EverCommerce (EVCM) Institutional Ownership

$10.89
+0.23 (+2.16%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for EverCommerce (NASDAQ:EVCM)

Current
Institutional Ownership
Percentage
97.91%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$5.16M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$618.19K
Get EVCM Insider Trade Alerts

Want to know when executives and insiders are buying or selling EverCommerce stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EVCM Institutional Buying and Selling by Quarter

EverCommerce Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024 Edgestream Partners L.P.13,025$123K0.0%N/A0.007%
5/10/2024 Vanguard Group Inc.1,664,942$15.68M0.0%+1.9%0.894%
5/3/2024 RIA Advisory Group LLC25,691$242K0.1%N/A0.014%
2/9/2024 Quest Partners LLC12,250$135K0.0%N/A0.006%
2/8/2024 Great Lakes Advisors LLC203,863$2.25M0.0%+42.9%0.108%
1/24/2024 DekaBank Deutsche Girozentrale35,000$391K0.0%N/A0.019%
1/16/2024 Raymond James Financial Services Advisors Inc.23,000$254K0.0%+7.0%0.012%
11/9/2023 Essex Investment Management Co. LLC185,062$1.86M0.3%-0.7%0.098%
11/7/2023 Great Lakes Advisors LLC142,627$1.43M0.0%+143.9%0.076%
10/26/2023 Strs Ohio10,800$108K0.0%N/A0.006%
10/24/2023 Bank of New York Mellon Corp185,359$1.86M0.0%+2.1%0.098%
10/12/2023 Legato Capital Management LLC85,610$859K0.1%-2.5%0.045%
9/21/2023 Barclays PLC5,395$64K0.0%-55.3%0.003%
8/18/2023 Legato Capital Management LLC87,826$1.04M0.1%+39.3%0.047%
8/15/2023 Kent Lake Capital LLC41,922$496K0.2%N/A0.022%
8/14/2023 Prelude Capital Management LLC13,135$156K0.0%N/A0.007%
8/11/2023 BCK Capital Management LP85,488$1.01M0.8%N/A0.045%
8/11/2023 Quinn Opportunity Partners LLC15,000$178K0.0%N/A0.008%
8/10/2023 Great Lakes Advisors LLC58,480$692K0.0%-35.5%0.031%
8/3/2023 Bank of New York Mellon Corp181,528$2.15M0.0%-4.4%0.097%
8/2/2023 Handelsbanken Fonder AB38,000$450K0.0%+58.3%0.020%
7/26/2023 RIA Advisory Group LLC66,380$786K0.3%-2.9%0.035%
5/15/2023 Wealthgate Family Office LLC294,116$3.11M9.0%N/A0.156%
5/11/2023 FIL Ltd1,250,000$13.23M0.0%-34.2%0.663%
5/10/2023 Great Lakes Advisors LLC90,729$960K0.0%N/A0.048%
5/9/2023 Tower Research Capital LLC TRC7,899$84K0.0%+4,996.1%0.004%
5/8/2023 Zurcher Kantonalbank Zurich Cantonalbank8,651$92K0.0%N/A0.005%
5/4/2023 Essex Investment Management Co. LLC159,221$1.69M0.2%+23.8%0.084%
5/3/2023 Jump Financial LLC36,300$384K0.0%-5.5%0.019%
4/28/2023 Handelsbanken Fonder AB24,000$254K0.0%N/A0.013%
4/12/2023 Mayflower Financial Advisors LLC145,729$1.54M0.2%-0.9%0.077%
2/14/2023 Standard Investments LLC6,115,000$45.50M2.4%+4.3%3.165%
2/13/2023 Public Employees Retirement Association of Colorado411,052$3.06M0.0%+0.7%0.213%
2/13/2023 Element Capital Management LLC172,426$1.28M0.8%N/A0.089%
2/9/2023 RIA Advisory Group LLC68,771$512K0.3%N/A0.036%
2/3/2023 Essex Investment Management Co. LLC128,598$957K0.1%-1.0%0.067%
2/1/2023 Legato Capital Management LLC63,055$469K0.1%N/A0.033%
11/15/2022 Essex Investment Management Co. LLC129,899$1.42M0.2%+7.9%0.067%
11/8/2022 New York State Common Retirement Fund15,916$174K0.0%+55.8%0.008%
11/7/2022Rothschild & Co. Asset Management US Inc.129,460$1.42M0.0%N/A0.067%
Free report reveals “two-baggers” for 2024 (Ad)

We’ve put together something special for our subscribers — a free report on 5 stocks we believe could double in 2024. It’s straightforward, easy to understand, and most importantly, actionable.

Download your free report today!
11/7/2022 Jump Financial LLC19,900$218K0.0%-30.4%0.010%
8/12/2022 Essex Investment Management Co. LLC120,399$1.09M0.2%-1.6%0.062%
8/9/2022 Swiss National Bank69,000$624K0.0%N/A0.035%
8/9/2022 Lazard Asset Management LLC5,398$48K0.0%+507.2%0.003%
7/25/2022 Private Ocean LLC20,000$180K0.0%N/A0.010%
7/21/2022 Investors Research Corp8,822$80K0.0%N/A0.005%
6/30/2022 Amalgamated Bank3,737$49K0.0%N/A0.002%
5/17/2022HBK Investments L P50,000$660K0.0%-50.0%0.026%
5/11/2022 Skandinaviska Enskilda Banken AB publ212,700$2.81M0.0%+39.5%0.109%
5/10/2022 Ghisallo Capital Management LLC150,000$1.98M0.2%-81.3%0.077%
5/10/2022 Cornercap Investment Counsel Inc.93,571$1.24M0.1%N/A0.048%
5/9/2022 Essex Investment Management Co. LLC122,376$1.62M0.2%N/A0.063%
5/5/2022 New York State Common Retirement Fund17,455$230K0.0%+52.6%0.009%
5/4/2022 Summit Financial Strategies Inc.12,226$161K0.0%N/A0.006%
4/28/2022 Parallel Advisors LLC20,000$270K0.0%N/A0.010%
2/19/2022 Wealthgate Family Office LLC294,116$4.63M7.2%-9.1%0.151%
2/14/2022 Standard Investments LLC5,865,000$92.37M2.4%+40.3%3.002%
2/14/2022HBK Investments L P100,000$1.58M0.0%-50.0%0.051%
2/14/2022 Summit Global Investments42,200$665K0.0%N/A0.022%
2/14/2022 PSG Equity L.L.C.85,464,516$571.35M100.0%N/A43.747%
2/11/2022 Public Employees Retirement Association of Colorado408,338$6.43M0.0%+80.7%0.209%
2/10/2022 Teacher Retirement System of Texas60,000$945K0.0%-20.0%0.031%
2/10/2022 Skandinaviska Enskilda Banken AB publ152,500$2.43M0.0%+19.6%0.078%
2/8/2022 Raymond James Financial Services Advisors Inc.16,500$260K0.0%N/A0.008%
2/8/2022 Northern Trust Corp154,627$2.44M0.0%-1.0%0.079%
2/2/2022 New York State Common Retirement Fund11,439$180K0.0%+97.2%0.006%
1/27/2022 Investors Research Corp2,940$46K0.0%-66.7%0.002%
1/21/2022 Mayflower Financial Advisors LLC147,058$2.32M0.3%N/A0.075%
11/16/2021 Standard Investments LLC4,179,494$68.92M2.1%N/A2.139%
11/16/2021 Untitled Investments LP250,000$4.12M0.8%N/A0.128%
11/16/2021 Metropolitan Life Insurance Co NY5,390$89K0.0%N/A0.003%
11/15/2021 Point72 Hong Kong Ltd2,887$48K0.0%N/A0.001%
11/15/2021Islet Management LP550,000$9.07M0.2%N/A0.282%
11/15/2021 Marshall Wace LLP220,600$3.64M0.0%N/A0.113%
11/15/2021 Invesco Ltd.658,926$10.87M0.0%N/A0.337%
11/15/2021 FIL Ltd3,555,591$58.63M0.1%N/A1.820%
11/15/2021HBK Investments L P200,000$3.30M0.0%N/A0.102%
11/15/2021 Caas Capital Management LP30,000$495K0.0%N/A0.015%
11/12/2021 Ghisallo Capital Management LLC800,000$13.19M0.5%N/A0.410%
11/12/2021 Geode Capital Management LLC398,421$6.57M0.0%N/A0.204%
11/10/2021 Goldman Sachs Group Inc.1,207,242$19.91M0.0%N/A0.618%
11/10/2021 Citigroup Inc.3,613$60K0.0%N/A0.002%
11/10/2021 Skandinaviska Enskilda Banken AB publ127,500$2.10M0.0%N/A0.065%
11/9/2021 Teacher Retirement System of Texas75,000$1.24M0.0%N/A0.038%
11/9/2021 BlackRock Inc.937,450$15.46M0.0%N/A0.480%
11/4/2021 Deutsche Bank AG10,642$176K0.0%N/A0.005%
11/2/2021 New York State Common Retirement Fund5,800$96K0.0%N/A0.003%
11/1/2021 SG Americas Securities LLC106,588$1.76M0.0%N/A0.055%
10/28/2021 Wealthgate Family Office LLC323,527$5.34M8.2%N/A0.166%
10/27/2021 Investors Research Corp8,822$145K0.0%N/A0.005%
Has Trump Finally Gone Too Far? (Ad)

Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives. But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars. And here's the good news.

Register For The Webinar To Discover
(Data available from 1/1/2016 forward)

EVCM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVCM shares?

During the previous two years, 33 institutional investors and hedge funds held shares of EverCommerce. The most heavily invested institutionals were Standard Investments LLC ($45.50M), Vanguard Group Inc. ($15.68M), FIL Ltd ($13.23M), Wealthgate Family Office LLC ($3.11M), Public Employees Retirement Association of Colorado ($3.06M), Great Lakes Advisors LLC ($2.25M), and Bank of New York Mellon Corp ($1.86M).Learn more on EVCM's institutional investors.

What percentage of EverCommerce stock is owned by institutional investors?

97.91% of EverCommerce stock is owned by institutional investors. Learn more on EVCM's institutional investor holdings.

Which institutional investors have been buying EverCommerce stock?

Of the 29 institutional investors that purchased EverCommerce stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthgate Family Office LLC ($294.12K), Standard Investments LLC ($250K), Great Lakes Advisors LLC ($236.11K), Element Capital Management LLC ($172.43K), Rothschild & Co. Asset Management US Inc. ($129.46K), RIA Advisory Group LLC ($94.46K), and Legato Capital Management LLC ($87.83K).

How much institutional buying is happening at EverCommerce?

Institutional investors have bought a total of 1,735,834 shares in the last 24 months. This purchase volume represents approximately $16.68M in transactions.

Which EverCommerce major shareholders have been selling company stock?

Of the 9 institutional investors that sold EverCommerce stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FIL Ltd ($650K), Great Lakes Advisors LLC ($32.25K), Jump Financial LLC ($10.83K), Bank of New York Mellon Corp ($8.31K), Barclays PLC ($6.67K), Essex Investment Management Co. LLC ($4.57K), and Legato Capital Management LLC ($2.22K).

How much institutional selling is happening at EverCommerce?

Institutional investors have sold a total of 718,187 shares in the last 24 months. This volume of shares sold represents approximately $7.65M in transactions.


This page (NASDAQ:EVCM) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners