Arax Advisory Partners’s EverCommerce EVCM Stock Holding History

Arax Advisory Partners’s Portfolio EVCM Stock Details EVCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.38K	Buy	+208	New	+$2.36K	﹤0.01%	3057
2025 Q4	–	Sell	-413	Closed	-$4.6K	–	4225
2025 Q3	$4.6K	Buy	413 +332	+410%	+$3.71K	﹤0.01%	2895
2025 Q2	$851	Buy	+81	New	+$817	﹤0.01%	2830
2025 Q1	–	Sell	-263	Closed	-$2.9K	–	2796
2024 Q4	$2.9K	Hold	263	–	–	﹤0.01%	1917
2024 Q3	$2.73K	Hold	263	–	–	﹤0.01%	1945
2024 Q2	$2.89K	Buy	+263	New	+$2.54K	﹤0.01%	1830

Other funds holding EVCM

PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arax Advisory Partners's EVCM Position: Q1 2026 in Review

Arax Advisory Partners opened a new position in EverCommerce (EVCM) in Q1 2026: 208 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #3057 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in EVCM as recently as Q3 2025.

Arax Advisory Partners first reported a position in EVCM in Q2 2024 and has held it in 6 quarters since. The position peaked at $4.6K in Q3 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

Arax Advisory Partners held 208 shares of EverCommerce worth $2.38K as of Q1 2026.
EverCommerce was a new Arax Advisory Partners position in Q1 2026.
EverCommerce made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3057 holding.
Arax Advisory Partners first reported a position in EverCommerce in Q2 2024 and has held it in 6 quarters since.
Arax Advisory Partners's EverCommerce position peaked at $4.6K in Q3 2025.
90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.