New Positions
12 managers initiated
Top five by reported value
EverCommerce Inc. NMS:EVCM
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
12 new16 added63 reduced21 exited
Total Institutional Holders
91
as of 2025-12-31
Top Holder
PSG Equity L.L.C.
$1.03B
Largest QoQ Increase
GOLDMAN SACHS GROUP INC
+50,854 sh
Largest QoQ Decrease
Blue Owl Capital Holdings LP
-1,641,929 sh
New Positions(12)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,100 | +26,100 | $316.1K | +$316.1K | — |
| RIA Advisory Group LLC | 20,930 | +20,930 | $253.5K | +$253.5K | — |
| CITADEL ADVISORS LLC | 17,100 | +17,100 | $207.1K | +$207.1K | — |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14,608 | +14,608 | $176.9K | +$176.9K | — |
| UBS ASSET MANAGEMENT AMERICAS INC | 464 | +464 | $5.6K | +$5.6K | — |
| HUNTINGTON NATIONAL BANK | 299 | +299 | $3.6K | +$3.6K | — |
| Allworth Financial LP | 62 | +62 | $751 | +$751 | — |
| Quarry LP | 45 | +45 | $545 | +$545 | — |
| Bare Financial Services, Inc | 43 | +43 | $521 | +$521 | — |
| Pinnacle Wealth Planning Services, Inc. | 31 | +31 | $375 | +$375 | — |
| GSA CAPITAL PARTNERS LLP | 17,636 | +17,636 | $214 | +$214 | — |
| IFP Advisors, Inc | 13 | +13 | $150 | +$150 | — |
Added To(16)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 104,563 | +50,854 | $1.3M | +$668.5K | 94.7% |
| UBS Group AG | 42,897 | +35,063 | $519.5K | +$432.3K | 447.6% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 66,317 | +34,979 | $749.4K | +$400.6K | 111.6% |
| XTX Topco Ltd | 51,877 | +27,224 | $628.2K | +$353.8K | 110.4% |
| D. E. Shaw & Co., Inc. | 32,084 | +17,754 | $388.5K | +$229.0K | 123.9% |
| Quantinno Capital Management LP | 22,181 | +9,263 | $268.6K | +$124.8K | 71.7% |
| WELLS FARGO & COMPANY/MN | 16,311 | +7,085 | $197.5K | +$94.8K | 76.8% |
| BARCLAYS PLC | 28,260 | +6,507 | $296.7K | +$54.6K | 29.9% |
| FMR LLC | 5,163 | +2,609 | $62.5K | +$34.1K | 102.2% |
| Tower Research Capital LLC (TRC) | 4,672 | +1,642 | $56.6K | +$22.9K | 54.2% |
| CITIGROUP INC | 1,702 | +1,079 | $20.6K | +$13.7K | 173.2% |
| PNC Financial Services Group, Inc. | 400 | +329 | $4.8K | +$4.1K | 463.4% |
| GAMMA Investing LLC | 849 | +109 | $10.3K | +$2.0K | 14.7% |
| Sterling Capital Management LLC | 96 | +60 | $1.2K | +$762 | 166.7% |
| ROTHSCHILD INVESTMENT LLC | 50 | +10 | $606 | +$161 | 25.0% |
| State of Alaska, Department of Revenue | 8,523 | +305 | $103 | +$12 | 3.7% |
Reduced(63)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | 0 | $1.03B | +$83.8M | 0.0% |
| Silver Lake Group, L.L.C. | 67,085,136 | 0 | $812.4M | +$65.7M | 0.0% |
| Standard Investments LLC | 6,115,000 | 0 | $74.1M | +$6.0M | 0.0% |
| JPMORGAN CHASE & CO | 6,180 | -75,114 | $74.8K | -$830.0K | -92.4% |
| BlackRock, Inc. | 1,073,098 | -40,433 | $13.0M | +$601.6K | -3.6% |
| Royal Bank of Canada | 427 | -56,506 | $5.0K | -$592.0K | -99.2% |
| JANE STREET GROUP, LLC | 12,700 | -49,767 | $153.8K | -$541.5K | -79.7% |
| STATE STREET CORP | 420,496 | -2,184 | $5.1M | +$387.8K | -0.5% |
| VANGUARD GROUP INC | 394,053 | -2,442 | $4.8M | +$359.0K | -0.6% |
| AlphaQuest LLC | 3,550 | -24,232 | $43.0K | -$266.2K | -87.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 637,051 | -77,468 | $7.7M | -$237.9K | -10.8% |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | 0 | $2.7M | +$215.3K | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 20,100 | -19,900 | $243.4K | -$201.8K | -49.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 538,528 | -30,165 | $6.5M | +$192.8K | -5.3% |
| RAYMOND JAMES FINANCIAL INC | 42,000 | -16,000 | $508.6K | -$136.9K | -27.6% |
| BNP PARIBAS ARBITRAGE, SNC | 4,437 | -10,888 | $53.7K | -$116.8K | -71.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 148,473 | -3,062 | $1.8M | +$111.4K | -2.0% |
| MORGAN STANLEY | 126,625 | -1,894 | $1.5M | +$103.0K | -1.5% |
| NORTHERN TRUST CORP | 187,653 | -10,607 | $2.3M | +$65.8K | -5.3% |
| ALLIANCEBERNSTEIN L.P. | 33,700 | -8,490 | $408.1K | -$61.5K | -20.1% |
| AQR CAPITAL MANAGEMENT LLC | 10,614 | -6,324 | $128.5K | -$60.0K | -37.3% |
| ZACKS INVESTMENT MANAGEMENT | 37,570 | 0 | $455.0K | +$36.8K | 0.0% |
| RHUMBLINE ADVISERS | 20,335 | -4,667 | $246.2K | -$32.0K | -18.7% |
| Nuveen, LLC | 31,970 | 0 | $387.2K | +$31.3K | 0.0% |
| AMERICAN CENTURY COMPANIES INC | 29,608 | 0 | $358.6K | +$29.0K | 0.0% |
| MetLife Investment Management, LLC | 10,796 | -2,947 | $130.7K | -$22.2K | -21.4% |
| BANK OF AMERICA CORP /DE/ | 15,795 | -3,271 | $191.3K | -$20.9K | -17.1% |
| Parallel Advisors, LLC | 20,000 | 0 | $242.2K | +$19.6K | 0.0% |
| NewEdge Advisors, LLC | 19,179 | 0 | $232.3K | +$18.8K | 0.0% |
| Quinn Opportunity Partners LLC | 15,000 | 0 | $181.7K | +$14.7K | 0.0% |
| FEDERATED HERMES, INC. | 1,944 | -1,132 | $23.5K | -$10.7K | -36.8% |
| DEUTSCHE BANK AG\ | 9,836 | 0 | $119.1K | +$9.6K | 0.0% |
| Bank of New York Mellon Corp | 35,147 | -2,306 | $425.6K | +$8.8K | -6.2% |
| Investors Research Corp | 8,822 | 0 | $106.8K | +$8.6K | 0.0% |
| Aster Capital Management (DIFC) Ltd | 124 | -673 | $1.5K | -$7.4K | -84.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,197 | 0 | $75.0K | +$6.1K | 0.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,816 | -79 | $82.5K | +$5.8K | -1.1% |
| Police & Firemen's Retirement System of New Jersey | 4,593 | 0 | $55.6K | +$4.5K | 0.0% |
| Russell Investments Group, Ltd. | 1,597 | -415 | $19.3K | -$3.1K | -20.6% |
| NISA INVESTMENT ADVISORS, LLC | 35 | -203 | $424 | -$2.2K | -85.3% |
| QUADRANT CAPITAL GROUP LLC | 494 | -176 | $6.0K | -$1.5K | -26.3% |
| Ameritas Investment Partners, Inc. | 1,500 | 0 | $18.2K | +$1.5K | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 39 | -126 | $472 | -$1.4K | -76.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 905 | -10 | $11.0K | +$776 | -1.1% |
| Farther Finance Advisors, LLC | 15 | -40 | $182 | -$430 | -72.7% |
| Optiver Holding B.V. | 304 | 0 | $3.7K | +$297 | 0.0% |
| Legal & General Group Plc | 1,575 | -116 | $19.0K | +$230 | -6.8% |
| 1620 INVESTMENT ADVISORS, INC. | 187 | 0 | $2.3K | +$184 | 0.0% |
| Versant Capital Management, Inc | 393 | -20 | $4.8K | +$162 | -4.8% |
| EverSource Wealth Advisors, LLC | 351 | -44 | $4.3K | -$146 | -11.1% |
| MASSMUTUAL TRUST CO FSB/ADV | 140 | 0 | $1.7K | +$137 | 0.0% |
| SIGNATUREFD, LLC | 128 | 0 | $1.6K | +$125 | 0.0% |
| Sunbelt Securities, Inc. | 6 | -7 | $73 | -$72 | -53.8% |
| SBI Securities Co., Ltd. | 22 | -6 | $266 | -$46 | -21.4% |
| True Wealth Design, LLC | 11 | -4 | $134 | -$33 | -26.7% |
| Rockefeller Capital Management L.P. | 29 | 0 | $351 | +$28 | 0.0% |
| DekaBank Deutsche Girozentrale | 55,000 | 0 | $552 | +$6 | 0.0% |
| JFS WEALTH ADVISORS, LLC | 4 | 0 | $49 | +$4 | 0.0% |
| AMALGAMATED BANK | 462 | -385 | $6 | -$3 | -45.5% |
| CWM, LLC | 1,036 | -224 | $13 | -$1 | -17.8% |
| Covestor Ltd | 13 | 0 | $0 | $0 | 0.0% |
| Avion Wealth | 54 | 0 | $0 | $0 | 0.0% |
| TUDOR INVESTMENT CORP ET AL | 125,553 | 0 | $1.4M | $0 | 0.0% |
Sold Out(21)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Blue Owl Capital Holdings LP | 0 | -1,641,929 | $0 | -$18.3M | — |
| WELLINGTON MANAGEMENT GROUP LLP | 0 | -229,603 | $0 | -$2.6M | — |
| Woodline Partners LP | 0 | -150,425 | $0 | -$1.7M | — |
| MARSHALL WACE, LLP | 0 | -67,550 | $0 | -$751.8K | — |
| Mayflower Financial Advisors, LLC | 0 | -54,106 | $0 | -$602.2K | — |
| Squarepoint Ops LLC | 0 | -48,708 | $0 | -$542.1K | — |
| INCEPTIONR LLC | 0 | -42,051 | $0 | -$468.0K | — |
| TWO SIGMA INVESTMENTS, LP | 0 | -33,359 | $0 | -$371.3K | — |
| Verition Fund Management LLC | 0 | -22,109 | $0 | -$246.1K | — |
| MILLENNIUM MANAGEMENT LLC | 0 | -22,027 | $0 | -$245.2K | — |
| Windsor Advisory Group, LLC | 0 | -21,641 | $0 | -$240.9K | — |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0 | -18,252 | $0 | -$203.1K | — |
| Mariner, LLC | 0 | -16,574 | $0 | -$184.5K | — |
| Cubist Systematic Strategies, LLC | 0 | -14,156 | $0 | -$157.6K | — |
| R Squared Ltd | 0 | -10,929 | $0 | -$121.6K | — |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | -2,211 | $0 | -$24.6K | — |
| SRS Capital Advisors, Inc. | 0 | -413 | $0 | -$4.6K | — |
| Parkside Financial Bank & Trust | 0 | -45 | $0 | -$501 | — |
| US BANCORP \DE\ | 0 | -31 | $0 | -$345 | — |
| SG Americas Securities, LLC | 0 | -15,223 | $0 | -$169 | — |
| Advisory Services Network, LLC | 0 | -3 | $0 | -$33 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| PSG Equity L.L.C. | 85,464,516 | $1.03B | 0 | 0.0% |
| Silver Lake Group, L.L.C. | 67,085,136 | $812.4M | 0 | 0.0% |
| Standard Investments LLC | 6,115,000 | $74.1M | 0 | 0.0% |
| BlackRock, Inc. | 1,073,098 | $13.0M | -40,433 | -3.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 637,051 | $7.7M | -77,468 | -10.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 538,528 | $6.5M | -30,165 | -5.3% |
| STATE STREET CORP | 420,496 | $5.1M | -2,184 | -0.5% |
| VANGUARD GROUP INC | 394,053 | $4.8M | -2,442 | -0.6% |
| Skandinaviska Enskilda Banken AB (publ) | 219,700 | $2.7M | 0 | 0.0% |
| NORTHERN TRUST CORP | 187,653 | $2.3M | -10,607 | -5.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 148,473 | $1.8M | -3,062 | -2.0% |
| MORGAN STANLEY | 126,625 | $1.5M | -1,894 | -1.5% |
| TUDOR INVESTMENT CORP ET AL | 125,553 | $1.4M | 0 | 0.0% |
| GOLDMAN SACHS GROUP INC | 104,563 | $1.3M | +50,854 | 94.7% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 66,317 | $749.4K | +34,979 | 111.6% |
| XTX Topco Ltd | 51,877 | $628.2K | +27,224 | 110.4% |
| UBS Group AG | 42,897 | $519.5K | +35,063 | 447.6% |
| RAYMOND JAMES FINANCIAL INC | 42,000 | $508.6K | -16,000 | -27.6% |
| ZACKS INVESTMENT MANAGEMENT | 37,570 | $455.0K | 0 | 0.0% |
| Bank of New York Mellon Corp | 35,147 | $425.6K | -2,306 | -6.2% |
New & Closed Positions this quarter
Closed Positions
21 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for EVCM against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.