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Essential Partners’s EverCommerce EVCM Stock Holding History

Essential 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
Q3 		$9 Sell
1
-4
-80% -$39 ﹤0.01% 2834
2026
Q2 		$50 Sell
5
-6
-55% -$64 ﹤0.01% 2793
2026
Q1 		$126 Buy
11
+2
+22% +$23 ﹤0.01% 2689
2025
Q4 		$109 Buy
9
+6
+200% +$64 ﹤0.01% 2536
2025
Q3 		$33 Buy
+3
New +$33 ﹤0.01% 2606

Other funds holding EVCM

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's EVCM Position: Q3 2026 in Review

Essential Partners reduced its EverCommerce (EVCM) stake by 80% in Q3 2026, selling an estimated $39 and leaving 1 share worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Essential Partners first reported a position in EVCM in Q3 2025 and has held it in 5 quarters since. The position peaked at $126 in Q1 2026. 8 funds tracked by Wall St. Rank hold EVCM as of Q3 2026.

  • Essential Partners held 1 share of EverCommerce worth $9 as of Q3 2026.
  • Essential Partners sold 4 EverCommerce shares in Q3 2026, an estimated $39.
  • EverCommerce made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2834 holding.
  • Essential Partners first reported a position in EverCommerce in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's EverCommerce position peaked at $126 in Q1 2026.
  • 8 funds tracked by Wall St. Rank held EverCommerce as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.