Creative Planning’s EverCommerce EVCM Stock Holding History

Creative Planning’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 Q2	–	Sell	-14,779	Closed	-$149K	–	3721
2025 Q1	$149K	Buy	+14,779	New	+$150K	﹤0.01%	3158

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

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning's EVCM Position: Q2 2025 in Review

Creative Planning sold out of EverCommerce (EVCM) in Q2 2025, closing a stake of 14,779 shares — an estimated $149K sold.

Creative Planning first reported a position in EVCM in Q1 2025 and held it in 1 quarter. The position peaked at $149K in Q1 2025. 98 funds tracked by Wall St. Rank hold EVCM as of Q2 2025.

Creative Planning reported no remaining EverCommerce position as of Q2 2025 after selling out during the quarter.
Creative Planning sold 14,779 EverCommerce shares in Q2 2025, an estimated $149K.
Creative Planning first reported a position in EverCommerce in Q1 2025 and held it in 1 quarter.
Creative Planning's EverCommerce position peaked at $149K in Q1 2025.
98 funds tracked by Wall St. Rank held EverCommerce as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.