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 |
|---|---|---|---|---|---|
| Covestor Ltd | 26 | $0 | 0.00% | +2+8.3% | Added |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Allworth Financial LP | 29 | $307 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $328 | 0.00% | +31 | New |
| The PNC Financial Services Group, Inc. | 45 | $476 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 53 | $561 | 0.00% | +53 | New |
| Farther Finance Advisors, LLC | 140 | $1.48K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 166 | $1.76K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 219 | $2.32K | 0.00% | +86+64.7% | Added |
| CWM, LLC | 240 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 313 | $3.31K | 0.00% | +211+206.9% | Added |
| Signaturefd, LLC | 539 | $5.70K | 0.00% | +58+12.1% | Added |
| Simplex Trading, LLC | 680 | $7.00K | 0.00% | +680 | New |
| Royal Bank of Canada | 1,337 | $14.0K | 0.00% | −3,224−70.7% | Reduced |
| FMR LLC | 1,405 | $14.9K | 0.00% | +406+40.6% | Added |
| Metropolitan Life Insurance Co | 1,439 | $15.2K | 0.00% | −223−13.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,327 | $24.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,679 | $28.0K | 0.00% | −498−15.7% | Reduced |
| Aquatic Capital Management LLC | 2,900 | $31.0K | 0.00% | +2,900 | New |
| Wells Fargo & Company | 4,324 | $45.7K | 0.00% | +4,304+21,520.0% | Added |
| UBS Group AG | 4,992 | $52.8K | 0.00% | −3,675−42.4% | Reduced |
| Lazard Asset Management LLC | 5,398 | $57.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,899 | $84.0K | 0.00% | +7,744+4,996.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,651 | $91.5K | 0.00% | +8,651 | New |
| Investors Research Corp | 8,822 | $93.3K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 9,572 | $101.3K | 0.00% | +8,684+977.9% | Added |
| Legal & General Group Plc | 10,897 | $115.3K | 0.00% | +1,140+11.7% | Added |
| American International Group, Inc. | 11,516 | $121.8K | 0.00% | +229+2.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $123.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 12,067 | $127.7K | 0.00% | +337+2.9% | Added |
| Susquehanna International Group, LLP | 12,459 | $131.8K | 0.00% | +12,459 | New |
| Bayesian Capital Management, LP | 12,500 | $132.3K | 0.02% | +12,500 | New |
| Manufacturers Life Insurance Company, The | 13,134 | $139.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 14,700 | $156.0K | 0.00% | −4,200−22.2% | Reduced |
| UBS Asset Management Americas Inc | 15,649 | $165.6K | 0.00% | +15,649 | New |
| New York State Common Retirement Fund | 15,905 | $168.3K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 17,400 | $184.1K | 0.00% | +17,400 | New |
| Janus Henderson Group PLC | 18,414 | $195.2K | 0.00% | +18,414 | New |
| MetLife Investment Management | 18,968 | $200.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,749 | $208.9K | 0.00% | +12,698+180.1% | Added |
| Tudor Investment Corp Et Al | 19,837 | $210.0K | 0.00% | −12,368−38.4% | Reduced |
| Parallel Advisors, LLC | 20,028 | $211.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,500 | $227.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,635 | $228.9K | 0.00% | −13,474−38.4% | Reduced |
| Credit Suisse AG | 22,132 | $234.2K | 0.00% | +3,213+17.0% | Added |
| Handelsbanken Fonder AB | 24,000 | $254.0K | 0.00% | +24,000 | New |
| Jefferies Financial Group Inc. | 25,000 | $264.5K | 0.01% | +25,000 | New |
| Public Employees Retirement System of Ohio | 25,699 | $272.0K | 0.00% | +6,023+30.6% | Added |
| D. E. Shaw & Co., Inc. | 30,879 | $326.7K | 0.00% | +2,102+7.3% | Added |
| California State Teachers Retirement System | 34,330 | $363.2K | 0.00% | −536−1.5% | Reduced |
| Rhumbline Advisers | 35,062 | $371.0K | 0.00% | −646−1.8% | Reduced |
| Balyasny Asset Management LLC | 35,781 | $378.6K | 0.00% | +35,781 | New |
| Jump Financial, LLC | 36,300 | $384.1K | 0.02% | −2,132−5.5% | Reduced |
| Alliancebernstein L.P. | 39,900 | $422.1K | 0.00% | −300−0.7% | Reduced |
| Ameriprise Financial Inc | 43,365 | $458.8K | 0.00% | +23,614+119.6% | Added |
| Deutsche Bank AG | 45,828 | $484.9K | 0.00% | +35,779+356.0% | Added |
| Dimensional Fund Advisors LP | 47,201 | $499.4K | 0.00% | +664+1.4% | Added |
| Goldman Sachs Group Inc | 52,248 | $552.8K | 0.00% | −698,461−93.0% | Reduced |
| Nuveen Asset Management, LLC | 59,186 | $626.0K | 0.00% | −5,990−9.2% | Reduced |
| State of Wisconsin Investment Board | 62,484 | $661.1K | 0.00% | +12,175+24.2% | Added |
| Swiss National Bank | 62,500 | $661.3K | 0.00% | −6,500−9.4% | Reduced |
| Legato Capital Management LLC | 63,055 | $667.1K | 0.12% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 68,396 | $723.6K | 0.33% | −375−0.5% | Reduced |
| Ghisallo Capital Management LLC | 75,000 | $793.5K | 0.19% | 00.0% | Unchanged |
| Bank of America Corp | 87,750 | $928.4K | 0.00% | +8,744+11.1% | Added |
| Morgan Stanley | 88,628 | $937.7K | 0.00% | +38,374+76.4% | Added |
| Great Lakes Advisors, LLC | 90,729 | $959.9K | 0.01% | +90,729 | New |
| Jacobs Levy Equity Management, Inc | 110,877 | $1.17M | 0.01% | +32,726+41.9% | Added |
| Mayflower Financial Advisors, LLC | 145,729 | $1.54M | 0.20% | −1,329−0.9% | Reduced |
| Essex Investment Management Co LLC | 159,221 | $1.68M | 0.24% | +30,623+23.8% | Added |
| Bank of New York Mellon Corp | 189,834 | $2.01M | 0.00% | −20,293−9.7% | Reduced |
| JPMorgan Chase & Co | 193,319 | $2.04M | 0.00% | −30,140−13.5% | Reduced |
| Charles Schwab Investment Management Inc | 201,902 | $2.14M | 0.00% | −3,225−1.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.32M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 237,387 | $2.51M | 0.00% | −10,282−4.2% | Reduced |
| Wealthgate Family Office, LLC | 294,116 | $3.11M | 8.95% | +294,116 | New |
| AQR Capital Management LLC | 314,884 | $3.33M | 0.01% | −132,948−29.7% | Reduced |
| State Street Corp | 500,672 | $5.30M | 0.00% | +24,509+5.1% | Added |
| Geode Capital Management, LLC | 668,674 | $7.07M | 0.00% | −2,841−0.4% | Reduced |
| FIL Ltd | 1,250,000 | $13.2M | 0.02% | −650,000−34.2% | Reduced |
| BlackRock Inc. | 1,663,382 | $17.6M | 0.00% | −61,294−3.6% | Reduced |
| Vanguard Group Inc | 2,628,473 | $27.8M | 0.00% | +14,626+0.6% | Added |
| 40 North Management LLC | 6,115,000 | $64.7M | 3.14% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $709.8M | 5.14% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $904.2M | 100.00% | 00.0% | Unchanged |
| 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 |