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, Q3 2024
Institutional positions in EverCommerce Inc. as of Sep 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
- 90
- +5 vs. Q2 2024
- Shares held
- 167.3M
- +1.49M (+0.9%) vs. Q2 2024
- Total value
- $1.73B
- −$87.4M (−4.8%) vs. Q2 2024
- New holders
- 16
- 22 more added
- Sold out
- 11
- 21 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $2.98B |
| Q3 2021 | 54 | $1.39B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $885.4M | 100.00% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $695.0M | 7.80% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $63.4M | 3.24% | 00.0% | Unchanged |
| Blue Owl Capital Holdings LP | 1,641,929 | $17.0M | 3.30% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,488,526 | $15.4M | 0.00% | +1,488,526 | New |
| Geode Capital Management, LLC | 627,277 | $6.50M | 0.00% | −24,365−3.7% | Reduced |
| State Street Corp | 514,965 | $5.34M | 0.00% | +12,156+2.4% | Added |
| Vanguard Group Inc | 455,989 | $4.72M | 0.00% | +19,226+4.4% | Added |
| Woodline Partners LP | 428,735 | $4.44M | 0.04% | +124,698+41.0% | Added |
| Dimensional Fund Advisors LP | 398,144 | $4.13M | 0.00% | +57,460+16.9% | Added |
| Janus Henderson Group PLC | 318,136 | $3.30M | 0.00% | +3,837+1.2% | Added |
| Wealthgate Family Office, LLC | 294,116 | $3.05M | 8.49% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.28M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 191,329 | $1.98M | 0.00% | −14,663−7.1% | Reduced |
| Charles Schwab Investment Management Inc | 167,495 | $1.74M | 0.00% | −8,464−4.8% | Reduced |
| Mayflower Financial Advisors, LLC | 145,729 | $1.51M | 0.23% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 145,139 | $1.50M | 0.00% | −19,280−11.7% | Reduced |
| Jane Street Group, LLC | 144,653 | $1.50M | 0.00% | −3,711−2.5% | Reduced |
| Morgan Stanley | 131,910 | $1.37M | 0.00% | +22,072+20.1% | Added |
| JPMorgan Chase & Co | 102,265 | $1.06M | 0.00% | +63,139+161.4% | Added |
| Hamilton Capital, LLC | 86,642 | $911.5K | 0.07% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 72,226 | $748.3K | 0.00% | +56,459+358.1% | Added |
| Goldman Sachs Group Inc | 69,985 | $725.0K | 0.00% | −34,174−32.8% | Reduced |
| HRT Financial LP | 68,656 | $711.0K | 0.00% | −71,607−51.1% | Reduced |
| Windsor Advisory Group, LLC | 68,341 | $708.0K | 0.80% | +68,341 | New |
| Raymond James Financial Services Advisors, Inc. | 57,000 | $590.5K | 0.00% | +2,000+3.6% | Added |
| AQR Capital Management LLC | 56,157 | $581.8K | 0.00% | +537+1.0% | Added |
| Edgestream Partners, L.P. | 51,777 | $536.4K | 0.02% | +51,777 | New |
| Nuveen Asset Management, LLC | 48,890 | $506.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 55,000 | $503.0K | 0.00% | +55,000 | New |
| Mariner, LLC | 41,201 | $426.8K | 0.00% | +4,981+13.8% | Added |
| Alliancebernstein L.P. | 40,870 | $423.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 39,473 | $408.9K | 0.00% | −5,087−11.4% | Reduced |
| Millennium Management LLC | 39,307 | $407.2K | 0.00% | −284,053−87.8% | Reduced |
| Raymond James & Associates | 36,500 | $378.1K | 0.00% | +3,500+10.6% | Added |
| Rhumbline Advisers | 30,186 | $312.7K | 0.00% | −1,062−3.4% | Reduced |
| Barclays PLC | 29,677 | $307.5K | 0.00% | +22,360+305.6% | Added |
| RIA Advisory Group LLC | 23,268 | $241.1K | 0.09% | +23,268 | New |
| Renaissance Technologies LLC | 21,400 | $221.7K | 0.00% | +4,800+28.9% | Added |
| GWM Advisors LLC | 20,960 | $217.1K | 0.00% | +20,960 | New |
| Parallel Advisors, LLC | 20,028 | $207.5K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 17,199 | $178.2K | 0.00% | +17,199 | New |
| Aristides Capital LLC | 16,548 | $171.4K | 0.07% | +16,548 | New |
| Citigroup Inc | 16,278 | $168.6K | 0.00% | +11,593+247.4% | Added |
| MetLife Investment Management | 14,309 | $148.2K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 13,391 | $138.7K | 0.00% | −1,200−8.2% | Reduced |
| Susquehanna International Group, LLP | 13,224 | $137.0K | 0.00% | −7,284−35.5% | Reduced |
| EntryPoint Capital, LLC | 13,006 | $134.7K | 0.08% | −26,480−67.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,720 | $121.4K | 0.00% | +331+2.9% | Added |
| Corebridge Financial, Inc. | 11,412 | $118.2K | 0.00% | −69−0.6% | Reduced |
| SG Americas Securities, LLC | 10,364 | $107.0K | 0.00% | +10,364 | New |
| Manufacturers Life Insurance Company, The | 10,119 | $104.8K | 0.00% | −1,241−10.9% | Reduced |
| UBS Group AG | 10,084 | $104.5K | 0.00% | +3,575+54.9% | Added |
| State of Wyoming | 9,519 | $98.6K | 0.01% | +9,519 | New |
| Investors Research Corp | 8,822 | $91.4K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,729 | $80.0K | 0.00% | +7,729 | New |
| Wells Fargo & Company | 7,447 | $77.2K | 0.00% | −75−1.0% | Reduced |
| New York State Common Retirement Fund | 6,197 | $64.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,168 | $63.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,497 | $25.9K | 0.00% | +310+14.2% | Added |
| Legal & General Group Plc | 2,357 | $24.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,327 | $24.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,066 | $21.0K | 0.00% | −596−22.4% | Reduced |
| California State Teachers Retirement System | 1,546 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,399 | $14.5K | 0.00% | −3,735−72.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 520 | $5.39K | 0.00% | +89+20.6% | Added |
| Deutsche Bank AG | 399 | $4.13K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 295 | $3.00K | 0.00% | +7+2.4% | Added |
| SRS Capital Advisors, Inc. | 263 | $2.73K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 242 | $2.51K | 0.00% | +9+3.9% | Added |
| Advisor Group Holdings, Inc. | 188 | $1.95K | 0.00% | −28−13.0% | Reduced |
| 1620 Investment Advisors, Inc. | 187 | $1.94K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 169 | $1.75K | 0.00% | +169 | New |
| Farther Finance Advisors, LLC | 140 | $1.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $1.27K | 0.00% | +123 | New |
| Lindbrook Capital, LLC | 120 | $1.24K | 0.00% | +43+55.8% | Added |
| Capital Performance Advisors LLP | 45 | $466 | 0.00% | +45 | New |
| Sterling Capital Management LLC | 34 | $352 | 0.00% | +34 | New |
| US Bancorp | 31 | $321 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $259 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 20 | $207 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $104 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9 | $93 | 0.00% | −60−87.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $21 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 54 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Hemington Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −44,935−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −27,577−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −25,101−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −24,892−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,660−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,576−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,982−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −84−100.0% | Sold out |