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 | $1.92B |
| 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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | +1+7.7% | Added |
| SJS Investment Consulting Inc. | 2 | $23 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $23 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $88 | 0.00% | 0 | New |
| Nisa Investment Advisors, LLC | 9 | $99 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $111 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 28 | $308 | 0.00% | +28 | New |
| US Bancorp | 31 | $341 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 42 | $462 | 0.00% | +42 | New |
| The PNC Financial Services Group, Inc. | 48 | $528 | 0.00% | −194−80.2% | Reduced |
| Rothschild Investment LLC | 90 | $991 | 0.00% | +65+260.0% | Added |
| Lindbrook Capital, LLC | 120 | $1.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $1.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 140 | $1.54K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 157 | $1.73K | 0.00% | +157 | New |
| 1620 Investment Advisors, Inc. | 187 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 210 | $2.31K | 0.00% | +176+517.6% | Added |
| Russell Investments Group, Ltd. | 216 | $2.38K | 0.00% | +216 | New |
| SRS Capital Advisors, Inc. | 263 | $2.90K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 422 | $5.00K | 0.00% | +127+43.1% | Added |
| Advisor Group Holdings, Inc. | 480 | $5.29K | 0.00% | +292+155.3% | Added |
| Aquatic Capital Management LLC | 514 | $5.66K | 0.00% | +514 | New |
| GAMMA Investing LLC | 758 | $8.35K | 0.00% | +238+45.8% | Added |
| Amalgamated Bank | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,210 | $13.3K | 0.01% | +1,210 | New |
| California State Teachers Retirement System | 1,546 | $17.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,243 | $24.0K | 0.00% | +177+8.6% | Added |
| Ameritas Investment Partners, Inc. | 2,327 | $25.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,357 | $26.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,601 | $28.6K | 0.00% | +2,601 | New |
| FMR LLC | 2,639 | $29.1K | 0.00% | +142+5.7% | Added |
| Tower Research Capital LLC (TRC) | 3,439 | $37.9K | 0.00% | +2,040+145.8% | Added |
| Deutsche Bank AG | 4,066 | $44.8K | 0.00% | +3,667+919.0% | Added |
| New York State Common Retirement Fund | 6,197 | $68.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,388 | $81.3K | 0.00% | +7,388 | New |
| Investors Research Corp | 8,822 | $97.1K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,323 | $103.0K | 0.00% | −1,041−10.0% | Reduced |
| Manufacturers Life Insurance Company, The | 10,058 | $110.7K | 0.00% | −61−0.6% | Reduced |
| Corebridge Financial, Inc. | 10,499 | $115.6K | 0.00% | −913−8.0% | Reduced |
| Wells Fargo & Company | 10,553 | $116.2K | 0.00% | +3,106+41.7% | Added |
| D. E. Shaw & Co., Inc. | 10,782 | $118.7K | 0.00% | +10,782 | New |
| Mackenzie Financial Corp | 11,511 | $126.7K | 0.00% | +11,511 | New |
| Millennium Management LLC | 11,528 | $126.9K | 0.00% | −27,779−70.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,017 | $132.3K | 0.00% | +297+2.5% | Added |
| Susquehanna International Group, LLP | 12,075 | $132.9K | 0.00% | −1,149−8.7% | Reduced |
| Occudo Quantitative Strategies LP | 12,953 | $142.6K | 0.03% | +12,953 | New |
| MetLife Investment Management | 14,309 | $157.5K | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 15,000 | $165.2K | 0.01% | +15,000 | New |
| State of Wisconsin Investment Board | 15,500 | $170.7K | 0.00% | +2,109+15.7% | Added |
| Citigroup Inc | 16,732 | $184.2K | 0.00% | +454+2.8% | Added |
| GWM Advisors LLC | 19,179 | $211.2K | 0.00% | −1,781−8.5% | Reduced |
| Parallel Advisors, LLC | 20,000 | $220.2K | 0.00% | −28−0.1% | Reduced |
| Renaissance Technologies LLC | 22,200 | $244.4K | 0.00% | +800+3.7% | Added |
| American Century Companies Inc | 22,753 | $250.5K | 0.00% | +5,554+32.3% | Added |
| RIA Advisory Group LLC | 23,243 | $255.9K | 0.09% | −25−0.1% | Reduced |
| Citadel Advisors LLC | 25,750 | $283.5K | 0.00% | +25,750 | New |
| Rhumbline Advisers | 30,535 | $336.2K | 0.00% | +349+1.2% | Added |
| State of Wyoming | 32,875 | $362.0K | 0.05% | +23,356+245.4% | Added |
| Barclays PLC | 32,989 | $363.2K | 0.00% | +3,312+11.2% | Added |
| Alliancebernstein L.P. | 39,790 | $438.1K | 0.00% | −1,080−2.6% | Reduced |
| DekaBank Deutsche Girozentrale | 55,000 | $481.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 44,820 | $493.5K | 0.00% | +5,347+13.5% | Added |
| ExodusPoint Capital Management, LP | 46,980 | $517.0K | 0.01% | +46,980 | New |
| Nuveen Asset Management, LLC | 48,890 | $538.3K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 51,754 | $569.8K | 0.02% | −230.0% | Reduced |
| Bank of New York Mellon Corp | 52,618 | $579.3K | 0.00% | −92,521−63.7% | Reduced |
| Raymond James Financial Inc | 63,000 | $693.6K | 0.00% | +63,000 | New |
| Mariner, LLC | 63,761 | $702.0K | 0.00% | +22,560+54.8% | Added |
| Windsor Advisory Group, LLC | 68,341 | $752.4K | 0.87% | 00.0% | Unchanged |
| UBS Group AG | 76,225 | $839.2K | 0.00% | +66,141+655.9% | Added |
| Hamilton Capital, LLC | 80,642 | $887.9K | 0.07% | −6,000−6.9% | Reduced |
| Goldman Sachs Group Inc | 81,012 | $891.9K | 0.00% | +11,027+15.8% | Added |
| Jane Street Group, LLC | 100,984 | $1.11M | 0.00% | −43,669−30.2% | Reduced |
| Mayflower Financial Advisors, LLC | 102,106 | $1.12M | 0.17% | −43,623−29.9% | Reduced |
| Morgan Stanley | 118,438 | $1.30M | 0.00% | −13,472−10.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 133,370 | $1.47M | 0.00% | +61,144+84.7% | Added |
| JPMorgan Chase & Co | 152,010 | $1.69M | 0.00% | +49,745+48.6% | Added |
| Charles Schwab Investment Management Inc | 168,587 | $1.86M | 0.00% | +1,092+0.7% | Added |
| Northern Trust Corp | 199,283 | $2.19M | 0.00% | +7,954+4.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.42M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 297,147 | $3.27M | 0.00% | −100,997−25.4% | Reduced |
| Janus Henderson Group PLC | 428,319 | $4.72M | 0.00% | +110,183+34.6% | Added |
| Vanguard Group Inc | 458,582 | $5.05M | 0.00% | +2,593+0.6% | Added |
| State Street Corp | 507,109 | $5.58M | 0.00% | −7,856−1.5% | Reduced |
| Woodline Partners LP | 535,094 | $5.89M | 0.04% | +106,359+24.8% | Added |
| Geode Capital Management, LLC | 619,901 | $6.83M | 0.00% | −7,376−1.2% | Reduced |
| BlackRock, Inc. | 1,501,060 | $16.5M | 0.00% | +12,534+0.8% | Added |
| Blue Owl Capital Holdings LP | 1,641,929 | $18.1M | 4.27% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $67.3M | 3.75% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $738.6M | 8.33% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $941.0M | 100.00% | 00.0% | Unchanged |
| 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 |