HolderBook

EVERCOMMERCE INC (EVCM)

Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.

80
Reporting holders
$1.6B
Reported value
92.4%
Of shares outstanding
0.0%
Held as options
-8
Holder change

Institutions report 163,170,600 shares against 176,665,246 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
PSG Equity L.L.C.$859.8M85,464,516100.00%19qHELD
Silver Lake Group, L.L.C.$674.9M67,085,13614.74%20qHELD
Standard Investments LLC$61.5M6,115,0003.19%20qHELD
BlackRock, Inc.$10.7M1,066,0290.00%8q+3.3%+$341.9K
GEODE CAPITAL MANAGEMENT, LLC$5.7M567,9040.00%20q-0.7%-$39.0K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$4.3M430,3020.00%10q-10.9%-$527.7K
STATE STREET CORP$4.2M414,1280.00%20q-0.8%-$32.1K
CoreCap Advisors, LLC$2.7M269,9990.08%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$2.0M201,1970.00%2q+2.8%+$55.7K
NORTHERN TRUST CORP$1.9M192,9290.00%20q+0.7%+$13.4K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.4M143,4620.00%20q-1.1%-$16.3K
Sixth Street Partners Management Company, L.P.$1.4M143,4620.00%newNEW
VANGUARD FIDUCIARY TRUST CO$1.1M108,5540.00%2q+3.9%+$41.3K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.0M99,6280.00%2q+2.7%+$26.8K
UBS Group AG$957.0K95,1320.00%20q+312.9%+$725.3K
MORGAN STANLEY$863.2K85,8060.00%20q-11.1%-$108.3K
XTX Topco Ltd$837.4K83,2400.01%4q+119.4%+$455.7K
Quantinno Capital Management LP$526.6K52,3440.00%4q+8.4%+$40.8K
ALLIANCEBERNSTEIN L.P.$405.8K35,5000.00%17q-5.8%-$25.1K
STATE OF WISCONSIN INVESTMENT BOARD$405.1K40,2670.00%2q+9.8%+$36.2K
RAYMOND JAMES FINANCIAL INC$402.4K40,0000.00%7q-4.8%-$20.1K
ZACKS INVESTMENT MANAGEMENT$378.0K37,5700.00%4qHELD
Bank of New York Mellon Corp$323.9K32,1980.00%20q-3.4%-$11.4K
Nuveen, LLC$323.6K32,1630.00%6qHELD
MERCER GLOBAL ADVISORS INC /ADV$271.0K26,9400.00%2q+79.5%+$120.0K
Cornerstone Investment Partners, LLC$230.9K22,9530.01%2q-4.6%-$11.1K
GOLDMAN SACHS GROUP INC$212.3K21,0990.00%20q-43.6%-$164.1K
Engineers Gate Manager LP$209.5K20,8210.00%2q+16.7%+$30.0K
RHUMBLINE ADVISERS$199.5K19,8370.00%19q-2.0%-$4.0K
ExodusPoint Capital Management, LP$181.2K18,0150.00%newNEW
MIRABELLA FINANCIAL SERVICES LLP$174.9K17,3820.02%2q+42.1%+$51.8K
RIA Advisory Group LLC$171.2K17,0150.04%9q-3.4%-$5.9K
Quinn Opportunity Partners LLC$150.9K15,0000.01%7qHELD
DEUTSCHE BANK AG\$144.3K14,3430.00%20q+45.6%+$45.2K
MILLENNIUM MANAGEMENT LLC$138.4K13,7590.00%newNEW
WELLS FARGO & COMPANY/MN$133.0K13,2240.00%20q+20.3%+$22.4K
BANK OF AMERICA CORP /DE/$124.6K12,3860.00%20q-74.1%-$356.7K
AQR CAPITAL MANAGEMENT LLC$107.7K10,7070.00%5q-23.3%-$32.8K
Edgestream Partners, L.P.$104.7K10,4030.00%newNEW
Investors Research Corp$88.7K8,8220.02%10qHELD
Vanguard Global Advisers, LLC$75.0K7,4590.00%2qHELD
CITIGROUP INC$67.4K6,6950.00%20q+568.2%+$57.3K
JPMORGAN CHASE & CO$66.8K6,8960.00%20qHELD
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$66.3K6,5910.00%9q-5.7%-$4.0K
NEW YORK STATE COMMON RETIREMENT FUND$62.3K6,1970.00%20qHELD
BNP PARIBAS FINANCIAL MARKETS$51.5K5,1230.00%7q+62.7%+$19.9K
Police & Firemen's Retirement System of New Jersey$46.2K4,5930.00%7qHELD
Russell Investments Group, Ltd.$44.0K4,3750.00%7q+196.2%+$29.2K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$37.4K3,7220.00%3qHELD
BARCLAYS PLC$30.9K3,0730.00%18q+13.2%+$3.6K
Tower Research Capital LLC (TRC)$26.3K2,6180.00%20q+27.3%+$5.7K
FMR LLC$26.0K2,5880.00%20q-52.4%-$28.6K
ROYAL BANK OF CANADA$26.0K2,5990.00%20q+159.9%+$16.0K
GROUP ONE TRADING LLC$18.9K1,7770.00%newNEW
GAMMA Investing LLC$16.8K1,6670.00%11q-5.6%
Ameritas Investment Partners, Inc.$15.1K1,5000.00%20qHELD
Legal & General Group Plc$13.7K1,3640.00%20qHELD
Versant Capital Management, Inc$4.5K4440.00%5q-23.6%-$1.4K
Aster Capital Management (DIFC) Ltd$4.1K3940.00%5q+310.4%+$3.1K
PNC Financial Services Group, Inc.$4.0K4010.00%15q-7.4%
Optiver Holding B.V.$3.1K3040.00%4qHELD
Arax Advisory Partners$3.0K3020.00%2q+45.2%
1620 INVESTMENT ADVISORS, INC.$1.9K1870.00%9qHELD
MassMutual Private Wealth & Trust, FSB$1.4K1400.00%8qHELD
Sterling Capital Management LLC$734730.00%8q-24.0%
OSAIC HOLDINGS, INC.$522520.00%5qHELD
Allworth Financial LP$403400.00%6q-96.6%-$11.3K
ROTHSCHILD INVESTMENT LLC$382380.00%9q-26.9%
NISA INVESTMENT ADVISORS, LLC$352350.00%11qHELD
SBI Securities Co., Ltd.$332330.00%7qHELD
Pinnacle Wealth Planning Services, Inc.$312310.00%3qHELD
EverSource Wealth Advisors, LLC$241240.00%7q-89.2%-$2.0K
US BANCORP \DE\$201200.00%2qHELD
Integrated Wealth Concepts LLC$191190.00%newNEW
Farther Finance Advisors, LLC$171170.00%15q-54.1%
Caitong International Asset Management Co., Ltd$141140.00%newNEW
PRICE T ROWE ASSOCIATES INC /MD/$10610,5230.00%2qHELD
Transamerica Financial Advisors, LLC$9090.00%newNEW
State of Alaska, Department of Revenue$858,5230.00%4qHELD
HARBOR CAPITAL ADVISORS, INC.$605,9790.00%2q+34.4%
Clearstead Advisors, LLC$5150.00%newNEW
Essential Partners LLC$5050.00%4q-54.5%
JFS WEALTH ADVISORS, LLC$4140.00%13qHELD
Covestor Ltd$1550.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AEric Remer INDIVIDUAL7.5%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202680$1.6B163,170,6001122250.0%
Q1 202688$1.9B162,694,3221223240.0%
Q4 202586$2.0B163,221,3161217380.0%
Q3 202597$1.8B166,125,3671725260.0%
Q2 202591$1.7B166,595,0961520340.0%
Q1 202588$1.7B166,716,1191418300.0%
Q4 202485$1.8B166,983,4521128160.0%
Q3 202480$1.7B167,232,038921200.0%
Q2 202479$1.8B167,116,9381625160.0%
Q1 202478$1.6B168,399,4341221250.0%
Q4 202377$1.8B167,024,867624210.0%
Q3 202380$1.7B167,064,193315370.0%
Q2 202388$2.0B167,453,2272012340.0%
Q1 202373$1.8B168,559,5941423180.0%
Q4 202266$1.3B168,942,9691021160.0%
Q3 202276$1.9B171,585,3941624170.0%
Q2 202272$1.6B172,444,2011718210.0%
Q1 202260$2.3B172,637,9861424150.0%
Q4 202155$3.0B238,285,8391023110.0%
Q3 202154$1.4B84,192,87054000.0%