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EVCM — EVERCOMMERCE INC

Reported value held$45.94M
Funds holding (latest)34
SectorTechnology
Funds holding (Q2 2026)20
Institutional value$27.33M · 2.73M sh
New / Add / Cut / Exit2 / 6 / 10 / 1
Top-5 / Top-10 concentration88.4% / 97.5%
Institutional holdings change Accumulating +0.3% (+7.92K sh)
Institutional value change Down -11.7%

As of Q2 2026, 20 SEC-registered investment managers reported holding EVCM (EVERCOMMERCE INC) in their latest 13F filings, with a combined reported value of $27.33M across 2.73M shares. That is +0.3% by share count (+7.92K shares) versus the previous quarter, while reported value moved -11.7%. Ownership is concentrated: the five largest holders account for 88.4% of reported value and the top ten for 97.5%.

Compared with the prior quarter, 2 opened new positions, 6 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EVCM is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 1.07M $10.72M 0.00% Add
Fidelity International (FIL) history Q1 2024 661.30K $6.23M 0.01% Reduce
Geode Capital Management history Q2 2026 567.90K $5.71M 0.00% Reduce
Vanguard Group history Q4 2025 394.05K $4.77M 0.00% Reduce
Arrowstreet Capital history Q2 2026 430.30K $4.33M 0.00% Reduce
Janus Henderson Group history Q1 2025 268.90K $2.72M 0.00% Reduce
Wellington Management Group history Q3 2025 229.60K $2.56M 0.00% New
Northern Trust Corp history Q2 2026 192.93K $1.94M 0.00% Add
Charles Schwab Investment Management history Q2 2026 143.46K $1.44M 0.00% Reduce
UBS Group AG history Q2 2026 95.13K $957.03K 0.00% Add
Morgan Stanley history Q2 2026 85.81K $863.21K 0.00% Reduce
Marshall Wace history Q3 2025 67.55K $751.83K 0.00% New
D. E. Shaw & Co history Q4 2025 32.08K $388.54K 0.00% Add
Two Sigma Investments history Q3 2025 33.36K $371.29K 0.00% New
BNY Mellon history Q2 2026 32.20K $323.91K 0.00% Reduce
Renaissance Technologies history Q4 2025 20.10K $243.41K 0.00% Reduce
Goldman Sachs Group history Q2 2026 21.10K $212.26K 0.00% Reduce
Deutsche Bank AG history Q2 2026 14.34K $144.29K 0.00% Add
Prudential Financial history Q2 2025 13.55K $142.23K 0.00% Add
Millennium Management history Q2 2026 13.76K $138.42K 0.00% New

View all 34 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 1.49M 1.50M 1.50M 1.18M 1.11M 1.07M 1.03M 1.07M
Geode Capital Management 398.42K 440.64K 565.16K 540.15K 632.93K 671.51K 668.67K 655.55K 626.01K 647.09K 650.68K 651.64K 627.28K 619.90K 607.16K 539.20K 568.69K 538.53K 571.78K 567.90K
Arrowstreet Capital — — — — — — — 32.38K 20.32K — 53.61K 15.77K 72.23K 133.37K 166.81K 714.52K 714.52K 637.05K 482.75K 430.30K
Northern Trust Corp 156.25K 154.63K 239.03K 208.15K 218.43K 247.67K 237.39K 221.29K 207.85K 218.08K 212.25K 205.99K 191.33K 199.28K 196.09K 209.00K 198.26K 187.65K 191.60K 192.93K
Charles Schwab Investment Management 128.38K 130.19K 163.18K 146.27K 201.67K 205.13K 201.90K 202.26K 175.89K 174.95K 178.09K 175.96K 167.50K 168.59K 162.86K 145.43K 151.53K 148.47K 145.08K 143.46K
UBS Group AG 4.34K 9.11K 5.45K 279 2.71K 8.67K 4.99K 17.79K 3.39K 18.39K 24.30K 6.51K 10.08K 76.22K 23.16K 13.73K 7.83K 42.90K 23.04K 95.13K
Morgan Stanley 13.84K 6.32K 12.36K 56.73K 64.47K 50.25K 88.63K 99.10K 89.67K 109.37K 111.15K 109.84K 131.91K 118.44K 123.72K 187.01K 128.52K 126.62K 96.57K 85.81K
BNY Mellon 42.70K 47.27K 80.80K 78.39K 97.61K 210.13K 189.83K 181.53K 185.36K 165.39K 154.82K 164.42K 145.14K 52.62K 52.62K 40.89K 37.45K 35.15K 33.33K 32.20K
Goldman Sachs Group 1.21M 1.21M 1.35M 1.32M 1.14M 750.71K 52.25K 43.83K 39.67K 17.13K 19.04K 104.16K 69.98K 81.01K 68.36K 48.40K 53.71K 104.56K 37.41K 21.10K
Deutsche Bank AG 10.64K 11.19K 17.81K 11.50K 9.89K 10.05K 45.83K 10.75K 10.63K 10.37K 10.64K 399 399 4.07K 9.84K 9.84K 9.84K 9.84K 9.85K 14.34K
Millennium Management 13.87K 133.05K 440.51K 489.33K — — — 100.92K 197.10K 46.69K 41.81K 323.36K 39.31K 11.53K 100.36K 74.67K 22.03K — — 13.76K
Wells Fargo & Co 791 9.52K 6.57K 325 144 20 4.32K 9.60K 5.41K 6.28K 7.24K 7.52K 7.45K 10.55K 10.79K 8.35K 9.23K 16.31K 5.50K 13.22K
Bank of America Corp 1.60K 46.34K 7.17K 8.35K 14.17K 79.01K 87.75K 60.00K 55.17K 44.42K 29.40K 44.56K 39.47K 44.82K 37.88K 33.11K 19.07K 15.79K 47.85K 12.39K
AQR Capital Management — — — — 111.56K 447.83K 314.88K 136.32K 168.98K 71.40K 11.24K 55.62K 56.16K — — 12.78K 16.94K 10.61K 13.96K 10.71K
Citigroup Inc 3.61K 4.25K 1.13K 2.52K 1.09K 888 9.57K 7.06K 118 3.33K 3.98K 4.68K 16.28K 16.73K 14.92K 5.22K 623 1.70K 1.00K 6.70K
JPMorgan Chase & Co 6.37K 97.20K 56.55K 237.88K 215.53K 223.46K 160.92K 46.25K 39.61K 31.42K 17.85K 39.13K 102.27K 152.01K 100.58K 112.57K 81.29K 6.18K — 6.90K
Fidelity Management & Research (FMR) 470.20K 418.60K 270 271 778 999 1.41K 1.42K 1.35K 1.45K 1.62K 2.19K 2.50K 2.64K 3.96K 2.19K 2.55K 5.16K 5.43K 2.59K
Legal & General Investment Management America 1.63K 1.63K 2.94K 8.71K 9.76K 9.76K 10.90K 2.86K 2.49K 2.49K 2.49K 2.36K 2.36K 2.36K 2.36K 1.69K 1.69K 1.57K 1.36K 1.36K
PNC Financial Services — 70 — — — 45 45 59 45 61 34 233 242 48 28 21 71 400 433 401
T. Rowe Price Associates — — — — — — — — — — — — — — — — — — 10.52K 10.52K

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