Mackenzie Financial
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Mackenzie Financial’s EverCommerce EVCM Stock Holding History

Mackenzie Financial’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
Q3 		– Sell
-26,372
Closed -$277K – 1749
2025
Q2 		$277K Hold
26,372
– – ﹤0.01% 1429
2025
Q1 		$266K Buy
26,372
+14,861
+129% +$151K ﹤0.01% 1422
2024
Q4 		$127K Buy
+11,511
New +$129K ﹤0.01% 1618

Other funds holding EVCM

PE
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
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mackenzie Financial's EVCM Position: Q3 2025 in Review

Mackenzie Financial sold out of EverCommerce (EVCM) in Q3 2025, closing a stake of 26,372 shares — an estimated $277K sold.

Mackenzie Financial first reported a position in EVCM in Q4 2024 and held it in 3 quarters. The position peaked at $277K in Q2 2025. 104 funds tracked by Wall St. Rank hold EVCM as of Q3 2025.

  • Mackenzie Financial reported no remaining EverCommerce position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 26,372 EverCommerce shares in Q3 2025, an estimated $277K.
  • Mackenzie Financial first reported a position in EverCommerce in Q4 2024 and held it in 3 quarters.
  • Mackenzie Financial's EverCommerce position peaked at $277K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held EverCommerce as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.