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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 54 | $0 | 0.00% | +54 | New |
| Nisa Investment Advisors, LLC | 1 | $10 | 0.00% | −8−88.9% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $41 | 0.00% | −6−60.0% | Reduced |
| IFP Advisors, Inc | 0 | $81 | 0.00% | 0 | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $101 | 0.00% | −32−76.2% | Reduced |
| True Wealth Design, LLC | 12 | $121 | 0.00% | +12 | New |
| The PNC Financial Services Group, Inc. | 28 | $282 | 0.00% | −20−41.7% | Reduced |
| SBI Securities Co., Ltd. | 28 | $282 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $312 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 40 | $403 | 0.00% | +40 | New |
| Rothschild Investment LLC | 55 | $554 | 0.00% | −35−38.9% | Reduced |
| Jones Financial Companies LLLP | 68 | $688 | 0.00% | +68 | New |
| Skopos Labs, Inc. | 104 | $1.05K | 0.00% | +104 | New |
| Sterling Capital Management LLC | 115 | $1.16K | 0.00% | −95−45.2% | Reduced |
| Massmutual Trust Co FSB | 140 | $1.41K | 0.00% | +17+13.8% | Added |
| Farther Finance Advisors, LLC | 140 | $1.43K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 176 | $1.77K | 0.00% | +176 | New |
| 1620 Investment Advisors, Inc. | 187 | $1.89K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 242 | $2.48K | 0.00% | +242 | New |
| Signaturefd, LLC | 261 | $2.63K | 0.00% | +261 | New |
| Lindbrook Capital, LLC | 343 | $3.46K | 0.00% | +223+185.8% | Added |
| Russell Investments Group, Ltd. | 634 | $6.39K | 0.00% | +418+193.5% | Added |
| CWM, LLC | 670 | $7.00K | 0.00% | +248+58.8% | Added |
| GAMMA Investing LLC | 706 | $7.12K | 0.00% | −52−6.9% | Reduced |
| Royal Bank of Canada | 869 | $8.00K | 0.00% | −1,374−61.3% | Reduced |
| Lazard Asset Management LLC | 818 | $8.00K | 0.00% | +818 | New |
| Amalgamated Bank | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,354 | $13.6K | 0.00% | −1,247−47.9% | Reduced |
| California State Teachers Retirement System | 1,546 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,327 | $23.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,357 | $23.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,687 | $27.1K | 0.00% | −752−21.9% | Reduced |
| FMR LLC | 3,962 | $39.9K | 0.00% | +1,323+50.1% | Added |
| New York State Common Retirement Fund | 6,197 | $62.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,388 | $74.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8,822 | $88.9K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,836 | $99.1K | 0.00% | +5,770+141.9% | Added |
| EntryPoint Capital, LLC | 10,147 | $102.3K | 0.05% | +10,147 | New |
| Corebridge Financial, Inc. | 10,346 | $104.3K | 0.00% | −153−1.5% | Reduced |
| Wells Fargo & Company | 10,791 | $108.8K | 0.00% | +238+2.3% | Added |
| Manufacturers Life Insurance Company, The | 10,925 | $110.1K | 0.00% | +867+8.6% | Added |
| Prudential Financial Inc | 12,356 | $124.5K | 0.00% | +12,356 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,563 | $126.6K | 0.00% | +546+4.5% | Added |
| MetLife Investment Management | 13,743 | $138.5K | 0.00% | −566−4.0% | Reduced |
| Creative Planning | 14,779 | $149.0K | 0.00% | +14,779 | New |
| Citigroup Inc | 14,924 | $150.4K | 0.00% | −1,808−10.8% | Reduced |
| Quinn Opportunity Partners LLC | 15,000 | $151.2K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,176 | $153.0K | 0.00% | −10,574−41.1% | Reduced |
| Verition Fund Management LLC | 17,480 | $176.2K | 0.00% | +17,480 | New |
| GWM Advisors LLC | 19,179 | $193.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,000 | $201.6K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 20,004 | $201.6K | 0.01% | +20,004 | New |
| Barclays PLC | 22,440 | $226.2K | 0.00% | −10,549−32.0% | Reduced |
| American Century Companies Inc | 23,073 | $232.6K | 0.00% | +320+1.4% | Added |
| UBS Group AG | 23,156 | $233.4K | 0.00% | −53,069−69.6% | Reduced |
| RIA Advisory Group LLC | 23,243 | $234.3K | 0.08% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 23,700 | $238.9K | 0.00% | +1,500+6.8% | Added |
| Mariner, LLC | 24,937 | $251.4K | 0.00% | −38,824−60.9% | Reduced |
| Mackenzie Financial Corp | 26,372 | $265.8K | 0.00% | +14,861+129.1% | Added |
| SG Americas Securities, LLC | 29,886 | $301.0K | 0.00% | +20,563+220.6% | Added |
| Rhumbline Advisers | 30,824 | $310.7K | 0.00% | +289+0.9% | Added |
| Capula Management Ltd | 31,664 | $319.2K | 0.00% | +31,664 | New |
| D. E. Shaw & Co., Inc. | 34,172 | $344.5K | 0.00% | +23,390+216.9% | Added |
| Los Angeles Capital Management LLC | 34,672 | $349.5K | 0.00% | +34,672 | New |
| Bank of America Corp | 37,878 | $381.8K | 0.00% | −6,942−15.5% | Reduced |
| Alliancebernstein L.P. | 41,190 | $415.2K | 0.00% | +1,400+3.5% | Added |
| Nuveen, LLC | 48,890 | $492.8K | 0.00% | +48,890 | New |
| DekaBank Deutsche Girozentrale | 55,000 | $513.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 52,112 | $525.3K | 0.00% | +40,037+331.6% | Added |
| Bank of New York Mellon Corp | 52,619 | $530.4K | 0.00% | +10.0% | Added |
| Raymond James Financial Inc | 59,500 | $599.8K | 0.00% | −3,500−5.6% | Reduced |
| Windsor Advisory Group, LLC | 68,341 | $688.9K | 0.89% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 68,360 | $689.1K | 0.00% | −12,652−15.6% | Reduced |
| Hamilton Capital, LLC | 80,642 | $812.9K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 86,544 | $872.4K | 0.00% | −14,440−14.3% | Reduced |
| Millennium Management LLC | 100,359 | $1.01M | 0.00% | +88,831+770.6% | Added |
| JPMorgan Chase & Co | 100,578 | $1.02M | 0.00% | −51,432−33.8% | Reduced |
| Mayflower Financial Advisors, LLC | 102,106 | $1.03M | 0.16% | 00.0% | Unchanged |
| Morgan Stanley | 123,717 | $1.25M | 0.00% | +5,279+4.5% | Added |
| Charles Schwab Investment Management Inc | 162,862 | $1.64M | 0.00% | −5,725−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 166,807 | $1.68M | 0.00% | +33,437+25.1% | Added |
| Northern Trust Corp | 196,095 | $1.98M | 0.00% | −3,188−1.6% | Reduced |
| Dimensional Fund Advisors LP | 210,079 | $2.12M | 0.00% | −87,068−29.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.21M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 268,903 | $2.72M | 0.00% | −159,416−37.2% | Reduced |
| Vanguard Group Inc | 446,251 | $4.50M | 0.00% | −12,331−2.7% | Reduced |
| State Street Corp | 485,563 | $4.89M | 0.00% | −21,546−4.2% | Reduced |
| Woodline Partners LP | 560,506 | $5.65M | 0.04% | +25,412+4.7% | Added |
| Geode Capital Management, LLC | 607,165 | $6.12M | 0.00% | −12,736−2.1% | Reduced |
| BlackRock, Inc. | 1,496,462 | $15.1M | 0.00% | −4,598−0.3% | Reduced |
| Blue Owl Capital Holdings LP | 1,641,929 | $16.6M | 5.34% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $61.6M | 3.75% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $676.2M | 12.23% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $861.5M | 100.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −51,754−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −46,980−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −32,875−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,953−100.0% | Sold out |