EvercommerceEVCM

13F holders, Q3 2024 (September 30)
90holders +4
12new positions
11sold out
3famous investors
$10.36avg. 13F price*

At the end of Q3 2024, 90 institutions reported holding Evercommerce Inc. (EVCM) in their 13F filings, up 4 from Q2 2024. 12 opened new positions and 11 sold out. The largest holders were PSG Equity L.L.C. ($885.4M), Silver Lake Group, L.L.C. ($695.0M) and Standard Investments LLC ($63.4M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Evercommerce Inc.
CUSIP
29977X105
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 85Q1 2024Q2 2024: 86Q2 2024Q3 2024: 90Q3 2024Q4 2024: 91Q4 2024Q1 2025: 94Q1 2025Q2 2025: 98Q2 2025Q3 2025: 104Q3 2025Q4 2025: 88Q4 2025Q1 2026: 90Q1 2026Q2 2026: 82Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions12$2.6M
Exits11$2.0M

All 13F filers, Q2 2024 → Q3 2024: 670,791 shares bought and 691,480 shares sold, net −20,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

PSG Equity L.L.C. 100.00% No change 85,464,516 $885.4M
Silver Lake Group, L.L.C. 7.80% No change 67,085,136 $695.0M
Standard Investments LLC 3.24% No change 6,115,000 $63.4M
Blue Owl Capital Holdings LP 3.31% No change 1,641,929 $17.0M
BlackRock, Inc. 0.00% — 1,488,526 $15.4M
Geode Capital Management, LLC 0.00% Reduce -3.7% 627,277 $6.5M
State Street Corp. 0.00% Add +2.4% 514,965 $5.3M
Vanguard Group Inc. 0.00% Add +4.4% 455,989 $4.7M
Woodline Partners LP 0.04% Add +41.0% 428,735 $4.4M
Dimensional Fund Advisors LP 0.00% Add +16.9% 398,144 $4.1M
Janus Henderson Group PLC 0.00% Add +1.2% 318,136 $3.3M
Wealthgate Family Office, LLC 8.49% No change 294,116 $3.0M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 219,700 $2.3M
Northern Trust Corp. 0.00% Reduce -7.1% 191,329 $2.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.8% 167,495 $1.7M
Mayflower Financial Advisors, LLC 0.23% No change 145,729 $1.5M
Bank of New York Mellon Corp 0.00% Reduce -11.7% 145,139 $1.5M
Jane Street Group, LLC 0.00% Reduce -2.5% 144,653 $1.5M
Morgan Stanley 0.00% Add +20.1% 131,910 $1.4M
JPMorgan Chase & Co. 0.00% Add +161.4% 102,265 $1.1M
Hamilton Capital, LLC 0.07% No change 86,642 $911K
Arrowstreet Capital, Limited Partnership 0.00% Add +358.1% 72,226 $748K
Goldman Sachs Group Inc. 0.00% Reduce -32.8% 69,985 $725K
HRT Financial LP 0.00% Reduce -51.0% 68,656 $711K
Windsor Advisory Group, LLC 0.80% New 68,341 $708K
Raymond James Financial Services Advisors, Inc. 0.00% Add +3.6% 57,000 $591K
AQR Capital Management 0.00% Add +1.0% 56,157 $582K
Edgestream Partners, L.P. 0.02% New 51,777 $536K
Nuveen Asset Management, LLC 0.00% No change 48,890 $507K
DekaBank Deutsche Girozentrale 0.00% New 55,000 $503K
Mariner, LLC 0.00% Add +13.8% 41,201 $427K
Alliancebernstein L.P. 0.00% No change 40,870 $423K
Bank of America Corp. 0.00% Reduce -11.4% 39,473 $409K
Millennium Management 0.00% Reduce -87.8% 39,307 $407K
Raymond James & Associates 0.00% Add +10.6% 36,500 $378K
Rhumbline Advisers 0.00% Reduce -3.4% 30,186 $313K
Barclays PLC 0.00% Add +305.6% 29,677 $307K
RIA Advisory Group LLC 0.09% — 23,268 $241K
Renaissance Technologies 0.00% Add +28.9% 21,400 $222K
NewEdge Advisors, LLC 0.00% New 20,960 $217K
Parallel Advisors, LLC 0.00% No change 20,028 $207K
American Century Companies Inc. 0.00% New 17,199 $178K
Aristides Capital LLC 0.07% New 16,548 $171K
Citigroup Inc. 0.00% Add +247.4% 16,278 $169K
MetLife Investment Management, LLC 0.00% No change 14,309 $148K
State of Wisconsin Investment Board 0.00% Reduce -8.2% 13,391 $139K
Susquehanna International Group, LLP 0.00% Reduce -35.5% 13,224 $137K
EntryPoint Capital, LLC 0.08% Reduce -67.1% 13,006 $135K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.9% 11,720 $121K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 11,412 $118K
SG Americas Securities, LLC 0.00% New 10,364 $107K
Manufacturers Life Insurance Company, The 0.00% Reduce -10.9% 10,119 $105K
UBS Group AG 0.00% Add +54.9% 10,084 $104K
State of Wyoming 0.01% New 9,519 $99K
Investors Research Corp 0.02% No change 8,822 $91K
Acadian Asset Management LLC 0.00% New 7,729 $80K
Wells Fargo & Company 0.00% Reduce -1.0% 7,447 $77K
New York State Common Retirement Fund 0.00% No change 6,197 $64K
Lazard Asset Management LLC 0.00% No change 6,168 $63K
FMR LLC 0.00% Add +14.2% 2,497 $26K
Legal & General Group Plc 0.00% No change 2,357 $24K
Ameritas Investment Partners, Inc. 0.00% No change 2,327 $24K
Royal Bank of Canada 0.00% Reduce -22.4% 2,066 $21K
California State Teachers Retirement System 0.00% No change 1,546 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -72.8% 1,399 $14K
Catalyst Funds Management Pty Ltd 0.00% No change 1,200 $12K
Amalgamated Bank 0.00% No change 847 $9K
GAMMA Investing LLC 0.00% Add +20.6% 520 $5K
Deutsche Bank AG 0.00% No change 399 $4K
Cwm, LLC 0.00% Add +2.4% 295 $3K
Arax Advisory Partners 0.00% No change 263 $3K
PNC Financial Services Group, Inc. 0.00% Add +3.9% 242 $3K
Osaic Holdings, Inc. 0.00% Reduce -13.0% 188 $2K
1620 Investment Advisors, Inc. 0.00% No change 187 $2K
Aster Capital Management (DIFC) Ltd 0.00% — 169 $2K
Farther Finance Advisors, LLC 0.00% No change 140 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 123 $1K
Lindbrook Capital, LLC 0.00% Add +55.8% 120 $1K
Earned Wealth Advisors, LLC 0.00% New 45 $466
Sterling Capital Management LLC 0.00% — 34 $352
US Bancorp \de 0.00% No change 31 $321
Rothschild Investment LLC 0.00% No change 25 $259
AlphaQuest LLC 0.00% No change 20 $207
JFS Wealth Advisors, LLC 0.00% No change 10 $104
Nisa Investment Advisors, LLC 0.00% Reduce -87.0% 9 $93
SJS Investment Consulting Inc. 0.00% No change 2 $21
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $21
Avion Wealth 0.00% No change 54 $0
Hemington Wealth Management 0.00% New 4 $0
Covestor Ltd 0.00% Reduce -7.1% 13 $0

"% of holder's portfolio" is EVCM's weight in each manager's 13F, not the share of Evercommerce Inc. the manager owns.