InceptionR’s EverCommerce EVCM Stock Holding History

InceptionR’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 Q4	–	Sell	-42,051	Closed	-$468K	–	681
2025 Q3	$468K	Buy	42,051 +26,902	+178%	+$300K	0.11%	337
2025 Q2	$159K	Buy	+15,149	New	+$153K	0.04%	588

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

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

InceptionR's EVCM Position: Q4 2025 in Review

InceptionR sold out of EverCommerce (EVCM) in Q4 2025, closing a stake of 42,051 shares — an estimated $468K sold.

InceptionR first reported a position in EVCM in Q2 2025 and held it in 2 quarters. The position peaked at $468K in Q3 2025. 88 funds tracked by Wall St. Rank hold EVCM as of Q4 2025.

InceptionR reported no remaining EverCommerce position as of Q4 2025 after selling out during the quarter.
InceptionR sold 42,051 EverCommerce shares in Q4 2025, an estimated $468K.
InceptionR first reported a position in EverCommerce in Q2 2025 and held it in 2 quarters.
InceptionR's EverCommerce position peaked at $468K in Q3 2025.
88 funds tracked by Wall St. Rank held EverCommerce as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.