EVCM · EverCommerce Inc.

$9.64 -0.04 (-0.41%) At close · Aug 21

Market Cap

$1.70B

176.67M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 82

Total Value: $1,640,165,234

Total Shares: 163,038,354

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 82 13F filers · Δ vs Mar 31, 2026

Top Holder

52.4%

−0.1 pts

Top 5

98.3%

−0.2 pts

Top 10

99.2%

−0.1 pts

HHI

4,456

Highly concentrated−17

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -9

Institutional value: -11.8%

Shares held: +0.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega UBS Group AG	+72,093	95,132
Mid XTX Topco Ltd	+45,295	83,240
Mega BlackRock, Inc.	+33,983	1,066,029
Mega WELLS FARGO & COMPANY/MN	+7,727	13,224
Mega CITIGROUP INC	+5,693	6,695

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−52,452	430,302
Mega BANK OF AMERICA CORP /DE/	−35,462	12,386
Mega GOLDMAN SACHS GROUP INC	−16,310	21,099
Mega MORGAN STANLEY	−10,768	85,806
Mega GEODE CAPITAL MANAGEMENT, LLC	−3,879	567,904

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid CoreCap Advisors, LLC	269,999	$2,716,189
Large ExodusPoint Capital Management, LP	18,015	$181,230
Mega MILLENNIUM MANAGEMENT LLC	13,759	$138,415
Mid Edgestream Partners, L.P.	10,403	$104,654
Mid GROUP ONE TRADING LLC	1,777	$17,876

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega AMERICAN CENTURY COMPANIES INC	27,731	$316,965
Large Mariner, LLC	10,302	$117,751
Mega CITADEL ADVISORS LLC	10,300	$117,729
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10,173	$116,277
Mid Aquatic Capital Management LLC	3,527	$40,313

Filter: New 9 Increased 23 Reduced 26 Sold out 18 Unchanged 24

Showing 82 of 82

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

PSG Equity L.L.C.

$859,773,030

52.42%

85,464,516

Silver Lake Group, L.L.C.

$674,876,468

41.15%

67,085,136

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Silver Lake Alpine Associates, L.P.	67,085,136	$674,876,468	100.0%	Other

Standard Investments LLC

$61,516,900

3.75%

6,115,000

BlackRock, Inc.

$10,724,248

0.65%

1,066,029

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	4,757	$47,855	0.4%	Sole
BlackRock Asset Management Canada Ltd	90	$905	0.0%	Sole
BlackRock Investment Management, LLC	35,344	$355,560	3.3%	Sole
BLACKROCK ADVISORS LLC	31,259	$314,465	2.9%	Sole
BlackRock Fund Advisors	527,365	$5,305,291	49.5%	Sole
BlackRock Institutional Trust Company, N.A.	446,201	$4,488,782	41.9%	Sole
Aperio Group, LLC	21,013	$211,390	2.0%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$5,713,113

0.35%

567,904

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	60,447	$608,096	10.6%	Defined
Held directly	507,457	$5,105,017	89.4%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$4,328,838

0.26%

430,302

STATE STREET CORP

$4,166,127

0.25%

414,128

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	414,128	$4,166,127	100.0%	Defined

CoreCap Advisors, LLC

$2,716,189

0.17%

269,999

VANGUARD CAPITAL MANAGEMENT LLC

$2,024,041

0.12%

201,197

NORTHERN TRUST CORP

$1,940,864

0.12%

192,929

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	179,578	$1,806,554	93.1%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	10,833	$108,979	5.6%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	2,518	$25,331	1.3%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$1,443,227

0.09%

143,462

VANGUARD FIDUCIARY TRUST CO

$1,092,053

0.07%

108,554

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,002,257

0.06%

99,628

UBS Group AG

$957,026

0.06%

95,132

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	822	$8,269	0.9%	Defined
UBS AG	93,432	$939,925	98.2%	Defined
UBS Switzerland AG	878	$8,832	0.9%	Defined

MORGAN STANLEY

$863,205

0.05%

85,806

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	49	$492	0.1%	Defined
MORGAN STANLEY & CO. LLC	3,765	$37,875	4.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	12,707	$127,832	14.8%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	69,285	$697,006	80.7%	Defined

XTX Topco Ltd

$837,394

0.05%

83,240

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	83,240	$837,394	100.0%	Defined

Quantinno Capital Management LP

$526,580

0.03%

52,344

STATE OF WISCONSIN INVESTMENT BOARD

$405,086

0.02%

40,267

RAYMOND JAMES FINANCIAL INC

$402,400

0.02%

40,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Raymond James Financial Services Advisors, Inc.	40,000	$402,400	100.0%	Defined

ZACKS INVESTMENT MANAGEMENT

$377,954

0.02%

37,570

ALLIANCEBERNSTEIN L.P.

$357,130

0.02%

35,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	35,500	$357,130	100.0%	Defined

Bank of New York Mellon Corp

$323,910

0.02%

32,198

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	8,308	$83,578	25.8%	Defined
The Bank of New York Mellon	20,897	$210,223	64.9%	Defined
BNY Mellon, NA joint	2,992	$30,099	9.3%	Defined
Held directly	1	$10	0.0%	Defined

Nuveen, LLC

$323,558

0.02%

32,163

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	381	$3,832	1.2%	Defined
TEACHERS ADVISORS, LLC joint	31,782	$319,726	98.8%	Defined

Cornerstone Investment Partners, LLC

$230,907

0.01%

22,953

GOLDMAN SACHS GROUP INC

$212,255

0.01%

21,099

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	21,099	$212,255	100.0%	Defined

Engineers Gate Manager LP

$209,459

0.01%

20,821

RHUMBLINE ADVISERS

$199,560

0.01%

19,837

ExodusPoint Capital Management, LP

$181,230

0.01%

18,015

MIRABELLA FINANCIAL SERVICES LLP

$174,862

0.01%

17,382

RIA Advisory Group LLC

$171,170

0.01%

17,015

Quinn Opportunity Partners LLC

$150,900

0.01%

15,000

DEUTSCHE BANK AG\

$144,289

0.01%

14,343

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	382	$3,842	2.7%	Defined
DWS Investments UK Ltd	13,961	$140,447	97.3%	Defined

MILLENNIUM MANAGEMENT LLC

$138,415

0.01%

13,759

MERCER GLOBAL ADVISORS INC /ADV

$135,508

0.01%

13,470

WELLS FARGO & COMPANY/MN

$133,031

0.01%

13,224

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	12,947	$130,246	97.9%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	231	$2,323	1.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	39	$392	0.3%	Defined
Wells Fargo Securities, LLC	7	$70	0.1%	Defined

BANK OF AMERICA CORP /DE/

$124,603

0.01%

12,386

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	12,386	$124,603	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$107,711

0.01%

10,707

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	8	$80	0.1%	Other
Compound Planning, Inc.	4	$40	0.0%	Other
Arax Advisory Partners	235	$2,364	2.2%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	104	$1,046	1.0%	Other
Stokes Family Office, LLC	4	$40	0.0%	Other
Held directly	10,352	$104,141	96.7%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$105,861

0.01%

10,523

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	10,523	$105,861	100.0%	Defined

Edgestream Partners, L.P.

$104,654

0.01%

10,403

Investors Research Corp

$88,749

0.01%

8,822

State of Alaska, Department of Revenue

$85,741

0.01%

8,523

Vanguard Global Advisers, LLC

$75,037

0.00%

7,459

JPMORGAN CHASE & CO

$69,372

0.00%

6,896

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	5,933	$59,685	86.0%	Defined
J.P. Morgan Investment Management Inc.	813	$8,178	11.8%	Defined
J.P. Morgan Securities LLC	150	$1,509	2.2%	Defined

CITIGROUP INC

$67,351

0.00%

6,695

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,695	$67,351	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$66,305

0.00%

6,591

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	6,591	$66,305	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$62,341

0.00%

6,197

HARBOR CAPITAL ADVISORS, INC.

$60,148

0.00%

5,979

BNP PARIBAS ARBITRAGE, SA

$51,537

0.00%

5,123

Police & Firemen's Retirement System of New Jersey

$46,205

0.00%

4,593

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	4,593	$46,205	100.0%	Defined

Russell Investments Group, Ltd.

$44,012

0.00%

4,375

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	4,375	$44,012	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$37,443

0.00%

3,722

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	3,722	$37,443	100.0%	Defined

BARCLAYS PLC

$30,913

0.00%

3,073

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,848	$18,590	60.1%	Defined
BARCLAYS CAPITAL INC.	1,225	$12,323	39.9%	Defined

Tower Research Capital LLC (TRC)

$26,337

0.00%

2,618

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	84	$845	3.2%	Other
Latour Trading LLC (Latour)	2,534	$25,492	96.8%	Defined

ROYAL BANK OF CANADA

$26,145

0.00%

2,599

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	427	$4,295	16.4%	Defined
RBC Capital Markets, LLC	2,172	$21,850	83.6%	Defined

FMR LLC

$26,034

0.00%

2,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,528	$25,431	97.7%	Defined
STRATEGIC ADVISERS LLC	60	$603	2.3%	Defined

GROUP ONE TRADING LLC

$17,876

0.00%

1,777

GAMMA Investing LLC

$16,770

0.00%

1,667

Ameritas Investment Partners, Inc.

$15,090

0.00%

1,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	1,500	$15,090	100.0%	Other

Legal & General Group Plc

$13,721

0.00%

1,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,364	$13,721	100.0%	Defined

Versant Capital Management, Inc

$4,466

0.00%

444

PNC FINANCIAL SERVICES GROUP, INC.

$4,033

0.00%

401

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	401	$4,033	100.0%	Defined

Optiver Holding B.V.

$3,058

0.00%

304

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	304	$3,058	100.0%	Defined

Arax Advisory Partners

$3,038

0.00%

302

1620 INVESTMENT ADVISORS, INC.

$1,881

0.00%

187

MassMutual Private Wealth & Trust, FSB

$1,408

0.00%

140

Sterling Capital Management LLC

$734

0.00%

OSAIC HOLDINGS, INC.

$523

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	52	$523	100.0%	Defined

Allworth Financial LP

$402

0.00%

ROTHSCHILD INVESTMENT LLC

$382

0.00%

NISA INVESTMENT ADVISORS, LLC

$352

0.00%

SBI Securities Co., Ltd.

$331

0.00%

Pinnacle Wealth Planning Services, Inc.

$311

0.00%

EverSource Wealth Advisors, LLC

$241

0.00%

US BANCORP \DE\

$201

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	20	$201	100.0%	Defined

Integrated Wealth Concepts LLC

$191

0.00%

Farther Finance Advisors, LLC

$171

0.00%

Caitong International Asset Management Co., Ltd

$140

0.00%

Transamerica Financial Advisors, LLC

$90

0.00%

Clearstead Advisors, LLC

$50

0.00%

Essential Partners LLC

$50

0.00%

JFS WEALTH ADVISORS, LLC

$40

0.00%

Covestor Ltd

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	27,731	$316,965	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,300	$117,729	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Institutional Asset Management Trust Co	14	$160	100.0%	Sole

Key facts CIK 1853145 CUSIP 29977X105 13F (30d) 71 filings 71 filers Visit website Investor relations