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, Q2 2023
Institutional positions in EverCommerce Inc. as of Jun 30, 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
- 95
- +10 vs. Q1 2023
- Shares held
- 167.8M
- −1.13M (−0.7%) vs. Q1 2023
- Total value
- $1.99B
- +$199.5M (+11.2%) vs. Q1 2023
- New holders
- 21
- 19 more added
- Sold out
- 11
- 34 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 21 | $0 | 0.00% | −5−19.2% | Reduced |
| AdvisorNet Financial, Inc | 2 | $24 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 6 | $72 | 0.00% | +6 | New |
| Allworth Financial LP | 29 | $344 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $367 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50 | $591 | 0.00% | −116−69.9% | Reduced |
| Baker Avenue Asset Management, LP | 53 | $628 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 59 | $699 | 0.00% | +14+31.1% | Added |
| Farther Finance Advisors, LLC | 140 | $1.66K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 216 | $2.56K | 0.00% | +216 | New |
| CWM, LLC | 240 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 277 | $3.28K | 0.00% | +277 | New |
| Lindbrook Capital, LLC | 313 | $3.71K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 513 | $6.07K | 0.00% | −26−4.8% | Reduced |
| Simplex Trading, LLC | 1,041 | $12.0K | 0.00% | +361+53.1% | Added |
| Quantbot Technologies LP | 1,231 | $14.6K | 0.00% | +1,231 | New |
| Contravisory Investment Management, Inc. | 1,353 | $16.0K | 0.00% | +1,353 | New |
| FMR LLC | 1,419 | $16.8K | 0.00% | +14+1.0% | Added |
| Metropolitan Life Insurance Co | 1,439 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,327 | $27.6K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,634 | $31.2K | 0.00% | +2,634 | New |
| Legal & General Group Plc | 2,864 | $33.9K | 0.00% | −8,033−73.7% | Reduced |
| Amalgamated Bank | 3,340 | $40.0K | 0.00% | +661+24.7% | Added |
| Royal Bank of Canada | 4,246 | $51.0K | 0.00% | +2,909+217.6% | Added |
| State of Wyoming | 5,014 | $59.4K | 0.02% | +5,014 | New |
| Barclays PLC | 5,395 | $63.9K | 0.00% | −6,672−55.3% | Reduced |
| New York State Common Retirement Fund | 6,185 | $73.2K | 0.00% | −9,720−61.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,934 | $82.1K | 0.00% | −965−12.2% | Reduced |
| Citigroup Inc | 7,060 | $83.6K | 0.00% | −2,512−26.2% | Reduced |
| California State Teachers Retirement System | 7,768 | $92.0K | 0.00% | −26,562−77.4% | Reduced |
| Investors Research Corp | 8,822 | $104.5K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,595 | $113.6K | 0.00% | +5,271+121.9% | Added |
| Verition Fund Management LLC | 10,400 | $123.1K | 0.00% | −7,000−40.2% | Reduced |
| Deutsche Bank AG | 10,746 | $127.2K | 0.00% | −35,082−76.6% | Reduced |
| American International Group, Inc. | 11,239 | $133.1K | 0.00% | −277−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 11,445 | $135.5K | 0.00% | −19,434−62.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $137.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,500 | $148.0K | 0.00% | +12,500 | New |
| MetLife Investment Management | 12,870 | $152.4K | 0.00% | −6,098−32.1% | Reduced |
| Qube Research & Technologies Ltd | 13,083 | $154.9K | 0.00% | +13,083 | New |
| Prelude Capital Management, LLC | 13,135 | $155.5K | 0.01% | +13,135 | New |
| UBS Asset Management Americas Inc | 15,649 | $165.6K | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 15,000 | $177.6K | 0.02% | +15,000 | New |
| Marshall Wace, LLP | 15,026 | $177.9K | 0.00% | +15,026 | New |
| Citadel Advisors LLC | 16,072 | $190.3K | 0.00% | −3,677−18.6% | Reduced |
| Diametric Capital, LP | 17,732 | $209.9K | 0.09% | +17,732 | New |
| UBS Group AG | 17,785 | $210.6K | 0.00% | +12,793+256.3% | Added |
| Susquehanna International Group, LLP | 18,930 | $224.1K | 0.00% | +6,471+51.9% | Added |
| Jump Financial, LLC | 19,333 | $228.9K | 0.01% | −16,967−46.7% | Reduced |
| Parallel Advisors, LLC | 20,079 | $237.7K | 0.01% | +51+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,500 | $254.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 25,699 | $304.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 28,876 | $341.9K | 0.00% | +28,876 | New |
| Tudor Investment Corp Et Al | 30,029 | $355.5K | 0.01% | +10,192+51.4% | Added |
| Renaissance Technologies LLC | 31,300 | $371.0K | 0.00% | +16,600+112.9% | Added |
| Arrowstreet Capital, Limited Partnership | 32,377 | $383.0K | 0.00% | +32,377 | New |
| Rhumbline Advisers | 33,533 | $397.0K | 0.00% | −1,529−4.4% | Reduced |
| Alliancebernstein L.P. | 37,300 | $441.6K | 0.00% | −2,600−6.5% | Reduced |
| Handelsbanken Fonder AB | 38,000 | $450.0K | 0.00% | +14,000+58.3% | Added |
| Kent Lake Capital LLC | 41,922 | $496.4K | 0.23% | +41,922 | New |
| Ameriprise Financial Inc | 42,385 | $501.8K | 0.00% | −980−2.3% | Reduced |
| HRT Financial LP | 42,526 | $503.0K | 0.00% | +42,526 | New |
| Goldman Sachs Group Inc | 43,826 | $518.9K | 0.00% | −8,422−16.1% | Reduced |
| JPMorgan Chase & Co | 46,248 | $547.6K | 0.00% | −147,071−76.1% | Reduced |
| State of Wisconsin Investment Board | 50,100 | $593.2K | 0.00% | −12,384−19.8% | Reduced |
| Great Lakes Advisors, LLC | 58,480 | $692.4K | 0.01% | −32,249−35.5% | Reduced |
| Nuveen Asset Management, LLC | 59,186 | $700.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 60,001 | $710.4K | 0.00% | −27,749−31.6% | Reduced |
| Dimensional Fund Advisors LP | 61,066 | $722.9K | 0.00% | +13,865+29.4% | Added |
| RIA Advisory Group LLC | 66,380 | $785.9K | 0.34% | −2,016−2.9% | Reduced |
| Jane Street Group, LLC | 72,640 | $860.1K | 0.00% | +51,005+235.8% | Added |
| Ghisallo Capital Management LLC | 75,000 | $888.0K | 0.11% | 00.0% | Unchanged |
| BCK Capital Management LP | 85,488 | $1.01M | 0.77% | +85,488 | New |
| Legato Capital Management LLC | 87,826 | $1.04M | 0.14% | +24,771+39.3% | Added |
| Morgan Stanley | 99,103 | $1.17M | 0.00% | +10,475+11.8% | Added |
| Millennium Management LLC | 100,923 | $1.19M | 0.00% | +100,923 | New |
| Jacobs Levy Equity Management, Inc | 106,788 | $1.26M | 0.01% | −4,089−3.7% | Reduced |
| Balyasny Asset Management LLC | 122,083 | $1.45M | 0.00% | +86,302+241.2% | Added |
| AQR Capital Management LLC | 136,320 | $1.61M | 0.00% | −178,564−56.7% | Reduced |
| Mayflower Financial Advisors, LLC | 145,729 | $1.73M | 0.22% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 181,528 | $2.15M | 0.00% | −8,306−4.4% | Reduced |
| Essex Investment Management Co LLC | 186,351 | $2.21M | 0.31% | +27,130+17.0% | Added |
| Charles Schwab Investment Management Inc | 202,257 | $2.39M | 0.00% | +355+0.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.60M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 221,294 | $2.62M | 0.00% | −16,093−6.8% | Reduced |
| Wealthgate Family Office, LLC | 294,116 | $3.48M | 10.18% | 00.0% | Unchanged |
| Woodline Partners LP | 356,415 | $4.22M | 0.05% | +356,415 | New |
| State Street Corp | 475,693 | $5.63M | 0.00% | −24,979−5.0% | Reduced |
| Geode Capital Management, LLC | 655,547 | $7.76M | 0.00% | −13,127−2.0% | Reduced |
| FIL Ltd | 850,000 | $10.1M | 0.01% | −400,000−32.0% | Reduced |
| BlackRock Inc. | 1,536,831 | $18.2M | 0.00% | −126,551−7.6% | Reduced |
| Vanguard Group Inc | 1,751,474 | $20.7M | 0.00% | −876,999−33.4% | Reduced |
| 40 North Management LLC | 6,115,000 | $72.4M | 4.53% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $794.3M | 5.36% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $1.01B | 100.00% | 00.0% | Unchanged |
| Swiss National Bank | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −22,132−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −18,414−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −13,134−100.0% | Sold out |