NA
EVCM icon

NewEdge Advisors’s EverCommerce EVCM Stock Holding History

NewEdge 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
-19,179
Closed -$232K – 4230
2025
Q4 		$232K Hold
19,179
– – ﹤0.01% 2489
2025
Q3 		$213K Hold
19,179
– – ﹤0.01% 2379
2025
Q2 		$201K Hold
19,179
– – ﹤0.01% 2219
2025
Q1 		$193K Hold
19,179
– – ﹤0.01% 2106
2024
Q4 		$211K Sell
19,179
-1,781
-8% -$19.9K ﹤0.01% 2068
2024
Q3 		$217K Buy
+20,960
New +$226K ﹤0.01% 1970

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

NewEdge Advisors's EVCM Position: Q1 2026 in Review

NewEdge Advisors sold out of EverCommerce (EVCM) in Q1 2026, closing a stake of 19,179 shares — an estimated $232K sold.

NewEdge Advisors first reported a position in EVCM in Q3 2024 and held it in 6 quarters. The position peaked at $232K in Q4 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • NewEdge Advisors reported no remaining EverCommerce position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 19,179 EverCommerce shares in Q1 2026, an estimated $232K.
  • NewEdge Advisors first reported a position in EverCommerce in Q3 2024 and held it in 6 quarters.
  • NewEdge Advisors's EverCommerce position peaked at $232K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.