Vault-13

EVERCOMMERCE INC EVCM

COM · Common Stock · CUSIP 29977X105

83 institutional holders -7 vs Q1 2026
163,034,594163.0m shares reported held*
92.3% of all shares outstanding*
$1.6bnreported value*
9 new 23 added 27 reduced 14 sold out net bought ≈ $3.3m (+327.3k shares)

* 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

050100150Q3 22: 80Q4 22: 82Q1 23: 86Q2 23: 96Q3 23: 92Q4 23: 85Q1 24: 86Q2 24: 87Q3 24: 91Q4 24: 93Q1 25: 96Q2 25: 100Q3 25: 104Q4 25: 88Q1 26: 90Q2 26: 8383Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202280
Q4 202282
Q1 202386
Q2 202396
Q3 202392
Q4 202385
Q1 202486
Q2 202487
Q3 202491
Q4 202493
Q1 202596
Q2 2025100
Q3 2025104
Q4 202588
Q1 202690
Q2 202683

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 34 bought or addedQ3 24: 32 cut or sold outQ4 24: 42 bought or addedQ4 24: 31 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 42 cut or sold outQ2 25: 38 bought or addedQ2 25: 46 cut or sold outQ2 25Q3 25: 46 bought or addedQ3 25: 38 cut or sold outQ4 25: 25 bought or addedQ4 25: 60 cut or sold outQ4 25Q1 26: 38 bought or addedQ1 26: 40 cut or sold outQ2 26: 32 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243432
Q4 20244231
Q1 20253642
Q2 20253846
Q3 20254638
Q4 20252560
Q1 20263840
Q2 20263241

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $388.7kQ4 25 puts: $313.6kQ4 25P/C 0.81Q1 26 calls: $1.1kQ1 26 puts: $118.9kQ1 26P/C 104.00Q2 26 calls: $1.0kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$388.7k$313.6k0.81
Q1 2026$1.1k$118.9k104.00
Q2 2026$1.0k$00.00

Biggest buyers

CoreCap Advisors, LLC New +269,999+270.0k
UBS Group AG Added +72,093+72.1k
XTX Topco Ltd Added +45,295+45.3k
BlackRock, Inc. Added +33,983+34.0k
ExodusPoint Capital Management, LP New +18,015+18.0k
MILLENNIUM MANAGEMENT LLC New +13,759+13.8k
Edgestream Partners, L.P. New +10,403+10.4k
WELLS FARGO & COMPANY/MN Added +7,727+7.7k
CITIGROUP INC Added +5,693+5.7k
VANGUARD CAPITAL MANAGEMENT LLC Added +5,537+5.5k

Biggest sellers

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -52,452-52.5k
BANK OF AMERICA CORP /DE/ Reduced -35,462-35.5k
AMERICAN CENTURY COMPANIES INC Sold out -27,731-27.7k
GOLDMAN SACHS GROUP INC Reduced -16,310-16.3k
MORGAN STANLEY Reduced -10,768-10.8k
Mariner, LLC Sold out -10,302-10.3k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Sold out -10,173-10.2k
GEODE CAPITAL MANAGEMENT, LLC Reduced -3,879-3.9k
Aquatic Capital Management LLC Sold out -3,527-3.5k
AQR CAPITAL MANAGEMENT LLC Reduced -3,257-3.3k

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.

HolderStakeChangeShares Last filed
Remer Eric Richard 13G · exempt (held before listing) filed 2026-08-14 7.5% 13.7m≈ $138.2m 2026-08-14

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)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 3 sellingQ1 25: 0 buyingQ1 25: 2 sellingQ1 25Q2 25: 0 buyingQ2 25: 3 sellingQ3 25: 0 buyingQ3 25: 4 sellingQ3 25Q4 25: 0 buyingQ4 25: 4 sellingQ1 26: 0 buyingQ1 26: 3 sellingQ1 26Q2 26: 0 buyingQ2 26: 3 sellingQ3 26: 0 buyingQ3 26: 4 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—3$2.7m$2.6m
Q1 20250—2$3.4m$3.4m
Q2 20250—3$3.5m$3.3m
Q3 20250—4$4.0m$3.8m
Q4 20250—4$3.8m$3.5m
Q1 20260—3$3.9m$3.9m
Q2 20260—3$3.5m$3.5m
Q3 20260—4$6.3m$3.0m
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-16 Remer Eric Richard Director Sold 258 $8.00 $2.1k258 shares -<1%
2026-09-15 Remer Eric Richard Director Sold 533 $8.00 $4.3k533 shares -<1%
2026-09-04 Remer Eric Richard Director Sold 2,997 $8.02 $24.0k3.0k shares -<1%
2026-09-03 Remer Eric Richard Director Sold 6,354 $8.07 $51.3k6.4k shares -<1%
2026-09-02 Remer Eric Richard Director Sold 5,313 $8.03 $42.7k5.3k shares -<1%
2026-09-01 Remer Eric Richard Director Sold 47,353 $8.24 $390.2k47.4k shares -1%
2026-08-31 Remer Eric Richard Director Sold 40,906 $8.91 $364.5k40.9k shares -1%
2026-08-28 Remer Eric Richard Director Sold 23,824 $9.21 $219.4k23.8k shares -<1%
2026-08-27 Remer Eric Richard Director Sold 14,594 $9.25 $134.9k14.6k shares -<1%
2026-08-26 Remer Eric Richard Director Sold 21,821 $8.98 $196.0k21.8k shares -<1%
2026-08-25 Remer Eric Richard Director Sold 20,710 $9.13 $189.1k20.7k shares -<1%
2026-08-24 Remer Eric Richard Director Sold 13,974 $9.57 $133.7k14.0k shares -<1%
2026-08-22 Storey Lisa E Chief Legal Officer Sold 1,228 $9.64 $11.8k1.2k shares -1%
2026-08-21 Remer Eric Richard Director Sold 16,602 $9.63 $159.9k16.6k shares -<1%
2026-08-20 Remer Eric Richard Director Sold 26,530 $9.78 $259.5k26.5k shares -0%
2026-08-19 Remer Eric Richard Director Sold 20,913 $10.17 $212.7k20.9k shares -<1%
2026-08-19 Siurek Ryan H Chief Financial Officer Sold 3,188 $10.16 $32.4k3.2k shares -1%
2026-08-18 Remer Eric Richard Director Sold 29,119 $10.01 $291.5k29.1k shares -0%
2026-08-17 Siurek Ryan H Chief Financial Officer Sold 16,812 $10.21 $171.7k16.8k shares -5%
2026-08-14 Remer Eric Richard Director Sold 23,947 $10.03 $240.2k23.9k shares -<1%
2026-08-14 Storey Lisa E Chief Legal Officer Sold 17,012 $10.01 $170.3k17.0k shares -7%
2026-08-13 Remer Eric Richard Chief Executive Officer, director Sold plan 17,285 $10.00 $172.8k17.3k shares -<1%
2026-08-12 Remer Eric Richard Chief Executive Officer, director Sold plan 24,802 $9.87 $244.7k24.8k shares -<1%
2026-08-11 Remer Eric Richard Chief Executive Officer, director Sold plan 25,252 $9.89 $249.7k25.3k shares -0%
2026-08-06 Feierstein Matthew David President Sold plan 5,000 $10.20 $51.0k5.0k shares -<1%
2026-08-05 Feierstein Matthew David President Sold plan 10,000 $11.83 $118.3k10.0k shares -0%
2026-08-05 Remer Eric Richard Chief Executive Officer, director Sold plan 5,757 $11.83 $68.1k5.8k shares -<1%
2026-08-04 Remer Eric Richard Chief Executive Officer, director Sold plan 13,443 $11.85 $159.3k13.4k shares -<1%
2026-08-04 Feierstein Matthew David President Sold plan 10,000 $11.86 $118.6k10.0k shares -0%
2026-08-03 Feierstein Matthew David President Sold plan 10,000 $12.13 $121.3k10.0k shares -0%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PSG Equity L.L.C. 100.00% of their portfolio BOSTON, MA 85,464,51685.5m $859.8m $859.8m 100.00% Unchanged
2 Silver Lake Group, L.L.C. 14.74% of their portfolio Menlo Park, CA 67,085,13667.1m $674.9m $674.9m 14.74% Unchanged
3 Standard Investments LLC 3.43% of their portfolio New York, NY 6,115,0006.1m $61.5m $61.5m 3.43% Unchanged
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,066,0291.1m $10.7m $10.7m 0.00% Added +34.0k +33,983
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 567,904567.9k $5.7m $5.7m 0.00% Reduced -3.9k -3,879
6 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 430,302430.3k $4.3m $4.3m 0.00% Reduced -52.5k -52,452
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 414,128414.1k $4.2m $4.2m 0.00% Reduced -3.2k -3,188
8 CoreCap Advisors, LLC 0.08% of their portfolio SOUTHFIELD, MI 269,999270.0k $2.7m $2.7m 0.08% New
9 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 201,197201.2k $2.0m $2.0m 0.00% Added +5.5k +5,537
10 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 192,929192.9k $1.9m $1.9m 0.00% Added +1.3k +1,333
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 143,462143.5k $1.4m $1.4m 0.00% Reduced -1.6k -1,619
12 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 108,554108.6k $1.1m $1.1m 0.00% Added +4.1k +4,110
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 99,62899.6k $1.0m $1.0m 0.00% Added +2.7k +2,665
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 95,13295.1k $957.0k $957.0k 0.00% Added +72.1k +72,093
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 85,80685.8k $863.2k $863.2k 0.00% Reduced -10.8k -10,768
16 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 83,24083.2k $837.4k $837.4k 0.01% Added +45.3k +45,295
17 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 52,34452.3k $526.6k $526.6k 0.00% Added +4.1k +4,054
18 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 40,26740.3k $405.1k $405.1k 0.00% Added +3.6k +3,600
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 40,00040.0k $402.4k $402.4k 0.00% Reduced -2.0k -2,000
20 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 37,57037.6k $378.0k $378.0k 0.00% Unchanged
21 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 35,50035.5k $405.8k $405.8k 0.00% Reduced -2.2k -2,200
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 32,19832.2k $323.9k $323.9k 0.00% Reduced -1.1k -1,134
23 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 32,16332.2k $323.6k $323.6k 0.00% Unchanged
24 Cornerstone Investment Partners, LLC 0.01% of their portfolio ATLANTA, GA 22,95323.0k $230.9k $230.9k 0.01% Reduced -1.1k -1,103
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,09921.1k $212.3k $212.3k 0.00% Reduced -16.3k -16,310
26 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 20,82120.8k $209.5k $209.5k 0.00% Added +3.0k +2,982
27 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 19,83719.8k $199.5k $199.5k 0.00% Reduced -399 -399
28 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 18,01518.0k $181.2k $181.2k 0.00% New
29 MIRABELLA FINANCIAL SERVICES LLP 0.02% of their portfolio London, X0 17,38217.4k $174.9k $174.9k 0.02% Added +5.2k +5,151
30 RIA Advisory Group LLC 0.04% of their portfolio Des Moines, IA 17,01517.0k $171.2k $171.2k 0.04% Reduced -590 -590
31 Quinn Opportunity Partners LLC 0.01% of their portfolio CHARLOTTESVILLE, VA 15,00015.0k $150.9k $150.9k 0.01% Unchanged
32 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 14,34314.3k $144.3k $144.3k 0.00% Added +4.5k +4,495
33 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 13,75913.8k $138.4k $138.4k 0.00% New
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 13,47013.5k $135.5k $135.5k 0.00% Reduced -1.5k -1,541
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,22413.2k $133.0k $133.0k 0.00% Added +7.7k +7,727
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,38612.4k $124.6k $124.6k 0.00% Reduced -35.5k -35,462
37 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 10,70710.7k $107.7k $107.7k 0.00% Reduced -3.3k -3,257
38 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 10,52310.5k $106.0k $106.0k 0.00% Unchanged
39 Edgestream Partners, L.P. 0.00% of their portfolio Princeton, NJ 10,40310.4k $104.7k $104.7k 0.00% New
40 Investors Research Corp 0.02% of their portfolio ATLANTA, GA 8,8228.8k $88.7k $88.7k 0.02% Unchanged
41 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 8,5238.5k $85.0k $85.0k 0.00% Unchanged
42 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 7,4597.5k $75.0k $75.0k 0.00% Unchanged
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,8966.9k $66.8k $66.8k 0.00% Added +31 +31
44 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,6956.7k $67.4k $67.4k 0.00% Added +5.7k +5,693
45 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 6,5916.6k $66.3k $66.3k 0.00% Reduced -395 -395
46 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 6,1976.2k $62.3k $62.3k 0.00% Unchanged
47 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 5,9796.0k $60.0k $60.0k 0.00% Added +1.5k +1,529
48 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 5,1235.1k $51.5k $51.5k 0.00% Added +2.0k +1,975
49 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,5934.6k $46.2k $46.2k 0.00% Unchanged
50 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4,3754.4k $44.0k $44.0k 0.00% Added +2.9k +2,898
51 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 3,7223.7k $37.4k $37.4k 0.00% Unchanged
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,0733.1k $30.9k $30.9k 0.00% Added +359 +359
53 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,6182.6k $26.3k $26.3k 0.00% Added +562 +562
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,5992.6k $26.0k $26.0k 0.00% Added +1.6k +1,598
55 FMR LLC 0.00% of their portfolio BOSTON, MA 2,5882.6k $26.0k $26.0k 0.00% Reduced -2.8k -2,847
56 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 1,7771.8k $17.9k $17.9k 0.00% New
57 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1,6671.7k $16.8k $16.8k 0.00% Reduced -99 -99
58 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,5001.5k $15.1k $15.1k 0.00% Unchanged
59 Legal & General Group Plc 0.00% of their portfolio London, X0 1,3641.4k $13.7k $13.7k 0.00% Unchanged
60 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 444444 $4.5k $4.5k 0.00% Reduced -137 -137
61 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 401401 $4.0k $4.0k 0.00% Reduced -32 -32
62 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 304304 $3.1k $3.1k 0.00% Unchanged
63 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 302302 $3.0k $3.0k 0.00% Added +94 +94
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 197197 $2.0k $2.0k 0.00% Reduced -598 -598
65 1620 INVESTMENT ADVISORS, INC. 0.00% of their portfolio PLYMOUTH, MA 187187 $1.9k $1.9k 0.00% Unchanged
66 MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio Windsor, CT 140140 $1.4k $1.4k 0.00% Unchanged
67 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 7373 $734 $734 0.00% Reduced -23 -23
68 Covestor Ltd 0.00% of their portfolio LONDON, X0 5555 $1.0k $1.0k 0.00% Added +42 +42
69 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5252 $522 $522 0.00% Unchanged
70 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4040 $403 $403 0.00% Reduced -1.1k -1,121
71 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 3838 $382 $382 0.00% Reduced -14 -14
72 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 3535 $352 $352 0.00% Unchanged
73 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 3333 $332 $332 0.00% Unchanged
74 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 3131 $312 $312 0.00% Unchanged
75 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2424 $241 $241 0.00% Reduced -199 -199
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2020 $201 $201 0.00% Unchanged
77 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1919 $191 $191 0.00% New
78 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1717 $171 $171 0.00% Reduced -20 -20
79 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 1414 $141 $141 0.00% New
80 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 99 $90 $90 0.00% New
81 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 55 $51 $51 0.00% New
82 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 55 $50 $50 0.00% Reduced -6 -6
83 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 44 $41 $41 0.00% Unchanged