EVERCOMMERCE INC EVCM
COM · Common Stock · CUSIP 29977X105
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersDenver, CO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($39.8k this quarter). Holder counts are more reliable. Shares outstanding: 176.7m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.06. Options: 1 managers hold calls ($1.0k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 80 |
| Q4 2022 | 82 |
| Q1 2023 | 86 |
| Q2 2023 | 96 |
| Q3 2023 | 92 |
| Q4 2023 | 85 |
| Q1 2024 | 86 |
| Q2 2024 | 87 |
| Q3 2024 | 91 |
| Q4 2024 | 93 |
| Q1 2025 | 96 |
| Q2 2025 | 100 |
| Q3 2025 | 104 |
| Q4 2025 | 88 |
| Q1 2026 | 90 |
| Q2 2026 | 83 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 34 | 32 |
| Q4 2024 | 42 | 31 |
| Q1 2025 | 36 | 42 |
| Q2 2025 | 38 | 46 |
| Q3 2025 | 46 | 38 |
| Q4 2025 | 25 | 60 |
| Q1 2026 | 38 | 40 |
| Q2 2026 | 32 | 41 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $388.7k | $313.6k | 0.81 |
| Q1 2026 | $1.1k | $118.9k | 104.00 |
| Q2 2026 | $1.0k | $0 | 0.00 |
Biggest buyers
| CoreCap Advisors, LLC | New | +270.0k |
| UBS Group AG | Added | +72.1k |
| XTX Topco Ltd | Added | +45.3k |
| BlackRock, Inc. | Added | +34.0k |
| ExodusPoint Capital Management, LP | New | +18.0k |
| MILLENNIUM MANAGEMENT LLC | New | +13.8k |
| Edgestream Partners, L.P. | New | +10.4k |
| WELLS FARGO & COMPANY/MN | Added | +7.7k |
| CITIGROUP INC | Added | +5.7k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +5.5k |
Biggest sellers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -52.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -35.5k |
| AMERICAN CENTURY COMPANIES INC | Sold out | -27.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -16.3k |
| MORGAN STANLEY | Reduced | -10.8k |
| Mariner, LLC | Sold out | -10.3k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Sold out | -10.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -3.9k |
| Aquatic Capital Management LLC | Sold out | -3.5k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -3.3k |
Biggest calls
| GROUP ONE TRADING LLC | New | $1.0k100 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Remer Eric Richard 13G · exempt (held before listing) filed 2026-08-14 | 7.5% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $2.7m | $2.6m |
| Q1 2025 | 0 | — | 2 | $3.4m | $3.4m |
| Q2 2025 | 0 | — | 3 | $3.5m | $3.3m |
| Q3 2025 | 0 | — | 4 | $4.0m | $3.8m |
| Q4 2025 | 0 | — | 4 | $3.8m | $3.5m |
| Q1 2026 | 0 | — | 3 | $3.9m | $3.9m |
| Q2 2026 | 0 | — | 3 | $3.5m | $3.5m |
| Q3 2026 | 0 | — | 4 | $6.3m | $3.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-16 | Remer Eric Richard Director | Sold | $2.1k258 shares |
| 2026-09-15 | Remer Eric Richard Director | Sold | $4.3k533 shares |
| 2026-09-04 | Remer Eric Richard Director | Sold | $24.0k3.0k shares |
| 2026-09-03 | Remer Eric Richard Director | Sold | $51.3k6.4k shares |
| 2026-09-02 | Remer Eric Richard Director | Sold | $42.7k5.3k shares |
| 2026-09-01 | Remer Eric Richard Director | Sold | $390.2k47.4k shares |
| 2026-08-31 | Remer Eric Richard Director | Sold | $364.5k40.9k shares |
| 2026-08-28 | Remer Eric Richard Director | Sold | $219.4k23.8k shares |
| 2026-08-27 | Remer Eric Richard Director | Sold | $134.9k14.6k shares |
| 2026-08-26 | Remer Eric Richard Director | Sold | $196.0k21.8k shares |
| 2026-08-25 | Remer Eric Richard Director | Sold | $189.1k20.7k shares |
| 2026-08-24 | Remer Eric Richard Director | Sold | $133.7k14.0k shares |
| 2026-08-22 | Storey Lisa E Chief Legal Officer | Sold | $11.8k1.2k shares |
| 2026-08-21 | Remer Eric Richard Director | Sold | $159.9k16.6k shares |
| 2026-08-20 | Remer Eric Richard Director | Sold | $259.5k26.5k shares |
| 2026-08-19 | Remer Eric Richard Director | Sold | $212.7k20.9k shares |
| 2026-08-19 | Siurek Ryan H Chief Financial Officer | Sold | $32.4k3.2k shares |
| 2026-08-18 | Remer Eric Richard Director | Sold | $291.5k29.1k shares |
| 2026-08-17 | Siurek Ryan H Chief Financial Officer | Sold | $171.7k16.8k shares |
| 2026-08-14 | Remer Eric Richard Director | Sold | $240.2k23.9k shares |
| 2026-08-14 | Storey Lisa E Chief Legal Officer | Sold | $170.3k17.0k shares |
| 2026-08-13 | Remer Eric Richard Chief Executive Officer, director | Sold plan | $172.8k17.3k shares |
| 2026-08-12 | Remer Eric Richard Chief Executive Officer, director | Sold plan | $244.7k24.8k shares |
| 2026-08-11 | Remer Eric Richard Chief Executive Officer, director | Sold plan | $249.7k25.3k shares |
| 2026-08-06 | Feierstein Matthew David President | Sold plan | $51.0k5.0k shares |
| 2026-08-05 | Feierstein Matthew David President | Sold plan | $118.3k10.0k shares |
| 2026-08-05 | Remer Eric Richard Chief Executive Officer, director | Sold plan | $68.1k5.8k shares |
| 2026-08-04 | Remer Eric Richard Chief Executive Officer, director | Sold plan | $159.3k13.4k shares |
| 2026-08-04 | Feierstein Matthew David President | Sold plan | $118.6k10.0k shares |
| 2026-08-03 | Feierstein Matthew David President | Sold plan | $121.3k10.0k shares |
The latest 30 of 87 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| PSG Equity L.L.C. 100.00% of their portfolio | 85.5m $859.8m | Unchanged |
| Silver Lake Group, L.L.C. 14.74% of their portfolio | 67.1m $674.9m | Unchanged |
| Standard Investments LLC 3.43% of their portfolio | 6.1m $61.5m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 1.1m $10.7m | Added +34.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 567.9k $5.7m | Reduced -3.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 430.3k $4.3m | Reduced -52.5k |
| STATE STREET CORP 0.00% of their portfolio | 414.1k $4.2m | Reduced -3.2k |
| CoreCap Advisors, LLC 0.08% of their portfolio | 270.0k $2.7m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 201.2k $2.0m | Added +5.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 192.9k $1.9m | Added +1.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 143.5k $1.4m | Reduced -1.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 108.6k $1.1m | Added +4.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 99.6k $1.0m | Added +2.7k |
| UBS Group AG 0.00% of their portfolio | 95.1k $957.0k | Added +72.1k |
| MORGAN STANLEY 0.00% of their portfolio | 85.8k $863.2k | Reduced -10.8k |
| XTX Topco Ltd 0.01% of their portfolio | 83.2k $837.4k | Added +45.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 52.3k $526.6k | Added +4.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 40.3k $405.1k | Added +3.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 40.0k $402.4k | Reduced -2.0k |
| ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio | 37.6k $378.0k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 35.5k $405.8k | Reduced -2.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 32.2k $323.9k | Reduced -1.1k |
| Nuveen, LLC 0.00% of their portfolio | 32.2k $323.6k | Unchanged |
| Cornerstone Investment Partners, LLC 0.01% of their portfolio | 23.0k $230.9k | Reduced -1.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 21.1k $212.3k | Reduced -16.3k |
| Engineers Gate Manager LP 0.00% of their portfolio | 20.8k $209.5k | Added +3.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 19.8k $199.5k | Reduced -399 |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 18.0k $181.2k | New |
| MIRABELLA FINANCIAL SERVICES LLP 0.02% of their portfolio | 17.4k $174.9k | Added +5.2k |
| RIA Advisory Group LLC 0.04% of their portfolio | 17.0k $171.2k | Reduced -590 |
| Quinn Opportunity Partners LLC 0.01% of their portfolio | 15.0k $150.9k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 14.3k $144.3k | Added +4.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 13.8k $138.4k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 13.5k $135.5k | Reduced -1.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 13.2k $133.0k | Added +7.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 12.4k $124.6k | Reduced -35.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.7k $107.7k | Reduced -3.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 10.5k $106.0k | Unchanged |
| Edgestream Partners, L.P. 0.00% of their portfolio | 10.4k $104.7k | New |
| Investors Research Corp 0.02% of their portfolio | 8.8k $88.7k | Unchanged |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 8.5k $85.0k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 7.5k $75.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6.9k $66.8k | Added +31 |
| CITIGROUP INC 0.00% of their portfolio | 6.7k $67.4k | Added +5.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 6.6k $66.3k | Reduced -395 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 6.2k $62.3k | Unchanged |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 6.0k $60.0k | Added +1.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.1k $51.5k | Added +2.0k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.6k $46.2k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 4.4k $44.0k | Added +2.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 3.7k $37.4k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 3.1k $30.9k | Added +359 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.6k $26.3k | Added +562 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.6k $26.0k | Added +1.6k |
| FMR LLC 0.00% of their portfolio | 2.6k $26.0k | Reduced -2.8k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 1.8k $17.9k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 1.7k $16.8k | Reduced -99 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.5k $15.1k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 1.4k $13.7k | Unchanged |
| Versant Capital Management, Inc 0.00% of their portfolio | 444 $4.5k | Reduced -137 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 401 $4.0k | Reduced -32 |
| Optiver Holding B.V. 0.00% of their portfolio | 304 $3.1k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 302 $3.0k | Added +94 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 197 $2.0k | Reduced -598 |
| 1620 INVESTMENT ADVISORS, INC. 0.00% of their portfolio | 187 $1.9k | Unchanged |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 140 $1.4k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 73 $734 | Reduced -23 |
| Covestor Ltd 0.00% of their portfolio | 55 $1.0k | Added +42 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 52 $522 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 40 $403 | Reduced -1.1k |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 38 $382 | Reduced -14 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 35 $352 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 33 $332 | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 31 $312 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 24 $241 | Reduced -199 |
| US BANCORP \DE\ 0.00% of their portfolio | 20 $201 | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 19 $191 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 17 $171 | Reduced -20 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 14 $141 | New |
| Transamerica Financial Advisors, LLC 0.00% of their portfolio | 9 $90 | New |
| Clearstead Advisors, LLC 0.00% of their portfolio | 5 $51 | New |
| Essential Partners LLC 0.00% of their portfolio | 5 $50 | Reduced -6 |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 4 $41 | Unchanged |