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 2025
Institutional positions in EverCommerce Inc. as of Dec 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
- 88
- −14 vs. Q3 2025
- Shares held
- 163.3M
- −2.80M (−1.7%) vs. Q3 2025
- Total value
- $1.98B
- +$128.7M (+7.0%) vs. Q3 2025
- New holders
- 7
- 18 more added
- Sold out
- 21
- 39 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q3 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 |
| JFS Wealth Advisors, LLC | 4 | $49 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $61 | 0.00% | −3−37.5% | Reduced |
| Sunbelt Securities, Inc. | 6 | $73 | 0.00% | −7−53.8% | Reduced |
| Essential Partners LLC | 9 | $109 | 0.00% | +6+200.0% | Added |
| True Wealth Design, LLC | 11 | $134 | 0.00% | −4−26.7% | Reduced |
| Farther Finance Advisors, LLC | 15 | $182 | 0.00% | −40−72.7% | Reduced |
| SBI Securities Co., Ltd. | 22 | $266 | 0.00% | −6−21.4% | Reduced |
| Rockefeller Capital Management L.P. | 29 | $351 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 31 | $375 | 0.00% | +31 | New |
| Nisa Investment Advisors, LLC | 35 | $424 | 0.00% | −203−85.3% | Reduced |
| Advisor Group Holdings, Inc. | 39 | $472 | 0.00% | −126−76.4% | Reduced |
| Bare Financial Services, Inc | 43 | $521 | 0.00% | +43 | New |
| Quarry LP | 45 | $545 | 0.00% | +45 | New |
| Rothschild Investment LLC | 50 | $606 | 0.00% | +10+25.0% | Added |
| Allworth Financial LP | 62 | $751 | 0.00% | +53+588.9% | Added |
| Sterling Capital Management LLC | 96 | $1.16K | 0.00% | +60+166.7% | Added |
| Aster Capital Management (DIFC) Ltd | 124 | $1.50K | 0.00% | −673−84.4% | Reduced |
| Signaturefd, LLC | 128 | $1.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $1.70K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 187 | $2.27K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 299 | $3.62K | 0.00% | +299 | New |
| Optiver Holding B.V. | 304 | $3.68K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 351 | $4.25K | 0.00% | −44−11.1% | Reduced |
| Versant Capital Management, Inc | 393 | $4.76K | 0.00% | −20−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 400 | $4.84K | 0.00% | +329+463.4% | Added |
| Royal Bank of Canada | 427 | $5.00K | 0.00% | −96,778−99.6% | Reduced |
| UBS Asset Management Americas Inc | 464 | $5.62K | 0.00% | +464 | New |
| Quadrant Capital Group LLC | 494 | $5.98K | 0.00% | −176−26.3% | Reduced |
| Amalgamated Bank | 462 | $6.00K | 0.00% | −385−45.5% | Reduced |
| GAMMA Investing LLC | 849 | $10.3K | 0.00% | +109+14.7% | Added |
| California State Teachers Retirement System | 905 | $11.0K | 0.00% | −10−1.1% | Reduced |
| CWM, LLC | 1,036 | $13.0K | 0.00% | −224−17.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,500 | $18.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,575 | $19.0K | 0.00% | −116−6.9% | Reduced |
| Russell Investments Group, Ltd. | 1,597 | $19.3K | 0.00% | −415−20.6% | Reduced |
| Citigroup Inc | 1,702 | $20.6K | 0.00% | +1,079+173.2% | Added |
| Federated Hermes, Inc. | 1,944 | $23.5K | 0.00% | −1,132−36.8% | Reduced |
| Quest Partners LLC | 3,550 | $43.0K | 0.00% | −24,232−87.2% | Reduced |
| BNP Paribas Arbitrage, SA | 4,437 | $53.7K | 0.00% | −10,888−71.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,593 | $55.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,672 | $56.6K | 0.00% | +1,642+54.2% | Added |
| FMR LLC | 5,163 | $62.5K | 0.00% | +2,609+102.2% | Added |
| JPMorgan Chase & Co | 6,180 | $74.8K | 0.00% | −75,114−92.4% | Reduced |
| New York State Common Retirement Fund | 6,197 | $75.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,816 | $82.5K | 0.00% | −79−1.1% | Reduced |
| State of Alaska, Department of Revenue | 8,523 | $103.0K | 0.00% | +305+3.7% | Added |
| Investors Research Corp | 8,822 | $106.8K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,836 | $119.1K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,614 | $128.5K | 0.00% | −6,324−37.3% | Reduced |
| MetLife Investment Management | 10,796 | $130.7K | 0.00% | −2,947−21.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,608 | $176.9K | 0.00% | +14,608 | New |
| Quinn Opportunity Partners LLC | 15,000 | $181.7K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 15,795 | $191.3K | 0.00% | −3,271−17.2% | Reduced |
| Wells Fargo & Company | 16,311 | $197.5K | 0.00% | +7,085+76.8% | Added |
| Gsa Capital Partners LLP | 17,636 | $214.0K | 0.02% | +17,636 | New |
| GWM Advisors LLC | 19,179 | $232.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,000 | $242.2K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 20,100 | $243.4K | 0.00% | −19,900−49.8% | Reduced |
| Rhumbline Advisers | 20,335 | $246.2K | 0.00% | −4,667−18.7% | Reduced |
| RIA Advisory Group LLC | 20,930 | $253.5K | 0.06% | −1,100−5.0% | Reduced |
| Quantinno Capital Management LP | 22,181 | $268.6K | 0.00% | +9,263+71.7% | Added |
| Barclays PLC | 22,854 | $276.8K | 0.00% | +1,101+5.1% | Added |
| American Century Companies Inc | 29,608 | $358.6K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 31,970 | $387.2K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 32,084 | $388.5K | 0.00% | +17,754+123.9% | Added |
| Alliancebernstein L.P. | 33,700 | $408.1K | 0.00% | −8,490−20.1% | Reduced |
| Bank of New York Mellon Corp | 35,147 | $425.6K | 0.00% | −2,306−6.2% | Reduced |
| Zacks Investment Management | 37,570 | $455.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 42,000 | $508.6K | 0.00% | −16,000−27.6% | Reduced |
| UBS Group AG | 42,897 | $519.5K | 0.00% | +35,063+447.6% | Added |
| DekaBank Deutsche Girozentrale | 55,000 | $552.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 51,877 | $628.2K | 0.02% | +27,224+110.4% | Added |
| Los Angeles Capital Management LLC | 66,317 | $749.4K | 0.00% | +34,979+111.6% | Added |
| Goldman Sachs Group Inc | 104,563 | $1.27M | 0.00% | +50,854+94.7% | Added |
| Morgan Stanley | 126,625 | $1.53M | 0.00% | −1,894−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 148,473 | $1.80M | 0.00% | −3,062−2.0% | Reduced |
| Northern Trust Corp | 187,653 | $2.27M | 0.00% | −10,607−5.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.66M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 394,053 | $4.77M | 0.00% | −2,442−0.6% | Reduced |
| State Street Corp | 420,496 | $5.09M | 0.00% | −2,184−0.5% | Reduced |
| Geode Capital Management, LLC | 538,528 | $6.52M | 0.00% | −30,165−5.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 637,051 | $7.71M | 0.00% | −77,468−10.8% | Reduced |
| BlackRock, Inc. | 1,073,098 | $13.0M | 0.00% | −40,433−3.6% | Reduced |
| 40 North Management LLC | 6,115,000 | $74.1M | 3.70% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $812.4M | 16.15% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $1.03B | 100.00% | 00.0% | Unchanged |
| Blue Owl Capital Holdings LP | 0 | $0 | 0.00% | −1,641,929−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −229,603−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −150,425−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −125,553−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −67,550−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −62,467−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −54,106−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −48,708−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −42,051−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −33,359−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −22,109−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,027−100.0% | Sold out |