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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
Q2 		$382 Sell
38
-14
-27% -$148 ﹤0.01% 3326
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 $860M AUM 4.19% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rothschild Investment LLC's EVCM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its EverCommerce (EVCM) stake by 27% in Q2 2026, selling an estimated $148 and leaving 38 shares worth $382. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

Rothschild Investment LLC first reported a position in EVCM in Q2 2024 and has held it in 9 quarters since. The position peaked at $991 in Q4 2024. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • Rothschild Investment LLC held 38 shares of EverCommerce worth $382 as of Q2 2026.
  • Rothschild Investment LLC sold 14 EverCommerce shares in Q2 2026, an estimated $148.
  • EverCommerce made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3326 holding.
  • Rothschild Investment LLC first reported a position in EverCommerce in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's EverCommerce position peaked at $991 in Q4 2024.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.