UBS AM
EVCM icon

UBS AM’s EverCommerce EVCM Stock Holding History

UBS AM’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 		$37.4K Hold
3,722
– – ﹤0.01% 3000
2026
Q1 		$42.5K Buy
3,722
+3,258
+702% +$37K ﹤0.01% 2991
2025
Q4 		$5.62K Buy
+464
New +$4.93K ﹤0.01% 2963
2023
Q3 		– Sell
-15,649
Closed -$166K – 2620
2023
Q2 		$166K Hold
15,649
– – ﹤0.01% 2595
2023
Q1 		$166K Buy
+15,649
New +$151K ﹤0.01% 2595

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

UBS AM's EVCM Position: Q2 2026 in Review

UBS AM held its EverCommerce (EVCM) position steady in Q2 2026 at 3,722 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

UBS AM first reported a position in EVCM in Q1 2023 and has held it in 5 quarters since. The position peaked at $166K in Q2 2023. 83 funds tracked by Wall St. Rank hold EVCM as of Q2 2026.

  • UBS AM held 3,722 shares of EverCommerce worth $37.4K as of Q2 2026.
  • UBS AM left its EverCommerce share count unchanged in Q2 2026.
  • EverCommerce made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3000 holding.
  • UBS AM first reported a position in EverCommerce in Q1 2023 and has held it in 5 quarters since.
  • UBS AM's EverCommerce position peaked at $166K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held EverCommerce as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.