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 2026
Institutional positions in EverCommerce Inc. as of Jun 30, 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
- 82
- −6 vs. Q1 2026
- Shares held
- 163.0M
- +327.3K (+0.2%) vs. Q1 2026
- Total value
- $1.64B
- −$219.6M (−11.8%) vs. Q1 2026
- New holders
- 8
- 23 more added
- Sold out
- 14
- 27 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding EverCommerce Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 4 | $41 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $50 | 0.00% | −6−54.5% | Reduced |
| Clearstead Advisors, LLC | 5 | $51 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 9 | $90 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 14 | $141 | 0.00% | +14 | New |
| Farther Finance Advisors, LLC | 17 | $171 | 0.00% | −20−54.1% | Reduced |
| US Bancorp | 20 | $201 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 24 | $241 | 0.00% | −199−89.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 31 | $312 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 33 | $332 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 35 | $352 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 38 | $382 | 0.00% | −14−26.9% | Reduced |
| Allworth Financial LP | 40 | $403 | 0.00% | −1,121−96.6% | Reduced |
| Advisor Group Holdings, Inc. | 52 | $522 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 73 | $734 | 0.00% | −23−24.0% | Reduced |
| Covestor Ltd | 55 | $1.00K | 0.00% | +42+323.1% | Added |
| Massmutual Trust Co FSB | 140 | $1.41K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 187 | $1.88K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 197 | $1.98K | 0.00% | −598−75.2% | Reduced |
| SRS Capital Advisors, Inc. | 302 | $3.04K | 0.00% | +94+45.2% | Added |
| Optiver Holding B.V. | 304 | $3.06K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 401 | $4.03K | 0.00% | −32−7.4% | Reduced |
| Versant Capital Management, Inc | 444 | $4.47K | 0.00% | −137−23.6% | Reduced |
| Legal & General Group Plc | 1,364 | $13.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,500 | $15.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,667 | $16.8K | 0.00% | −99−5.6% | Reduced |
| Group One Trading, L.P. | 1,777 | $17.9K | 0.00% | +1,777 | New |
| Royal Bank of Canada | 2,599 | $26.0K | 0.00% | +1,598+159.6% | Added |
| FMR LLC | 2,588 | $26.0K | 0.00% | −2,847−52.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,618 | $26.3K | 0.00% | +562+27.3% | Added |
| Barclays PLC | 3,073 | $30.9K | 0.00% | +359+13.2% | Added |
| UBS Asset Management Americas Inc | 3,722 | $37.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,375 | $44.0K | 0.00% | +2,898+196.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,593 | $46.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,123 | $51.5K | 0.00% | +1,975+62.7% | Added |
| Harbor Capital Advisors, Inc. | 5,979 | $60.0K | 0.00% | +1,529+34.4% | Added |
| New York State Common Retirement Fund | 6,197 | $62.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,591 | $66.3K | 0.00% | −395−5.7% | Reduced |
| JPMorgan Chase & Co | 6,896 | $66.8K | 0.00% | +31+0.5% | Added |
| Citigroup Inc | 6,695 | $67.4K | 0.00% | +5,693+568.2% | Added |
| Vanguard Global Advisers, LLC | 7,459 | $75.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,523 | $85.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8,822 | $88.7K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,403 | $104.7K | 0.00% | +10,403 | New |
| Price T Rowe Associates Inc | 10,523 | $106.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,707 | $107.7K | 0.00% | −3,257−23.3% | Reduced |
| Bank of America Corp | 12,386 | $124.6K | 0.00% | −35,462−74.1% | Reduced |
| Wells Fargo & Company | 13,224 | $133.0K | 0.00% | +7,727+140.6% | Added |
| Mercer Global Advisors Inc | 13,470 | $135.5K | 0.00% | −1,541−10.3% | Reduced |
| Millennium Management LLC | 13,759 | $138.4K | 0.00% | +13,759 | New |
| Deutsche Bank AG | 14,343 | $144.3K | 0.00% | +4,495+45.6% | Added |
| Quinn Opportunity Partners LLC | 15,000 | $150.9K | 0.01% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 17,015 | $171.2K | 0.04% | −590−3.4% | Reduced |
| Mirabella Financial Services LLP | 17,382 | $174.9K | 0.02% | +5,151+42.1% | Added |
| ExodusPoint Capital Management, LP | 18,015 | $181.2K | 0.00% | +18,015 | New |
| Rhumbline Advisers | 19,837 | $199.5K | 0.00% | −399−2.0% | Reduced |
| Engineers Gate Manager LP | 20,821 | $209.5K | 0.00% | +2,982+16.7% | Added |
| Goldman Sachs Group Inc | 21,099 | $212.3K | 0.00% | −16,310−43.6% | Reduced |
| Cornerstone Investment Partners, LLC | 22,953 | $230.9K | 0.01% | −1,103−4.6% | Reduced |
| Nuveen, LLC | 32,163 | $323.6K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 32,198 | $323.9K | 0.00% | −1,134−3.4% | Reduced |
| Zacks Investment Management | 37,570 | $378.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 40,000 | $402.4K | 0.00% | −2,000−4.8% | Reduced |
| State of Wisconsin Investment Board | 40,267 | $405.1K | 0.00% | +3,600+9.8% | Added |
| Alliancebernstein L.P. | 35,500 | $405.8K | 0.00% | −2,200−5.8% | Reduced |
| Quantinno Capital Management LP | 52,344 | $526.6K | 0.00% | +4,054+8.4% | Added |
| XTX Topco Ltd | 83,240 | $837.4K | 0.01% | +45,295+119.4% | Added |
| Morgan Stanley | 85,806 | $863.2K | 0.00% | −10,768−11.1% | Reduced |
| UBS Group AG | 95,132 | $957.0K | 0.00% | +72,093+312.9% | Added |
| Vanguard Portfolio Management LLC | 99,628 | $1.00M | 0.00% | +2,665+2.7% | Added |
| Vanguard Fiduciary Trust Co | 108,554 | $1.09M | 0.00% | +4,110+3.9% | Added |
| Charles Schwab Investment Management Inc | 143,462 | $1.44M | 0.00% | −1,619−1.1% | Reduced |
| Northern Trust Corp | 192,929 | $1.94M | 0.00% | +1,333+0.7% | Added |
| Vanguard Capital Management LLC | 201,197 | $2.02M | 0.00% | +5,537+2.8% | Added |
| CoreCap Advisors, LLC | 269,999 | $2.72M | 0.08% | +269,999 | New |
| State Street Corp | 414,128 | $4.17M | 0.00% | −3,188−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 430,302 | $4.33M | 0.00% | −52,452−10.9% | Reduced |
| Geode Capital Management, LLC | 567,904 | $5.71M | 0.00% | −3,879−0.7% | Reduced |
| BlackRock, Inc. | 1,066,029 | $10.7M | 0.00% | +33,983+3.3% | Added |
| 40 North Management LLC | 6,115,000 | $61.5M | 3.43% | 00.0% | Unchanged |
| Silver Lake Group, L.L.C. | 67,085,136 | $674.9M | 14.74% | 00.0% | Unchanged |
| PSG Equity L.L.C. | 85,464,516 | $859.8M | 100.00% | 00.0% | Unchanged |
| American Century Companies Inc | 0 | $0 | 0.00% | −27,731−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,302−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −10,173−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |