OSAM
EVCM icon

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
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 $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

O'Shaughnessy Asset Management's EVCM Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its EverCommerce (EVCM) stake by 30% in Q1 2026, selling an estimated $50.4K and leaving 10,173 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

O'Shaughnessy Asset Management first reported a position in EVCM in Q4 2025 and has held it in 2 quarters since. The position peaked at $177K in Q4 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • O'Shaughnessy Asset Management held 10,173 shares of EverCommerce worth $116K as of Q1 2026.
  • O'Shaughnessy Asset Management sold 4,435 EverCommerce shares in Q1 2026, an estimated $50.4K.
  • EverCommerce made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2099 holding.
  • O'Shaughnessy Asset Management first reported a position in EverCommerce in Q4 2025 and has held it in 2 quarters since.
  • O'Shaughnessy Asset Management's EverCommerce position peaked at $177K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.