R Squared’s EverCommerce EVCM Stock Holding History

R Squared’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
2025 Q4	–	Sell	-10,929	Closed	-$122K	–	585
2025 Q3	$122K	Buy	+10,929	New	+$122K	0.05%	432
2025 Q1	–	Sell	-1,210	Closed	-$13.3K	–	677
2024 Q4	$13.3K	Buy	+1,210	New	+$13.5K	0.01%	1055

Other funds holding EVCM

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

R Squared's EVCM Position: Q4 2025 in Review

R Squared sold out of EverCommerce (EVCM) in Q4 2025, closing a stake of 10,929 shares — an estimated $122K sold.

R Squared first reported a position in EVCM in Q4 2024 and held it in 2 quarters. The position peaked at $122K in Q3 2025. 88 funds tracked by Wall St. Rank hold EVCM as of Q4 2025.

R Squared reported no remaining EverCommerce position as of Q4 2025 after selling out during the quarter.
R Squared sold 10,929 EverCommerce shares in Q4 2025, an estimated $122K.
R Squared first reported a position in EverCommerce in Q4 2024 and held it in 2 quarters.
R Squared's EverCommerce position peaked at $122K in Q3 2025.
88 funds tracked by Wall St. Rank held EverCommerce as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.