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, Q2 2024
Institutional positions in EverCommerce Inc. as of Jun 30, 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
- 86
- +2 vs. Q1 2024
- Shares held
- 167.2M
- −1.11M (−0.7%) vs. Q1 2024
- Total value
- $1.84B
- +$250.4M (+15.8%) vs. Q1 2024
- New holders
- 20
- 28 more added
- Sold out
- 18
- 18 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 54 | $0 | 0.00% | +54 | New |
| SJS Investment Consulting Inc. | 2 | $22 | 0.00% | −2−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $22 | 0.00% | −2−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $110 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 20 | $220 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 23 | $253 | 0.00% | +2+9.5% | Added |
| Rothschild Investment LLC | 25 | $275 | 0.00% | +25 | New |
| US Bancorp | 31 | $340 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 69 | $758 | 0.00% | +48+228.6% | Added |
| Lindbrook Capital, LLC | 77 | $845 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 84 | $922 | 0.00% | +84 | New |
| Farther Finance Advisors, LLC | 140 | $1.53K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 187 | $2.05K | 0.00% | +187 | New |
| Advisor Group Holdings, Inc. | 216 | $2.37K | 0.00% | +216 | New |
| The PNC Financial Services Group, Inc. | 233 | $2.56K | 0.00% | +199+585.3% | Added |
| SRS Capital Advisors, Inc. | 263 | $2.89K | 0.00% | +263 | New |
| CWM, LLC | 288 | $3.00K | 0.00% | +37+14.7% | Added |
| Deutsche Bank AG | 399 | $4.38K | 0.00% | −10,238−96.2% | Reduced |
| C M Bidwell & Associates Ltd | 415 | $4.56K | 0.00% | +415 | New |
| GAMMA Investing LLC | 431 | $4.73K | 0.00% | +257+147.7% | Added |
| Amalgamated Bank | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $13.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,546 | $17.0K | 0.00% | −802−34.2% | Reduced |
| FMR LLC | 2,187 | $24.0K | 0.00% | +563+34.7% | Added |
| Ameritas Investment Partners, Inc. | 2,327 | $25.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,357 | $25.9K | 0.00% | −135−5.4% | Reduced |
| Royal Bank of Canada | 2,662 | $29.0K | 0.00% | +1,560+141.6% | Added |
| Citigroup Inc | 4,685 | $51.4K | 0.00% | +707+17.8% | Added |
| Tower Research Capital LLC (TRC) | 5,134 | $56.4K | 0.00% | +5,004+3,849.2% | Added |
| Lazard Asset Management LLC | 6,168 | $67.0K | 0.00% | +2,450+65.9% | Added |
| New York State Common Retirement Fund | 6,197 | $68.0K | 0.00% | −556−8.2% | Reduced |
| UBS Group AG | 6,509 | $71.5K | 0.00% | −17,796−73.2% | Reduced |
| Barclays PLC | 7,317 | $80.3K | 0.00% | −9,036−55.3% | Reduced |
| Wells Fargo & Company | 7,522 | $82.6K | 0.00% | +281+3.9% | Added |
| Investors Research Corp | 8,822 | $96.9K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,360 | $124.7K | 0.00% | +1,089+10.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,389 | $125.1K | 0.00% | +11,389 | New |
| Corebridge Financial, Inc. | 11,481 | $126.1K | 0.00% | +11,481 | New |
| Balyasny Asset Management LLC | 11,982 | $131.6K | 0.00% | +11,982 | New |
| MetLife Investment Management | 14,309 | $157.1K | 0.00% | +1,439+11.2% | Added |
| State of Wisconsin Investment Board | 14,591 | $160.2K | 0.00% | −27,609−65.4% | Reduced |
| Quinn Opportunity Partners LLC | 15,000 | $164.7K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,576 | $171.0K | 0.00% | +15,576 | New |
| Arrowstreet Capital, Limited Partnership | 15,767 | $173.0K | 0.00% | −37,843−70.6% | Reduced |
| Renaissance Technologies LLC | 16,600 | $182.3K | 0.00% | +2,700+19.4% | Added |
| Verition Fund Management LLC | 18,660 | $204.9K | 0.00% | +18,660 | New |
| Parallel Advisors, LLC | 20,028 | $219.9K | 0.01% | −56−0.3% | Reduced |
| Susquehanna International Group, LLP | 20,508 | $225.2K | 0.00% | +20,508 | New |
| Citadel Advisors LLC | 24,892 | $273.3K | 0.00% | +24,892 | New |
| Centiva Capital, LP | 25,101 | $275.6K | 0.01% | +25,101 | New |
| Quadrature Capital Ltd | 27,577 | $302.0K | 0.01% | +27,577 | New |
| Rhumbline Advisers | 31,248 | $343.1K | 0.00% | −494−1.6% | Reduced |
| Raymond James & Associates | 33,000 | $362.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 36,220 | $397.7K | 0.00% | +36,220 | New |
| JPMorgan Chase & Co | 39,126 | $429.6K | 0.00% | +21,276+119.2% | Added |
| EntryPoint Capital, LLC | 39,486 | $433.6K | 0.20% | +39,486 | New |
| Alliancebernstein L.P. | 40,870 | $448.8K | 0.00% | +6,170+17.8% | Added |
| Bank of America Corp | 44,560 | $489.3K | 0.00% | +15,163+51.6% | Added |
| Tudor Investment Corp Et Al | 44,935 | $493.4K | 0.01% | +25,198+127.7% | Added |
| Nuveen Asset Management, LLC | 48,890 | $536.8K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 55,000 | $603.9K | 0.00% | +3,000+5.8% | Added |
| AQR Capital Management LLC | 55,620 | $610.7K | 0.00% | +44,378+394.8% | Added |
| Hamilton Capital, LLC | 86,642 | $951.3K | 0.07% | −86,640−50.0% | Reduced |
| Goldman Sachs Group Inc | 104,159 | $1.14M | 0.00% | +85,123+447.2% | Added |
| Morgan Stanley | 109,838 | $1.21M | 0.00% | −1,316−1.2% | Reduced |
| HRT Financial LP | 140,263 | $1.54M | 0.01% | +140,263 | New |
| Mayflower Financial Advisors, LLC | 145,729 | $1.60M | 0.26% | 00.0% | Unchanged |
| Jane Street Group, LLC | 148,364 | $1.63M | 0.00% | +131,070+757.9% | Added |
| Bank of New York Mellon Corp | 164,419 | $1.81M | 0.00% | +9,595+6.2% | Added |
| Charles Schwab Investment Management Inc | 175,959 | $1.93M | 0.00% | −2,134−1.2% | Reduced |
| Northern Trust Corp | 205,992 | $2.26M | 0.00% | −6,256−2.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.41M | 0.01% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 294,116 | $3.23M | 7.95% | 00.0% | Unchanged |
| Woodline Partners LP | 304,037 | $3.34M | 0.03% | +66,152+27.8% | Added |
| Janus Henderson Group PLC | 314,299 | $3.45M | 0.00% | +314,299 | New |
| Millennium Management LLC | 323,360 | $3.55M | 0.00% | +281,551+673.4% | Added |
| Dimensional Fund Advisors LP | 340,684 | $3.74M | 0.00% | +95,934+39.2% | Added |
| Vanguard Group Inc | 436,763 | $4.80M | 0.00% | −1,228,179−73.8% | Reduced |
| State Street Corp | 502,809 | $5.52M | 0.00% | +13,311+2.7% | Added |
| Geode Capital Management, LLC | 651,642 | $7.16M | 0.00% | +966+0.1% | Added |
| BlackRock Inc. | 1,453,656 | $16.0M | 0.00% | −14,945−1.0% | Reduced |
| Blue Owl Capital Holdings LP | 1,641,929 | $18.0M | 5.01% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $67.1M | 3.90% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $736.6M | 9.02% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $938.4M | 100.00% | 00.0% | Unchanged |
| FIL Ltd | 0 | $0 | 0.00% | −661,297−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −203,420−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −90,457−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −38,153−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −34,781−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −21,212−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,771−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −14,423−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,025−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −11,639−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −11,508−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,635−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |