IFP Advisors’s EverCommerce EVCM Stock Holding History

IFP Advisors’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 Q1	–	Sell	-5	Closed	-$61	–	5062
2025 Q4	$61	Sell	5 -3	-38%	-$32	﹤0.01%	4674
2025 Q3	$89	Buy	+8	New	+$89	﹤0.01%	4559
2025 Q2	–	Hold	0	–	–	–	4437
2025 Q1	–	Hold	0	–	–	–	3917
2024 Q4	–	Hold	0	–	–	–	4079

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

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

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IFP Advisors's EVCM Position: Q1 2026 in Review

IFP Advisors sold out of EverCommerce (EVCM) in Q1 2026, closing a stake of 5 shares — an estimated $61 sold.

IFP Advisors first reported a position in EVCM in Q3 2025 and held it in 2 quarters. The position peaked at $89 in Q3 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

IFP Advisors reported no remaining EverCommerce position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 5 EverCommerce shares in Q1 2026, an estimated $61.
IFP Advisors first reported a position in EverCommerce in Q3 2025 and held it in 2 quarters.
IFP Advisors's EverCommerce position peaked at $89 in Q3 2025.
90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.