UBS Group
EVCM icon

UBS Group’s EverCommerce EVCM Stock Holding History

UBS Group’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 		$263K Sell
23,039
-19,858
-46% -$225K ﹤0.01% 6479
2025
Q4 		$519K Buy
42,897
+35,063
+448% +$373K ﹤0.01% 6059
2025
Q3 		$87.2K Sell
7,834
-5,898
-43% -$65.8K ﹤0.01% 7218
2025
Q2 		$144K Sell
13,732
-9,424
-41% -$95.1K ﹤0.01% 6949
2025
Q1 		$233K Sell
23,156
-53,069
-70% -$540K ﹤0.01% 6439
2024
Q4 		$839K Buy
76,225
+66,141
+656% +$739K ﹤0.01% 5450
2024
Q3 		$104K Buy
10,084
+3,575
+55% +$38.6K ﹤0.01% 6322
2024
Q2 		$71.5K Sell
6,509
-17,796
-73% -$172K ﹤0.01% 6412
2024
Q1 		$229K Buy
24,305
+5,910
+32% +$57.7K ﹤0.01% 5763
2023
Q4 		$203K Buy
18,395
+15,002
+442% +$145K ﹤0.01% 5775
2023
Q3 		$34K Sell
3,393
-14,392
-81% -$155K ﹤0.01% 6526
2023
Q2 		$211K Buy
17,785
+12,793
+256% +$149K ﹤0.01% 5444
2023
Q1 		$52.8K Sell
4,992
-3,675
-42% -$35.5K ﹤0.01% 6414
2022
Q4 		$64.5K Buy
8,667
+5,956
+220% +$45.5K ﹤0.01% 6527
2022
Q3 		$29K Buy
2,711
+2,432
+872% +$27.6K ﹤0.01% 6914
2022
Q2 		$3K Sell
279
-5,171
-95% -$55.8K ﹤0.01% 9297
2022
Q1 		$72K Sell
5,450
-3,656
-40% -$45.3K ﹤0.01% 6148
2021
Q4 		$143K Buy
9,106
+4,765
+110% +$84.9K ﹤0.01% 5965
2021
Q3 		$71K Buy
+4,341
New +$80K ﹤0.01% 6078

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $860M AUM 4.19% 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

UBS Group's EVCM Position: Q1 2026 in Review

UBS Group reduced its EverCommerce (EVCM) stake by 46% in Q1 2026, selling an estimated $225K and leaving 23,039 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #6479.

UBS Group first reported a position in EVCM in Q3 2021 and has held it in 19 quarters since. The position peaked at $839K in Q4 2024. 90 funds tracked by Wall St. Rank hold EVCM as of Q1 2026.

  • UBS Group held 23,039 shares of EverCommerce worth $263K as of Q1 2026.
  • UBS Group sold 19,858 EverCommerce shares in Q1 2026, an estimated $225K.
  • EverCommerce made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6479 holding.
  • UBS Group first reported a position in EverCommerce in Q3 2021 and has held it in 19 quarters since.
  • UBS Group's EverCommerce position peaked at $839K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.