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Root Financial Partners’s EverCommerce EVCM Stock Holding History

Root Financial Partners’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 		$160 Buy
+14
New +$159 ﹤0.01% 3195

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

Root Financial Partners's EVCM Position: Q1 2026 in Review

Root Financial Partners opened a new position in EverCommerce (EVCM) in Q1 2026: 14 shares worth $160. The stake represents ﹤0.01% of the portfolio and ranks #3195 among its holdings.

90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Root Financial Partners held 14 shares of EverCommerce worth $160 as of Q1 2026.
  • EverCommerce was a new Root Financial Partners position in Q1 2026.
  • EverCommerce made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3195 holding.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.