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 | $1.92B |
| 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 |
|---|---|---|---|---|---|
| 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 |
| AdvisorNet Financial, Inc | 2 | $20 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $31 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 10 | $101 | 0.00% | +4+66.7% | Added |
| Allworth Financial LP | 29 | $291 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $311 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 45 | $451 | 0.00% | −14−23.7% | Reduced |
| Baker Avenue Asset Management, LP | 53 | $532 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 77 | $772 | 0.00% | −236−75.4% | Reduced |
| Advisor Group Holdings, Inc. | 100 | $1.00K | 0.00% | +50+100.0% | Added |
| Allspring Global Investments Holdings, LLC | 107 | $1.07K | 0.00% | −170−61.4% | Reduced |
| Citigroup Inc | 118 | $1.18K | 0.00% | −6,942−98.3% | Reduced |
| Farther Finance Advisors, LLC | 140 | $1.40K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 240 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 497 | $4.99K | 0.00% | −16−3.1% | Reduced |
| FMR LLC | 1,348 | $13.5K | 0.00% | −71−5.0% | Reduced |
| Contravisory Investment Management, Inc. | 1,353 | $13.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,439 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,327 | $23.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,492 | $25.0K | 0.00% | −372−13.0% | 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 |
| UBS Group AG | 3,393 | $34.0K | 0.00% | −14,392−80.9% | Reduced |
| Royal Bank of Canada | 3,872 | $39.0K | 0.00% | −374−8.8% | Reduced |
| Aquatic Capital Management LLC | 4,600 | $46.0K | 0.00% | +4,600 | New |
| Barclays PLC | 4,609 | $46.2K | 0.00% | −786−14.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,784 | $48.0K | 0.00% | −2,150−31.0% | Reduced |
| California State Teachers Retirement System | 5,153 | $51.7K | 0.00% | −2,615−33.7% | Reduced |
| Wells Fargo & Company | 5,408 | $54.2K | 0.00% | −4,187−43.6% | Reduced |
| New York State Common Retirement Fund | 6,191 | $62.1K | 0.00% | +6+0.1% | Added |
| Qube Research & Technologies Ltd | 6,826 | $68.5K | 0.00% | −6,257−47.8% | Reduced |
| PEAK6 Investments LLC | 7,535 | $75.6K | 0.00% | +4,901+186.1% | Added |
| Investors Research Corp | 8,822 | $88.5K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,598 | $106.3K | 0.01% | +10,598 | New |
| Deutsche Bank AG | 10,634 | $106.7K | 0.00% | −112−1.0% | Reduced |
| STRS Ohio | 10,800 | $108.0K | 0.00% | +10,800 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $116.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,654 | $116.9K | 0.00% | +415+3.7% | Added |
| State of Wyoming | 12,765 | $128.0K | 0.03% | +7,751+154.6% | Added |
| MetLife Investment Management | 12,870 | $129.1K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 13,335 | $133.8K | 0.01% | +200+1.5% | Added |
| Susquehanna International Group, LLP | 13,781 | $138.2K | 0.00% | −5,149−27.2% | Reduced |
| Quinn Opportunity Partners LLC | 15,000 | $150.4K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 15,910 | $159.6K | 0.00% | −12,966−44.9% | Reduced |
| Diametric Capital, LP | 17,732 | $177.9K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,028 | $200.9K | 0.01% | −51−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 20,315 | $204.0K | 0.00% | −12,062−37.3% | Reduced |
| Tudor Investment Corp Et Al | 21,201 | $212.6K | 0.00% | −8,828−29.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,500 | $215.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,475 | $225.4K | 0.00% | −50,165−69.1% | Reduced |
| Public Employees Retirement System of Ohio | 25,699 | $258.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 30,335 | $304.3K | 0.00% | +18,890+165.1% | Added |
| Rhumbline Advisers | 32,442 | $325.4K | 0.00% | −1,091−3.3% | Reduced |
| Alliancebernstein L.P. | 36,490 | $366.0K | 0.00% | −810−2.2% | Reduced |
| Handelsbanken Fonder AB | 37,800 | $379.0K | 0.00% | −200−0.5% | Reduced |
| HRT Financial LP | 38,705 | $388.0K | 0.00% | −3,821−9.0% | Reduced |
| JPMorgan Chase & Co | 39,614 | $396.5K | 0.00% | −6,634−14.3% | Reduced |
| Goldman Sachs Group Inc | 39,667 | $397.9K | 0.00% | −4,159−9.5% | Reduced |
| Ameriprise Financial Inc | 42,385 | $425.1K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 53,800 | $539.6K | 0.00% | +3,700+7.4% | Added |
| Bank of America Corp | 55,166 | $553.3K | 0.00% | −4,835−8.1% | Reduced |
| Marshall Wace, LLP | 58,369 | $585.4K | 0.00% | +43,343+288.5% | Added |
| Nuveen Asset Management, LLC | 58,480 | $586.6K | 0.00% | −706−1.2% | Reduced |
| RIA Advisory Group LLC | 62,746 | $629.3K | 0.28% | −3,634−5.5% | Reduced |
| Dimensional Fund Advisors LP | 75,158 | $753.8K | 0.00% | +14,092+23.1% | Added |
| BCK Capital Management LP | 85,488 | $857.4K | 0.44% | 00.0% | Unchanged |
| Legato Capital Management LLC | 85,610 | $858.7K | 0.12% | −2,216−2.5% | Reduced |
| Morgan Stanley | 89,672 | $899.4K | 0.00% | −9,431−9.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 95,039 | $953.2K | 0.01% | −11,749−11.0% | Reduced |
| Citadel Advisors LLC | 111,436 | $1.12M | 0.00% | +95,364+593.4% | Added |
| Great Lakes Advisors, LLC | 142,627 | $1.43M | 0.01% | +84,147+143.9% | Added |
| Mayflower Financial Advisors, LLC | 145,729 | $1.46M | 0.22% | 00.0% | Unchanged |
| AQR Capital Management LLC | 168,983 | $1.69M | 0.00% | +32,663+24.0% | Added |
| Charles Schwab Investment Management Inc | 175,891 | $1.76M | 0.00% | −26,366−13.0% | Reduced |
| Essex Investment Management Co LLC | 185,062 | $1.86M | 0.30% | −1,289−0.7% | Reduced |
| Bank of New York Mellon Corp | 185,359 | $1.86M | 0.00% | +3,831+2.1% | Added |
| Millennium Management LLC | 197,099 | $1.98M | 0.00% | +96,176+95.3% | Added |
| Northern Trust Corp | 207,849 | $2.08M | 0.00% | −13,445−6.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.20M | 0.01% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 294,116 | $2.95M | 9.17% | 00.0% | Unchanged |
| Woodline Partners LP | 315,607 | $3.17M | 0.04% | −40,808−11.4% | Reduced |
| State Street Corp | 471,303 | $4.73M | 0.00% | −4,390−0.9% | Reduced |
| Geode Capital Management, LLC | 626,010 | $6.28M | 0.00% | −29,537−4.5% | Reduced |
| FIL Ltd | 850,000 | $8.53M | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 1,430,233 | $14.3M | 0.00% | −106,598−6.9% | Reduced |
| Vanguard Group Inc | 1,628,217 | $16.3M | 0.00% | −123,257−7.0% | Reduced |
| 40 North Management LLC | 6,115,000 | $61.3M | 4.12% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $672.9M | 4.58% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $857.2M | 100.00% | 00.0% | Unchanged |
| 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 |