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 | $1.92B |
| 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 |
|---|---|---|---|---|---|
| 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 |
| SJS Investment Consulting Inc. | 2 | $21 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9 | $93 | 0.00% | −60−87.0% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $104 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 20 | $207 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $259 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $321 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 34 | $352 | 0.00% | +34 | New |
| Capital Performance Advisors LLP | 45 | $466 | 0.00% | +45 | New |
| Lindbrook Capital, LLC | 120 | $1.24K | 0.00% | +43+55.8% | Added |
| Massmutual Trust Co FSB | 123 | $1.27K | 0.00% | +123 | New |
| Farther Finance Advisors, LLC | 140 | $1.45K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 169 | $1.75K | 0.00% | +169 | New |
| 1620 Investment Advisors, Inc. | 187 | $1.94K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 188 | $1.95K | 0.00% | −28−13.0% | Reduced |
| The PNC Financial Services Group, Inc. | 242 | $2.51K | 0.00% | +9+3.9% | Added |
| SRS Capital Advisors, Inc. | 263 | $2.73K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 295 | $3.00K | 0.00% | +7+2.4% | Added |
| Deutsche Bank AG | 399 | $4.13K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 520 | $5.39K | 0.00% | +89+20.6% | Added |
| Amalgamated Bank | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,399 | $14.5K | 0.00% | −3,735−72.8% | Reduced |
| California State Teachers Retirement System | 1,546 | $16.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,066 | $21.0K | 0.00% | −596−22.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,327 | $24.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,357 | $24.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,497 | $25.9K | 0.00% | +310+14.2% | Added |
| Lazard Asset Management LLC | 6,168 | $63.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,197 | $64.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,447 | $77.2K | 0.00% | −75−1.0% | Reduced |
| Acadian Asset Management LLC | 7,729 | $80.0K | 0.00% | +7,729 | New |
| Investors Research Corp | 8,822 | $91.4K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 9,519 | $98.6K | 0.01% | +9,519 | New |
| UBS Group AG | 10,084 | $104.5K | 0.00% | +3,575+54.9% | Added |
| Manufacturers Life Insurance Company, The | 10,119 | $104.8K | 0.00% | −1,241−10.9% | Reduced |
| SG Americas Securities, LLC | 10,364 | $107.0K | 0.00% | +10,364 | New |
| Corebridge Financial, Inc. | 11,412 | $118.2K | 0.00% | −69−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,720 | $121.4K | 0.00% | +331+2.9% | Added |
| EntryPoint Capital, LLC | 13,006 | $134.7K | 0.08% | −26,480−67.1% | Reduced |
| Susquehanna International Group, LLP | 13,224 | $137.0K | 0.00% | −7,284−35.5% | Reduced |
| State of Wisconsin Investment Board | 13,391 | $138.7K | 0.00% | −1,200−8.2% | Reduced |
| MetLife Investment Management | 14,309 | $148.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 16,278 | $168.6K | 0.00% | +11,593+247.4% | Added |
| Aristides Capital LLC | 16,548 | $171.4K | 0.07% | +16,548 | New |
| American Century Companies Inc | 17,199 | $178.2K | 0.00% | +17,199 | New |
| Parallel Advisors, LLC | 20,028 | $207.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,960 | $217.1K | 0.00% | +20,960 | New |
| Renaissance Technologies LLC | 21,400 | $221.7K | 0.00% | +4,800+28.9% | Added |
| RIA Advisory Group LLC | 23,268 | $241.1K | 0.09% | +23,268 | New |
| Barclays PLC | 29,677 | $307.5K | 0.00% | +22,360+305.6% | Added |
| Rhumbline Advisers | 30,186 | $312.7K | 0.00% | −1,062−3.4% | Reduced |
| Raymond James & Associates | 36,500 | $378.1K | 0.00% | +3,500+10.6% | Added |
| Millennium Management LLC | 39,307 | $407.2K | 0.00% | −284,053−87.8% | Reduced |
| Bank of America Corp | 39,473 | $408.9K | 0.00% | −5,087−11.4% | Reduced |
| Alliancebernstein L.P. | 40,870 | $423.4K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 41,201 | $426.8K | 0.00% | +4,981+13.8% | Added |
| DekaBank Deutsche Girozentrale | 55,000 | $503.0K | 0.00% | +55,000 | New |
| Nuveen Asset Management, LLC | 48,890 | $506.5K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 51,777 | $536.4K | 0.02% | +51,777 | New |
| AQR Capital Management LLC | 56,157 | $581.8K | 0.00% | +537+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 57,000 | $590.5K | 0.00% | +2,000+3.6% | Added |
| Windsor Advisory Group, LLC | 68,341 | $708.0K | 0.80% | +68,341 | New |
| HRT Financial LP | 68,656 | $711.0K | 0.00% | −71,607−51.1% | Reduced |
| Goldman Sachs Group Inc | 69,985 | $725.0K | 0.00% | −34,174−32.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 72,226 | $748.3K | 0.00% | +56,459+358.1% | Added |
| Hamilton Capital, LLC | 86,642 | $911.5K | 0.07% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 102,265 | $1.06M | 0.00% | +63,139+161.4% | Added |
| Morgan Stanley | 131,910 | $1.37M | 0.00% | +22,072+20.1% | Added |
| Jane Street Group, LLC | 144,653 | $1.50M | 0.00% | −3,711−2.5% | Reduced |
| Bank of New York Mellon Corp | 145,139 | $1.50M | 0.00% | −19,280−11.7% | Reduced |
| Mayflower Financial Advisors, LLC | 145,729 | $1.51M | 0.23% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 167,495 | $1.74M | 0.00% | −8,464−4.8% | Reduced |
| Northern Trust Corp | 191,329 | $1.98M | 0.00% | −14,663−7.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.28M | 0.01% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 294,116 | $3.05M | 8.49% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 318,136 | $3.30M | 0.00% | +3,837+1.2% | Added |
| Dimensional Fund Advisors LP | 398,144 | $4.13M | 0.00% | +57,460+16.9% | Added |
| Woodline Partners LP | 428,735 | $4.44M | 0.04% | +124,698+41.0% | Added |
| Vanguard Group Inc | 455,989 | $4.72M | 0.00% | +19,226+4.4% | Added |
| State Street Corp | 514,965 | $5.34M | 0.00% | +12,156+2.4% | Added |
| Geode Capital Management, LLC | 627,277 | $6.50M | 0.00% | −24,365−3.7% | Reduced |
| BlackRock, Inc. | 1,488,526 | $15.4M | 0.00% | +1,488,526 | New |
| Blue Owl Capital Holdings LP | 1,641,929 | $17.0M | 3.30% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $63.4M | 3.24% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $695.0M | 7.80% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $885.4M | 100.00% | 00.0% | Unchanged |
| 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 |