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 22 sales; 82 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.
Q1 2023 vs. Q4 2022
How the institutions holding EverCommerce Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 81 | 1 | 85 | +5 |
| Shares | 170.8M | 142.5K | 169.0M | −1.71M (−1.0%) |
| Value | $1.27B | $1.06M | $1.79B | +$517.8M (+40.8%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held EverCommerce Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wealthgate Family Office, LLC | 294,116 | $3.11M | 8.95% |
| Great Lakes Advisors, LLC | 90,729 | $959.9K | 0.01% |
| Balyasny Asset Management LLC | 35,781 | $378.6K | 0.00% |
| Jefferies Financial Group Inc. | 25,000 | $264.5K | 0.01% |
| Handelsbanken Fonder AB | 24,000 | $254.0K | 0.00% |
| Janus Henderson Group PLC | 18,414 | $195.2K | 0.00% |
| Verition Fund Management LLC | 17,400 | $184.1K | 0.00% |
| UBS Asset Management Americas Inc | 15,649 | $165.6K | 0.00% |
| Bayesian Capital Management, LP | 12,500 | $132.3K | 0.02% |
| Susquehanna International Group, LLP | 12,459 | $131.8K | 0.00% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,651 | $91.5K | 0.00% |
| Aquatic Capital Management LLC | 2,900 | $31.0K | 0.00% |
| Simplex Trading, LLC | 680 | $7.00K | 0.00% |
| Baker Avenue Asset Management, LP | 53 | $561 | 0.00% |
| US Bancorp | 31 | $328 | 0.00% |
| Steward Financial Group LLC | 1 | $0 | 0.00% |
Sold out (11)
Institutions that held EverCommerce Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Public Employees Retirement Association of Colorado | 411,052 | $3.06M |
| Element Capital Management LLC | 172,426 | $1.28M |
| Marshall Wace, LLP | 123,724 | $920.5K |
| Westerly Capital Management, LLC | 105,000 | $781.2K |
| Aristides Capital LLC | 21,530 | $160.2K |
| Prelude Capital Management, LLC | 14,490 | $107.8K |
| Summit Financial Strategies, Inc. | 12,226 | $91.0K |
| Invesco Ltd. | 10,037 | $74.7K |
| Russell Investments Group, Ltd. | 1,906 | $14.2K |
| Allspring Global Investments Holdings, LLC | 1,846 | $13.7K |
| Federated Hermes, Inc. | 35 | $260 |
Not filed for Q1 2023 yet (1)
Institutions that held EverCommerce Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Rothschild & Co Asset Management US Inc. | 142,523 | $1.06M |