Osaic Holdings
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Osaic Holdings’s EverCommerce EVCM Stock Holding History

Osaic Holdings’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 		$522 Hold
52
– – ﹤0.01% 7639
2026
Q1 		$594 Buy
52
+13
+33% +$148 ﹤0.01% 7399
2025
Q4 		$472 Sell
39
-126
-76% -$1.34K ﹤0.01% 7447
2025
Q3 		$1.84K Sell
165
-145
-47% -$1.62K ﹤0.01% 7163
2025
Q2 		$3.24K Buy
+310
New +$3.13K ﹤0.01% 6766
2025
Q1 		– Sell
-480
Closed -$5.29K – 7527
2024
Q4 		$5.29K Buy
480
+292
+155% +$3.26K ﹤0.01% 6159
2024
Q3 		$1.95K Sell
188
-28
-13% -$303 ﹤0.01% 6623
2024
Q2 		$2.37K Buy
+216
New +$2.08K ﹤0.01% 6531
2024
Q1 		– Sell
-50
Closed -$550 – 7258
2023
Q4 		$550 Sell
50
-50
-50% -$482 ﹤0.01% 6881
2023
Q3 		$1K Buy
100
+50
+100% +$537 ﹤0.01% 6822
2023
Q2 		$591 Sell
50
-116
-70% -$1.35K ﹤0.01% 7011
2023
Q1 		$1.76K Hold
166
– – ﹤0.01% 6773
2022
Q4 		$1K Hold
166
– – ﹤0.01% 6867
2022
Q3 		$2K Sell
166
-20,775
-99% -$236K ﹤0.01% 6762
2022
Q2 		$189K Buy
+20,941
New +$226K ﹤0.01% 3852

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

Osaic Holdings's EVCM Position: Q2 2026 in Review

Osaic Holdings held its EverCommerce (EVCM) position steady in Q2 2026 at 52 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #7639.

Osaic Holdings first reported a position in EVCM in Q2 2022 and has held it in 15 quarters since. The position peaked at $189K in Q2 2022. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Osaic Holdings held 52 shares of EverCommerce worth $522 as of Q2 2026.
  • Osaic Holdings left its EverCommerce share count unchanged in Q2 2026.
  • EverCommerce made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7639 holding.
  • Osaic Holdings first reported a position in EverCommerce in Q2 2022 and has held it in 15 quarters since.
  • Osaic Holdings's EverCommerce position peaked at $189K in Q2 2022.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.