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 Q2	–	Sell	-14	Closed	-$160	–	1287
2026 Q1	$160	Buy	+14	New	+$159	﹤0.01%	3195

Other funds holding EVCM

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

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's EVCM Position: Q2 2026 in Review

Root Financial Partners sold out of EverCommerce (EVCM) in Q2 2026, closing a stake of 14 shares — an estimated $160 sold.

Root Financial Partners first reported a position in EVCM in Q1 2026 and held it in 1 quarter. The position peaked at $160 in Q1 2026. 82 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

Root Financial Partners reported no remaining EverCommerce position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 14 EverCommerce shares in Q2 2026, an estimated $160.
Root Financial Partners first reported a position in EverCommerce in Q1 2026 and held it in 1 quarter.
Root Financial Partners's EverCommerce position peaked at $160 in Q1 2026.
82 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.