Morgan Stanley
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Morgan Stanley’s EverCommerce EVCM Stock Holding History

Morgan Stanley’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 		$1.1M Sell
96,574
-30,051
-24% -$341K ﹤0.01% 5090
2025
Q4 		$1.53M Sell
126,625
-1,894
-1% -$20.1K ﹤0.01% 4968
2025
Q3 		$1.43M Sell
128,519
-58,493
-31% -$653K ﹤0.01% 4971
2025
Q2 		$1.96M Buy
187,012
+63,295
+51% +$639K ﹤0.01% 4717
2025
Q1 		$1.25M Buy
123,717
+5,279
+4% +$53.7K ﹤0.01% 4901
2024
Q4 		$1.3M Sell
118,438
-13,472
-10% -$151K ﹤0.01% 4947
2024
Q3 		$1.37M Buy
131,910
+22,072
+20% +$239K ﹤0.01% 4862
2024
Q2 		$1.21M Sell
109,838
-1,316
-1% -$12.7K ﹤0.01% 4846
2024
Q1 		$1.05M Sell
111,154
-107,590
-49% -$1.05M ﹤0.01% 4929
2023
Q4 		$2.41M Buy
218,744
+129,072
+144% +$1.24M ﹤0.01% 4815
2023
Q3 		$899K Sell
89,672
-9,431
-10% -$101K ﹤0.01% 4861
2023
Q2 		$1.17M Buy
99,103
+10,475
+12% +$122K ﹤0.01% 4743
2023
Q1 		$938K Buy
88,628
+38,374
+76% +$371K ﹤0.01% 4898
2022
Q4 		$374K Sell
50,254
-14,220
-22% -$109K ﹤0.01% 5382
2022
Q3 		$704K Buy
64,474
+7,745
+14% +$87.8K ﹤0.01% 5091
2022
Q2 		$512K Buy
56,729
+44,374
+359% +$479K ﹤0.01% 5412
2022
Q1 		$163K Buy
12,355
+6,031
+95% +$74.8K ﹤0.01% 6030
2021
Q4 		$100K Sell
6,324
-7,518
-54% -$134K ﹤0.01% 6433
2021
Q3 		$228K Buy
+13,842
New +$255K ﹤0.01% 5930

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley's EVCM Position: Q1 2026 in Review

Morgan Stanley reduced its EverCommerce (EVCM) stake by 24% in Q1 2026, selling an estimated $341K and leaving 96,574 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #5090.

Morgan Stanley first reported a position in EVCM in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q4 2023. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Morgan Stanley held 96,574 shares of EverCommerce worth $1.1M as of Q1 2026.
  • Morgan Stanley sold 30,051 EverCommerce shares in Q1 2026, an estimated $341K.
  • EverCommerce made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5090 holding.
  • Morgan Stanley first reported a position in EverCommerce in Q3 2021 and has held it in 19 quarters since.
  • Morgan Stanley's EverCommerce position peaked at $2.41M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.