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, Q3 2025
Institutional positions in EverCommerce Inc. as of Sep 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
- 104
- +5 vs. Q2 2025
- Shares held
- 166.1M
- −618.1K (−0.4%) vs. Q2 2025
- Total value
- $1.85B
- +$98.2M (+5.6%) vs. Q2 2025
- New holders
- 19
- 27 more added
- Sold out
- 14
- 26 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q2 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% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3 | $33 | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $33 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 4 | $45 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | $89 | 0.00% | +8 | Added |
| Allworth Financial LP | 9 | $101 | 0.00% | +7+350.0% | Added |
| Sunbelt Securities, Inc. | 13 | $145 | 0.00% | +13 | New |
| True Wealth Design, LLC | 15 | $167 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 28 | $312 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29 | $323 | 0.00% | +29 | New |
| US Bancorp | 31 | $345 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 36 | $401 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $445 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $501 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $612 | 0.00% | +15+37.5% | Added |
| The PNC Financial Services Group, Inc. | 71 | $790 | 0.00% | +50+238.1% | Added |
| Signaturefd, LLC | 128 | $1.43K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $1.56K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 165 | $1.84K | 0.00% | −145−46.8% | Reduced |
| 1620 Investment Advisors, Inc. | 187 | $2.08K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 238 | $2.65K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 304 | $3.38K | 0.00% | +304 | New |
| EverSource Wealth Advisors, LLC | 395 | $4.40K | 0.00% | −28−6.6% | Reduced |
| Versant Capital Management, Inc | 413 | $4.60K | 0.00% | +147+55.3% | Added |
| SRS Capital Advisors, Inc. | 413 | $4.60K | 0.00% | +332+409.9% | Added |
| Citigroup Inc | 623 | $6.93K | 0.00% | −4,595−88.1% | Reduced |
| Quadrant Capital Group LLC | 670 | $7.46K | 0.00% | +670 | New |
| GAMMA Investing LLC | 740 | $8.24K | 0.00% | +60+8.8% | Added |
| Aster Capital Management (DIFC) Ltd | 797 | $8.87K | 0.00% | +403+102.3% | Added |
| Amalgamated Bank | 847 | $9.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 915 | $10.2K | 0.00% | −631−40.8% | Reduced |
| CWM, LLC | 1,260 | $14.0K | 0.00% | +463+58.1% | Added |
| Ameritas Investment Partners, Inc. | 1,500 | $16.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,691 | $18.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,012 | $22.4K | 0.00% | +1,352+204.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,211 | $24.6K | 0.00% | +2,211 | New |
| FMR LLC | 2,554 | $28.4K | 0.00% | +359+16.4% | Added |
| Tower Research Capital LLC (TRC) | 3,030 | $33.7K | 0.00% | +374+14.1% | Added |
| Federated Hermes, Inc. | 3,076 | $34.2K | 0.00% | +1,667+118.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,593 | $51.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,197 | $69.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,895 | $76.7K | 0.00% | −1,139−14.2% | Reduced |
| UBS Group AG | 7,834 | $87.2K | 0.00% | −5,898−43.0% | Reduced |
| State of Alaska, Department of Revenue | 8,218 | $91.0K | 0.00% | +8,218 | New |
| Investors Research Corp | 8,822 | $98.2K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,226 | $102.7K | 0.00% | +873+10.5% | Added |
| Deutsche Bank AG | 9,836 | $109.5K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 10,929 | $121.6K | 0.05% | +10,929 | New |
| Quantinno Capital Management LP | 12,918 | $143.8K | 0.00% | +12,918 | New |
| MetLife Investment Management | 13,743 | $153.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 14,156 | $157.6K | 0.00% | +14,156 | New |
| D. E. Shaw & Co., Inc. | 14,330 | $159.5K | 0.00% | +14,330 | New |
| Quinn Opportunity Partners LLC | 15,000 | $166.9K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 15,223 | $169.0K | 0.00% | +15,223 | New |
| BNP Paribas Arbitrage, SA | 15,325 | $170.6K | 0.00% | +13,734+863.2% | Added |
| Mariner, LLC | 16,574 | $184.5K | 0.00% | +2,139+14.8% | Added |
| AQR Capital Management LLC | 16,938 | $188.5K | 0.00% | +4,159+32.5% | Added |
| Occudo Quantitative Strategies LP | 18,252 | $203.1K | 0.02% | −10,472−36.5% | Reduced |
| Bank of America Corp | 19,066 | $212.2K | 0.00% | −14,047−42.4% | Reduced |
| GWM Advisors LLC | 19,179 | $213.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,000 | $222.6K | 0.00% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 21,641 | $240.9K | 0.21% | −21,700−50.1% | Reduced |
| Barclays PLC | 21,753 | $242.1K | 0.00% | −6,507−23.0% | Reduced |
| Millennium Management LLC | 22,027 | $245.2K | 0.00% | −52,643−70.5% | Reduced |
| RIA Advisory Group LLC | 22,030 | $245.2K | 0.06% | +250+1.1% | Added |
| Verition Fund Management LLC | 22,109 | $246.1K | 0.00% | −31,426−58.7% | Reduced |
| XTX Topco Ltd | 24,653 | $274.4K | 0.01% | +24,653 | New |
| Rhumbline Advisers | 25,002 | $278.3K | 0.00% | +609+2.5% | Added |
| Quest Partners LLC | 27,782 | $309.2K | 0.02% | +27,782 | New |
| American Century Companies Inc | 29,608 | $329.5K | 0.00% | +1,959+7.1% | Added |
| Los Angeles Capital Management LLC | 31,338 | $348.8K | 0.00% | −50,804−61.8% | Reduced |
| Nuveen, LLC | 31,970 | $355.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 33,359 | $371.3K | 0.00% | +33,359 | New |
| Bank of New York Mellon Corp | 37,453 | $416.9K | 0.00% | −3,441−8.4% | Reduced |
| Zacks Investment Management | 37,570 | $418.2K | 0.00% | +37,570 | New |
| Renaissance Technologies LLC | 40,000 | $445.2K | 0.00% | +9,900+32.9% | Added |
| Inceptionr LLC | 42,051 | $468.0K | 0.11% | +26,902+177.6% | Added |
| Alliancebernstein L.P. | 42,190 | $469.6K | 0.00% | −2,500−5.6% | Reduced |
| Squarepoint Ops LLC | 48,708 | $542.1K | 0.00% | −7,940−14.0% | Reduced |
| DekaBank Deutsche Girozentrale | 55,000 | $546.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 53,709 | $597.8K | 0.00% | +5,305+11.0% | Added |
| Mayflower Financial Advisors, LLC | 54,106 | $602.2K | 0.08% | −11,000−16.9% | Reduced |
| Raymond James Financial Inc | 58,000 | $645.5K | 0.00% | −1,500−2.5% | Reduced |
| Jane Street Group, LLC | 62,467 | $695.3K | 0.00% | −19,628−23.9% | Reduced |
| Marshall Wace, LLP | 67,550 | $751.8K | 0.00% | +67,550 | New |
| JPMorgan Chase & Co | 81,294 | $904.8K | 0.00% | −31,280−27.8% | Reduced |
| Royal Bank of Canada | 97,205 | $1.08M | 0.00% | +41,141+73.4% | Added |
| Tudor Investment Corp Et Al | 125,553 | $1.40M | 0.01% | +83,794+200.7% | Added |
| Morgan Stanley | 128,519 | $1.43M | 0.00% | −58,493−31.3% | Reduced |
| Woodline Partners LP | 150,425 | $1.67M | 0.01% | −518,395−77.5% | Reduced |
| Charles Schwab Investment Management Inc | 151,535 | $1.69M | 0.00% | +6,103+4.2% | Added |
| Northern Trust Corp | 198,260 | $2.21M | 0.00% | −10,736−5.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.45M | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 229,603 | $2.56M | 0.00% | +229,603 | New |
| Vanguard Group Inc | 396,495 | $4.41M | 0.00% | −15,446−3.7% | Reduced |
| State Street Corp | 422,680 | $4.70M | 0.00% | −40,097−8.7% | Reduced |
| Geode Capital Management, LLC | 568,693 | $6.33M | 0.00% | +29,498+5.5% | Added |
| Arrowstreet Capital, Limited Partnership | 714,519 | $7.95M | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,113,531 | $12.4M | 0.00% | −66,928−5.7% | Reduced |