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 | $1.92B |
| 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | −2−11.8% | Reduced |
| Planning Capital Management Corp | 2 | $23 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $34 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 6 | $67 | 0.00% | +3+100.0% | Added |
| Allworth Financial LP | 13 | $144 | 0.00% | −16−55.2% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $177 | 0.00% | +6+60.0% | Added |
| Principal Securities, Inc. | 20 | $221 | 0.00% | +20 | New |
| Nisa Investment Advisors, LLC | 29 | $320 | 0.00% | +29 | New |
| US Bancorp | 31 | $342 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50 | $550 | 0.00% | −50−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 61 | $673 | 0.00% | +16+35.6% | Added |
| Lindbrook Capital, LLC | 77 | $849 | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 100 | $1.00K | 0.00% | +100 | New |
| Sachetta, LLC | 110 | $1.21K | 0.00% | +110 | New |
| GAMMA Investing LLC | 130 | $1.27K | 0.00% | +130 | New |
| Farther Finance Advisors, LLC | 140 | $1.54K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 174 | $1.92K | 0.00% | −323−65.0% | Reduced |
| Simplex Trading, LLC | 212 | $2.00K | 0.00% | +212 | New |
| CWM, LLC | 240 | $3.00K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,439 | $15.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,453 | $16.0K | 0.00% | +105+7.8% | Added |
| Ameritas Investment Partners, Inc. | 2,327 | $25.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,492 | $27.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,088 | $34.0K | 0.00% | −252−7.5% | Reduced |
| Citigroup Inc | 3,335 | $36.8K | 0.00% | +3,217+2,726.3% | Added |
| Lazard Asset Management LLC | 3,720 | $41.0K | 0.00% | +265+7.7% | Added |
| California State Teachers Retirement System | 3,844 | $42.4K | 0.00% | −1,309−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,209 | $46.4K | 0.00% | −575−12.0% | Reduced |
| New York State Common Retirement Fund | 6,203 | $68.4K | 0.00% | +12+0.2% | Added |
| Wells Fargo & Company | 6,280 | $69.3K | 0.00% | +872+16.1% | Added |
| Royal Bank of Canada | 8,284 | $91.0K | 0.00% | +4,412+113.9% | Added |
| Voya Investment Management LLC | 10,129 | $111.7K | 0.00% | +10,129 | New |
| Deutsche Bank AG | 10,369 | $114.4K | 0.00% | −265−2.5% | Reduced |
| Prelude Capital Management, LLC | 11,442 | $126.2K | 0.01% | −1,893−14.2% | Reduced |
| American International Group, Inc. | 11,608 | $128.0K | 0.00% | −46−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $128.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12,250 | $135.1K | 0.03% | +12,250 | New |
| MetLife Investment Management | 12,870 | $142.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 13,008 | $143.5K | 0.02% | +2,410+22.7% | Added |
| B. Riley Asset Management, LLC | 15,324 | $157.1K | 0.06% | +15,324 | New |
| Quinn Opportunity Partners LLC | 15,000 | $165.4K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 16,702 | $184.2K | 0.00% | −13,633−44.9% | Reduced |
| Goldman Sachs Group Inc | 17,127 | $188.9K | 0.00% | −22,540−56.8% | Reduced |
| UBS Group AG | 18,395 | $202.9K | 0.00% | +15,002+442.1% | Added |
| State of Wyoming | 18,646 | $205.7K | 0.04% | +5,881+46.1% | Added |
| Petrus Trust Company, LTA | 19,314 | $213.0K | 0.02% | +19,314 | New |
| Parallel Advisors, LLC | 20,028 | $220.9K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 20,224 | $223.1K | 0.00% | −38,145−65.4% | Reduced |
| Susquehanna International Group, LLP | 21,540 | $237.6K | 0.00% | +7,759+56.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,000 | $253.7K | 0.00% | +1,500+7.0% | Added |
| Jane Street Group, LLC | 28,422 | $313.5K | 0.00% | +5,947+26.5% | Added |
| Citadel Advisors LLC | 28,442 | $313.7K | 0.00% | −82,994−74.5% | Reduced |
| Martingale Asset Management L P | 29,015 | $320.0K | 0.01% | +29,015 | New |
| Rhumbline Advisers | 31,326 | $345.5K | 0.00% | −1,116−3.4% | Reduced |
| JPMorgan Chase & Co | 31,416 | $346.5K | 0.00% | −8,198−20.7% | Reduced |
| Barclays PLC | 32,054 | $353.6K | 0.00% | +27,445+595.5% | Added |
| Alliancebernstein L.P. | 34,700 | $382.7K | 0.00% | −1,790−4.9% | Reduced |
| DekaBank Deutsche Girozentrale | 35,000 | $391.0K | 0.00% | +35,000 | New |
| Bank of America Corp | 44,422 | $490.0K | 0.00% | −10,744−19.5% | Reduced |
| Millennium Management LLC | 46,693 | $515.0K | 0.00% | −150,406−76.3% | Reduced |
| State of Wisconsin Investment Board | 51,300 | $565.8K | 0.00% | −2,500−4.6% | Reduced |
| Nuveen Asset Management, LLC | 58,861 | $649.2K | 0.00% | +381+0.7% | Added |
| Tudor Investment Corp Et Al | 59,963 | $661.4K | 0.01% | +38,762+182.8% | Added |
| AQR Capital Management LLC | 71,402 | $787.6K | 0.00% | −97,581−57.7% | Reduced |
| BCK Capital Management LP | 85,488 | $942.9K | 0.92% | 00.0% | Unchanged |
| Morgan Stanley | 109,372 | $1.21M | 0.00% | +19,700+22.0% | Added |
| Mayflower Financial Advisors, LLC | 145,729 | $1.61M | 0.22% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 149,865 | $1.65M | 0.00% | +74,707+99.4% | Added |
| Bank of New York Mellon Corp | 165,393 | $1.82M | 0.00% | −19,966−10.8% | Reduced |
| Hamilton Capital, LLC | 173,282 | $1.91M | 0.15% | +173,282 | New |
| Charles Schwab Investment Management Inc | 174,953 | $1.93M | 0.00% | −938−0.5% | Reduced |
| Great Lakes Advisors, LLC | 203,863 | $2.25M | 0.02% | +61,236+42.9% | Added |
| Northern Trust Corp | 218,082 | $2.41M | 0.00% | +10,233+4.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.42M | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 268,972 | $2.97M | 0.03% | −46,635−14.8% | Reduced |
| Wealthgate Family Office, LLC | 294,116 | $3.24M | 8.98% | 00.0% | Unchanged |
| State Street Corp | 475,468 | $5.24M | 0.00% | +4,165+0.9% | Added |
| Geode Capital Management, LLC | 647,094 | $7.14M | 0.00% | +21,084+3.4% | Added |
| FIL Ltd | 825,000 | $9.10M | 0.01% | −25,000−2.9% | Reduced |
| BlackRock Inc. | 1,541,258 | $17.0M | 0.00% | +111,025+7.8% | Added |
| Vanguard Group Inc | 1,634,461 | $18.0M | 0.00% | +6,244+0.4% | Added |
| 40 North Management LLC | 6,115,000 | $67.4M | 4.31% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $739.9M | 8.36% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $942.7M | 100.00% | 00.0% | Unchanged |
| 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 |