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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
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

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

Essential Partners's EVCM Position: Q2 2026 in Review

Essential Partners reduced its EverCommerce (EVCM) stake by 55% in Q2 2026, selling an estimated $64 and leaving 5 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

Essential Partners first reported a position in EVCM in Q3 2025 and has held it in 4 quarters since. The position peaked at $126 in Q1 2026. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Essential Partners held 5 shares of EverCommerce worth $50 as of Q2 2026.
  • Essential Partners sold 6 EverCommerce shares in Q2 2026, an estimated $64.
  • EverCommerce made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2793 holding.
  • Essential Partners first reported a position in EverCommerce in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's EverCommerce position peaked at $126 in Q1 2026.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.