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
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 $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

Osaic Holdings's EVCM Position: Q1 2026 in Review

Osaic Holdings increased its EverCommerce (EVCM) stake by 33% in Q1 2026, buying an estimated $148 and bringing the position to 52 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #7399.

Osaic Holdings first reported a position in EVCM in Q2 2022 and has held it in 14 quarters since. The position peaked at $189K in Q2 2022. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Osaic Holdings held 52 shares of EverCommerce worth $594 as of Q1 2026.
  • Osaic Holdings bought 13 EverCommerce shares in Q1 2026, an estimated $148.
  • EverCommerce made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7399 holding.
  • Osaic Holdings first reported a position in EverCommerce in Q2 2022 and has held it in 14 quarters since.
  • Osaic Holdings's EverCommerce position peaked at $189K in Q2 2022.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.