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 2026
Institutional positions in EverCommerce Inc. as of Mar 31, 2026. 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
- 90
- +3 vs. Q4 2025
- Shares held
- 162.7M
- −197.7K (−0.1%) vs. Q4 2025
- Total value
- $1.86B
- −$112.8M (−5.7%) vs. Q4 2025
- New holders
- 18
- 24 more added
- Sold out
- 15
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $46 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5 | $57 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 6 | $69 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $115 | 0.00% | −1−9.1% | Reduced |
| Essential Partners LLC | 11 | $126 | 0.00% | +2+22.2% | Added |
| Advisory Services Network, LLC | 14 | $160 | 0.00% | +14 | New |
| Root Financial Partners, LLC | 14 | $160 | 0.00% | +14 | New |
| US Bancorp | 20 | $229 | 0.00% | +20 | New |
| Pinnacle Wealth Planning Services, Inc. | 31 | $354 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 33 | $377 | 0.00% | +11+50.0% | Added |
| Nisa Investment Advisors, LLC | 35 | $400 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 37 | $426 | 0.00% | +22+146.7% | Added |
| Bare Financial Services, Inc | 43 | $491 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 50 | $572 | 0.00% | −19,950−99.8% | Reduced |
| Rothschild Investment LLC | 52 | $594 | 0.00% | +2+4.0% | Added |
| Advisor Group Holdings, Inc. | 52 | $594 | 0.00% | +13+33.3% | Added |
| Aster Capital Management (DIFC) Ltd | 96 | $968 | 0.00% | −28−22.6% | Reduced |
| Sterling Capital Management LLC | 96 | $1.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $1.60K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 187 | $2.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 208 | $2.38K | 0.00% | +208 | New |
| EverSource Wealth Advisors, LLC | 223 | $2.55K | 0.00% | −128−36.5% | Reduced |
| Huntington National Bank | 299 | $3.42K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 304 | $3.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 360 | $4.12K | 0.00% | +232+181.3% | Added |
| The PNC Financial Services Group, Inc. | 433 | $4.95K | 0.00% | +33+8.3% | Added |
| Quadrant Capital Group LLC | 494 | $5.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 581 | $6.64K | 0.00% | +188+47.8% | Added |
| California State Teachers Retirement System | 795 | $9.09K | 0.00% | −110−12.2% | Reduced |
| Royal Bank of Canada | 1,001 | $11.0K | 0.00% | +574+134.4% | Added |
| Citigroup Inc | 1,002 | $11.5K | 0.00% | −700−41.1% | Reduced |
| CWM, LLC | 1,073 | $12.3K | 0.00% | +37+3.6% | Added |
| Allworth Financial LP | 1,161 | $13.3K | 0.00% | +1,099+1,772.6% | Added |
| Legal & General Group Plc | 1,364 | $15.6K | 0.00% | −211−13.4% | Reduced |
| Russell Investments Group, Ltd. | 1,477 | $16.9K | 0.00% | −120−7.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,500 | $17.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,766 | $20.2K | 0.00% | +917+108.0% | Added |
| Tower Research Capital LLC (TRC) | 2,056 | $23.5K | 0.00% | −2,616−56.0% | Reduced |
| Barclays PLC | 2,714 | $31.0K | 0.00% | −20,140−88.1% | Reduced |
| BNP Paribas Arbitrage, SA | 3,148 | $36.0K | 0.00% | −1,289−29.1% | Reduced |
| Aquatic Capital Management LLC | 3,527 | $40.3K | 0.00% | +3,527 | New |
| UBS Asset Management Americas Inc | 3,722 | $42.5K | 0.00% | +3,258+702.2% | Added |
| Harbor Capital Advisors, Inc. | 4,450 | $51.0K | 0.00% | +4,450 | New |
| Police & Firemen's Retirement System of New Jersey | 4,593 | $52.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,435 | $62.1K | 0.00% | +272+5.3% | Added |
| Wells Fargo & Company | 5,497 | $62.8K | 0.00% | −10,814−66.3% | Reduced |
| New York State Common Retirement Fund | 6,197 | $70.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,986 | $79.8K | 0.00% | +170+2.5% | Added |
| JPMorgan Chase & Co | 6,865 | $80.9K | 0.00% | +685+11.1% | Added |
| Vanguard Global Advisers, LLC | 7,459 | $85.3K | 0.00% | +7,459 | New |
| State of Alaska, Department of Revenue | 8,523 | $97.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8,822 | $100.8K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,848 | $112.6K | 0.00% | +12+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 10,173 | $116.3K | 0.00% | −4,435−30.4% | Reduced |
| Mariner, LLC | 10,302 | $117.8K | 0.00% | +10,302 | New |
| Price T Rowe Associates Inc | 10,523 | $121.0K | 0.00% | +10,523 | New |
| Mirabella Financial Services LLP | 12,231 | $139.8K | 0.01% | +12,231 | New |
| AQR Capital Management LLC | 13,964 | $159.6K | 0.00% | +3,350+31.6% | Added |
| Quinn Opportunity Partners LLC | 15,000 | $171.4K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 15,011 | $171.6K | 0.00% | +15,011 | New |
| RIA Advisory Group LLC | 17,605 | $201.2K | 0.05% | −3,325−15.9% | Reduced |
| Engineers Gate Manager LP | 17,839 | $203.9K | 0.00% | +17,839 | New |
| Rhumbline Advisers | 20,236 | $231.3K | 0.00% | −99−0.5% | Reduced |
| UBS Group AG | 23,039 | $263.3K | 0.00% | −19,858−46.3% | Reduced |
| Cornerstone Investment Partners, LLC | 24,056 | $275.0K | 0.01% | +24,056 | New |
| American Century Companies Inc | 27,731 | $317.0K | 0.00% | −1,877−6.3% | Reduced |
| Nuveen, LLC | 32,163 | $367.6K | 0.00% | +193+0.6% | Added |
| Bank of New York Mellon Corp | 33,332 | $381.0K | 0.00% | −1,815−5.2% | Reduced |
| State of Wisconsin Investment Board | 36,667 | $419.1K | 0.00% | +36,667 | New |
| Goldman Sachs Group Inc | 37,409 | $427.6K | 0.00% | −67,154−64.2% | Reduced |
| Zacks Investment Management | 37,570 | $429.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 37,945 | $433.7K | 0.01% | −13,932−26.9% | Reduced |
| Alliancebernstein L.P. | 37,700 | $456.5K | 0.00% | +4,000+11.9% | Added |
| Raymond James Financial Inc | 42,000 | $480.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 47,848 | $546.9K | 0.00% | +32,053+202.9% | Added |
| Quantinno Capital Management LP | 48,290 | $552.0K | 0.00% | +26,109+117.7% | Added |
| Morgan Stanley | 96,574 | $1.10M | 0.00% | −30,051−23.7% | Reduced |
| Vanguard Portfolio Management LLC | 96,963 | $1.11M | 0.00% | +96,963 | New |
| Vanguard Fiduciary Trust Co | 104,444 | $1.19M | 0.00% | +104,444 | New |
| Charles Schwab Investment Management Inc | 145,081 | $1.66M | 0.00% | −3,392−2.3% | Reduced |
| Northern Trust Corp | 191,596 | $2.19M | 0.00% | +3,943+2.1% | Added |
| Vanguard Capital Management LLC | 195,660 | $2.24M | 0.00% | +195,660 | New |
| State Street Corp | 417,316 | $4.77M | 0.00% | −3,180−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 482,754 | $5.52M | 0.00% | −154,297−24.2% | Reduced |
| Geode Capital Management, LLC | 571,783 | $6.54M | 0.00% | +33,255+6.2% | Added |
| BlackRock, Inc. | 1,032,046 | $11.8M | 0.00% | −41,052−3.8% | Reduced |
| 40 North Management LLC | 6,115,000 | $69.9M | 4.11% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $766.8M | 20.84% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $976.9M | 100.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −219,700−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −66,317−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −32,084−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −19,179−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,636−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −10,796−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |