Parallel Advisors’s EverCommerce EVCM Stock Holding History

Parallel 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	–	Sell	-50	Closed	-$572	–	3978
2026 Q1	$572	Sell	50 -19,950	-100%	-$226K	﹤0.01%	3644
2025 Q4	$242K	Hold	20,000	–	–	﹤0.01%	989
2025 Q3	$223K	Hold	20,000	–	–	﹤0.01%	1014
2025 Q2	$210K	Hold	20,000	–	–	﹤0.01%	995
2025 Q1	$202K	Hold	20,000	–	–	﹤0.01%	960
2024 Q4	$220K	Sell	20,000 -28	-0.1%	-$313	0.01%	888
2024 Q3	$207K	Hold	20,028	–	–	﹤0.01%	908
2024 Q2	$220K	Sell	20,028 -56	-0.3%	-$540	0.01%	831
2024 Q1	$189K	Buy	20,084 +56	+0.3%	+$547	0.01%	876
2023 Q4	$221K	Hold	20,028	–	–	0.01%	756
2023 Q3	$201K	Sell	20,028 -51	-0.3%	-$548	0.01%	784
2023 Q2	$238K	Buy	20,079 +51	+0.3%	+$596	0.01%	718
2023 Q1	$212K	Hold	20,028	–	–	0.01%	744
2022 Q4	$149K	Buy	20,028 +28	+0.1%	+$214	0.01%	831
2022 Q3	$219K	Hold	20,000	–	–	0.01%	645
2022 Q2	$181K	Hold	20,000	–	–	0.01%	721
2022 Q1	$270K	Buy	+20,000	New	+$248K	0.01%	617

Other funds holding EVCM

PSG Equity Boston, Massachusetts $860M AUM 4.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIP

Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Parallel Advisors's EVCM Position: Q2 2026 in Review

Parallel Advisors sold out of EverCommerce (EVCM) in Q2 2026, closing a stake of 50 shares — an estimated $572 sold.

Parallel Advisors first reported a position in EVCM in Q1 2022 and held it in 17 quarters. The position peaked at $270K in Q1 2022. 31 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

Parallel Advisors reported no remaining EverCommerce position as of Q2 2026 after selling out during the quarter.
Parallel Advisors sold 50 EverCommerce shares in Q2 2026, an estimated $572.
Parallel Advisors first reported a position in EverCommerce in Q1 2022 and held it in 17 quarters.
Parallel Advisors's EverCommerce position peaked at $270K in Q1 2022.
31 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.