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O'Shaughnessy Asset Management’s EverCommerce EVCM Stock Holding History

O'Shaughnessy Asset Management’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 		– Sell
-10,173
Closed -$116K – 2694
2026
Q1 		$116K Sell
10,173
-4,435
-30% -$50.4K ﹤0.01% 2099
2025
Q4 		$177K Buy
+14,608
New +$155K ﹤0.01% 2012

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

O'Shaughnessy Asset Management's EVCM Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of EverCommerce (EVCM) in Q2 2026, closing a stake of 10,173 shares — an estimated $116K sold.

O'Shaughnessy Asset Management first reported a position in EVCM in Q4 2025 and held it in 2 quarters. The position peaked at $177K in Q4 2025. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining EverCommerce position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 10,173 EverCommerce shares in Q2 2026, an estimated $116K.
  • O'Shaughnessy Asset Management first reported a position in EverCommerce in Q4 2025 and held it in 2 quarters.
  • O'Shaughnessy Asset Management's EverCommerce position peaked at $177K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.