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EVCM — EVERCOMMERCE INC · All Fund Holders
Funds holding (latest): 34 · Reported value held: $45.94M
| 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 |
| Wells Fargo & Co history | Q2 2026 | 13.22K | $133.03K | 0.00% | Add |
| Balyasny Asset Management history | Q2 2024 | 11.98K | $131.56K | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 12.39K | $124.60K | 0.00% | Reduce |
| Citadel Advisors history | Q1 2026 | 10.30K | $117.73K | 0.00% | Reduce |
| Manulife Financial history | Q1 2025 | 10.93K | $110.12K | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 10.71K | $107.71K | 0.00% | Reduce |
| Invesco Ltd history | Q4 2022 | 10.04K | $74.67K | 0.00% | Reduce |
| Citigroup Inc history | Q2 2026 | 6.70K | $67.35K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 6.90K | $66.82K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.59K | $26.04K | 0.00% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 1.36K | $13.72K | 0.00% | Hold |
| PNC Financial Services history | Q2 2026 | 401 | $4.03K | 0.00% | Reduce |
| Lazard Asset Management history | Q2 2025 | 49.86K | $523 | 0.00% | Add |
| T. Rowe Price Associates history | Q2 2026 | 10.52K | $106 | 0.00% | Hold |