Evercommerce Inc.: which funds bought and sold

Institutions that bought and sold Evercommerce shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 31 institutions that filed 13F reports for both quarters added to or opened positions in Evercommerce, and 41 cut or closed them. Together they added a net 327K shares, +0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 54K shares (−8.8%); index fund managers were net buyers of 39K shares (+1.4%). 9 opened a new position and 14 sold out entirely.

Bought, Q2 2026 31 institutions, 9 of them new holders Sold, Q2 2026 41 institutions, 14 of them sold out

Net change, all compared +327K shares (+0.2%)

Net change, active managers −54K shares (−8.8%), 4 bought, 6 sold

Buyers versus sellers

institutions compared, 96

31 bought 24 41 sold

Active managers and hedge funds 4 bought · 6 sold · −54K

Index fund managers 5 bought · 4 sold · +39K

Other institutions 22 bought · 31 sold · +342K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Corecap Advisors, LLC	+270K New position	270K	$2.7M
UBS Group AG	+72K +312.9%	95K	$957,028
Xtx Topco Ltd	+45K +119.4%	83K	$837,394
Blackrock, Inc. Index funds	+34K +3.3%	1.1M	$10.7M
Exoduspoint Capital Management, LP Hedge fund	+18K New position	18K	$181,231
Millennium Management LLC Hedge fund	+14K New position	14K	$138,416
Edgestream Partners, L.P. Hedge fund	+10K New position	10K	$104,654
Wells Fargo & Company	+7,727 +140.6%	13K	$133,033
Citigroup Inc	+5,693 +568.2%	6,695	$67,352
Vanguard Capital Management LLC Index funds	+5,537 +2.8%	201K	$2M
Mirabella Financial Services LLP	+5,151 +42.1%	17K	$174,863
Deutsche Bank Ag\	+4,495 +45.6%	14K	$144,291
Vanguard Fiduciary Trust Co Index funds	+4,110 +3.9%	109K	$1.1M
Quantinno Capital Management LP	+4,054 +8.4%	52K	$526,581
State Of Wisconsin Investment Board	+3,600 +9.8%	40K	$405,086
Engineers Gate Manager LP Hedge fund	+2,982 +16.7%	21K	$209,459
Russell Investments Group, Ltd.	+2,898 +196.2%	4,375	$44,012
Vanguard Portfolio Management LLC Index funds	+2,665 +2.7%	100K	$1M
BNP Paribas Financial Markets	+1,975 +62.7%	5,123	$51,537
Group One Trading LLC	+1,777 New position	1,777	$17,877

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Exoduspoint Capital Management, LP Hedge fund	+18K New position	18K	$181,231
Millennium Management LLC Hedge fund	+14K New position	14K	$138,416
Edgestream Partners, L.P. Hedge fund	+10K New position	10K	$104,654
Engineers Gate Manager LP Hedge fund	+2,982 +16.7%	21K	$209,459

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	−52K −10.9%	430K	$4.3M
Bank Of America Corp	−35K −74.1%	12K	$124,603
American Century Companies Inc Active manager	−28K Sold out	0	—
Goldman Sachs Group Inc	−16K −43.6%	21K	$212,256
Morgan Stanley	−11K −11.1%	86K	$863,208
Mariner, LLC	−10K Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−10K Sold out	0	—
Geode Capital Management, LLC Index funds	−3,879 −0.7%	568K	$5.7M
Aquatic Capital Management LLC	−3,527 Sold out	0	—
AQR Capital Management LLC Hedge fund	−3,257 −23.3%	11K	$107,711
State Street Corp Index funds	−3,188 −0.8%	414K	$4.2M
FMR LLC Active manager	−2,847 −52.4%	2,588	$26,038
Alliancebernstein L.P. Active manager	−2,200 −5.8%	36K	$405,765
Raymond James Financial Inc	−2,000 −4.8%	40K	$402,400
Charles Schwab Investment Management Inc Index funds	−1,619 −1.1%	143K	$1.4M
Mercer Global Advisors Inc	−1,541 −10.3%	13K	$135,508
Bank Of New York Mellon Corp	−1,134 −3.4%	32K	$323,912
Allworth Financial LP	−1,121 −96.6%	40	$403
Cornerstone Investment Partners, LLC	−1,103 −4.6%	23K	$230,907
California State Teachers Retirement System	−598 −75.2%	197	$1,982

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Arrowstreet Capital, Limited Partnership Hedge fund	−52K −10.9%	430K	$4.3M
American Century Companies Inc Active manager	−28K Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−10K Sold out	0	—
AQR Capital Management LLC Hedge fund	−3,257 −23.3%	11K	$107,711
FMR LLC Active manager	−2,847 −52.4%	2,588	$26,038
Alliancebernstein L.P. Active manager	−2,200 −5.8%	36K	$405,765

New positions

largest by value

Institution	Shares	Value June 30, 2026
Corecap Advisors, LLC	270K	$2.7M
Exoduspoint Capital Management, LPHedge fund	18K	$181,231
Millennium Management LLCHedge fund	14K	$138,416
Edgestream Partners, L.P.Hedge fund	10K	$104,654
Group One Trading LLC	1,777	$17,877
Integrated Wealth Concepts LLC	19	$191
Caitong International Asset Management Co., Ltd	14	$141
Transamerica Financial Advisors, LLC	9	$90
Clearstead Advisors, LLC	5	$51

Sold out

largest by value

Institution	Shares	Value March 31, 2026
American Century Companies IncActive manager	28K	$316,965
Mariner, LLC	10K	$117,752
O'Shaughnessy Asset Management, LLCActive manager	10K	$116,277
Aquatic Capital Management LLC	3,527	$40,314
Quadrant Capital Group LLC	494	$5,647
Signaturefd, LLC	360	$4,115
Huntington National Bank	299	$3,418
Aster Capital Management (Difc) Ltd	96	$968
Parallel Advisors, LLC	50	$572
Bare Financial Services, Inc	43	$491

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 82
Ten largest holders: 99.2%
Index fund managers: 1.7%
Active managers and hedge funds: 0.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	4	6	3	2	−54K	−8.8%
Index fund managers	5	4	0	0	+39K	+1.4%
Other institutions	22	31	6	12	+342K	+0.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Evercommerce.

Only managers that filed a holdings report for both quarters are compared (96 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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