Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EVCM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PSG Equity L.L.C. | 85.5M | $976.9M | 0.0% | 48.298% | 100.00% |
| 2 | Silver Lake Group, L.L.C. | 67.1M | $766.8M | 0.0% | 37.912% | 20.84% |
| 3 | 40 North Management LLC | 6.1M | $69.9M | 0.0% | 3.456% | 6.34% |
| 4 | BlackRock, Inc. | 1.0M | $11.8M | -3.8% | 0.583% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 572K | $6.5M | +6.2% | 0.323% | 0.00% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 483K | $5.5M | -24.2% | 0.273% | 0.00% |
| 7 | STATE STREET CORP | 417K | $4.8M | -0.8% | 0.236% | 0.00% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 196K | $2.2M | β | 0.111% | 0.00% |
| 9 | NORTHERN TRUST CORP | 192K | $2.2M | +2.1% | 0.108% | 0.00% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 145K | $1.7M | -2.3% | 0.082% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 104K | $1.2M | β | 0.059% | 0.00% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 97K | $1.1M | β | 0.055% | 0.00% |
| 13 | MORGAN STANLEY | 97K | $1.1M | -23.7% | 0.055% | 0.00% |
| 14 | Quantinno Capital Management LP | 48K | $552K | +117.7% | 0.027% | 0.00% |
| 15 | BANK OF AMERICA CORP /DE/ | 48K | $547K | +202.9% | 0.027% | 0.00% |
| 16 | RAYMOND JAMES FINANCIAL INC | 42K | $480K | 0.0% | 0.024% | 0.00% |
| 17 | ALLIANCEBERNSTEIN L.P. | 38K | $457K | +11.9% | 0.021% | 0.00% |
| 18 | XTX Topco Ltd | 38K | $434K | -26.9% | 0.021% | 0.01% |
| 19 | ZACKS INVESTMENT MANAGEMENT | 38K | $429K | 0.0% | 0.021% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 37K | $428K | -64.2% | 0.021% | 0.00% |
| 21 | STATE OF WISCONSIN INVESTMENT BOARD | 37K | $419K | β | 0.021% | 0.00% |
| 22 | Bank of New York Mellon Corp | 33K | $381K | -5.2% | 0.019% | 0.00% |
| 23 | Nuveen, LLC | 32K | $368K | +0.6% | 0.018% | 0.00% |
| 24 | AMERICAN CENTURY COMPANIES INC | 28K | $317K | -6.3% | 0.016% | 0.00% |
| 25 | Cornerstone Investment Partners, LLC | 24K | $275K | β | 0.014% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EVCM β a direct measure of their conviction.
Filings activity in EVCM during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new EVCM position in Q1 2026
Institutions that fully closed their EVCM position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 88 | +1.1% | 115.10% | 7.24 pp | $1.86B | 5.9% |
| Q4 2025 | 87 | 13% | 122.34% | +7.96 pp | $1.98B | +7.0% |
| Q3 2025 | 100 | +0.0% | 114.38% | +6.17 pp | $1.85B | +5.7% |
| Q2 2025 | 100 | +4.2% | 108.21% | +4.21 pp | $1.75B | +4.0% |
| Q1 2025 | 96 | +4.3% | 104.00% | 9.74 pp | $1.68B | 8.6% |
| Q4 2024 | 92 | +2.2% | 113.74% | +6.58 pp | $1.84B | +6.1% |
| Q3 2024 | 90 | +8.4% | 107.16% | 6.35 pp | $1.73B | 5.6% |
| Q2 2024 | 83 | β | 113.51% | β | $1.83B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EVCM stock.
Based on Q1 2026 13F filings, institutional ownership of EverCommerce Inc. stands at 115.1%, held across 88 reporting institutions.
PSG Equity L.L.C. is the largest reported institutional holder of EVCM, with approximately 85,464,516 shares worth $0.98B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of EVCM.
Our composite Smart Money Score for EVCM is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in EVCM during Q1 2026, while 17 fully exited. 18 added to existing positions and 51 trimmed.
EVCM institutional ownership fell by 7.24 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 99.4% of all reported 13F value in EVCM, and the top 25 account for 99.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
EverCommerce Inc. (EVCM) Institutional Ownership