Who owns EverCommerce (EVCM)
Which tracked institutional funds hold EVCM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVCM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened EVCM while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EVCM’s largest tracked holder by dollar value, PSG Equity L.L.C., sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EVCM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 80 tracked filers holding EVCM, 31 increased or opened the position and 43 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EVCM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- CoreCap Advisors, LLC$3M
Largest adds
- UBS Group AG$694K
- XTX Topco Ltd$404K
Largest trims
- PSG Equity L.L.C.$117M
- Silver Lake Group, L.L.C.$92M
- Standard Investments LLC$8M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1M
- BlackRock, Inc.$1M
- GEODE CAPITAL MANAGEMENT, LLC$822K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $860M | 51.2% | 2026-Q2 |
| Silver Lake Group, L.L.C. | 67,085,136 | $675M | 40.2% | 2026-Q2 |
| Standard Investments LLC | 6,115,000 | $62M | 3.7% | 2026-Q2 |
| BlackRock, Inc. added | 1,066,029 | $11M | 0.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 567,904 | $6M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 430,302 | $4M | 0.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 414,128 | $4M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC new | 269,999 | $3M | 0.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 201,197 | $2M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 192,929 | $2M | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 143,462 | $1M | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 108,554 | $1M | 0.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 99,628 | $1M | 0.1% | 2026-Q2 |
| UBS Group AG added | 95,132 | $957K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 85,806 | $863K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 83,240 | $837K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 52,344 | $527K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 35,500 | $406K | 0.0% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 40,267 | $405K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 40,000 | $402K | 0.0% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT | 37,570 | $378K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 32,198 | $324K | 0.0% | 2026-Q2 |
| Nuveen, LLC | 32,163 | $324K | 0.0% | 2026-Q2 |
| Cornerstone Investment Partners, LLC trimmed | 22,953 | $231K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 21,099 | $212K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP added | 20,821 | $209K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 19,837 | $200K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 18,015 | $181K | 0.0% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP added | 17,382 | $175K | 0.0% | 2026-Q2 |
| RIA Advisory Group LLC trimmed | 17,015 | $171K | 0.0% | 2026-Q2 |
| Quinn Opportunity Partners LLC | 15,000 | $151K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 14,343 | $144K | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 13,759 | $138K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 13,470 | $136K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 13,224 | $133K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 12,386 | $125K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 10,707 | $108K | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10,523 | $106K | 0.0% | 2026-Q2 |
| Edgestream Partners, L.P. trimmed | 10,403 | $105K | 0.0% | 2026-Q2 |
| Investors Research Corp | 8,822 | $89K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 7,459 | $75K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 6,695 | $67K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,896 | $67K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 6,591 | $66K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,197 | $62K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 5,123 | $52K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 4,593 | $46K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 4,375 | $44K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,722 | $37K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 3,073 | $31K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 2,618 | $26K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 2,588 | $26K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,599 | $26K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC new | 1,777 | $18K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 1,667 | $17K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 1,500 | $15K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 1,364 | $14K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc trimmed | 444 | $4K | 0.0% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd added | 394 | $4K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 401 | $4K | 0.0% | 2026-Q2 |
| Optiver Holding B.V. | 304 | $3K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 302 | $3K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 197 | $2K | 0.0% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. | 187 | $2K | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB | 140 | $1K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 73 | $734 | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 52 | $522 | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 40 | $403 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 38 | $382 | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 35 | $352 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 33 | $332 | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 31 | $312 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 24 | $241 | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 20 | $201 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 17 | $171 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 14 | $141 | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 9 | $90 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 5 | $51 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 5 | $50 | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 4 | $41 | 0.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 27,731 | $317K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 394,053 | $5M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $3M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TUDOR INVESTMENT CORP ET AL | 125,553 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 66,317 | $749K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| DekaBank Deutsche Girozentrale | 55,000 | $552K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| D. E. Shaw & Co., Inc. added | 32,084 | $389K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Blue Owl Capital Holdings LP | 1,641,929 | $18M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| WELLINGTON MANAGEMENT GROUP LLP new | 229,603 | $3M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Woodline Partners LP trimmed | 150,425 | $2M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| MARSHALL WACE, LLP new | 67,550 | $752K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 62,467 | $695K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Mayflower Financial Advisors, LLC trimmed | 54,106 | $602K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Squarepoint Ops LLC trimmed | 48,708 | $542K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| INCEPTIONR LLC added | 42,051 | $468K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TWO SIGMA INVESTMENTS, LP new | 33,359 | $371K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| LAZARD ASSET MANAGEMENT LLC added | 49,859 | $523K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP trimmed | 44,039 | $462K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| DIMENSIONAL FUND ADVISORS LP trimmed | 43,167 | $453K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC added | 28,874 | $303K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.