CoreCap Advisors’s EverCommerce EVCM Stock Holding History

CoreCap 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
2026 Q3	$2.34M	Hold	269,999	–	–	0.07%	232
2026 Q2	$2.72M	Buy	+269,999	New	+$2.86M	0.08%	210

Other funds holding EVCM

PSG Equity Boston, Massachusetts $740M AUM 22.19% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CoreCap Advisors's EVCM Position: Q3 2026 in Review

CoreCap Advisors held its EverCommerce (EVCM) position steady in Q3 2026 at 269,999 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #232.

CoreCap Advisors first reported a position in EVCM in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.72M in Q2 2026. 10 funds tracked by Wall St. Rank hold EVCM as of Q3 2026.

CoreCap Advisors held 269,999 shares of EverCommerce worth $2.34M as of Q3 2026.
CoreCap Advisors left its EverCommerce share count unchanged in Q3 2026.
EverCommerce made up 0.07% of CoreCap Advisors's portfolio in Q3 2026, its #232 holding.
CoreCap Advisors first reported a position in EverCommerce in Q2 2026 and has held it in 2 quarters since.
CoreCap Advisors's EverCommerce position peaked at $2.72M in Q2 2026.
10 funds tracked by Wall St. Rank held EverCommerce as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.