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 Q2	$1K	Buy	55 +42	+323%	+$445	﹤0.01%	2138
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

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

Covestor's EVCM Position: Q2 2026 in Review

Covestor increased its EverCommerce (EVCM) stake by 323% in Q2 2026, buying an estimated $445 and bringing the position to 55 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Covestor first reported a position in EVCM in Q2 2022 and has held it in 17 quarters since. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

Covestor held 55 shares of EverCommerce worth $1K as of Q2 2026.
Covestor bought 42 EverCommerce shares in Q2 2026, an estimated $445.
EverCommerce made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2138 holding.
Covestor first reported a position in EverCommerce in Q2 2022 and has held it in 17 quarters since.
83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.