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, Q3 2023
Institutional positions in EverCommerce Inc. as of Sep 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
- 91
- −4 vs. Q2 2023
- Shares held
- 167.4M
- −418.5K (−0.2%) vs. Q2 2023
- Total value
- $1.68B
- −$307.9M (−15.5%) vs. Q2 2023
- New holders
- 7
- 16 more added
- Sold out
- 11
- 42 more reduced
Compare with Q2 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 | $2.98B |
| Q3 2021 | 54 | $1.39B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $857.2M | 100.00% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $672.9M | 4.58% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $61.3M | 4.12% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,628,217 | $16.3M | 0.00% | −123,257−7.0% | Reduced |
| BlackRock Inc. | 1,430,233 | $14.3M | 0.00% | −106,598−6.9% | Reduced |
| FIL Ltd | 850,000 | $8.53M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 626,010 | $6.28M | 0.00% | −29,537−4.5% | Reduced |
| State Street Corp | 471,303 | $4.73M | 0.00% | −4,390−0.9% | Reduced |
| Woodline Partners LP | 315,607 | $3.17M | 0.04% | −40,808−11.4% | Reduced |
| Wealthgate Family Office, LLC | 294,116 | $2.95M | 9.17% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.20M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 207,849 | $2.08M | 0.00% | −13,445−6.1% | Reduced |
| Millennium Management LLC | 197,099 | $1.98M | 0.00% | +96,176+95.3% | Added |
| Bank of New York Mellon Corp | 185,359 | $1.86M | 0.00% | +3,831+2.1% | Added |
| Essex Investment Management Co LLC | 185,062 | $1.86M | 0.30% | −1,289−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 175,891 | $1.76M | 0.00% | −26,366−13.0% | Reduced |
| AQR Capital Management LLC | 168,983 | $1.69M | 0.00% | +32,663+24.0% | Added |
| Mayflower Financial Advisors, LLC | 145,729 | $1.46M | 0.22% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 142,627 | $1.43M | 0.01% | +84,147+143.9% | Added |
| Citadel Advisors LLC | 111,436 | $1.12M | 0.00% | +95,364+593.4% | Added |
| Jacobs Levy Equity Management, Inc | 95,039 | $953.2K | 0.01% | −11,749−11.0% | Reduced |
| Morgan Stanley | 89,672 | $899.4K | 0.00% | −9,431−9.5% | Reduced |
| Legato Capital Management LLC | 85,610 | $858.7K | 0.12% | −2,216−2.5% | Reduced |
| BCK Capital Management LP | 85,488 | $857.4K | 0.44% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 75,158 | $753.8K | 0.00% | +14,092+23.1% | Added |
| RIA Advisory Group LLC | 62,746 | $629.3K | 0.28% | −3,634−5.5% | Reduced |
| Nuveen Asset Management, LLC | 58,480 | $586.6K | 0.00% | −706−1.2% | Reduced |
| Marshall Wace, LLP | 58,369 | $585.4K | 0.00% | +43,343+288.5% | Added |
| Bank of America Corp | 55,166 | $553.3K | 0.00% | −4,835−8.1% | Reduced |
| State of Wisconsin Investment Board | 53,800 | $539.6K | 0.00% | +3,700+7.4% | Added |
| Ameriprise Financial Inc | 42,385 | $425.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 39,667 | $397.9K | 0.00% | −4,159−9.5% | Reduced |
| JPMorgan Chase & Co | 39,614 | $396.5K | 0.00% | −6,634−14.3% | Reduced |
| HRT Financial LP | 38,705 | $388.0K | 0.00% | −3,821−9.0% | Reduced |
| Handelsbanken Fonder AB | 37,800 | $379.0K | 0.00% | −200−0.5% | Reduced |
| Alliancebernstein L.P. | 36,490 | $366.0K | 0.00% | −810−2.2% | Reduced |
| Rhumbline Advisers | 32,442 | $325.4K | 0.00% | −1,091−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 30,335 | $304.3K | 0.00% | +18,890+165.1% | Added |
| Public Employees Retirement System of Ohio | 25,699 | $258.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,475 | $225.4K | 0.00% | −50,165−69.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,500 | $215.6K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 21,201 | $212.6K | 0.00% | −8,828−29.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 20,315 | $204.0K | 0.00% | −12,062−37.3% | Reduced |
| Parallel Advisors, LLC | 20,028 | $200.9K | 0.01% | −51−0.3% | Reduced |
| Diametric Capital, LP | 17,732 | $177.9K | 0.07% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 15,910 | $159.6K | 0.00% | −12,966−44.9% | Reduced |
| Quinn Opportunity Partners LLC | 15,000 | $150.4K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,781 | $138.2K | 0.00% | −5,149−27.2% | Reduced |
| Prelude Capital Management, LLC | 13,335 | $133.8K | 0.01% | +200+1.5% | Added |
| MetLife Investment Management | 12,870 | $129.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 12,765 | $128.0K | 0.03% | +7,751+154.6% | Added |
| American International Group, Inc. | 11,654 | $116.9K | 0.00% | +415+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $116.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 10,800 | $108.0K | 0.00% | +10,800 | New |
| Deutsche Bank AG | 10,634 | $106.7K | 0.00% | −112−1.0% | Reduced |
| Occudo Quantitative Strategies LP | 10,598 | $106.3K | 0.01% | +10,598 | New |
| Investors Research Corp | 8,822 | $88.5K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 7,535 | $75.6K | 0.00% | +4,901+186.1% | Added |
| Qube Research & Technologies Ltd | 6,826 | $68.5K | 0.00% | −6,257−47.8% | Reduced |
| New York State Common Retirement Fund | 6,191 | $62.1K | 0.00% | +6+0.1% | Added |
| Wells Fargo & Company | 5,408 | $54.2K | 0.00% | −4,187−43.6% | Reduced |
| California State Teachers Retirement System | 5,153 | $51.7K | 0.00% | −2,615−33.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,784 | $48.0K | 0.00% | −2,150−31.0% | Reduced |
| Barclays PLC | 4,609 | $46.2K | 0.00% | −786−14.6% | Reduced |
| Aquatic Capital Management LLC | 4,600 | $46.0K | 0.00% | +4,600 | New |
| Royal Bank of Canada | 3,872 | $39.0K | 0.00% | −374−8.8% | Reduced |
| UBS Group AG | 3,393 | $34.0K | 0.00% | −14,392−80.9% | Reduced |
| Amalgamated Bank | 3,340 | $34.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,455 | $34.0K | 0.00% | +3,455 | New |
| Legal & General Group Plc | 2,492 | $25.0K | 0.00% | −372−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,327 | $23.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,439 | $14.4K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,353 | $13.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,348 | $13.5K | 0.00% | −71−5.0% | Reduced |
| Signaturefd, LLC | 497 | $4.99K | 0.00% | −16−3.1% | Reduced |
| CWM, LLC | 240 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 140 | $1.40K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 118 | $1.18K | 0.00% | −6,942−98.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 107 | $1.07K | 0.00% | −170−61.4% | Reduced |
| Advisor Group Holdings, Inc. | 100 | $1.00K | 0.00% | +50+100.0% | Added |
| Lindbrook Capital, LLC | 77 | $772 | 0.00% | −236−75.4% | Reduced |
| Baker Avenue Asset Management, LP | 53 | $532 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 45 | $451 | 0.00% | −14−23.7% | Reduced |
| US Bancorp | 31 | $311 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $291 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $101 | 0.00% | +4+66.7% | Added |
| SJS Investment Consulting Inc. | 3 | $31 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 2 | $20 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $0 | 0.00% | −4−19.0% | Reduced |
| Cutler Group LP | 99 | $0 | 0.00% | +99 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −122,083−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Kent Lake Capital LLC | 0 | $0 | 0.00% | −41,922−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −19,333−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −15,649−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |