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Institutional Ownership · SEC Form 13F

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.

80
Institutional holders
163M
Shares held (tracked funds)
91.5%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
PSG Equity L.L.C.85,464,516$860M51.2%2026-Q2
Silver Lake Group, L.L.C.67,085,136$675M40.2%2026-Q2
Standard Investments LLC6,115,000$62M3.7%2026-Q2
BlackRock, Inc. added1,066,029$11M0.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed567,904$6M0.3%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed430,302$4M0.3%2026-Q2
STATE STREET CORP trimmed414,128$4M0.2%2026-Q2
CoreCap Advisors, LLC new269,999$3M0.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added201,197$2M0.1%2026-Q2
NORTHERN TRUST CORP added192,929$2M0.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed143,462$1M0.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added108,554$1M0.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added99,628$1M0.1%2026-Q2
UBS Group AG added95,132$957K0.1%2026-Q2
MORGAN STANLEY trimmed85,806$863K0.1%2026-Q2
XTX Topco Ltd added83,240$837K0.0%2026-Q2
Quantinno Capital Management LP added52,344$527K0.0%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed35,500$406K0.0%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added40,267$405K0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed40,000$402K0.0%2026-Q2
ZACKS INVESTMENT MANAGEMENT37,570$378K0.0%2026-Q2
Bank of New York Mellon Corp trimmed32,198$324K0.0%2026-Q2
Nuveen, LLC32,163$324K0.0%2026-Q2
Cornerstone Investment Partners, LLC trimmed22,953$231K0.0%2026-Q2
GOLDMAN SACHS GROUP INC trimmed21,099$212K0.0%2026-Q2
Engineers Gate Manager LP added20,821$209K0.0%2026-Q2
RHUMBLINE ADVISERS trimmed19,837$200K0.0%2026-Q2
ExodusPoint Capital Management, LP trimmed18,015$181K0.0%2026-Q2
MIRABELLA FINANCIAL SERVICES LLP added17,382$175K0.0%2026-Q2
RIA Advisory Group LLC trimmed17,015$171K0.0%2026-Q2
Quinn Opportunity Partners LLC15,000$151K0.0%2026-Q2
DEUTSCHE BANK AG\ added14,343$144K0.0%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed13,759$138K0.0%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed13,470$136K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added13,224$133K0.0%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed12,386$125K0.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed10,707$108K0.0%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/10,523$106K0.0%2026-Q2
Edgestream Partners, L.P. trimmed10,403$105K0.0%2026-Q2
Investors Research Corp8,822$89K0.0%2026-Q2
Vanguard Global Advisers, LLC7,459$75K0.0%2026-Q2
CITIGROUP INC added6,695$67K0.0%2026-Q2
JPMORGAN CHASE & CO added6,896$67K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed6,591$66K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND6,197$62K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added5,123$52K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey4,593$46K0.0%2026-Q2
Russell Investments Group, Ltd. added4,375$44K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,722$37K0.0%2026-Q2
BARCLAYS PLC added3,073$31K0.0%2026-Q2
Tower Research Capital LLC (TRC) added2,618$26K0.0%2026-Q2
FMR LLC trimmed2,588$26K0.0%2026-Q2
ROYAL BANK OF CANADA added2,599$26K0.0%2026-Q2
GROUP ONE TRADING LLC new1,777$18K0.0%2026-Q2
GAMMA Investing LLC trimmed1,667$17K0.0%2026-Q2
Ameritas Investment Partners, Inc.1,500$15K0.0%2026-Q2
Legal & General Group Plc1,364$14K0.0%2026-Q2
Versant Capital Management, Inc trimmed444$4K0.0%2026-Q2
Aster Capital Management (DIFC) Ltd added394$4K0.0%2026-Q2
PNC Financial Services Group, Inc. trimmed401$4K0.0%2026-Q2
Optiver Holding B.V.304$3K0.0%2026-Q2
Arax Advisory Partners added302$3K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed197$2K0.0%2026-Q2
1620 INVESTMENT ADVISORS, INC.187$2K0.0%2026-Q2
MassMutual Private Wealth & Trust, FSB140$1K0.0%2026-Q2
Sterling Capital Management LLC trimmed73$7340.0%2026-Q2
OSAIC HOLDINGS, INC.52$5220.0%2026-Q2
Allworth Financial LP trimmed40$4030.0%2026-Q2
ROTHSCHILD INVESTMENT LLC trimmed38$3820.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC35$3520.0%2026-Q2
SBI Securities Co., Ltd.33$3320.0%2026-Q2
Pinnacle Wealth Planning Services, Inc.31$3120.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed24$2410.0%2026-Q2
US BANCORP \DE\20$2010.0%2026-Q2
Farther Finance Advisors, LLC trimmed17$1710.0%2026-Q2
Caitong International Asset Management Co., Ltd new14$1410.0%2026-Q2
Transamerica Financial Advisors, LLC new9$900.0%2026-Q2
Clearstead Advisors, LLC new5$510.0%2026-Q2
Essential Partners LLC trimmed5$500.0%2026-Q2
JFS WEALTH ADVISORS, LLC4$410.0%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed27,731$317K0.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC trimmed394,053$5M0.3%2025-Q4 stale (2 quarters behind)
Skandinaviska Enskilda Banken AB (publ)219,700$3M0.2%2025-Q4 stale (2 quarters behind)
TUDOR INVESTMENT CORP ET AL125,553$1M0.1%2025-Q4 stale (2 quarters behind)
LOS ANGELES CAPITAL MANAGEMENT LLC added66,317$749K0.0%2025-Q4 stale (2 quarters behind)
DekaBank Deutsche Girozentrale55,000$552K0.0%2025-Q4 stale (2 quarters behind)
D. E. Shaw & Co., Inc. added32,084$389K0.0%2025-Q4 stale (2 quarters behind)
Blue Owl Capital Holdings LP1,641,929$18M1.1%2025-Q3 stale (3 quarters behind)
WELLINGTON MANAGEMENT GROUP LLP new229,603$3M0.2%2025-Q3 stale (3 quarters behind)
Woodline Partners LP trimmed150,425$2M0.1%2025-Q3 stale (3 quarters behind)
MARSHALL WACE, LLP new67,550$752K0.0%2025-Q3 stale (3 quarters behind)
JANE STREET GROUP, LLC trimmed62,467$695K0.0%2025-Q3 stale (3 quarters behind)
Mayflower Financial Advisors, LLC trimmed54,106$602K0.0%2025-Q3 stale (3 quarters behind)
Squarepoint Ops LLC trimmed48,708$542K0.0%2025-Q3 stale (3 quarters behind)
INCEPTIONR LLC added42,051$468K0.0%2025-Q3 stale (3 quarters behind)
TWO SIGMA INVESTMENTS, LP new33,359$371K0.0%2025-Q3 stale (3 quarters behind)
LAZARD ASSET MANAGEMENT LLC added49,859$523K0.0%2025-Q2 stale (4 quarters behind)
HRT FINANCIAL LP trimmed44,039$462K0.0%2025-Q2 stale (4 quarters behind)
DIMENSIONAL FUND ADVISORS LP trimmed43,167$453K0.0%2025-Q2 stale (4 quarters behind)
CITADEL ADVISORS LLC added28,874$303K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership