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, Q1 2024
Institutional positions in EverCommerce Inc. as of Mar 31, 2024. 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
- 85
- +1 vs. Q4 2023
- Shares held
- 168.4M
- +1.45M (+0.9%) vs. Q4 2023
- Total value
- $1.59B
- −$255.1M (−13.9%) vs. Q4 2023
- New holders
- 14
- 24 more added
- Sold out
- 13
- 29 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $805.1M | 100.00% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $631.9M | 7.67% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $57.6M | 3.84% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,664,942 | $15.7M | 0.00% | +30,481+1.9% | Added |
| Blue Owl Capital Holdings LP | 1,641,929 | $15.5M | 3.09% | +1,641,929 | New |
| BlackRock Inc. | 1,468,601 | $13.8M | 0.00% | −72,657−4.7% | Reduced |
| FIL Ltd | 661,297 | $6.23M | 0.01% | −163,703−19.8% | Reduced |
| Geode Capital Management, LLC | 650,676 | $6.13M | 0.00% | +3,582+0.6% | Added |
| State Street Corp | 489,498 | $4.61M | 0.00% | +14,030+3.0% | Added |
| Wealthgate Family Office, LLC | 294,116 | $2.77M | 7.19% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 244,750 | $2.31M | 0.00% | +94,885+63.3% | Added |
| Woodline Partners LP | 237,885 | $2.24M | 0.02% | −31,087−11.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.07M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 212,248 | $2.00M | 0.00% | −5,834−2.7% | Reduced |
| Great Lakes Advisors, LLC | 203,420 | $1.92M | 0.02% | −443−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 178,093 | $1.68M | 0.00% | +3,140+1.8% | Added |
| Hamilton Capital, LLC | 173,282 | $1.63M | 0.12% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 154,824 | $1.46M | 0.00% | −10,569−6.4% | Reduced |
| Mayflower Financial Advisors, LLC | 145,729 | $1.37M | 0.23% | 00.0% | Unchanged |
| Morgan Stanley | 111,154 | $1.05M | 0.00% | +1,782+1.6% | Added |
| Whetstone Capital Advisors, LLC | 90,457 | $852.0K | 0.37% | +90,457 | New |
| DekaBank Deutsche Girozentrale | 55,000 | $512.0K | 0.00% | +20,000+57.1% | Added |
| Arrowstreet Capital, Limited Partnership | 53,610 | $505.0K | 0.00% | +53,610 | New |
| Raymond James Financial Services Advisors, Inc. | 52,000 | $489.8K | 0.00% | +29,000+126.1% | Added |
| Nuveen Asset Management, LLC | 48,890 | $460.5K | 0.00% | −9,971−16.9% | Reduced |
| State of Wisconsin Investment Board | 42,200 | $397.5K | 0.00% | −9,100−17.7% | Reduced |
| Millennium Management LLC | 41,809 | $393.8K | 0.00% | −4,884−10.5% | Reduced |
| Martingale Asset Management L P | 38,153 | $359.4K | 0.01% | +9,138+31.5% | Added |
| B. Riley Asset Management, LLC | 34,781 | $327.6K | 0.13% | +19,457+127.0% | Added |
| Alliancebernstein L.P. | 34,700 | $326.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 33,000 | $310.9K | 0.00% | +33,000 | New |
| Rhumbline Advisers | 31,742 | $299.0K | 0.00% | +416+1.3% | Added |
| Bank of America Corp | 29,397 | $276.9K | 0.00% | −15,025−33.8% | Reduced |
| RIA Advisory Group LLC | 25,691 | $242.0K | 0.10% | +25,691 | New |
| UBS Group AG | 24,305 | $229.0K | 0.00% | +5,910+32.1% | Added |
| Petrus Trust Company, LTA | 21,212 | $199.8K | 0.02% | +1,898+9.8% | Added |
| Boothbay Fund Management, LLC | 20,771 | $195.7K | 0.01% | +20,771 | New |
| Parallel Advisors, LLC | 20,084 | $189.2K | 0.01% | +56+0.3% | Added |
| Tudor Investment Corp Et Al | 19,737 | $185.9K | 0.00% | −40,226−67.1% | Reduced |
| Goldman Sachs Group Inc | 19,036 | $179.3K | 0.00% | +1,909+11.1% | Added |
| JPMorgan Chase & Co | 17,850 | $168.1K | 0.00% | −13,566−43.2% | Reduced |
| Jane Street Group, LLC | 17,294 | $162.9K | 0.00% | −11,128−39.2% | Reduced |
| Barclays PLC | 16,353 | $154.0K | 0.00% | −15,701−49.0% | Reduced |
| Quinn Opportunity Partners LLC | 15,000 | $141.3K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 14,423 | $135.9K | 0.00% | −2,279−13.6% | Reduced |
| Renaissance Technologies LLC | 13,900 | $131.0K | 0.00% | +13,900 | New |
| Edgestream Partners, L.P. | 13,025 | $122.7K | 0.01% | +13,025 | New |
| MetLife Investment Management | 12,870 | $121.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,639 | $115.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,508 | $108.4K | 0.00% | −100−0.9% | Reduced |
| AQR Capital Management LLC | 11,242 | $105.9K | 0.00% | −60,160−84.3% | Reduced |
| Deutsche Bank AG | 10,637 | $100.2K | 0.00% | +268+2.6% | Added |
| Manufacturers Life Insurance Company, The | 10,271 | $96.8K | 0.00% | +10,271 | New |
| Investors Research Corp | 8,822 | $83.1K | 0.02% | +8,822 | New |
| Wells Fargo & Company | 7,241 | $68.2K | 0.00% | +961+15.3% | Added |
| New York State Common Retirement Fund | 6,753 | $63.6K | 0.00% | +550+8.9% | Added |
| Citigroup Inc | 3,978 | $37.5K | 0.00% | +643+19.3% | Added |
| Lazard Asset Management LLC | 3,718 | $35.0K | 0.00% | −2−0.1% | Reduced |
| Legal & General Group Plc | 2,492 | $23.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,348 | $22.1K | 0.00% | −1,496−38.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,327 | $21.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,635 | $15.4K | 0.01% | +1,635 | New |
| FMR LLC | 1,624 | $15.3K | 0.00% | +171+11.8% | Added |
| Metropolitan Life Insurance Co | 1,439 | $13.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $11.3K | 0.00% | +1,200 | New |
| Royal Bank of Canada | 1,102 | $10.0K | 0.00% | −7,182−86.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $9.42K | 0.00% | +1,000 | New |
| Amalgamated Bank | 847 | $8.00K | 0.00% | −2,241−72.6% | Reduced |
| CWM, LLC | 251 | $2.00K | 0.00% | +11+4.6% | Added |
| GAMMA Investing LLC | 174 | $1.64K | 0.00% | +44+33.8% | Added |
| Signaturefd, LLC | 158 | $1.49K | 0.00% | −16−9.2% | Reduced |
| Farther Finance Advisors, LLC | 140 | $1.28K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 130 | $1.23K | 0.00% | −4,079−96.9% | Reduced |
| Sachetta, LLC | 110 | $1.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 77 | $725 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 34 | $320 | 0.00% | −27−44.3% | Reduced |
| US Bancorp | 31 | $292 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $198 | 0.00% | −8−27.6% | Reduced |
| Principal Securities, Inc. | 21 | $198 | 0.00% | +1+5.0% | Added |
| Quest Partners LLC | 20 | $188 | 0.00% | −12,230−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $95 | 0.00% | −6−37.5% | Reduced |
| SJS Investment Consulting Inc. | 4 | $38 | 0.00% | −2−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $38 | 0.00% | +1+33.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $37 | 0.00% | +4 | New |
| Covestor Ltd | 14 | $0 | 0.00% | −1−6.7% | Reduced |
| BCK Capital Management LP | 0 | $0 | 0.00% | −85,488−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −28,442−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,540−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,224−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −18,646−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,008−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,442−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −10,129−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −2−100.0% | Sold out |