EVCM — EVERCOMMERCE INC

Ownership history in Windsor Advisory Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Windsor Advisory Group, LLC reported a position in EVERCOMMERCE INC (EVCM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.89% (2025 Q1)
Avg. % of fund
0.68%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 21,641 -21,700 -50.1% 0.21% $241K $11.13
2025 Q2 REDUCED 43,341 -25,000 -36.6% 0.65% $455K $10.50
2025 Q1 UNCHANGED 68,341 — 0% 0.89% $689K $10.08
2024 Q4 UNCHANGED 68,341 — 0% 0.87% $752K $11.01
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EVCM price (monthly, adj. close)

Other funds also holding EVCM

As of 2025 Q4 — sorted by position size

PSG Equity L.L.C. 3Y 100.0% Silver Lake Group, L.L.C. 3Y 7Y 16.15% Standard Investments LLC 3Y 7Y 3.7% RIA Advisory Group LLC 3Y 0.06% Investors Research Corp 3Y 7Y 0.02% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.02% XTX Topco Ltd 3Y 0.02% Quinn Opportunity Partners LLC 3Y 7Y 0.01% ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 3Y 7Y 0.0% Parallel Advisors, LLC 3Y 7Y 0.0%
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