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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, Q1 2025

Institutional positions in EverCommerce Inc. as of Mar 31, 2025. 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
95
+4 vs. Q4 2024
Shares held
166.8M
−220.7K (−0.1%) vs. Q4 2024
Total value
$1.68B
−$157.5M (−8.6%) vs. Q4 2024
New holders
17
22 more added
Sold out
13
30 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 95 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 54 institutionsQ4 2021: 55 institutionsQ1 2022: 61 institutionsQ2 2022: 75 institutionsQ3 2022: 80 institutionsQ4 2022: 81 institutionsQ1 2023: 85 institutionsQ2 2023: 95 institutionsQ3 2023: 91 institutionsQ4 2023: 84 institutionsQ1 2024: 85 institutionsQ2 2024: 86 institutionsQ3 2024: 90 institutionsQ4 2024: 92 institutionsQ1 2025: 95 institutionsQ2 2025: 99 institutionsQ3 2025: 104 institutionsQ4 2025: 88 institutionsQ1 2026: 90 institutionsQ2 2026: 82 institutions
Value heldQ1 2025: $1.68B
Q1 2021: $0Q2 2021: $0Q3 2021: $1.39BQ4 2021: $1.92BQ1 2022: $2.28BQ2 2022: $1.56BQ3 2022: $1.88BQ4 2022: $1.27BQ1 2023: $1.79BQ2 2023: $1.99BQ3 2023: $1.68BQ4 2023: $1.84BQ1 2024: $1.59BQ2 2024: $1.84BQ3 2024: $1.73BQ4 2024: $1.84BQ1 2025: $1.68BQ2 2025: $1.75BQ3 2025: $1.85BQ4 2025: $1.98BQ1 2026: $1.86BQ2 2026: $1.64B
Institutions holding EVCM and their total value by quarter
QuarterHoldersValue
Q2 202682$1.64B
Q1 202690$1.86B
Q4 202588$1.98B
Q3 2025104$1.85B
Q2 202599$1.75B
Q1 202595$1.68B
Q4 202492$1.84B
Q3 202490$1.73B
Q2 202486$1.84B
Q1 202485$1.59B
Q4 202384$1.84B
Q3 202391$1.68B
Q2 202395$1.99B
Q1 202385$1.79B
Q4 202281$1.27B
Q3 202280$1.88B
Q2 202275$1.56B
Q1 202261$2.28B
Q4 202155$1.92B
Q3 202154$1.39B
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q4 2024.

Institutions holding EVCM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
PSG Equity L.L.C.85,464,516$861.5M100.00%00.0%Unchanged
Silver Lake Group, L.L.C.67,085,136$676.2M12.23%00.0%Unchanged
40 North Management LLC6,115,000$61.6M3.75%00.0%Unchanged
Blue Owl Capital Holdings LP1,641,929$16.6M5.34%00.0%Unchanged
BlackRock, Inc.1,496,462$15.1M0.00%−4,598−0.3%Reduced
Geode Capital Management, LLC607,165$6.12M0.00%−12,736−2.1%Reduced
Woodline Partners LP560,506$5.65M0.04%+25,412+4.7%Added
State Street Corp485,563$4.89M0.00%−21,546−4.2%Reduced
Vanguard Group Inc446,251$4.50M0.00%−12,331−2.7%Reduced
Janus Henderson Group PLC268,903$2.72M0.00%−159,416−37.2%Reduced
Skandinaviska Enskilda Banken AB (publ)219,700$2.21M0.01%00.0%Unchanged
Dimensional Fund Advisors LP210,079$2.12M0.00%−87,068−29.3%Reduced
Northern Trust Corp196,095$1.98M0.00%−3,188−1.6%Reduced
Arrowstreet Capital, Limited Partnership166,807$1.68M0.00%+33,437+25.1%Added
Charles Schwab Investment Management Inc162,862$1.64M0.00%−5,725−3.4%Reduced
Morgan Stanley123,717$1.25M0.00%+5,279+4.5%Added
Mayflower Financial Advisors, LLC102,106$1.03M0.16%00.0%Unchanged
JPMorgan Chase & Co100,578$1.02M0.00%−51,432−33.8%Reduced
Millennium Management LLC100,359$1.01M0.00%+88,831+770.6%Added
Jane Street Group, LLC86,544$872.4K0.00%−14,440−14.3%Reduced
Hamilton Capital, LLC80,642$812.9K0.05%00.0%Unchanged
Goldman Sachs Group Inc68,360$689.1K0.00%−12,652−15.6%Reduced
Windsor Advisory Group, LLC68,341$688.9K0.89%00.0%Unchanged
Raymond James Financial Inc59,500$599.8K0.00%−3,500−5.6%Reduced
Bank of New York Mellon Corp52,619$530.4K0.00%+10.0%Added
Susquehanna International Group, LLP52,112$525.3K0.00%+40,037+331.6%Added
DekaBank Deutsche Girozentrale55,000$513.0K0.00%00.0%Unchanged
Nuveen, LLC48,890$492.8K0.00%+48,890New
Alliancebernstein L.P.41,190$415.2K0.00%+1,400+3.5%Added
Bank of America Corp37,878$381.8K0.00%−6,942−15.5%Reduced
Los Angeles Capital Management LLC34,672$349.5K0.00%+34,672New
D. E. Shaw & Co., Inc.34,172$344.5K0.00%+23,390+216.9%Added
Capula Management Ltd31,664$319.2K0.00%+31,664New
Rhumbline Advisers30,824$310.7K0.00%+289+0.9%Added
SG Americas Securities, LLC29,886$301.0K0.00%+20,563+220.6%Added
Mackenzie Financial Corp26,372$265.8K0.00%+14,861+129.1%Added
Mariner, LLC24,937$251.4K0.00%−38,824−60.9%Reduced
Renaissance Technologies LLC23,700$238.9K0.00%+1,500+6.8%Added
RIA Advisory Group LLC23,243$234.3K0.08%00.0%Unchanged
UBS Group AG23,156$233.4K0.00%−53,069−69.6%Reduced
American Century Companies Inc23,073$232.6K0.00%+320+1.4%Added
Barclays PLC22,440$226.2K0.00%−10,549−32.0%Reduced
Martingale Asset Management L P20,004$201.6K0.01%+20,004New
Parallel Advisors, LLC20,000$201.6K0.00%00.0%Unchanged
GWM Advisors LLC19,179$193.3K0.00%00.0%Unchanged
Verition Fund Management LLC17,480$176.2K0.00%+17,480New
Citadel Advisors LLC15,176$153.0K0.00%−10,574−41.1%Reduced
Quinn Opportunity Partners LLC15,000$151.2K0.01%00.0%Unchanged
Citigroup Inc14,924$150.4K0.00%−1,808−10.8%Reduced
Creative Planning14,779$149.0K0.00%+14,779New
MetLife Investment Management13,743$138.5K0.00%−566−4.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.12,563$126.6K0.00%+546+4.5%Added
Prudential Financial Inc12,356$124.5K0.00%+12,356New
Manufacturers Life Insurance Company, The10,925$110.1K0.00%+867+8.6%Added
Wells Fargo & Company10,791$108.8K0.00%+238+2.3%Added
Corebridge Financial, Inc.10,346$104.3K0.00%−153−1.5%Reduced
EntryPoint Capital, LLC10,147$102.3K0.05%+10,147New
Deutsche Bank AG9,836$99.1K0.00%+5,770+141.9%Added
Investors Research Corp8,822$88.9K0.02%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey7,388$74.5K0.00%00.0%Unchanged
New York State Common Retirement Fund6,197$62.5K0.00%00.0%Unchanged
FMR LLC3,962$39.9K0.00%+1,323+50.1%Added
Tower Research Capital LLC (TRC)2,687$27.1K0.00%−752−21.9%Reduced
Legal & General Group Plc2,357$23.8K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,327$23.5K0.00%00.0%Unchanged
California State Teachers Retirement System1,546$15.6K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA1,354$13.6K0.00%−1,247−47.9%Reduced
Amalgamated Bank847$9.00K0.00%00.0%Unchanged
Royal Bank of Canada869$8.00K0.00%−1,374−61.3%Reduced
Lazard Asset Management LLC818$8.00K0.00%+818New
GAMMA Investing LLC706$7.12K0.00%−52−6.9%Reduced
CWM, LLC670$7.00K0.00%+248+58.8%Added
Russell Investments Group, Ltd.634$6.39K0.00%+418+193.5%Added
Lindbrook Capital, LLC343$3.46K0.00%+223+185.8%Added
Signaturefd, LLC261$2.63K0.00%+261New
Allworth Financial LP242$2.48K0.00%+242New
1620 Investment Advisors, Inc.187$1.89K0.00%00.0%Unchanged
Quadrant Capital Group LLC176$1.77K0.00%+176New
Farther Finance Advisors, LLC140$1.43K0.00%00.0%Unchanged
Massmutual Trust Co FSB140$1.41K0.00%+17+13.8%Added
Sterling Capital Management LLC115$1.16K0.00%−95−45.2%Reduced
Skopos Labs, Inc.104$1.05K0.00%+104New
Jones Financial Companies LLLP68$6880.00%+68New
Rothschild Investment LLC55$5540.00%−35−38.9%Reduced
Coldstream Capital Management Inc40$4030.00%+40New
US Bancorp31$3120.00%00.0%Unchanged
The PNC Financial Services Group, Inc.28$2820.00%−20−41.7%Reduced
SBI Securities Co., Ltd.28$2820.00%00.0%Unchanged
True Wealth Design, LLC12$1210.00%+12New
EverSource Wealth Advisors, LLC10$1010.00%−32−76.2%Reduced
IFP Advisors, Inc0$810.00%0Unchanged
JFS Wealth Advisors, LLC4$410.00%−6−60.0%Reduced
Nisa Investment Advisors, LLC1$100.00%−8−88.9%Reduced
Covestor Ltd14$00.00%00.0%Unchanged
Avion Wealth54$00.00%+54New
Edgestream Partners, L.P.0$00.00%−51,754−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−46,980−100.0%Sold out
State of Wyoming0$00.00%−32,875−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−15,500−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−12,953−100.0%Sold out