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 22 sales; 82 institutions reported holding it in 13F filings for Q2 2026, worth $1.64B in total; no superinvestor holds it.
Q4 2024 vs. Q3 2024
How the institutions holding EverCommerce Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 90 | 3 | 92 | +5 |
| Shares | 167.3M | 387.6K | 167.1M | +181.7K (+0.1%) |
| Value | $1.73B | $4.02M | $1.84B | +$110.4M (+6.4%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held EverCommerce Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 63,000 | $693.6K | 0.00% |
| ExodusPoint Capital Management, LP | 46,980 | $517.0K | 0.01% |
| Citadel Advisors LLC | 25,750 | $283.5K | 0.00% |
| Quinn Opportunity Partners LLC | 15,000 | $165.2K | 0.01% |
| Occudo Quantitative Strategies LP | 12,953 | $142.6K | 0.03% |
| Mackenzie Financial Corp | 11,511 | $126.7K | 0.00% |
| D. E. Shaw & Co., Inc. | 10,782 | $118.7K | 0.00% |
| Police & Firemen's Retirement System of New Jersey | 7,388 | $81.3K | 0.00% |
| BNP Paribas Arbitrage, SA | 2,601 | $28.6K | 0.00% |
| R Squared Ltd | 1,210 | $13.3K | 0.01% |
| Aquatic Capital Management LLC | 514 | $5.66K | 0.00% |
| Russell Investments Group, Ltd. | 216 | $2.38K | 0.00% |
| Smartleaf Asset Management LLC | 157 | $1.73K | 0.00% |
| EverSource Wealth Advisors, LLC | 42 | $462 | 0.00% |
| SBI Securities Co., Ltd. | 28 | $308 | 0.00% |
| IFP Advisors, Inc | 0 | $88 | 0.00% |
Sold out (11)
Institutions that held EverCommerce Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| HRT Financial LP | 68,656 | $711.0K |
| AQR Capital Management LLC | 56,157 | $581.8K |
| Aristides Capital LLC | 16,548 | $171.4K |
| EntryPoint Capital, LLC | 13,006 | $134.7K |
| Acadian Asset Management LLC | 7,729 | $80.0K |
| Lazard Asset Management LLC | 6,168 | $63.0K |
| Catalyst Funds Management Pty Ltd | 1,200 | $12.4K |
| Aster Capital Management (DIFC) Ltd | 169 | $1.75K |
| Capital Performance Advisors LLP | 45 | $466 |
| Quest Partners LLC | 20 | $207 |
| Avion Wealth | 54 | $0 |
Not filed for Q4 2024 yet (3)
Institutions that held EverCommerce Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Wealthgate Family Office, LLC | 294,116 | $3.05M |
| Raymond James Financial Services Advisors, Inc. | 57,000 | $590.5K |
| Raymond James & Associates | 36,500 | $378.1K |