EverCommerce Inc (EVCM) Ownership

10.08 ↓0.04 (-0.40%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

PSG Equity L.L.C. is the biggest individual institutional holder of EverCommerce Inc (EVCM), owning a total of 85.5 million shares. Combined, the top 42 institutional holders of EVCM own 93.29% of the company with a total of 171.5 million shares.

In the latest ownership report on December 31st 2024, the top 42 institutional holders increased their combined ownership of EVCM by 37 thousand shares. 8 institutions bought 312,886 total additional shares and increased their ownership by an average of 20.76%. However 8 institutions sold 275,513 total shares and decreased their ownership by an average of 16.38%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of EverCommerce increased by a net total of 37,373 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PSG Equity L.L.C.	46.518%	0.000%	85,464,516	0	2024-12-31
SILVER LAKE GROUP, L.L.C.	36.514%	0.000%	67,085,136	0	2024-12-31
40 North Industries LLC	3.328%	0.000%	6,115,000	0	2024-12-31
Blue Owl Capital Holdings LP	0.894%	0.000%	1,641,929	0	2024-12-31
BlackRock Inc	0.817%	0.842%	1,501,060	12,534	2024-12-31
Geode Capital Management, LLC	0.337%	-1.176%	619,901	-7,376	2024-12-31
Woodline Partners LP	0.291%	24.808%	535,094	106,359	2024-12-31
State Street Corp	0.276%	-1.526%	507,109	-7,856	2024-12-31
Vanguard Group Inc	0.250%	0.569%	458,582	2,593	2024-12-31
HHG PLC	0.233%	34.634%	428,319	110,183	2024-12-31
Dimensional Fund Advisors, Inc.	0.162%	-25.367%	297,147	-100,997	2024-12-31
Skandinaviska Enskilda Banken AB	0.120%	0.000%	219,700	0	2024-12-31
Northern Trust Corp	0.109%	4.157%	199,283	7,954	2024-12-31
Charles Schwab Investment Management Inc	0.092%	0.652%	168,587	1,092	2024-12-31
JPMorgan Chase & Co	0.083%	-25.678%	152,010	-52,520	2024-12-31
Arrowstreet Capital Limited Partnership	0.073%	84.657%	133,370	61,144	2024-12-31
Morgan Stanley - Brokerage Accounts	0.065%	-10.213%	118,438	-13,472	2024-12-31
Mayflower Financial Advisors, LLC	0.056%	-29.934%	102,106	-43,623	2024-12-31
Jane Street Group LLC	0.055%	-30.189%	100,984	-43,669	2024-12-31
Goldman Sachs Group Inc	0.044%	15.756%	81,012	11,027	2024-12-31
Hamilton Capital Management Inc	0.044%	-6.925%	80,642	-6,000	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PSG Equity L.L.C.	46.518%	0.000%	85,464,516	0	2024-12-31
SILVER LAKE GROUP, L.L.C.	36.514%	0.000%	67,085,136	0	2024-12-31
40 North Industries LLC	3.328%	0.000%	6,115,000	0	2024-12-31
Blue Owl Capital Holdings LP	0.894%	0.000%	1,641,929	0	2024-12-31
BlackRock Inc	0.817%	0.842%	1,501,060	12,534	2024-12-31
12 West Capital Management LP	0.660%	0.000%	1,275,000	0	2022-09-30
Fidelity International Ltd	0.359%	-19.843%	661,297	-163,703	2024-03-31
Geode Capital Management, LLC	0.337%	-1.176%	619,901	-7,376	2024-12-31
Woodline Partners LP	0.291%	24.808%	535,094	106,359	2024-12-31
State Street Corp	0.276%	-1.526%	507,109	-7,856	2024-12-31
State Street Corporation	0.266%	2.951%	489,498	14,030	2024-03-31
Vanguard Group Inc	0.250%	0.569%	458,582	2,593	2024-12-31
HHG PLC	0.233%	34.634%	428,319	110,183	2024-12-31
Public Employees Retirt Assn Of Colorado	0.219%	0.665%	411,052	2,714	2022-12-31
Millennium Management LLC	0.176%	673.422%	323,360	281,551	2024-06-30
Dimensional Fund Advisors, Inc.	0.162%	-25.367%	297,147	-100,997	2024-12-31
Wealthgate Family Office, LLC	0.160%	0.000%	294,116	0	2024-09-30
Skandinaviska Enskilda Banken AB	0.120%	0.000%	219,700	0	2024-12-31
Wayne Hummer Asset Mgmt Company	0.110%	-0.217%	203,420	-443	2024-03-31
Northern Trust Corp	0.109%	4.157%	199,283	7,954	2024-12-31
Essex Investment Management Company, LLC	0.098%	-0.692%	185,062	-1,289	2023-09-30
Element Capital Management LLC	0.092%	0.000%	172,426	172,426	2022-12-31
AQR Capital Management LLC	0.090%	23.961%	168,983	32,663	2023-09-30
Charles Schwab Investment Management Inc	0.092%	0.652%	168,587	1,092	2024-12-31
JPMorgan Chase & Co	0.083%	-25.678%	152,010	-52,520	2024-12-31
JANE STREET GROUP, LLC	0.081%	422.004%	148,364	119,942	2024-06-30
Bank of New York Mellon Corp	0.079%	-11.726%	145,139	-19,280	2024-09-30
Rothschild & Co Asset Management US Inc	0.076%	10.090%	142,523	13,063	2022-12-31
HRT FINANCIAL LLC	0.076%	0.000%	140,263	140,263	2024-06-30
Arrowstreet Capital Limited Partnership	0.073%	84.657%	133,370	61,144	2024-12-31
Marshall Wace Asset Management Ltd	0.065%	68.877%	123,724	50,461	2022-12-31
Balyasny Asset Management LLC	0.065%	241.195%	122,083	86,302	2023-06-30
Morgan Stanley - Brokerage Accounts	0.065%	-10.213%	118,438	-13,472	2024-12-31
Citadel Advisors Llc	0.060%	593.355%	111,436	95,364	2023-09-30
Jacobs Levy Equity Management, Inc.	0.057%	-3.688%	106,788	-4,089	2023-06-30
Westerly Capital Management LLC	0.054%	0.000%	105,000	105,000	2022-12-31
Mayflower Financial Advisors, LLC	0.056%	-29.934%	102,106	-43,623	2024-12-31
Jane Street Group LLC	0.055%	-30.189%	100,984	-43,669	2024-12-31
Renaissance Technologies Corp	0.051%	12.955%	99,400	11,400	2022-09-30
BCK Capital Management LP	0.046%	0.000%	85,488	0	2023-12-31
Goldman Sachs Group Inc	0.044%	15.756%	81,012	11,027	2024-12-31
Hamilton Capital Management Inc	0.044%	-6.925%	80,642	-6,000	2024-12-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of EverCommerce Inc (EVCM), owning a total of 865 thousand shares. Combined, the top 44 mutual fund holders of EVCM own 4.78% of the company with a total of 8.9 million shares.

In the latest ownership report on February 28th 2025, the top 44 fund holders increased their combined ownership of EVCM by 5 thousand shares. 2 funds bought 2,849 total additional shares and increased their ownership by an average of 1.41%. However 4 funds sold 7,961 total shares and decreased their ownership by an average of 0.83%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding EverCommerce decreased by a net total of -5,112 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	0.311%	-1.162%	571,293	-6,716	2025-02-28
Janus Henderson Small Cap Gr Alpha ETF	0.167%	0.000%	306,315	0	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.165%	0.000%	302,185	0	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.102%	0.000%	187,251	0	2025-02-28
iShares Russell 2000 Growth ETF	0.076%	-0.118%	139,501	-165	2025-02-28
Janus Henderson Small/Md Cp Gr Alpha ETF	0.073%	0.419%	134,792	563	2025-02-28
Vanguard Russell 2000 ETF	0.053%	2.396%	97,713	2,286	2025-02-28
Schwab US Small-Cap ETF™	0.048%	0.000%	88,287	0	2025-02-28
State St Russell Sm Cap® Indx SL Cl I	0.041%	0.000%	75,821	0	2025-02-28
Fidelity Nasdaq Composite ETF	0.035%	0.000%	64,536	0	2025-02-28
iShares Russell 2000 Value ETF	0.032%	-0.748%	58,407	-440	2025-02-28
Dimensional US Small Cap ETF	0.029%	0.000%	53,796	0	2025-02-28
Schwab Small Cap Index	0.028%	0.000%	50,435	0	2025-02-28
SPDR® Russell 2000 US Small Cap ETF	0.027%	-1.292%	48,896	-640	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	0.458%	0.000%	865,323	0	2023-03-31
Goldman Sachs Small/Mid-Cap Growth	0.327%	-33.574%	615,873	-311,286	2022-12-31
Goldman Sachs Small/Mid Cap Growth Instl	0.325%	-33.574%	615,873	-311,286	2022-12-31
iShares Russell 2000 ETF	0.311%	-1.162%	571,293	-6,716	2025-02-28
Fidelity Greater Canada Sr F	0.297%	-19.382%	544,171	-130,829	2024-03-31
Vanguard Small Cap Index	0.260%	0.237%	481,421	1,140	2024-05-31
Vanguard Total Stock Mkt Idx Inv	0.248%	0.000%	459,193	0	2024-05-31
Vanguard Extended Market Index Investor	0.215%	-0.032%	406,233	-129	2023-08-31
Janus Henderson Small Cap Gr Alpha ETF	0.167%	0.000%	306,315	0	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.165%	0.000%	302,185	0	2025-02-28
Vanguard Small Cap Growth Index Inv	0.148%	1.036%	272,967	2,800	2024-05-31
Fidelity® Small Cap Index	0.120%	1.994%	226,703	4,432	2023-10-31
SEB Listed Private Equity ID	0.114%	0.000%	219,700	0	2022-12-31
SEB Listed Private Equity Fund ID (EUR)	0.120%	0.000%	219,700	0	2025-01-31
Fidelity Small Cap Index	0.118%	0.000%	217,333	0	2024-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.102%	0.000%	187,251	0	2025-02-28
Fidelity Climate Leadership F	0.080%	0.000%	150,000	0	2022-12-31
iShares Russell 2000 Growth ETF	0.076%	-0.118%	139,501	-165	2025-02-28
Janus Henderson Small/Md Cp Gr Alpha ETF	0.073%	0.419%	134,792	563	2025-02-28
Fidelity Canadian Asset Allocation B	0.064%	-21.916%	117,126	-32,874	2024-03-31
Fidelity Nasdaq Composite Index	0.063%	0.000%	115,566	0	2025-01-31
Fidelity® Extended Market Index	0.061%	5.157%	114,923	5,636	2023-11-30
Fidelity® NASDAQ Composite Index®	0.059%	0.000%	111,483	0	2023-10-31
Fidelity Canadian Opportunities Sr B	0.053%	0.000%	100,000	0	2022-12-31
Fidelity Extended Market Index	0.054%	-1.496%	98,748	-1,500	2025-01-31
Vanguard Russell 2000 ETF	0.053%	2.396%	97,713	2,286	2025-02-28
Rothschild & Co US Small-Cap Value	0.048%	-21.918%	90,676	-25,453	2023-02-28
WisdomTree US SmallCap Earnings ETF	0.049%	0.000%	90,396	0	2024-11-29
State St Russell Sm Cap® Indx NL Cl C	0.047%	0.000%	89,221	0	2023-09-30
Schwab US Small-Cap ETF™	0.048%	0.000%	88,287	0	2025-02-28
BlackRock Extended Mkt Composite	0.041%	7.112%	77,293	5,132	2023-06-30
State St Russell Sm Cap® Indx SL Cl I	0.041%	0.000%	75,821	0	2025-02-28
Great Lakes Small-Cap Value	0.038%	0.000%	70,776	0	2024-03-31
Fidelity Nasdaq Composite ETF	0.035%	0.000%	64,536	0	2025-02-28
Pleiades Small Cap Equity A	0.034%	85.483%	64,461	29,708	2023-09-30
Fidelity Global Equity+ Fund - F	0.033%	0.000%	60,481	60,481	2024-03-31
Fidelity® Nasdaq Composite ETF	0.032%	0.000%	59,576	0	2023-10-30
DFA US Small Cap I	0.032%	-18.366%	58,965	-13,266	2024-11-30
iShares Russell 2000 Value ETF	0.032%	-0.748%	58,407	-440	2025-02-28
Dimensional US Small Cap ETF	0.029%	0.000%	53,796	0	2025-02-28
Schwab Small Cap Index	0.028%	0.000%	50,435	0	2025-02-28
NT R2000 Index Fund - NL	0.027%	-4.805%	50,341	-2,541	2024-12-31
SPDR® Russell 2000 US Small Cap ETF	0.027%	-1.292%	48,896	-640	2025-02-28
Extended Equity Market Fund K	0.026%	-1.359%	48,499	-668	2024-12-31