 | $326.7K | 0.00% | +2,102+7.3% | Added |
| Public Employees Retirement System of Ohio | 25,699 | $272.0K | 0.00% | +6,023+30.6% | Added |
| Jefferies Financial Group Inc. | 25,000 | $264.5K | 0.01% | +25,000 | New |
| Handelsbanken Fonder AB | 24,000 | $254.0K | 0.00% | +24,000 | New |
| Credit Suisse AG | 22,132 | $234.2K | 0.00% | +3,213+17.0% | Added |
| Jane Street Group, LLC | 21,635 | $228.9K | 0.00% | −13,474−38.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,500 | $227.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,028 | $211.9K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 19,837 | $210.0K | 0.00% | −12,368−38.4% | Reduced |
| Citadel Advisors LLC | 19,749 | $208.9K | 0.00% | +12,698+180.1% | Added |
| MetLife Investment Management | 18,968 | $200.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 18,414 | $195.2K | 0.00% | +18,414 | New |
| Verition Fund Management LLC | 17,400 | $184.1K | 0.00% | +17,400 | New |
| New York State Common Retirement Fund | 15,905 | $168.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 15,649 | $165.6K | 0.00% | +15,649 | New |
| Renaissance Technologies LLC | 14,700 | $156.0K | 0.00% | −4,200−22.2% | Reduced |
| Manufacturers Life Insurance Company, The | 13,134 | $139.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 12,500 | $132.3K | 0.02% | +12,500 | New |
| Susquehanna International Group, LLP | 12,459 | $131.8K | 0.00% | +12,459 | New |
| Barclays PLC | 12,067 | $127.7K | 0.00% | +337+2.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $123.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,516 | $121.8K | 0.00% | +229+2.0% | Added |
| Legal & General Group Plc | 10,897 | $115.3K | 0.00% | +1,140+11.7% | Added |
| Citigroup Inc | 9,572 | $101.3K | 0.00% | +8,684+977.9% | Added |
| Investors Research Corp | 8,822 | $93.3K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,651 | $91.5K | 0.00% | +8,651 | New |
| Tower Research Capital LLC (TRC) | 7,899 | $84.0K | 0.00% | +7,744+4,996.1% | Added |
| Lazard Asset Management LLC | 5,398 | $57.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,992 | $52.8K | 0.00% | −3,675−42.4% | Reduced |
| Wells Fargo & Company | 4,324 | $45.7K | 0.00% | +4,304+21,520.0% | Added |
| Aquatic Capital Management LLC | 2,900 | $31.0K | 0.00% | +2,900 | New |
| Amalgamated Bank | 2,679 | $28.0K | 0.00% | −498−15.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,327 | $24.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,439 | $15.2K | 0.00% | −223−13.4% | Reduced |
| FMR LLC | 1,405 | $14.9K | 0.00% | +406+40.6% | Added |
| Royal Bank of Canada | 1,337 | $14.0K | 0.00% | −3,224−70.7% | Reduced |
| Simplex Trading, LLC | 680 | $7.00K | 0.00% | +680 | New |
| Signaturefd, LLC | 539 | $5.70K | 0.00% | +58+12.1% | Added |
| Lindbrook Capital, LLC | 313 | $3.31K | 0.00% | +211+206.9% | Added |
| CWM, LLC | 240 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 219 | $2.32K | 0.00% | +86+64.7% | Added |
| Advisor Group Holdings, Inc. | 166 | $1.76K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 140 | $1.48K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 53 | $561 | 0.00% | +53 | New |
| The PNC Financial Services Group, Inc. | 45 | $476 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $328 | 0.00% | +31 | New |
| Allworth Financial LP | 29 | $307 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $0 | 0.00% | +2+8.3% | Added |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −411,052−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −172,426−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −123,724−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −21,530−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,490−100.0% | Sold out |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −12,226−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −10,037−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |