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Covestor’s EverCommerce EVCM Stock Holding History

Covestor’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 		$0 Hold
13
– – ﹤0.01% 2394
2025
Q4 		$0 Hold
13
– – ﹤0.01% 2383
2025
Q3 		$0 Hold
13
– – ﹤0.01% 2411
2025
Q2 		$0 Sell
13
-1
-7% -$10 ﹤0.01% 2350
2025
Q1 		$0 Hold
14
– – ﹤0.01% 2362
2024
Q4 		$0 Buy
14
+1
+8% +$11 ﹤0.01% 2369
2024
Q3 		$0 Sell
13
-1
-7% -$11 ﹤0.01% 2359
2024
Q2 		$0 Hold
14
– – ﹤0.01% 2371
2024
Q1 		$0 Sell
14
-1
-7% -$10 ﹤0.01% 2369
2023
Q4 		$0 Sell
15
-2
-12% -$19 ﹤0.01% 2284
2023
Q3 		$0 Sell
17
-4
-19% -$43 ﹤0.01% 2260
2023
Q2 		$0 Sell
21
-5
-19% -$58 ﹤0.01% 2269
2023
Q1 		$0 Buy
26
+2
+8% +$19 ﹤0.01% 2171
2022
Q4 		$0 Hold
24
– – ﹤0.01% 2199
2022
Q3 		$0 Sell
24
-1
-4% -$11 ﹤0.01% 2148
2022
Q2 		$0 Buy
+25
New +$270 ﹤0.01% 2040

Other funds holding EVCM

PE
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
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Covestor's EVCM Position: Q1 2026 in Review

Covestor held its EverCommerce (EVCM) position steady in Q1 2026 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Covestor first reported a position in EVCM in Q2 2022 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Covestor held 13 shares of EverCommerce worth $0 as of Q1 2026.
  • Covestor left its EverCommerce share count unchanged in Q1 2026.
  • EverCommerce made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2394 holding.
  • Covestor first reported a position in EverCommerce in Q2 2022 and has held it in 16 quarters since.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.