EverCommerce Ownership 2024 | Who Owns EverCommerce Now?
Institutional Ownership
89.59%
Insider Ownership
7.26%
Retail Ownership
3.15%
Institutional Holders
83.00
EverCommerce Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PSG EQUITY L.L.C. | 45.79% | 100.00% | 85,464,516 | - | - | 938,400,385 | Jun 30, 2024 |
| SILVER LAKE GROUP, L.L.C. | 35.94% | 9.02% | 67,085,136 | - | - | 736,594,793 | Jun 30, 2024 |
| STANDARD INVESTMENTS LLC | 3.28% | 3.75% | 6,115,000 | - | - | 67,142,700 | Jun 30, 2024 |
| BLUE OWL CAPITAL HOLDINGS LP | 0.88% | 5.01% | 1,641,929 | - | - | 18,028,381 | Jun 30, 2024 |
| BLACKROCK INC. | 0.78% | 0.00% | 1,453,656 | -14,945 | -1.02% | 15,961,143 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.35% | 0.00% | 651,642 | 966 | 0.15% | 7,155,634 | Jun 30, 2024 |
| STATE STREET CORP | 0.27% | 0.00% | 502,809 | 13,311 | 2.72% | 5,520,843,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 0.23% | 0.00% | 436,763 | -1,228,179 | -73.77% | 4,795,658 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.18% | 0.00% | 340,684 | 95,934 | 39.20% | 3,739,877 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.17% | 0.00% | 323,360 | 281,551 | 673.42% | 3,550,493 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.17% | 0.00% | 314,299 | 314,299 | 100.00% | 3,451,003 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.16% | 0.03% | 304,037 | 66,152 | 27.81% | 3,338,326 | Jun 30, 2024 |
| WEALTHGATE FAMILY OFFICE, LLC | 0.16% | 7.95% | 294,116 | - | - | 3,229,394 | Jun 30, 2024 |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 0.12% | 0.01% | 219,700 | - | - | 2,412,306 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.11% | 0.00% | 205,992 | -6,256 | -2.95% | 2,261,792,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.09% | 0.00% | 175,959 | -2,134 | -1.20% | 1,932,030 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.09% | 0.00% | 164,419 | 9,595 | 6.20% | 1,805,320 | Jun 30, 2024 |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 0.08% | 0.26% | 145,729 | - | - | 1,600,104 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.08% | 0.01% | 140,263 | 140,263 | 100.00% | 1,540,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.06% | 0.00% | 109,838 | -1,316 | -1.18% | 1,206,023 | Jun 30, 2024 |
EverCommerce's largest institutional shareholder is PSG EQUITY L.L.C., holding 45.79% of the company's total share outstanding, currently valued at $938.40M. The top 10 institutional shareholders own together 87.88% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PSG EQUITY L.L.C. | 45.79% | 100.00% | 85,464,516 | - | - | 938,400,385 | Jun 30, 2024 |
| SILVER LAKE GROUP, L.L.C. | 35.94% | 9.02% | 67,085,136 | - | - | 736,594,793 | Jun 30, 2024 |
| WEALTHGATE FAMILY OFFICE, LLC | 0.16% | 7.95% | 294,116 | - | - | 3,229,394 | Jun 30, 2024 |
| BLUE OWL CAPITAL HOLDINGS LP | 0.88% | 5.01% | 1,641,929 | - | - | 18,028,381 | Jun 30, 2024 |
| STANDARD INVESTMENTS LLC | 3.28% | 3.75% | 6,115,000 | - | - | 67,142,700 | Jun 30, 2024 |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 0.08% | 0.26% | 145,729 | - | - | 1,600,104 | Jun 30, 2024 |
| HAMILTON CAPITAL, LLC | 0.05% | 0.07% | 86,642 | -86,640 | -50.00% | 951,329 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.16% | 0.03% | 304,037 | 66,152 | 27.81% | 3,338,326 | Jun 30, 2024 |
| INVESTORS RESEARCH CORP | 0.00% | 0.02% | 8,822 | - | - | 96,866 | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | 0.01% | 0.02% | 15,000 | - | - | 164,700 | Jun 30, 2024 |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 0.12% | 0.01% | 219,700 | - | - | 2,412,306 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.08% | 0.01% | 140,263 | 140,263 | 100.00% | 1,540,000 | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | 0.01% | 0.01% | 20,028 | -56 | -0.28% | 219,907 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.01% | 0.01% | 27,577 | 27,577 | 100.00% | 301,968 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.01% | 0.00% | 25,101 | 25,101 | 100.00% | 275,609 | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.00% | 415 | 415 | 100.00% | 4,557 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.02% | 0.00% | 44,935 | 25,198 | 127.67% | 493,386 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.17% | 0.00% | 314,299 | 314,299 | 100.00% | 3,451,003 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.17% | 0.00% | 323,360 | 281,551 | 673.42% | 3,550,493 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 187 | 187 | 100.00% | 2,053 | Jun 30, 2024 |
The largest EverCommerce shareholder by % of total assets is PSG EQUITY L.L.C.. The company owns 85.46M shares of EverCommerce (EVCM), representing 100.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 0.17% | 0.00% | 314,299 | 314,299 | 100.00% | 3,451,003 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.17% | 0.00% | 323,360 | 281,551 | 673.42% | 3,550,493 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.08% | 0.01% | 140,263 | 140,263 | 100.00% | 1,540,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.18% | 0.00% | 340,684 | 95,934 | 39.20% | 3,739,877 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.06% | 0.00% | 104,159 | 85,123 | 447.17% | 1,143,665 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.16% | 0.03% | 304,037 | 66,152 | 27.81% | 3,338,326 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 55,620 | 44,378 | 394.75% | 610,708 | Jun 30, 2024 |
| MARINER, LLC | 0.02% | 0.00% | 36,220 | 36,220 | 100.00% | 397,696 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.01% | 0.01% | 27,577 | 27,577 | 100.00% | 301,968 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.02% | 0.00% | 44,935 | 25,198 | 127.67% | 493,386 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.01% | 0.00% | 25,101 | 25,101 | 100.00% | 275,609 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.02% | - | 39,126 | 21,276 | 119.19% | 429,603 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 18,660 | 18,660 | 100.00% | 204,887 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.00% | 15,576 | 15,576 | 100.00% | 171,024 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.02% | - | 44,560 | 15,163 | 51.58% | 489,269 | Jun 30, 2024 |
| STATE STREET CORP | 0.27% | 0.00% | 502,809 | 13,311 | 2.72% | 5,520,843,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.01% | 0.00% | 11,982 | 11,982 | 100.00% | 131,562 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 11,481 | 11,481 | 100.00% | 126,061 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 11,389 | 11,389 | 100.00% | 125,051 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.09% | 0.00% | 164,419 | 9,595 | 6.20% | 1,805,320 | Jun 30, 2024 |
As of Jun 30 2024, EverCommerce's largest institutional buyer is JANUS HENDERSON GROUP PLC. The company purchased 314.30K stocks of EVCM, valued at $3.45M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 0.23% | 0.00% | 436,763 | -1,228,179 | -73.77% | 4,795,658 | Jun 30, 2024 |
| FIL LTD | - | - | - | -661,297 | -100.00% | - | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -203,420 | -100.00% | - | Jun 30, 2024 |
| WHETSTONE CAPITAL ADVISORS, LLC | - | - | - | -90,457 | -100.00% | - | Jun 30, 2024 |
| HAMILTON CAPITAL, LLC | 0.05% | 0.07% | 86,642 | -86,640 | -50.00% | 951,329 | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -55,000 | -100.00% | - | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | - | - | - | -38,153 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.01% | 0.00% | 15,767 | -37,843 | -70.59% | 173,000 | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | - | - | - | -34,781 | -100.00% | - | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.01% | 0.00% | 14,591 | -27,609 | -65.42% | 160,209 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -21,212 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -20,771 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.00% | - | 6,509 | -17,796 | -73.22% | 71,469 | Jun 30, 2024 |
| BLACKROCK INC. | 0.78% | 0.00% | 1,453,656 | -14,945 | -1.02% | 15,961,143 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -14,423 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -13,025 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -11,639 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,508 | -100.00% | - | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.00% | - | 399 | -10,238 | -96.25% | 4,381 | Jun 30, 2024 |
| BARCLAYS PLC | 0.00% | - | 7,317 | -9,036 | -55.26% | 80,000 | Jun 30, 2024 |
As of Jun 30 2024, EverCommerce's biggest institutional seller is VANGUARD GROUP INC. The company sold -1.23M shares of EVCM, valued at $4.80M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | 0.17% | 0.00% | 314,299 | 314,299 | 100.00% | 3,451,003 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.08% | 0.01% | 140,263 | 140,263 | 100.00% | 1,540,000 | Jun 30, 2024 |
| MARINER, LLC | 0.02% | 0.00% | 36,220 | 36,220 | 100.00% | 397,696 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | 0.01% | 0.01% | 27,577 | 27,577 | 100.00% | 301,968 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.01% | 0.00% | 25,101 | 25,101 | 100.00% | 275,609 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 18,660 | 18,660 | 100.00% | 204,887 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.00% | 15,576 | 15,576 | 100.00% | 171,024 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.01% | 0.00% | 11,982 | 11,982 | 100.00% | 131,562 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.00% | 11,481 | 11,481 | 100.00% | 126,061 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 11,389 | 11,389 | 100.00% | 125,051 | Jun 30, 2024 |
| C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.00% | 415 | 415 | 100.00% | 4,557 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 263 | 263 | 100.00% | 2,888 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 187 | 187 | 100.00% | 2,053 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | - | - | 84 | 84 | 100.00% | 922 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 25 | 25 | 100.00% | 275 | Jun 30, 2024 |
EverCommerce's largest new institutional shareholder by number of shares is JANUS HENDERSON GROUP PLC, purchased 314.30K shares, valued at $3.45M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIL LTD | - | - | - | -661,297 | -100.00% | - | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -203,420 | -100.00% | - | Jun 30, 2024 |
| WHETSTONE CAPITAL ADVISORS, LLC | - | - | - | -90,457 | -100.00% | - | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | - | - | - | -55,000 | -100.00% | - | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | - | - | - | -38,153 | -100.00% | - | Jun 30, 2024 |
| B. RILEY ASSET MANAGEMENT, LLC | - | - | - | -34,781 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -21,212 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -20,771 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -14,423 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -13,025 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -11,639 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -11,508 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -1,635 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,439 | -100.00% | - | Jun 30, 2024 |
| SIGNATUREFD, LLC | - | - | - | -158 | -100.00% | - | Jun 30, 2024 |
| SACHETTA, LLC | - | - | - | -110 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
EverCommerce's largest sold out institutional shareholder by shares sold is FIL LTD, sold -0.66M shares, valued at -, as of undefined.
EverCommerce Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CORNERCAP GROUP OF FUNDS /VA/ | 0.61% | 44,081 | -11,713 | -20.99% | Sep 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 16,492 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.02% | 60,952 | 992 | 1.65% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 649,270 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 43,674 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,690 | - | - | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.00% | 8,518 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 918 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,492,144 | -238,908 | -13.80% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 35,468 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 66,192 | -2,887 | -4.18% | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 20,241 | -859 | -4.07% | Mar 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 308,725 | -857 | -0.28% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,327 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 7,729 | 7,729 | - | Mar 28, 2024 |
| GPS Funds I | 0.00% | 3,066 | - | - | Mar 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 28,587 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 42,800 | - | - | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 9,876 | -913 | -8.46% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 8,512 | -1,617 | -15.96% | Mar 31, 2024 |
| Global X Funds | 0.00% | 11,639 | - | - | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 5,054 | - | - | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,177 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 111,637 | 3,523 | 3.26% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 472 | - | - | Mar 31, 2024 |
| Listed Funds Trust | 0.00% | 706 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 57,695 | 42,115 | 270.31% | Jan 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 5,398 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 7,500 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 3,738 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 8,300 | -200 | -2.35% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 10,787 | 386 | 3.71% | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,508 | 160 | 11.87% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 70,626 | -2,801 | -3.81% | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 921 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 107,261 | 13,356 | 14.22% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 213 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 790,067 | -61,045 | -7.17% | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 92,581 | -2,498 | -2.63% | Mar 31, 2024 |
| PACIFIC FUNDS SERIES TRUST | 0.00% | 12,819 | -8,634 | -40.25% | Mar 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 36,426 | 5,299 | 17.02% | Jan 31, 2024 |
| 1290 Funds | 0.00% | 47,149 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 8,962 | -36 | -0.40% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 12,713 | 1,290 | 11.29% | Jan 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 163 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 3,504 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 106 | - | - | Dec 31, 2023 |
| PENN SERIES FUNDS INC | 0.00% | 600 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 2,341 | -13 | -0.55% | Jan 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 5,244 | - | - | Feb 29, 2024 |
| BNY Mellon ETF Trust | 0.00% | 388 | - | - | Mar 28, 2024 |
| ProFunds | 0.00% | 181 | -15 | -7.65% | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 44,712 | - | - | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,409 | 652 | 86.13% | Feb 29, 2024 |
| PROSHARES TRUST | 0.00% | 3,425 | 410 | 13.60% | Feb 29, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 3,092 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 14 | - | - | Dec 31, 2023 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 12,378 | - | - | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 4,579 | - | - | Feb 29, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 24,177 | - | - | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 8,186 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 34,058 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 2,646 | -10 | -0.38% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 425 | - | - | Feb 29, 2024 |
| FundVantage Trust | 0.00% | 107 | 98 | 1088.89% | Mar 28, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 2,000 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 99 | - | - | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 9,137 | -342 | -3.61% | Mar 31, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 16,135 | - | - | Feb 29, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 13,189 | 788 | 6.35% | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 2,434 | - | - | Dec 31, 2023 |
| PACIFIC SELECT FUND | 0.00% | 7,843 | -225 | -2.79% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 107 | - | - | Feb 29, 2024 |
| GOLDMAN SACHS TRUST | 0.00% | 3,171 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 267 | - | - | Jan 31, 2024 |
| Advisors' Inner Circle Fund III | 0.00% | 62 | 9 | 16.98% | Jan 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 2,494 | -901 | -26.54% | Mar 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 3,690 | - | - | Jan 31, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 2,996 | 558 | 22.89% | Jan 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 7,100 | - | - | Feb 29, 2024 |
| John Hancock Funds II | 0.00% | 1,828 | - | - | Feb 29, 2024 |
EverCommerce's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 44.08K shares, compromising 0.61% of its total assets.
EverCommerce Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 83 | - |
| 31 Mar, 24 | 83 | -2.35% |
| 31 Dec, 23 | 85 | -7.61% |
| 30 Sep, 23 | 92 | -7.07% |
| 30 Jun, 23 | 99 | 15.12% |
| 31 Mar, 23 | 86 | 4.88% |
| 31 Dec, 22 | 82 | 9.33% |
| 30 Sep, 22 | 75 | 1.35% |
| 30 Jun, 22 | 74 | 23.33% |
| 31 Mar, 22 | 60 | 9.09% |
| 31 Dec, 21 | 55 | 1.85% |
| 30 Sep, 21 | 54 | - |
As of 30 Jun 24, 83 institutions are holding EverCommerce's shares, representing an increase of 0.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 167,200,066 | -0.70% |
| 31 Mar, 24 | 168,375,898 | 0.87% |
| 31 Dec, 23 | 166,927,667 | -0.28% |
| 30 Sep, 23 | 167,403,174 | -0.25% |
| 30 Jun, 23 | 167,821,751 | -0.67% |
| 31 Mar, 23 | 168,950,472 | -1.09% |
| 31 Dec, 22 | 170,804,789 | -0.44% |
| 30 Sep, 22 | 171,556,531 | -0.51% |
| 30 Jun, 22 | 172,444,203 | -0.11% |
| 31 Mar, 22 | 172,637,986 | 0.84% |
| 31 Dec, 21 | 171,200,712 | 103.34% |
| 30 Sep, 21 | 84,192,904 | - |
EverCommerce (EVCM) has 167.20M shares outstanding as of 30 Jun 24, down -0.70% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 89.59% | 1.12% |
| 31 Mar, 24 | 89.26% | 1.14% |
| 31 Dec, 23 | 88.41% | 1.12% |
| 30 Sep, 23 | 88.91% | 1.14% |
| 30 Jun, 23 | 88.31% | 1.12% |
| 31 Mar, 23 | 88.90% | 1.13% |
| 31 Dec, 22 | 88.54% | 1.14% |
| 30 Sep, 22 | 88.18% | 1.14% |
| 30 Jun, 22 | 88.14% | 1.13% |
| 31 Mar, 22 | 88.34% | 1.15% |
| 31 Dec, 21 | 87.63% | 4.72% |
| 30 Sep, 21 | 43.10% | - |
As of 30 Jun 24, EverCommerce is held by 89.59% institutional shareholders, representing a 1.12% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 45 | 21.62% |
| 31 Mar, 24 | 37 | -11.90% |
| 31 Dec, 23 | 42 | 100.00% |
| 30 Sep, 23 | 21 | -47.50% |
| 30 Jun, 23 | 40 | - |
| 31 Mar, 23 | 40 | -4.76% |
| 31 Dec, 22 | 42 | 5.00% |
| 30 Sep, 22 | 40 | 11.11% |
| 30 Jun, 22 | 36 | -7.69% |
| 31 Mar, 22 | 39 | 14.71% |
| 31 Dec, 21 | 34 | -37.04% |
| 30 Sep, 21 | 54 | - |
45 institutional shareholders have increased their position in EVCM stock as of 30 Jun 24 compared to 37 in the previous quarter (a 21.62% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -35.71% |
| 31 Mar, 24 | 28 | 16.67% |
| 31 Dec, 23 | 24 | -41.46% |
| 30 Sep, 23 | 41 | 24.24% |
| 30 Jun, 23 | 33 | 37.50% |
| 31 Mar, 23 | 24 | 9.09% |
| 31 Dec, 22 | 22 | 22.22% |
| 30 Sep, 22 | 18 | -18.18% |
| 30 Jun, 22 | 22 | 57.14% |
| 31 Mar, 22 | 14 | 27.27% |
| 31 Dec, 21 | 11 | - |
| 30 Sep, 21 | - | - |
18 institutional shareholders have reduced their position in EVCM stock as of 30 Jun 24 compared to 28 in the previous quarter (a -35.71% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 83 | - | 167,200,066 | -0.70% | 89.59% | 1.12% | 45 | 21.62% | 18 | -35.71% |
| 31 Mar, 24 | 83 | -2.35% | 168,375,898 | 0.87% | 89.26% | 1.14% | 37 | -11.90% | 28 | 16.67% |
| 31 Dec, 23 | 85 | -7.61% | 166,927,667 | -0.28% | 88.41% | 1.12% | 42 | 100.00% | 24 | -41.46% |
| 30 Sep, 23 | 92 | -7.07% | 167,403,174 | -0.25% | 88.91% | 1.14% | 21 | -47.50% | 41 | 24.24% |
| 30 Jun, 23 | 99 | 15.12% | 167,821,751 | -0.67% | 88.31% | 1.12% | 40 | - | 33 | 37.50% |
| 31 Mar, 23 | 86 | 4.88% | 168,950,472 | -1.09% | 88.90% | 1.13% | 40 | -4.76% | 24 | 9.09% |
| 31 Dec, 22 | 82 | 9.33% | 170,804,789 | -0.44% | 88.54% | 1.14% | 42 | 5.00% | 22 | 22.22% |
| 30 Sep, 22 | 75 | 1.35% | 171,556,531 | -0.51% | 88.18% | 1.14% | 40 | 11.11% | 18 | -18.18% |
| 30 Jun, 22 | 74 | 23.33% | 172,444,203 | -0.11% | 88.14% | 1.13% | 36 | -7.69% | 22 | 57.14% |
| 31 Mar, 22 | 60 | 9.09% | 172,637,986 | 0.84% | 88.34% | 1.15% | 39 | 14.71% | 14 | 27.27% |
| 31 Dec, 21 | 55 | 1.85% | 171,200,712 | 103.34% | 87.63% | 4.72% | 34 | -37.04% | 11 | - |
| 30 Sep, 21 | 54 | - | 84,192,904 | - | 43.10% | - | 54 | - | - | - |
EverCommerce Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of EverCommerce's stock was made by Siurek Ryan H on Aug 15 2024, selling 2,812 shares at $9.77 per share (valued at $27.47K).
EverCommerce Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 6 | - |
| Q2 2024 | 3 | 23 | 13.04% |
| Q1 2024 | 5 | 21 | 23.81% |
| Q4 2023 | 4 | 38 | 10.53% |
| Q3 2023 | 11 | 38 | 28.95% |
| Q2 2023 | 4 | 32 | 12.50% |
| Q1 2023 | 10 | 22 | 45.45% |
| Q4 2022 | 2 | 8 | 25.00% |
| Q3 2022 | - | 7 | - |
| Q2 2022 | 5 | - | - |
| Q1 2022 | 16 | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | 33 | 54 | 61.11% |
| Q2 2021 | 14 | - | - |
| Q1 2021 | 1 | - | - |
0 total buy trades, and 6 total sell trades (buy/sell ratio of 0.00%) were made by EverCommerce's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 5 | - |
| Q2 2024 | - | 23 | - |
| Q1 2024 | - | 21 | - |
| Q4 2023 | - | 28 | - |
| Q3 2023 | - | 27 | - |
| Q2 2023 | - | 32 | - |
| Q1 2023 | - | 14 | - |
| Q4 2022 | - | 7 | - |
| Q3 2022 | - | 7 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | 2 | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 5 open market sell trades of EverCommerce's stocks.
EverCommerce Peer Ownership
| Ticker | Company |
|---|---|
| ESMT | EngageSmart, Inc. |
| SPSC | SPS Commerce, Inc. |
| IIIV | i3 Verticals, Inc. |
| CCSI | Consensus Cloud Solutions, Inc. |
| AVDX | AvidXchange Holdings, Inc. |
| INFA | Informatica Inc. |
| CSGS | CSG Systems International, Inc. |
| CCCS | CCC Intelligent Solutions Holdings Inc. |
| STER | Sterling Check Corp. |
| EVTC | EVERTEC, Inc. |
| IMXI | International Money Express, Inc. |
| NTCT | NetScout Systems, Inc. |
EVCM Ownership FAQ
Who Owns EverCommerce?
EverCommerce is owned by institutional shareholders (89.59%), insiders (7.26%), and public (3.15%). The largest institutional shareholder of EverCommerce is PSG EQUITY L.L.C. (45.79% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (0.61% of total shares).
Who are the major institutional shareholders of EverCommerce?
EverCommerce's major institutional shareholders are PSG EQUITY L.L.C., SILVER LAKE GROUP, L.L.C., STANDARD INVESTMENTS LLC, BLUE OWL CAPITAL HOLDINGS LP, and BLACKROCK INC.. The top five shareholders own together 86.67% of the company's share outstanding.
How many EverCommerce shareholders are there?
As of Jun 2024, there are 83 institutional shareholders of EverCommerce.
What percentage of EverCommerce is owned by PSG EQUITY L.L.C?
PSG EQUITY L.L.C owns 85.46M shares of EverCommerce, representing 45.79% of the company's total shares outstanding, valued at $938.4M (as of Jun 2024).
What percentage of EverCommerce is owned by SILVER LAKE GROUP, L.L.C?
As of Jun 2024, SILVER LAKE GROUP, L.L.C holds 67.09M shares of EverCommerce (EVCM), compromising 35.94% of the company, valued at $736.59M.
What percentage of EverCommerce is owned by STANDARD INVESTMENTS LLC?
STANDARD INVESTMENTS LLC is the third largest holder of EverCommerce. The company owns 6.12M of the company's shares outstanding (worth $67.14M).