EverCommerce Inc. - EVCM
Detailed investor-level table based on 13F positions.
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 | 976,859 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Silver Lake Group, L.L.C. | History | No change | 67,085,136 | 766,783 | 20.84% | 16.15% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Standard Investments LLC | History | No change | 6,115,000 | 69,894 | 3.82% | 3.7% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,032,046 | 11,796 | 0.0% | 0.0% | 4 | -41,052 | -3.83% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 571,783 | 6,536 | 0.0% | 0.0% | 5 | +33,255 | 6.18% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 482,754 | 5,517 | 0.0% | 0.0% | 6 | -154,297 | -24.22% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 394,053 | 4,771 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 417,316 | 4,769 | 0.0% | 0.0% | 8 | -3,180 | -0.76% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 195,660 | 2,236 | 0.0% | — | 9 | +195,660 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 191,596 | 2,189 | 0.0% | 0.0% | 10 | +3,943 | 2.1% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 145,081 | 1,658 | 0.0% | 0.0% | 11 | -3,392 | -2.28% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 104,444 | 1,193 | 0.0% | — | 12 | +104,444 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 96,963 | 1,108 | 0.0% | — | 13 | +96,963 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 96,574 | 1,103 | 0.0% | 0.0% | 14 | -30,051 | -23.73% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,290 | 551 | 0.0% | 0.0% | 15 | +26,109 | 117.71% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 47,848 | 546 | 0.0% | 0.0% | 16 | +32,053 | 202.93% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 42,000 | 480 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 37,700 | 456 | 0.0% | 0.0% | 18 | +4,000 | 11.87% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 37,945 | 433 | 0.01% | 0.02% | 19 | -13,932 | -26.86% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 37,570 | 429 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 37,409 | 427 | 0.0% | 0.0% | 21 | -67,154 | -64.22% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 36,667 | 419 | 0.0% | — | 22 | +36,667 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 33,332 | 380 | 0.0% | 0.0% | 23 | -1,815 | -5.16% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 32,163 | 367 | 0.0% | 0.0% | 24 | +193 | 0.6% | Q1 2026 | Apr 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 27,731 | 316 | 0.0% | 0.0% | 25 | -1,877 | -6.34% | Q1 2026 | May 15, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 24,056 | 274 | 0.01% | — | 26 | +24,056 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 23,039 | 263 | 0.0% | 0.0% | 27 | -19,858 | -46.29% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,236 | 231 | 0.0% | 0.0% | 28 | -99 | -0.49% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | New | 17,839 | 203 | 0.0% | — | 29 | +17,839 | New | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Reduced | 17,605 | 201 | 0.05% | 0.06% | 30 | -3,325 | -15.89% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,011 | 171 | 0.0% | — | 32 | +15,011 | New | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 15,000 | 171 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,964 | 159 | 0.0% | 0.0% | 33 | +3,350 | 31.56% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 12,231 | 139 | 0.01% | — | 34 | +12,231 | New | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 10,523 | 121 | 0.0% | — | 35 | +10,523 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 10,302 | 117 | 0.0% | — | 37 | +10,302 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,300 | 117 | 0.0% | 0.0% | 36 | -6,800 | -39.77% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,173 | 116 | 0.0% | 0.0% | 38 | -4,435 | -30.36% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,848 | 112 | 0.0% | 0.0% | 39 | +12 | 0.12% | Q1 2026 | May 06, 2026 |
| Investors Research Corp | History | No change | 8,822 | 100 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| State of Alaska, Department of Revenue | History | No change | 8,523 | 97 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,459 | 85 | 0.0% | — | 42 | +7,459 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,865 | 80 | 0.0% | 0.0% | 43 | +685 | 11.08% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,986 | 79 | 0.0% | 0.0% | 44 | +170 | 2.49% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,197 | 70 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,497 | 62 | 0.0% | 0.0% | 46 | -10,814 | -66.3% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 5,435 | 62 | 0.0% | 0.0% | 47 | +272 | 5.27% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,593 | 52 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 4,450 | 51 | 0.0% | — | 49 | +4,450 | New | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,722 | 42 | 0.0% | 0.0% | 50 | +3,258 | 702.16% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 3,550 | 42 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | New | 3,527 | 40 | 0.0% | — | 52 | +3,527 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,148 | 35 | 0.0% | 0.0% | 53 | -1,289 | -29.05% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 2,714 | 31 | 0.0% | 0.0% | 54 | -20,140 | -88.12% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,056 | 23 | 0.0% | 0.0% | 55 | -2,616 | -55.99% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,766 | 20 | 0.0% | 0.0% | 56 | +917 | 108.01% | Q1 2026 | Apr 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,500 | 17 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,477 | 16 | 0.0% | 0.0% | 58 | -120 | -7.51% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 1,364 | 15 | 0.0% | 0.0% | 59 | -211 | -13.4% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 1,161 | 13 | 0.0% | — | 60 | +1,099 | 1772.58% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 1,073 | 12 | 0.0% | 0.0% | 61 | +37 | 3.57% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 1,002 | 11 | 0.0% | 0.0% | 62 | -700 | -41.13% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,001 | 11 | 0.0% | 0.0% | 63 | +574 | 134.43% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 795 | 9 | 0.0% | 0.0% | 64 | -110 | -12.15% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 581 | 6 | 0.0% | 0.0% | 65 | +188 | 47.84% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 494 | 5 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 360 | 4 | 0.0% | 0.0% | 68 | +232 | 181.25% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 433 | 4 | 0.0% | 0.0% | 67 | +33 | 8.25% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 299 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | No change | 304 | 3 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 208 | 2 | 0.0% | — | 73 | +208 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 223 | 2 | 0.0% | 0.0% | 71 | -128 | -36.47% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 187 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 140 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sterling Capital Management LLC | History | No change | 96 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.01% | — | -219,700 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66,317 | -100.0% | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -55,000 | -100.0% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,084 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,100 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 50 | 0 | — | 0.0% | — | -19,950 | -99.75% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,179 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -17,636 | -100.0% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,700 | -100.0% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,796 | -100.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,944 | -100.0% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -462 | -100.0% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q1 2026 | May 01, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 96 | 0 | — | 0.0% | — | -28 | -22.58% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37 | 0 | — | — | — | +22 | 146.67% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 52 | 0 | — | — | — | +13 | 33.33% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 33 | 0 | — | — | — | +11 | 50.0% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 52 | 0 | — | — | — | +2 | 4.0% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q1 2026 | May 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 10 | 0 | — | — | — | -1 | -9.09% | Q1 2026 | Apr 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bare Financial Services, Inc | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |