Wellington Management Group
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Wellington Management Group’s EverCommerce EVCM Stock Holding History

Wellington Management 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
2025
Q4 		– Sell
-229,603
Closed -$2.56M – 1969
2025
Q3 		$2.56M Buy
+229,603
New +$2.56M ﹤0.01% 1574

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SLG
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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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group's EVCM Position: Q4 2025 in Review

Wellington Management Group sold out of EverCommerce (EVCM) in Q4 2025, closing a stake of 229,603 shares — an estimated $2.56M sold.

Wellington Management Group first reported a position in EVCM in Q3 2025 and held it in 1 quarter. The position peaked at $2.56M in Q3 2025. 88 funds tracked by Wall St. Rank hold EVCM as of Q4 2025.

  • Wellington Management Group reported no remaining EverCommerce position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 229,603 EverCommerce shares in Q4 2025, an estimated $2.56M.
  • Wellington Management Group first reported a position in EverCommerce in Q3 2025 and held it in 1 quarter.
  • Wellington Management Group's EverCommerce position peaked at $2.56M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held EverCommerce as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.