EVCM Institutional Ownership
EverCommerce Inc.
1W: +2.0%
1M: +20.1%
3M: -19.2%
YTD: -16.0%
1Y: -16.0%
3Y: -1.7%
5Y: -50.8%
$9.40
-0.30 (-3.09%)
After Hours: $10.47 (+1.07, +11.38%)
Weekly Expected Move ±10.2%
$7
$8
$9
$10
$11
Credit Risk of going bust: higher than 72% of companies Debt: 23.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.37 (down 96%), EverCommerce Inc. would be worth roughly what it owes.
Total debt $529.6M against a stock market value of $1.71B.
Distance to default 3.22 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $263.2M (short-term plus half of long-term), stock volatility 67.0%; Altman Z'' 0.57. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.37 (down 96%), EverCommerce Inc. would be worth roughly what it owes.
Total debt $529.6M against a stock market value of $1.71B.
Distance to default 3.22 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $263.2M (short-term plus half of long-term), stock volatility 67.0%; Altman Z'' 0.57. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EVCM
99
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
11
New Positions
23
Increased
40
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (113 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PSG Equity L.L.C. | 85,464,516 | $829M | — | +0.0% | 19Q | SEC ↗ |
| 2 | Silver Lake Group, L.L.C. | 67,085,136 | $651M | — | +0.0% | 20Q | SEC ↗ |
| 3 | Standard Investments LLC | 6,115,000 | $59M | — | +0.0% | 20Q | SEC ↗ |
| 4 | BlackRock, Inc. | 1,066,029 | $10M | +33,983 | +3.3% | 8Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 567,904 | $6M | -3,879 | -0.7% | 20Q | SEC ↗ |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 430,302 | $4M | -52,452 | -10.9% | 10Q | SEC ↗ |
| 7 | STATE STREET CORP | 414,128 | $4M | -3,188 | -0.8% | 20Q | SEC ↗ |
| 8 | CoreCap Advisors, LLC NEW | 269,999 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 201,197 | $2M | +5,537 | +2.8% | 2Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 192,929 | $2M | +1,333 | +0.7% | 20Q | SEC ↗ |
| 11 | Sixth Street Partners Management Compa NEW | 143,462 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 143,462 | $1M | -1,619 | -1.1% | 15Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO | 108,554 | $1M | +4,110 | +3.9% | 2Q | SEC ↗ |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 99,628 | $966K | +2,665 | +2.7% | 2Q | SEC ↗ |
| 15 | UBS Group AG | 95,132 | $923K | +72,093 | +312.9% | 20Q | SEC ↗ |
| 16 | MORGAN STANLEY | 85,806 | $832K | -10,768 | -11.1% | 20Q | SEC ↗ |
| 17 | XTX Topco Ltd | 83,240 | $807K | +45,295 | +119.4% | 4Q | SEC ↗ |
| 18 | Quantinno Capital Management LP | 52,344 | $508K | +4,054 | +8.4% | 4Q | SEC ↗ |
| 19 | STATE OF WISCONSIN INVESTMENT BOARD | 40,267 | $391K | +3,600 | +9.8% | 2Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 40,000 | $388K | -2,000 | -4.8% | 7Q | SEC ↗ |
| 21 | ZACKS INVESTMENT MANAGEMENT | 37,570 | $364K | — | +0.0% | 4Q | SEC ↗ |
| 22 | ALLIANCEBERNSTEIN L.P. | 35,500 | $344K | -2,200 | -5.8% | 17Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 32,198 | $312K | -1,134 | -3.4% | 20Q | SEC ↗ |
| 24 | Nuveen, LLC | 32,163 | $312K | — | +0.0% | 6Q | SEC ↗ |
| 25 | Cornerstone Investment Partners, LLC | 22,953 | $223K | -1,103 | -4.6% | 2Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 21,099 | $205K | -16,310 | -43.6% | 15Q | SEC ↗ |
| 27 | Engineers Gate Manager LP | 20,821 | $202K | +2,982 | +16.7% | 2Q | SEC ↗ |
| 28 | RHUMBLINE ADVISERS | 19,837 | $192K | -399 | -2.0% | 19Q | SEC ↗ |
| 29 | ExodusPoint Capital Management, LP NEW | 18,015 | $175K | — | +0.0% | 1Q | SEC ↗ |
| 30 | MIRABELLA FINANCIAL SERVICES LLP | 17,382 | $169K | +5,151 | +42.1% | 2Q | SEC ↗ |
| 31 | RIA Advisory Group LLC | 17,015 | $165K | -590 | -3.4% | 8Q | SEC ↗ |
| 32 | Quinn Opportunity Partners LLC | 15,000 | $146K | — | +0.0% | 7Q | SEC ↗ |
| 33 | DEUTSCHE BANK AG | 14,343 | $139K | +4,495 | +45.6% | 20Q | SEC ↗ |
| 34 | MILLENNIUM MANAGEMENT LLC NEW | 13,759 | $133K | — | +0.0% | 1Q | SEC ↗ |
| 35 | MERCER GLOBAL ADVISORS INC /ADV | 13,470 | $131K | -1,541 | -10.3% | 2Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 13,224 | $128K | +7,727 | +140.6% | 20Q | SEC ↗ |
| 37 | BANK OF AMERICA CORP /DE | 12,386 | $120K | -35,462 | -74.1% | 15Q | SEC ↗ |
| 38 | AQR CAPITAL MANAGEMENT LLC | 10,707 | $104K | -3,257 | -23.3% | 5Q | SEC ↗ |
| 39 | PRICE T ROWE ASSOCIATES INC /MD | 10,523 | $102K | — | +0.0% | 2Q | SEC ↗ |
| 40 | Edgestream Partners, L.P. NEW | 10,403 | $101K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Investors Research Corp | 8,822 | $86K | — | +0.0% | 10Q | SEC ↗ |
| 42 | State of Alaska, Department of Revenue | 8,523 | $83K | — | +0.0% | 4Q | SEC ↗ |
| 43 | Vanguard Global Advisers, LLC | 7,459 | $72K | — | +0.0% | 2Q | SEC ↗ |
| 44 | JPMORGAN CHASE & CO | 6,896 | $67K | +31 | +0.5% | 20Q | SEC ↗ |
| 45 | CITIGROUP INC | 6,695 | $65K | +5,693 | +568.2% | 20Q | SEC ↗ |
| 46 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,591 | $64K | -395 | -5.7% | 9Q | SEC ↗ |
| 47 | NEW YORK STATE COMMON RETIREMENT FUND | 6,197 | $60K | — | +0.0% | 20Q | SEC ↗ |
| 48 | HARBOR CAPITAL ADVISORS, INC. | 5,979 | $58K | +1,529 | +34.4% | 2Q | SEC ↗ |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 5,123 | $50K | +1,975 | +62.7% | 7Q | SEC ↗ |
| 50 | Police & Firemen's Retirement System o | 4,593 | $45K | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| CoreCap Advisors, LLC | 269,999 | $3M |
| Sixth Street Partners Management Co | 143,462 | $1M |
| ExodusPoint Capital Management, LP | 18,015 | $175K |
| MILLENNIUM MANAGEMENT LLC | 13,759 | $133K |
| Edgestream Partners, L.P. | 10,403 | $101K |
| GROUP ONE TRADING LLC | 1,777 | $17K |
| Covestor Ltd | 55 | $1K |
| Integrated Wealth Concepts LLC | 19 | $0K |
| Caitong International Asset Managem | 14 | $0K |
| Transamerica Financial Advisors, LL | 9 | $0K |
| Clearstead Advisors, LLC | 5 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Skandinaviska Enskilda Banken AB (p | 219,700 | $2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 66,317 | $643K |
| DekaBank Deutsche Girozentrale | 55,000 | $534K |
| D. E. Shaw & Co., Inc. | 32,084 | $311K |
| AMERICAN CENTURY COMPANIES INC | 27,731 | $269K |
| RENAISSANCE TECHNOLOGIES LLC | 20,100 | $195K |
| NewEdge Advisors, LLC | 19,179 | $186K |
| GSA CAPITAL PARTNERS LLP | 17,636 | $171K |
| MetLife Investment Management, LLC | 10,796 | $105K |
| Mariner, LLC | 10,302 | $100K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10,173 | $99K |
| Aquatic Capital Management LLC | 3,527 | $34K |
| FEDERATED HERMES, INC. | 1,944 | $19K |
| QUADRANT CAPITAL GROUP LLC | 494 | $5K |
| AMALGAMATED BANK | 462 | $4K |
| SIGNATUREFD, LLC | 360 | $3K |
| HUNTINGTON NATIONAL BANK | 299 | $3K |
| Parallel Advisors, LLC | 50 | $0K |
| Quarry LP | 45 | $0K |
| Bare Financial Services, Inc | 43 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +72,093 | +312.9% | 95,132 |
| XTX Topco Ltd | +45,295 | +119.4% | 83,240 |
| BlackRock, Inc. | +33,983 | +3.3% | 1,066,029 |
| WELLS FARGO & COMPANY/MN | +7,727 | +140.6% | 13,224 |
| CITIGROUP INC | +5,693 | +568.2% | 6,695 |
| VANGUARD CAPITAL MANAGEMENT LLC | +5,537 | +2.8% | 201,197 |
| MIRABELLA FINANCIAL SERVICES LLP | +5,151 | +42.1% | 17,382 |
| DEUTSCHE BANK AG | +4,495 | +45.6% | 14,343 |
| VANGUARD FIDUCIARY TRUST CO | +4,110 | +3.9% | 108,554 |
| Quantinno Capital Management LP | +4,054 | +8.4% | 52,344 |
| STATE OF WISCONSIN INVESTMENT BOARD | +3,600 | +9.8% | 40,267 |
| Engineers Gate Manager LP | +2,982 | +16.7% | 20,821 |
| Russell Investments Group, Ltd. | +2,898 | +196.2% | 4,375 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +2,665 | +2.7% | 99,628 |
| BNP PARIBAS FINANCIAL MARKETS | +1,975 | +62.7% | 5,123 |
| ROYAL BANK OF CANADA | +1,599 | +159.9% | 2,599 |
| HARBOR CAPITAL ADVISORS, INC. | +1,529 | +34.4% | 5,979 |
| NORTHERN TRUST CORP | +1,333 | +0.7% | 192,929 |
| Tower Research Capital LLC (TRC) | +562 | +27.3% | 2,618 |
| BARCLAYS PLC | +359 | +13.2% | 3,073 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | -52,452 | -10.9% | 430,302 |
| BANK OF AMERICA CORP /DE | -35,462 | -74.1% | 12,386 |
| GOLDMAN SACHS GROUP INC | -16,310 | -43.6% | 21,099 |
| MORGAN STANLEY | -10,768 | -11.1% | 85,806 |
| GEODE CAPITAL MANAGEMENT, LLC | -3,879 | -0.7% | 567,904 |
| AQR CAPITAL MANAGEMENT LLC | -3,257 | -23.3% | 10,707 |
| STATE STREET CORP | -3,188 | -0.8% | 414,128 |
| FMR LLC | -2,847 | -52.4% | 2,588 |
| ALLIANCEBERNSTEIN L.P. | -2,200 | -5.8% | 35,500 |
| RAYMOND JAMES FINANCIAL INC | -2,000 | -4.8% | 40,000 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -1,619 | -1.1% | 143,462 |
| MERCER GLOBAL ADVISORS INC /ADV | -1,541 | -10.3% | 13,470 |
| Bank of New York Mellon Corp | -1,134 | -3.4% | 32,198 |
| Allworth Financial LP | -1,121 | -96.6% | 40 |
| Cornerstone Investment Partners, LL | -1,103 | -4.6% | 22,953 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -598 | -75.2% | 197 |
| RIA Advisory Group LLC | -590 | -3.4% | 17,015 |
| RHUMBLINE ADVISERS | -399 | -2.0% | 19,837 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -395 | -5.7% | 6,591 |
| EverSource Wealth Advisors, LLC | -199 | -89.2% | 24 |