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