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Rothschild Investment LLC’s EverCommerce EVCM Stock Holding History

Rothschild Investment LLC’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 		$594 Buy
52
+2
+4% +$23 ﹤0.01% 3064
2025
Q4 		$606 Buy
50
+10
+25% +$106 ﹤0.01% 2873
2025
Q3 		$445 Hold
40
– – ﹤0.01% 2856
2025
Q2 		$420 Sell
40
-15
-27% -$151 ﹤0.01% 2798
2025
Q1 		$554 Sell
55
-35
-39% -$356 ﹤0.01% 2589
2024
Q4 		$991 Buy
90
+65
+260% +$726 ﹤0.01% 2224
2024
Q3 		$259 Hold
25
– – ﹤0.01% 2652
2024
Q2 		$275 Buy
+25
New +$241 ﹤0.01% 2340

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

Rothschild Investment LLC's EVCM Position: Q1 2026 in Review

Rothschild Investment LLC increased its EverCommerce (EVCM) stake by 4% in Q1 2026, buying an estimated $23 and bringing the position to 52 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Rothschild Investment LLC first reported a position in EVCM in Q2 2024 and has held it in 8 quarters since. The position peaked at $991 in Q4 2024. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • Rothschild Investment LLC held 52 shares of EverCommerce worth $594 as of Q1 2026.
  • Rothschild Investment LLC bought 2 EverCommerce shares in Q1 2026, an estimated $23.
  • EverCommerce made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3064 holding.
  • Rothschild Investment LLC first reported a position in EverCommerce in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's EverCommerce position peaked at $991 in Q4 2024.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.