EverCommerce Inc. - EVCM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PSG Equity L.L.C. | History | No change | 85,464,516 | 1,034,975 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Silver Lake Group, L.L.C. | History | No change | 67,085,136 | 812,400 | 16.15% | 14.54% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Standard Investments LLC | History | No change | 6,115,000 | 74,052 | 3.7% | 63.42% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 1,073,098 | 12,995 | 0.0% | 0.0% | 4 | -40,433 | -3.63% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 637,051 | 7,714 | 0.0% | 0.01% | 5 | -77,468 | -10.84% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 538,528 | 6,523 | 0.0% | 0.0% | 6 | -30,165 | -5.3% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 420,496 | 5,092 | 0.0% | 0.0% | 7 | -2,184 | -0.52% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 394,053 | 4,771 | 0.0% | 0.0% | 8 | -2,442 | -0.62% | Q4 2025 | Jan 29, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 219,700 | 2,660 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 187,653 | 2,272 | 0.0% | 0.0% | 10 | -10,607 | -5.35% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 148,473 | 1,798 | 0.0% | 0.0% | 11 | -3,062 | -2.02% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 126,625 | 1,533 | 0.0% | 0.0% | 12 | -1,894 | -1.47% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 104,563 | 1,266 | 0.0% | 0.0% | 13 | +50,854 | 94.68% | Q4 2025 | Mar 25, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 66,317 | 749 | 0.0% | 0.0% | 14 | +34,979 | 111.62% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 51,877 | 628 | 0.02% | 0.01% | 15 | +27,224 | 110.43% | Q4 2025 | Feb 17, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 55,000 | 552 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 42,897 | 519 | 0.0% | 0.0% | 17 | +35,063 | 447.57% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 42,000 | 508 | 0.0% | 0.0% | 18 | -16,000 | -27.59% | Q4 2025 | Feb 18, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 37,570 | 454 | 0.0% | — | 19 | +37,570 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 35,147 | 425 | 0.0% | 0.0% | 20 | -2,306 | -6.16% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 33,700 | 408 | 0.0% | 0.0% | 21 | -8,490 | -20.12% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 32,084 | 388 | 0.0% | 0.0% | 22 | +17,754 | 123.89% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 31,970 | 387 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 29,608 | 358 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 26,100 | 316 | 0.0% | — | 25 | +26,100 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 22,854 | 276 | 0.0% | 0.0% | 26 | +1,101 | 5.06% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,181 | 268 | 0.0% | 0.0% | 27 | +9,263 | 71.71% | Q4 2025 | Feb 17, 2026 |
| RIA Advisory Group LLC | History | Reduced | 20,930 | 253 | 0.06% | 0.06% | 28 | -1,100 | -4.99% | Q4 2025 | Feb 02, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,335 | 246 | 0.0% | 0.0% | 29 | -4,667 | -18.67% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 20,100 | 243 | 0.0% | 0.0% | 30 | -19,900 | -49.75% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 20,000 | 242 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 19,179 | 232 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 17,636 | 214 | 0.02% | — | 33 | +17,636 | New | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,100 | 207 | 0.0% | — | 34 | +17,100 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,311 | 197 | 0.0% | 0.0% | 35 | +7,085 | 76.79% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 15,795 | 191 | 0.0% | 0.0% | 36 | -3,271 | -17.16% | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 15,000 | 181 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 14,608 | 176 | 0.0% | — | 38 | +14,608 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,700 | 153 | 0.0% | 0.0% | 39 | -49,767 | -79.67% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 10,796 | 130 | 0.0% | 0.0% | 40 | -2,947 | -21.44% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,614 | 128 | 0.0% | 0.0% | 41 | -6,324 | -37.34% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,836 | 119 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | No change | 8,822 | 106 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 8,523 | 103 | 0.0% | 0.0% | 44 | +305 | 3.71% | Q4 2025 | Jan 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,816 | 82 | 0.0% | 0.0% | 45 | -79 | -1.15% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,197 | 75 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,180 | 74 | 0.0% | 0.0% | 47 | -75,114 | -92.4% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 5,163 | 62 | 0.0% | 0.0% | 48 | +2,609 | 102.15% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,672 | 56 | 0.0% | 0.0% | 49 | +1,642 | 54.19% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,593 | 55 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,437 | 53 | 0.0% | 0.0% | 51 | -10,888 | -71.05% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Reduced | 3,550 | 42 | 0.0% | 0.02% | 52 | -24,232 | -87.22% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,944 | 23 | 0.0% | 0.0% | 53 | -1,132 | -36.8% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 1,702 | 20 | 0.0% | 0.0% | 54 | +1,079 | 173.19% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,597 | 19 | 0.0% | 0.0% | 56 | -415 | -20.63% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 1,575 | 19 | 0.0% | 0.0% | 55 | -116 | -6.86% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,500 | 18 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 1,036 | 13 | 0.0% | 0.0% | 58 | -224 | -17.78% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 849 | 10 | 0.0% | 0.0% | 60 | +109 | 14.73% | Q4 2025 | Jan 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 905 | 10 | 0.0% | 0.0% | 59 | -10 | -1.09% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 462 | 6 | 0.0% | 0.0% | 61 | -385 | -45.45% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 464 | 5 | 0.0% | — | 62 | +464 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 427 | 5 | 0.0% | — | 63 | +427 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 494 | 5 | 0.0% | 0.0% | 64 | -176 | -26.27% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 400 | 4 | 0.0% | — | 65 | +329 | 463.38% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 351 | 4 | 0.0% | 0.0% | 66 | -44 | -11.14% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 393 | 4 | 0.0% | 0.0% | 67 | -20 | -4.84% | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 299 | 3 | 0.0% | — | 68 | +299 | New | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | No change | 304 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 187 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 124 | 1 | 0.0% | 0.0% | 74 | -673 | -84.44% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 96 | 1 | 0.0% | — | 72 | +60 | 166.67% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 140 | 1 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 128 | 1 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Owl Capital Holdings LP | History | Closed out | 0 | 0 | — | 5.67% | — | -1,641,929 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -229,603 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -150,425 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 6.49% | — | -125,553 | -100.0% | Q3 2025 | Dec 09, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -67,550 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -54,106 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,708 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -42,051 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,359 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,109 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,027 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Windsor Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -21,641 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -18,252 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,574 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,223 | -100.0% | Q3 2025 | Oct 23, 2025 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -10,929 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -413 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -203 | -85.29% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39 | 0 | — | 0.0% | — | -126 | -76.36% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 62 | 0 | — | — | — | +62 | New | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bare Financial Services, Inc | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 15 | 0 | — | — | — | -40 | -72.73% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 50 | 0 | — | — | — | +10 | 25.0% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 6 | 0 | — | — | — | -7 | -53.85% | Q4 2025 | Feb 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 22 | 0 | — | — | — | -6 | -21.43% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | Reduced | 11 | 0 | — | — | — | -4 | -26.67% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 18, 2025 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Avion Wealth | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |