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Edgestream Partners’s EverCommerce EVCM Stock Holding History

Edgestream Partners’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 		$105K Buy
+10,403
New +$110K ﹤0.01% 931
2025
Q1 		– Sell
-51,754
Closed -$570K – 895
2024
Q4 		$570K Sell
51,754
-23
-0% -$257 0.02% 667
2024
Q3 		$536K Buy
+51,777
New +$559K 0.02% 687
2024
Q2 		– Sell
-13,025
Closed -$123K – 902
2024
Q1 		$123K Buy
+13,025
New +$127K 0.01% 782

Other funds holding EVCM

PE
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
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edgestream Partners's EVCM Position: Q2 2026 in Review

Edgestream Partners opened a new position in EverCommerce (EVCM) in Q2 2026: 10,403 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in EVCM as recently as Q4 2024.

Edgestream Partners first reported a position in EVCM in Q1 2024 and has held it in 4 quarters since. The position peaked at $570K in Q4 2024. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Edgestream Partners held 10,403 shares of EverCommerce worth $105K as of Q2 2026.
  • EverCommerce was a new Edgestream Partners position in Q2 2026.
  • EverCommerce made up ﹤0.01% of Edgestream Partners's portfolio in Q2 2026, its #931 holding.
  • Edgestream Partners first reported a position in EverCommerce in Q1 2024 and has held it in 4 quarters since.
  • Edgestream Partners's EverCommerce position peaked at $570K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.