EVCM — EVERCOMMERCE INC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- Millennium Management 13.76K sh · $138.42K
- JPMorgan Chase & Co 6.90K sh · $66.82K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 10.30K sh · $117.73K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details