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, Q2 2025
Institutional positions in EverCommerce Inc. as of Jun 30, 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
- 99
- +5 vs. Q1 2025
- Shares held
- 166.7M
- −60.3K (0.0%) vs. Q1 2025
- Total value
- $1.75B
- +$69.3M (+4.1%) vs. Q1 2025
- New holders
- 17
- 22 more added
- Sold out
- 12
- 35 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 54 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Allworth Financial LP | 2 | $21 | 0.00% | −240−99.2% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $42 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $158 | 0.00% | +3+25.0% | Added |
| The PNC Financial Services Group, Inc. | 21 | $221 | 0.00% | −7−25.0% | Reduced |
| SBI Securities Co., Ltd. | 28 | $294 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31 | $326 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 36 | $378 | 0.00% | −79−68.7% | Reduced |
| Farther Finance Advisors, LLC | 40 | $420 | 0.00% | −100−71.4% | Reduced |
| Rothschild Investment LLC | 40 | $420 | 0.00% | −15−27.3% | Reduced |
| Parkside Financial Bank & Trust | 45 | $473 | 0.00% | +45 | New |
| IFP Advisors, Inc | 0 | $503 | 0.00% | 0 | Unchanged |
| SRS Capital Advisors, Inc. | 81 | $851 | 0.00% | +81 | New |
| Skopos Labs, Inc. | 104 | $1.09K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 128 | $1.34K | 0.00% | −133−51.0% | Reduced |
| Massmutual Trust Co FSB | 140 | $1.47K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 187 | $1.96K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 238 | $2.50K | 0.00% | +237+23,700.0% | Added |
| Versant Capital Management, Inc | 266 | $2.79K | 0.00% | +266 | New |
| Advisor Group Holdings, Inc. | 310 | $3.24K | 0.00% | +310 | New |
| Aster Capital Management (DIFC) Ltd | 394 | $4.14K | 0.00% | +394 | New |
| EverSource Wealth Advisors, LLC | 423 | $4.44K | 0.00% | +413+4,130.0% | Added |
| Russell Investments Group, Ltd. | 660 | $6.93K | 0.00% | +26+4.1% | Added |
| GAMMA Investing LLC | 680 | $7.14K | 0.00% | −26−3.7% | Reduced |
| CWM, LLC | 797 | $8.00K | 0.00% | +127+19.0% | Added |
| Amalgamated Bank | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,409 | $14.8K | 0.00% | +1,409 | New |
| Ameritas Investment Partners, Inc. | 1,500 | $15.8K | 0.00% | −827−35.5% | Reduced |
| Aquatic Capital Management LLC | 1,513 | $15.9K | 0.00% | +1,513 | New |
| California State Teachers Retirement System | 1,546 | $16.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,591 | $16.7K | 0.00% | +237+17.5% | Added |
| Legal & General Group Plc | 1,691 | $17.8K | 0.00% | −666−28.3% | Reduced |
| FMR LLC | 2,195 | $23.1K | 0.00% | −1,767−44.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,656 | $27.9K | 0.00% | −31−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,593 | $48.2K | 0.00% | −2,795−37.8% | Reduced |
| Citigroup Inc | 5,218 | $54.8K | 0.00% | −9,706−65.0% | Reduced |
| New York State Common Retirement Fund | 6,197 | $65.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 8,034 | $84.4K | 0.00% | −4,529−36.1% | Reduced |
| Wells Fargo & Company | 8,353 | $87.7K | 0.00% | −2,438−22.6% | Reduced |
| Investors Research Corp | 8,822 | $92.6K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,836 | $103.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 11,379 | $119.5K | 0.06% | +1,232+12.1% | Added |
| Prelude Capital Management, LLC | 12,500 | $131.3K | 0.01% | +12,500 | New |
| AQR Capital Management LLC | 12,779 | $134.2K | 0.00% | +12,779 | New |
| Prudential Financial Inc | 13,546 | $142.2K | 0.00% | +1,190+9.6% | Added |
| UBS Group AG | 13,732 | $144.2K | 0.00% | −9,424−40.7% | Reduced |
| MetLife Investment Management | 13,743 | $144.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,435 | $151.6K | 0.00% | −10,502−42.1% | Reduced |
| Quinn Opportunity Partners LLC | 15,000 | $157.5K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 15,149 | $159.1K | 0.04% | +15,149 | New |
| Oxford Asset Management LLP | 15,988 | $167.9K | 0.06% | +15,988 | New |
| GWM Advisors LLC | 19,179 | $201.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,000 | $210.0K | 0.00% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 21,780 | $228.7K | 0.07% | −1,463−6.3% | Reduced |
| Rhumbline Advisers | 24,393 | $256.1K | 0.00% | −6,431−20.9% | Reduced |
| Mackenzie Financial Corp | 26,372 | $276.9K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 27,649 | $290.3K | 0.00% | +4,576+19.8% | Added |
| Barclays PLC | 28,260 | $296.7K | 0.00% | +5,820+25.9% | Added |
| Occudo Quantitative Strategies LP | 28,724 | $301.6K | 0.03% | +28,724 | New |
| Susquehanna International Group, LLP | 28,747 | $301.8K | 0.00% | −23,365−44.8% | Reduced |
| Citadel Advisors LLC | 28,874 | $303.2K | 0.00% | +13,698+90.3% | Added |
| Renaissance Technologies LLC | 30,100 | $316.1K | 0.00% | +6,400+27.0% | Added |
| Nuveen, LLC | 31,970 | $335.7K | 0.00% | −16,920−34.6% | Reduced |
| State of Wisconsin Investment Board | 32,574 | $342.0K | 0.00% | +32,574 | New |
| Bank of America Corp | 33,113 | $347.7K | 0.00% | −4,765−12.6% | Reduced |
| Bank of New York Mellon Corp | 40,894 | $429.4K | 0.00% | −11,725−22.3% | Reduced |
| Tudor Investment Corp Et Al | 41,759 | $438.5K | 0.00% | +41,759 | New |
| Dimensional Fund Advisors LP | 43,167 | $453.3K | 0.00% | −166,912−79.5% | Reduced |
| Windsor Advisory Group, LLC | 43,341 | $455.1K | 0.65% | −25,000−36.6% | Reduced |
| HRT Financial LP | 44,039 | $462.0K | 0.00% | +44,039 | New |
| Alliancebernstein L.P. | 44,690 | $469.2K | 0.00% | +3,500+8.5% | Added |
| Goldman Sachs Group Inc | 48,404 | $508.2K | 0.00% | −19,956−29.2% | Reduced |
| Lazard Asset Management LLC | 49,859 | $523.0K | 0.00% | +49,041+5,995.2% | Added |
| DekaBank Deutsche Girozentrale | 55,000 | $551.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 53,121 | $558.0K | 0.01% | +53,121 | New |
| Verition Fund Management LLC | 53,535 | $562.1K | 0.00% | +36,055+206.3% | Added |
| Royal Bank of Canada | 56,064 | $589.0K | 0.00% | +55,195+6,351.6% | Added |
| Squarepoint Ops LLC | 56,648 | $594.8K | 0.00% | +56,648 | New |
| Raymond James Financial Inc | 59,500 | $624.8K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 65,106 | $683.6K | 0.10% | −37,000−36.2% | Reduced |
| Millennium Management LLC | 74,670 | $784.0K | 0.00% | −25,689−25.6% | Reduced |
| Jane Street Group, LLC | 82,095 | $862.0K | 0.00% | −4,449−5.1% | Reduced |
| Los Angeles Capital Management LLC | 82,142 | $862.5K | 0.00% | +47,470+136.9% | Added |
| JPMorgan Chase & Co | 112,574 | $1.11M | 0.00% | +11,996+11.9% | Added |
| Charles Schwab Investment Management Inc | 145,432 | $1.53M | 0.00% | −17,430−10.7% | Reduced |
| Morgan Stanley | 187,012 | $1.96M | 0.00% | +63,295+51.2% | Added |
| Northern Trust Corp | 208,996 | $2.19M | 0.00% | +12,901+6.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.31M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 411,941 | $4.33M | 0.00% | −34,310−7.7% | Reduced |
| State Street Corp | 462,777 | $4.86M | 0.00% | −22,786−4.7% | Reduced |
| Geode Capital Management, LLC | 539,195 | $5.66M | 0.00% | −67,970−11.2% | Reduced |
| Woodline Partners LP | 668,820 | $7.02M | 0.04% | +108,314+19.3% | Added |
| Arrowstreet Capital, Limited Partnership | 714,519 | $7.50M | 0.01% | +547,712+328.4% | Added |
| BlackRock, Inc. | 1,180,459 | $12.4M | 0.00% | −316,003−21.1% | Reduced |
| Blue Owl Capital Holdings LP | 1,641,929 | $17.2M | 5.56% | 00.0% | Unchanged |
| 40 North Management LLC | 6,115,000 | $64.2M | 3.29% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $704.4M | 14.00% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $897.4M | 100.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −268,903−100.0% | Sold out |