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 22 sales; 82 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding EverCommerce Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 91 | 1 | 84 | −6 |
| Shares | 167.4M | 4 | 166.9M | −476.8K (−0.3%) |
| Value | $1.68B | $0 | $1.84B | +$162.1M (+9.7%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held EverCommerce Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hamilton Capital, LLC | 173,282 | $1.91M | 0.15% |
| DekaBank Deutsche Girozentrale | 35,000 | $391.0K | 0.00% |
| Martingale Asset Management L P | 29,015 | $320.0K | 0.01% |
| Petrus Trust Company, LTA | 19,314 | $213.0K | 0.02% |
| B. Riley Asset Management, LLC | 15,324 | $157.1K | 0.06% |
| Quest Partners LLC | 12,250 | $135.1K | 0.03% |
| Voya Investment Management LLC | 10,129 | $111.7K | 0.00% |
| Simplex Trading, LLC | 212 | $2.00K | 0.00% |
| GAMMA Investing LLC | 130 | $1.27K | 0.00% |
| Sachetta, LLC | 110 | $1.21K | 0.00% |
| New York State Teachers Retirement System | 100 | $1.00K | 0.00% |
| Nisa Investment Advisors, LLC | 29 | $320 | 0.00% |
| Principal Securities, Inc. | 20 | $221 | 0.00% |
| DiNuzzo Private Wealth, Inc. | 3 | $34 | 0.00% |
| Planning Capital Management Corp | 2 | $23 | 0.00% |
Sold out (21)
Institutions that held EverCommerce Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Essex Investment Management Co LLC | 185,062 | $1.86M |
| Jacobs Levy Equity Management, Inc | 95,039 | $953.2K |
| Legato Capital Management LLC | 85,610 | $858.7K |
| RIA Advisory Group LLC | 62,746 | $629.3K |
| Ameriprise Financial Inc | 42,385 | $425.1K |
| HRT Financial LP | 38,705 | $388.0K |
| Handelsbanken Fonder AB | 37,800 | $379.0K |
| Public Employees Retirement System of Ohio | 25,699 | $258.0K |
| Arrowstreet Capital, Limited Partnership | 20,315 | $204.0K |
| Diametric Capital, LP | 17,732 | $177.9K |
| Squarepoint Ops LLC | 15,910 | $159.6K |
| STRS Ohio | 10,800 | $108.0K |
| Investors Research Corp | 8,822 | $88.5K |
| PEAK6 Investments LLC | 7,535 | $75.6K |
| Qube Research & Technologies Ltd | 6,826 | $68.5K |
| Aquatic Capital Management LLC | 4,600 | $46.0K |
| Contravisory Investment Management, Inc. | 1,353 | $13.6K |
| Allspring Global Investments Holdings, LLC | 107 | $1.07K |
| Baker Avenue Asset Management, LP | 53 | $532 |
| AdvisorNet Financial, Inc | 2 | $20 |
| Cutler Group LP | 99 | $0 |
Not filed for Q4 2023 yet (1)
Institutions that held EverCommerce Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Steward Financial Group LLC | 4 | $0 |