Rockefeller Capital Management
EVCM icon

Rockefeller Capital Management’s EverCommerce EVCM Stock Holding History

Rockefeller Capital 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 		– Sell
-29
Closed -$351 – 4752
2025
Q4 		$351 Hold
29
– – ﹤0.01% 4558
2025
Q3 		$323 Buy
+29
New +$324 ﹤0.01% 4320

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

Rockefeller Capital Management's EVCM Position: Q1 2026 in Review

Rockefeller Capital Management sold out of EverCommerce (EVCM) in Q1 2026, closing a stake of 29 shares — an estimated $351 sold.

Rockefeller Capital Management first reported a position in EVCM in Q3 2025 and held it in 2 quarters. The position peaked at $351 in Q4 2025. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Rockefeller Capital Management reported no remaining EverCommerce position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 29 EverCommerce shares in Q1 2026, an estimated $351.
  • Rockefeller Capital Management first reported a position in EverCommerce in Q3 2025 and held it in 2 quarters.
  • Rockefeller Capital Management's EverCommerce position peaked at $351 in Q4 2025.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.