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, Q4 2024
Institutional positions in EverCommerce Inc. as of Dec 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
- 92
- +5 vs. Q3 2024
- Shares held
- 167.1M
- +181.7K (+0.1%) vs. Q3 2024
- Total value
- $1.84B
- +$110.4M (+6.4%) vs. Q3 2024
- New holders
- 16
- 31 more added
- Sold out
- 11
- 19 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $941.0M | 100.00% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $738.6M | 8.33% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $67.3M | 3.75% | 00.0% | Unchanged |
| Blue Owl Capital Holdings LP | 1,641,929 | $18.1M | 4.17% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,501,060 | $16.5M | 0.00% | +12,534+0.8% | Added |
| Geode Capital Management, LLC | 619,901 | $6.83M | 0.00% | −7,376−1.2% | Reduced |
| Woodline Partners LP | 535,094 | $5.89M | 0.04% | +106,359+24.8% | Added |
| State Street Corp | 507,109 | $5.58M | 0.00% | −7,856−1.5% | Reduced |
| Vanguard Group Inc | 458,582 | $5.05M | 0.00% | +2,593+0.6% | Added |
| Janus Henderson Group PLC | 428,319 | $4.72M | 0.00% | +110,183+34.6% | Added |
| Dimensional Fund Advisors LP | 297,147 | $3.27M | 0.00% | −100,997−25.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.42M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 199,283 | $2.19M | 0.00% | +7,954+4.2% | Added |
| Charles Schwab Investment Management Inc | 168,587 | $1.86M | 0.00% | +1,092+0.7% | Added |
| JPMorgan Chase & Co | 152,010 | $1.69M | 0.00% | +49,745+48.6% | Added |
| Arrowstreet Capital, Limited Partnership | 133,370 | $1.47M | 0.00% | +61,144+84.7% | Added |
| Morgan Stanley | 118,438 | $1.30M | 0.00% | −13,472−10.2% | Reduced |
| Mayflower Financial Advisors, LLC | 102,106 | $1.12M | 0.17% | −43,623−29.9% | Reduced |
| Jane Street Group, LLC | 100,984 | $1.11M | 0.00% | −43,669−30.2% | Reduced |
| Goldman Sachs Group Inc | 81,012 | $891.9K | 0.00% | +11,027+15.8% | Added |
| Hamilton Capital, LLC | 80,642 | $887.9K | 0.07% | −6,000−6.9% | Reduced |
| UBS Group AG | 76,225 | $839.2K | 0.00% | +66,141+655.9% | Added |
| Windsor Advisory Group, LLC | 68,341 | $752.4K | 0.87% | 00.0% | Unchanged |
| Mariner, LLC | 63,761 | $702.0K | 0.00% | +22,560+54.8% | Added |
| Raymond James Financial Inc | 63,000 | $693.6K | 0.00% | +63,000 | New |
| Bank of New York Mellon Corp | 52,618 | $579.3K | 0.00% | −92,521−63.7% | Reduced |
| Edgestream Partners, L.P. | 51,754 | $569.8K | 0.02% | −230.0% | Reduced |
| Nuveen Asset Management, LLC | 48,890 | $538.3K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 46,980 | $517.0K | 0.01% | +46,980 | New |
| Bank of America Corp | 44,820 | $493.5K | 0.00% | +5,347+13.5% | Added |
| DekaBank Deutsche Girozentrale | 55,000 | $481.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 39,790 | $438.1K | 0.00% | −1,080−2.6% | Reduced |
| Barclays PLC | 32,989 | $363.2K | 0.00% | +3,312+11.2% | Added |
| State of Wyoming | 32,875 | $362.0K | 0.05% | +23,356+245.4% | Added |
| Rhumbline Advisers | 30,535 | $336.2K | 0.00% | +349+1.2% | Added |
| Citadel Advisors LLC | 25,750 | $283.5K | 0.00% | +25,750 | New |
| RIA Advisory Group LLC | 23,243 | $255.9K | 0.09% | −25−0.1% | Reduced |
| American Century Companies Inc | 22,753 | $250.5K | 0.00% | +5,554+32.3% | Added |
| Renaissance Technologies LLC | 22,200 | $244.4K | 0.00% | +800+3.7% | Added |
| Parallel Advisors, LLC | 20,000 | $220.2K | 0.00% | −28−0.1% | Reduced |
| GWM Advisors LLC | 19,179 | $211.2K | 0.00% | −1,781−8.5% | Reduced |
| Citigroup Inc | 16,732 | $184.2K | 0.00% | +454+2.8% | Added |
| State of Wisconsin Investment Board | 15,500 | $170.7K | 0.00% | +2,109+15.7% | Added |
| Quinn Opportunity Partners LLC | 15,000 | $165.2K | 0.01% | +15,000 | New |
| MetLife Investment Management | 14,309 | $157.5K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,953 | $142.6K | 0.03% | +12,953 | New |
| Susquehanna International Group, LLP | 12,075 | $132.9K | 0.00% | −1,149−8.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,017 | $132.3K | 0.00% | +297+2.5% | Added |
| Millennium Management LLC | 11,528 | $126.9K | 0.00% | −27,779−70.7% | Reduced |
| Mackenzie Financial Corp | 11,511 | $126.7K | 0.00% | +11,511 | New |
| D. E. Shaw & Co., Inc. | 10,782 | $118.7K | 0.00% | +10,782 | New |
| Wells Fargo & Company | 10,553 | $116.2K | 0.00% | +3,106+41.7% | Added |
| Corebridge Financial, Inc. | 10,499 | $115.6K | 0.00% | −913−8.0% | Reduced |
| Manufacturers Life Insurance Company, The | 10,058 | $110.7K | 0.00% | −61−0.6% | Reduced |
| SG Americas Securities, LLC | 9,323 | $103.0K | 0.00% | −1,041−10.0% | Reduced |
| Investors Research Corp | 8,822 | $97.1K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,388 | $81.3K | 0.00% | +7,388 | New |
| New York State Common Retirement Fund | 6,197 | $68.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,066 | $44.8K | 0.00% | +3,667+919.0% | Added |
| Tower Research Capital LLC (TRC) | 3,439 | $37.9K | 0.00% | +2,040+145.8% | Added |
| FMR LLC | 2,639 | $29.1K | 0.00% | +142+5.7% | Added |
| BNP Paribas Arbitrage, SA | 2,601 | $28.6K | 0.00% | +2,601 | New |
| Legal & General Group Plc | 2,357 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,327 | $25.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,243 | $24.0K | 0.00% | +177+8.6% | Added |
| California State Teachers Retirement System | 1,546 | $17.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,210 | $13.3K | 0.01% | +1,210 | New |
| Amalgamated Bank | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 758 | $8.35K | 0.00% | +238+45.8% | Added |
| Aquatic Capital Management LLC | 514 | $5.66K | 0.00% | +514 | New |
| Advisor Group Holdings, Inc. | 480 | $5.29K | 0.00% | +292+155.3% | Added |
| CWM, LLC | 422 | $5.00K | 0.00% | +127+43.1% | Added |
| SRS Capital Advisors, Inc. | 263 | $2.90K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 216 | $2.38K | 0.00% | +216 | New |
| Sterling Capital Management LLC | 210 | $2.31K | 0.00% | +176+517.6% | Added |
| 1620 Investment Advisors, Inc. | 187 | $2.06K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 157 | $1.73K | 0.00% | +157 | New |
| Farther Finance Advisors, LLC | 140 | $1.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 90 | $991 | 0.00% | +65+260.0% | Added |
| The PNC Financial Services Group, Inc. | 48 | $528 | 0.00% | −194−80.2% | Reduced |
| EverSource Wealth Advisors, LLC | 42 | $462 | 0.00% | +42 | New |
| US Bancorp | 31 | $341 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 28 | $308 | 0.00% | +28 | New |
| JFS Wealth Advisors, LLC | 10 | $111 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9 | $99 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $88 | 0.00% | 0 | New |
| SJS Investment Consulting Inc. | 2 | $23 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | +1+7.7% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −68,656−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −56,157−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −16,548−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −13,006−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,729−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −6,168−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −169−100.0% | Sold out |