Marshall Wace’s EverCommerce EVCM Stock Holding History

Marshall Wace’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	-67,550	Closed	-$752K	–	3107
2025 Q3	$752K	Buy	+67,550	New	+$754K	﹤0.01%	2064
2024 Q1	–	Sell	-20,224	Closed	-$223K	–	2545
2023 Q4	$223K	Sell	20,224 -38,145	-65%	-$368K	﹤0.01%	1951
2023 Q3	$585K	Buy	58,369 +43,343	+288%	+$466K	﹤0.01%	1668
2023 Q2	$178K	Buy	+15,026	New	+$176K	﹤0.01%	2261
2023 Q1	–	Sell	-123,724	Closed	-$921K	–	2784
2022 Q4	$921K	Buy	123,724 +50,461	+69%	+$386K	﹤0.01%	2126
2022 Q3	$802K	Sell	73,263 -137,862	-65%	-$1.56M	﹤0.01%	2517
2022 Q2	$1.91M	Buy	211,125 +82,629	+64%	+$891K	﹤0.01%	2034
2022 Q1	$1.7M	Sell	128,496 -224,308	-64%	-$2.78M	﹤0.01%	2156
2021 Q4	$5.56M	Buy	352,804 +132,204	+60%	+$2.36M	0.01%	1280
2021 Q3	$3.64M	Buy	+220,600	New	+$4.06M	0.02%	1149

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

Marshall Wace's EVCM Position: Q4 2025 in Review

Marshall Wace sold out of EverCommerce (EVCM) in Q4 2025, closing a stake of 67,550 shares — an estimated $752K sold.

Marshall Wace first reported a position in EVCM in Q3 2021 and held it in 10 quarters. The position peaked at $5.56M in Q4 2021. 88 funds tracked by Wall St. Rank hold EVCM as of Q4 2025.

Marshall Wace reported no remaining EverCommerce position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 67,550 EverCommerce shares in Q4 2025, an estimated $752K.
Marshall Wace first reported a position in EverCommerce in Q3 2021 and held it in 10 quarters.
Marshall Wace's EverCommerce position peaked at $5.56M in Q4 2021.
88 funds tracked by Wall St. Rank held EverCommerce as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.