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, Q4 2023
Institutional positions in EverCommerce Inc. as of Dec 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
- 84
- −6 vs. Q3 2023
- Shares held
- 166.9M
- −476.8K (−0.3%) vs. Q3 2023
- Total value
- $1.84B
- +$162.1M (+9.7%) vs. Q3 2023
- New holders
- 15
- 26 more added
- Sold out
- 21
- 25 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $942.7M | 100.00% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $739.9M | 8.36% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $67.4M | 4.31% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,634,461 | $18.0M | 0.00% | +6,244+0.4% | Added |
| BlackRock Inc. | 1,541,258 | $17.0M | 0.00% | +111,025+7.8% | Added |
| FIL Ltd | 825,000 | $9.10M | 0.01% | −25,000−2.9% | Reduced |
| Geode Capital Management, LLC | 647,094 | $7.14M | 0.00% | +21,084+3.4% | Added |
| State Street Corp | 475,468 | $5.24M | 0.00% | +4,165+0.9% | Added |
| Wealthgate Family Office, LLC | 294,116 | $3.24M | 8.98% | 00.0% | Unchanged |
| Woodline Partners LP | 268,972 | $2.97M | 0.03% | −46,635−14.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.42M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 218,082 | $2.41M | 0.00% | +10,233+4.9% | Added |
| Great Lakes Advisors, LLC | 203,863 | $2.25M | 0.02% | +61,236+42.9% | Added |
| Charles Schwab Investment Management Inc | 174,953 | $1.93M | 0.00% | −938−0.5% | Reduced |
| Hamilton Capital, LLC | 173,282 | $1.91M | 0.15% | +173,282 | New |
| Bank of New York Mellon Corp | 165,393 | $1.82M | 0.00% | −19,966−10.8% | Reduced |
| Dimensional Fund Advisors LP | 149,865 | $1.65M | 0.00% | +74,707+99.4% | Added |
| Mayflower Financial Advisors, LLC | 145,729 | $1.61M | 0.22% | 00.0% | Unchanged |
| Morgan Stanley | 109,372 | $1.21M | 0.00% | +19,700+22.0% | Added |
| BCK Capital Management LP | 85,488 | $942.9K | 0.92% | 00.0% | Unchanged |
| AQR Capital Management LLC | 71,402 | $787.6K | 0.00% | −97,581−57.7% | Reduced |
| Tudor Investment Corp Et Al | 59,963 | $661.4K | 0.01% | +38,762+182.8% | Added |
| Nuveen Asset Management, LLC | 58,861 | $649.2K | 0.00% | +381+0.7% | Added |
| State of Wisconsin Investment Board | 51,300 | $565.8K | 0.00% | −2,500−4.6% | Reduced |
| Millennium Management LLC | 46,693 | $515.0K | 0.00% | −150,406−76.3% | Reduced |
| Bank of America Corp | 44,422 | $490.0K | 0.00% | −10,744−19.5% | Reduced |
| DekaBank Deutsche Girozentrale | 35,000 | $391.0K | 0.00% | +35,000 | New |
| Alliancebernstein L.P. | 34,700 | $382.7K | 0.00% | −1,790−4.9% | Reduced |
| Barclays PLC | 32,054 | $353.6K | 0.00% | +27,445+595.5% | Added |
| JPMorgan Chase & Co | 31,416 | $346.5K | 0.00% | −8,198−20.7% | Reduced |
| Rhumbline Advisers | 31,326 | $345.5K | 0.00% | −1,116−3.4% | Reduced |
| Martingale Asset Management L P | 29,015 | $320.0K | 0.01% | +29,015 | New |
| Citadel Advisors LLC | 28,442 | $313.7K | 0.00% | −82,994−74.5% | Reduced |
| Jane Street Group, LLC | 28,422 | $313.5K | 0.00% | +5,947+26.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,000 | $253.7K | 0.00% | +1,500+7.0% | Added |
| Susquehanna International Group, LLP | 21,540 | $237.6K | 0.00% | +7,759+56.3% | Added |
| Marshall Wace, LLP | 20,224 | $223.1K | 0.00% | −38,145−65.4% | Reduced |
| Parallel Advisors, LLC | 20,028 | $220.9K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 19,314 | $213.0K | 0.02% | +19,314 | New |
| State of Wyoming | 18,646 | $205.7K | 0.04% | +5,881+46.1% | Added |
| UBS Group AG | 18,395 | $202.9K | 0.00% | +15,002+442.1% | Added |
| Goldman Sachs Group Inc | 17,127 | $188.9K | 0.00% | −22,540−56.8% | Reduced |
| D. E. Shaw & Co., Inc. | 16,702 | $184.2K | 0.00% | −13,633−44.9% | Reduced |
| Quinn Opportunity Partners LLC | 15,000 | $165.4K | 0.02% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 15,324 | $157.1K | 0.05% | +15,324 | New |
| Occudo Quantitative Strategies LP | 13,008 | $143.5K | 0.02% | +2,410+22.7% | Added |
| MetLife Investment Management | 12,870 | $142.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12,250 | $135.1K | 0.03% | +12,250 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $128.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,608 | $128.0K | 0.00% | −46−0.4% | Reduced |
| Prelude Capital Management, LLC | 11,442 | $126.2K | 0.01% | −1,893−14.2% | Reduced |
| Deutsche Bank AG | 10,369 | $114.4K | 0.00% | −265−2.5% | Reduced |
| Voya Investment Management LLC | 10,129 | $111.7K | 0.00% | +10,129 | New |
| Royal Bank of Canada | 8,284 | $91.0K | 0.00% | +4,412+113.9% | Added |
| Wells Fargo & Company | 6,280 | $69.3K | 0.00% | +872+16.1% | Added |
| New York State Common Retirement Fund | 6,203 | $68.4K | 0.00% | +12+0.2% | Added |
| Tower Research Capital LLC (TRC) | 4,209 | $46.4K | 0.00% | −575−12.0% | Reduced |
| California State Teachers Retirement System | 3,844 | $42.4K | 0.00% | −1,309−25.4% | Reduced |
| Lazard Asset Management LLC | 3,720 | $41.0K | 0.00% | +265+7.7% | Added |
| Citigroup Inc | 3,335 | $36.8K | 0.00% | +3,217+2,726.3% | Added |
| Amalgamated Bank | 3,088 | $34.0K | 0.00% | −252−7.5% | Reduced |
| Legal & General Group Plc | 2,492 | $27.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,327 | $25.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,453 | $16.0K | 0.00% | +105+7.8% | Added |
| Metropolitan Life Insurance Co | 1,439 | $15.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 240 | $3.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 212 | $2.00K | 0.00% | +212 | New |
| Signaturefd, LLC | 174 | $1.92K | 0.00% | −323−65.0% | Reduced |
| Farther Finance Advisors, LLC | 140 | $1.54K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 130 | $1.27K | 0.00% | +130 | New |
| Sachetta, LLC | 110 | $1.21K | 0.00% | +110 | New |
| New York State Teachers Retirement System | 100 | $1.00K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 77 | $849 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 61 | $673 | 0.00% | +16+35.6% | Added |
| Advisor Group Holdings, Inc. | 50 | $550 | 0.00% | −50−50.0% | Reduced |
| US Bancorp | 31 | $342 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 29 | $320 | 0.00% | +29 | New |
| Principal Securities, Inc. | 20 | $221 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 16 | $177 | 0.00% | +6+60.0% | Added |
| Allworth Financial LP | 13 | $144 | 0.00% | −16−55.2% | Reduced |
| SJS Investment Consulting Inc. | 6 | $67 | 0.00% | +3+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 3 | $34 | 0.00% | +3 | New |
| Planning Capital Management Corp | 2 | $23 | 0.00% | +2 | New |
| Covestor Ltd | 15 | $0 | 0.00% | −2−11.8% | Reduced |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −185,062−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −95,039−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −85,610−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −62,746−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −42,385−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,705−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −37,800−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −25,699−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −20,315−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −17,732−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,910−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −8,822−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,535−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,826−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |