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Evercommerce Inc (EVCM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PSG Equity L.L.C.
UNCHANGED
Shares85,464,516 from 85,464,516
Change0 (0%)
Value$740.1M (-$119.7M)
Filed 2026-10-19
Geode Capital Management, LLC
DECREASED
Shares539,935 from 567,904
Change-27,969 (-5%)
Value$4.7M (-$1.0M)
Filed 2026-11-06
Black Diamond Financial, LLC
NEW
Shares284,499
Change+284,499
Value$2.5M
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares269,999 from 269,999
Change0 (0%)
Value$2.3M (-$378.0K)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares34,557 from 32,198
Change+2,359 (+7%)
Value$299.3K (-$24.6K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares15,585 from 17,015
Change-1,430 (-8%)
Value$135.0K (-$36.2K)
Filed 2026-10-15
Deutsche Bank Ag\
DECREASED
Shares12,602 from 14,343
Change-1,741 (-12%)
Value$109.1K (-$35.2K)
Filed 2026-11-06
Ethic Inc.
NEW
Shares10,149
Change+10,149
Value$87.9K
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares8,822 from 8,822
Change0 (0%)
Value$76.4K (-$12.4K)
Filed 2026-10-07
State of Alaska, Department of Revenue
DECREASED
Shares7,847 from 8,523
Change-676 (-8%)
Value$67 (-$84.9K)
Filed 2026-10-15
Harbor Capital Advisors, Inc.
INCREASED
Shares6,086 from 5,979
Change+107 (+2%)
Value$53.0K (-$7.0K)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares6,009 from 3,073
Change+2,936 (+96%)
Value$52.0K (+$21.1K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares4,030 from 4,375
Change-345 (-8%)
Value$34.9K (-$9.1K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares1,696 from 6,695
Change-4,999 (-75%)
Value$14.7K (-$52.7K)
Filed 2026-11-04
Gamma Investing LLC
DECREASED
Shares812 from 1,667
Change-855 (-51%)
Value$7.0K (-$9.7K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares809 from 17
Change+792 (+4659%)
Value$7.0K (+$6.8K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares471 from 73
Change+398 (+545%)
Value$4.1K (+$3.3K)
Filed 2026-10-22
Private Wealth Management Group, LLC
NEW
Shares323
Change+323
Value$2.8K
Filed 2026-10-19
Versant Capital Management, Inc
DECREASED
Shares248 from 444
Change-196 (-44%)
Value$2.1K (-$2.3K)
Filed 2026-10-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$1.6K (-$262)
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares77
Change+77
Value$667
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares77 from 20
Change+57 (+285%)
Value$667 (+$466)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares53 from 33
Change+20 (+61%)
Value$459 (+$127)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares53 from 55
Change-2 (-4%)
Value$0 (-$1)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$403 ($0)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED
Shares18 from 14
Change+4 (+29%)
Value$156 (+$15)
Filed 2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$35 (-$6)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$26
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares3 from 24
Change-21 (-87%)
Value$26 (-$215)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares1 from 5
Change-4 (-80%)
Value$9 (-$41)
Filed 2026-10-14
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 401
Change-401 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-05
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$352)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$312)
Filed 2026-10-27
Clearstead Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$51)
Filed 2026-11-06
Silver Lake Group, L.L.C.
N/A
Shares— from 67,085,136
Change-67,085,136 (-100%)
Value—
Standard Investments LLC
N/A
Shares— from 6,115,000
Change-6,115,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,066,029
Change-1,066,029 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 430,302
Change-430,302 (-100%)
Value—
State Street Corp
N/A
Shares— from 414,128
Change-414,128 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 201,197
Change-201,197 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 192,929
Change-192,929 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 143,462
Change-143,462 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 108,554
Change-108,554 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 99,628
Change-99,628 (-100%)
Value—
UBS Group AG
N/A
Shares— from 95,132
Change-95,132 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 85,806
Change-85,806 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 83,240
Change-83,240 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 52,344
Change-52,344 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 40,267
Change-40,267 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 37,570
Change-37,570 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 35,500
Change-35,500 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 32,163
Change-32,163 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 22,953
Change-22,953 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,099
Change-21,099 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 20,821
Change-20,821 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 19,837
Change-19,837 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 18,015
Change-18,015 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 17,382
Change-17,382 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,224
Change-13,224 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,459
Change-7,459 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 304
Change-304 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 302
Change-302 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 197
Change-197 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
PSG Equity L.L.C.
UNCHANGED85,464,51685,464,51600%$859.8M$740.1M-$119.7M2026-10-19
Geode Capital Management, LLC
DECREASED539,935567,904-27,969-5%$5.7M$4.7M-$1.0M2026-11-06
Black Diamond Financial, LLC
NEW284,499—+284,499——$2.5M—2026-10-26
CoreCap Advisors, LLC
UNCHANGED269,999269,99900%$2.7M$2.3M-$378.0K2026-10-08
Bank of New York Mellon Corp
INCREASED34,55732,198+2,359+7%$323.9K$299.3K-$24.6K2026-11-05
RIA Advisory Group LLC
DECREASED15,58517,015-1,430-8%$171.2K$135.0K-$36.2K2026-10-15
Deutsche Bank Ag\
DECREASED12,60214,343-1,741-12%$144.3K$109.1K-$35.2K2026-11-06
Ethic Inc.
NEW10,149—+10,149——$87.9K—2026-11-03
Investors Research Corp
UNCHANGED8,8228,82200%$88.7K$76.4K-$12.4K2026-10-07
State of Alaska, Department of Revenue
DECREASED7,8478,523-676-8%$85.0K$67-$84.9K2026-10-15
Harbor Capital Advisors, Inc.
INCREASED6,0865,979+107+2%$60.0K$53.0K-$7.0K2026-10-22
Barclays PLC
INCREASED6,0093,073+2,936+96%$30.9K$52.0K+$21.1K2026-11-06
Russell Investments Group, Ltd.
DECREASED4,0304,375-345-8%$44.0K$34.9K-$9.1K2026-11-06
Citigroup Inc
DECREASED1,6966,695-4,999-75%$67.4K$14.7K-$52.7K2026-11-04
Gamma Investing LLC
DECREASED8121,667-855-51%$16.8K$7.0K-$9.7K2026-10-08
Farther Finance Advisors, LLC
INCREASED80917+792+4659%$171$7.0K+$6.8K2026-10-08
Sterling Capital Management LLC
INCREASED47173+398+545%$734$4.1K+$3.3K2026-10-22
Private Wealth Management Group, LLC
NEW323—+323——$2.8K—2026-10-19
Versant Capital Management, Inc
DECREASED248444-196-44%$4.5K$2.1K-$2.3K2026-10-02
1620 Investment Advisors, Inc.
UNCHANGED18718700%$1.9K$1.6K-$2622026-11-04
Parkside Financial Bank & Trust
NEW77—+77——$667—2026-10-27
US Bancorp \de\
INCREASED7720+57+285%$201$667+$4662026-11-05
SBI Securities Co., Ltd.
INCREASED5333+20+61%$332$459+$1272026-10-22
Covestor Ltd
DECREASED5355-2-4%$1$0-$12026-10-30
Allworth Financial LP
UNCHANGED404000%$403$403$02026-11-06
Caitong International Asset Management Co., Ltd
INCREASED1814+4+29%$141$156+$152026-10-29
JFS Wealth Advisors, LLC
UNCHANGED4400%$41$35-$62026-11-03
Root Financial Partners, LLC
NEW3—+3——$26—2026-10-21
EverSource Wealth Advisors, LLC
DECREASED324-21-87%$241$26-$2152026-11-04
Essential Partners LLC
DECREASED15-4-80%$50$9-$412026-10-14
PNC Financial Services Group, Inc.
CLOSED0401-401-100%$4.0K$0-$4.0K2026-11-06
MassMutual Private Wealth & Trust, FSB
CLOSED0140-140-100%$1.4K$0-$1.4K2026-10-05
Nisa Investment Advisors, LLC
CLOSED035-35-100%$352$0-$3522026-10-20
Pinnacle Wealth Planning Services, Inc.
CLOSED031-31-100%$312$0-$3122026-10-27
Clearstead Advisors, LLC
CLOSED05-5-100%$51$0-$512026-11-06
Silver Lake Group, L.L.C.
N/A—67,085,136-67,085,136-100%$674.9M———
Standard Investments LLC
N/A—6,115,000-6,115,000-100%$61.5M———
BlackRock, Inc.
N/A—1,066,029-1,066,029-100%$10.7M———
Arrowstreet Capital, Limited Partnership
N/A—430,302-430,302-100%$4.3M———
State Street Corp
N/A—414,128-414,128-100%$4.2M———
Vanguard Capital Management LLC
N/A—201,197-201,197-100%$2.0M———
Northern Trust Corp
N/A—192,929-192,929-100%$1.9M———
Charles Schwab Investment Management Inc
N/A—143,462-143,462-100%$1.4M———
Vanguard Fiduciary Trust Co
N/A—108,554-108,554-100%$1.1M———
Vanguard Portfolio Management LLC
N/A—99,628-99,628-100%$1.0M———
UBS Group AG
N/A—95,132-95,132-100%$957.0K———
Morgan Stanley
N/A—85,806-85,806-100%$863.2K———
XTX Topco Ltd
N/A—83,240-83,240-100%$837.4K———
Quantinno Capital Management LP
N/A—52,344-52,344-100%$526.6K———
State of Wisconsin Investment Board
N/A—40,267-40,267-100%$405.1K———
Raymond James Financial Inc
N/A—40,000-40,000-100%$402.4K———
Zacks Investment Management
N/A—37,570-37,570-100%$378.0K———
Alliancebernstein L.P.
N/A—35,500-35,500-100%$405.8K———
Nuveen, LLC
N/A—32,163-32,163-100%$323.6K———
Cornerstone Investment Partners, LLC
N/A—22,953-22,953-100%$230.9K———
Goldman Sachs Group Inc
N/A—21,099-21,099-100%$212.3K———
Engineers Gate Manager LP
N/A—20,821-20,821-100%$209.5K———
Rhumbline Advisers
N/A—19,837-19,837-100%$199.5K———
ExodusPoint Capital Management, LP
N/A—18,015-18,015-100%$181.2K———
Mirabella Financial Services LLP
N/A—17,382-17,382-100%$174.9K———
Quinn Opportunity Partners LLC
N/A—15,000-15,000-100%$150.9K———
Millennium Management LLC
N/A—13,759-13,759-100%$138.4K———
Mercer Global Advisors Inc
N/A—13,470-13,470-100%$135.5K———
Wells Fargo & Company
N/A—13,224-13,224-100%$133.0K———
Bank of America Corp
N/A—12,386-12,386-100%$124.6K———
AQR Capital Management LLC
N/A—10,707-10,707-100%$107.7K———
Price T Rowe Associates Inc
N/A—10,523-10,523-100%$106.0K———
Edgestream Partners, L.P.
N/A—10,403-10,403-100%$104.7K———
Vanguard Global Advisers, LLC
N/A—7,459-7,459-100%$75.0K———
JPMorgan Chase & Co
N/A—6,896-6,896-100%$66.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—6,591-6,591-100%$66.3K———
New York State Common Retirement Fund
N/A—6,197-6,197-100%$62.3K———
BNP Paribas Financial Markets
N/A—5,123-5,123-100%$51.5K———
Police & Firemen's Retirement System of New Jersey
N/A—4,593-4,593-100%$46.2K———
UBS Asset Management Americas LLC
N/A—3,722-3,722-100%$37.4K———
Tower Research Capital LLC (TRC)
N/A—2,618-2,618-100%$26.3K———
Royal Bank of Canada
N/A—2,599-2,599-100%$26.0K———
FMR LLC
N/A—2,588-2,588-100%$26.0K———
Group One Trading LLC
N/A—1,777-1,777-100%$17.9K———
Ameritas Investment Partners, Inc.
N/A—1,500-1,500-100%$15.1K———
Legal & General Group Plc
N/A—1,364-1,364-100%$13.7K———
Optiver Holding B.V.
N/A—304-304-100%$3.1K———
Arax Advisory Partners
N/A—302-302-100%$3.0K———
California State Teachers Retirement System
N/A—197-197-100%$2.0K———
Osaic Holdings, Inc.
N/A—52-52-100%$522———
Rothschild Investment LLC
N/A—38-38-100%$382———
Transamerica Financial Advisors, LLC
N/A—9-9-100%$90———
Showing 87 of 87 institutions