Nisa Investment Advisors
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Nisa Investment Advisors’s EverCommerce EVCM Stock Holding History

Nisa Investment 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
Q2 		$352 Hold
35
– – ﹤0.01% 2988
2026
Q1 		$400 Hold
35
– – ﹤0.01% 2888
2025
Q4 		$424 Sell
35
-203
-85% -$2.16K ﹤0.01% 2835
2025
Q3 		$2.65K Hold
238
– – ﹤0.01% 2563
2025
Q2 		$2.5K Buy
238
+237
+23,700% +$2.39K ﹤0.01% 2561
2025
Q1 		$10 Sell
1
-8
-89% -$81 ﹤0.01% 2980
2024
Q4 		$99 Hold
9
– – ﹤0.01% 2984
2024
Q3 		$93 Sell
9
-60
-87% -$648 ﹤0.01% 2913
2024
Q2 		$758 Buy
69
+48
+229% +$463 ﹤0.01% 2584
2024
Q1 		$198 Sell
21
-8
-28% -$78 ﹤0.01% 2644
2023
Q4 		$320 Buy
+29
New +$280 ﹤0.01% 2487

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nisa Investment Advisors's EVCM Position: Q2 2026 in Review

Nisa Investment Advisors held its EverCommerce (EVCM) position steady in Q2 2026 at 35 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Nisa Investment Advisors first reported a position in EVCM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65K in Q3 2025. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Nisa Investment Advisors held 35 shares of EverCommerce worth $352 as of Q2 2026.
  • Nisa Investment Advisors left its EverCommerce share count unchanged in Q2 2026.
  • EverCommerce made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2988 holding.
  • Nisa Investment Advisors first reported a position in EverCommerce in Q4 2023 and has held it in 11 quarters since.
  • Nisa Investment Advisors's EverCommerce position peaked at $2.65K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.