Citadel Advisors’s EverCommerce EVCM Stock Holding History

Citadel Advisors’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
2025 Q3	–	Sell	-28,874	Closed	-$303K	–	13101
2025 Q2	$303K	Buy	28,874 +13,698	+90%	+$138K	﹤0.01%	9801
2025 Q1	$153K	Sell	15,176 -10,574	-41%	-$108K	﹤0.01%	10848
2024 Q4	$284K	Buy	+25,750	New	+$288K	﹤0.01%	9771
2024 Q3	–	Sell	-24,892	Closed	-$273K	–	14479
2024 Q2	$273K	Buy	+24,892	New	+$240K	﹤0.01%	9318
2024 Q1	–	Sell	-28,442	Closed	-$314K	–	14781
2023 Q4	$314K	Sell	28,442 -82,994	-74%	-$800K	﹤0.01%	9074
2023 Q3	$1.12M	Buy	111,436 +95,364	+593%	+$1.02M	﹤0.01%	6333
2023 Q2	$190K	Sell	16,072 -3,677	-19%	-$43K	﹤0.01%	9978
2023 Q1	$209K	Buy	19,749 +12,698	+180%	+$123K	﹤0.01%	10104
2022 Q4	$52.5K	Sell	7,051 -15,616	-69%	-$119K	﹤0.01%	12068
2022 Q3	$247K	Sell	22,667 -74,894	-77%	-$849K	﹤0.01%	9993
2022 Q2	$882K	Buy	+97,561	New	+$1.05M	﹤0.01%	7312

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

Citadel Advisors's EVCM Position: Q3 2025 in Review

Citadel Advisors sold out of EverCommerce (EVCM) in Q3 2025, closing a stake of 28,874 shares — an estimated $303K sold.

Citadel Advisors first reported a position in EVCM in Q2 2022 and held it in 11 quarters. The position peaked at $1.12M in Q3 2023. 104 funds tracked by Wall St. Rank hold EVCM as of Q3 2025.

Citadel Advisors reported no remaining EverCommerce position as of Q3 2025 after selling out during the quarter.
Citadel Advisors sold 28,874 EverCommerce shares in Q3 2025, an estimated $303K.
Citadel Advisors first reported a position in EverCommerce in Q2 2022 and held it in 11 quarters.
Citadel Advisors's EverCommerce position peaked at $1.12M in Q3 2023.
104 funds tracked by Wall St. Rank held EverCommerce as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.