Bare Financial Services’s EverCommerce EVCM Stock Holding History

Bare Financial Services’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 Q2	–	Sell	-43	Closed	-$491	–	1829
2026 Q1	$491	Hold	43	–	–	﹤0.01%	1551
2025 Q4	$521	Buy	+43	New	+$457	﹤0.01%	1368

Other funds holding EVCM

PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bare Financial Services's EVCM Position: Q2 2026 in Review

Bare Financial Services sold out of EverCommerce (EVCM) in Q2 2026, closing a stake of 43 shares — an estimated $491 sold.

Bare Financial Services first reported a position in EVCM in Q4 2025 and held it in 2 quarters. The position peaked at $521 in Q4 2025. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

Bare Financial Services reported no remaining EverCommerce position as of Q2 2026 after selling out during the quarter.
Bare Financial Services sold 43 EverCommerce shares in Q2 2026, an estimated $491.
Bare Financial Services first reported a position in EverCommerce in Q4 2025 and held it in 2 quarters.
Bare Financial Services's EverCommerce position peaked at $521 in Q4 2025.
83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.