Smartleaf Asset Management
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Smartleaf Asset Management’s EverCommerce EVCM Stock Holding History

Smartleaf Asset 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
Q3 		$32 Buy
+4
New +$39 ﹤0.01% 3582
2025
Q1 		– Sell
-157
Closed -$1.73K – 2909
2024
Q4 		$1.73K Buy
+157
New +$1.75K ﹤0.01% 2564

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Geode Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Edgestream Partners
Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Smartleaf Asset Management's EVCM Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in EverCommerce (EVCM) in Q3 2026: 4 shares worth $32. The stake represents ﹤0.01% of the portfolio and ranks #3582 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in EVCM as recently as Q4 2024.

Smartleaf Asset Management first reported a position in EVCM in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.73K in Q4 2024. 46 funds tracked by Wall St. Rank hold EVCM as of Q3 2026.

  • Smartleaf Asset Management held 4 shares of EverCommerce worth $32 as of Q3 2026.
  • EverCommerce was a new Smartleaf Asset Management position in Q3 2026.
  • EverCommerce made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3582 holding.
  • Smartleaf Asset Management first reported a position in EverCommerce in Q4 2024 and has held it in 2 quarters since.
  • Smartleaf Asset Management's EverCommerce position peaked at $1.73K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held EverCommerce as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.