As of the latest SEC filings, EverCommerce Inc. (EVCM) is held by 95 institutional funds. The largest fund shareholder is Credit Suisse Floating Rate High Income Fund (CHICX), holding an estimated $6,678,835.31 in market value, representing 0.44% of its portfolio.
Funds holding EverCommerce Inc. (EVCM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EVCM
- CIK:
- 0001853145
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CHICX
Credit Suisse Floating Rate High Income Fund
|
MF | Independent / Boutique | 0.44% | $6,678,835.31 | 6,806,456 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $4,037,567.49 | 353,243 | Mar 31, 2026 | May 28, 2026 |
|
AFRFX
Invesco Floating Rate ESG Fund
|
MF | Invesco | 0.18% | $3,648,924.03 | 3,745,694 | Feb 28, 2026 | Apr 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,236,393.80 | 195,660 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $1,651,453.65 | 142,983 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $1,342,019.16 | 117,412 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.01% | $1,248,599.24 | 108,763 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,086,823.08 | 94,671 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $1,027,586.28 | 89,511 | Feb 28, 2026 | Apr 24, 2026 |
|
SRLN
State Street(R) Blackstone Senior Loan ETF
|
ETF | State Street (SPDR) | 0.02% | $926,684.66 | 949,637 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $834,607.48 | 72,701 | Feb 28, 2026 | Apr 28, 2026 |
|
ONEQ
Fidelity Nasdaq Composite Index ETF
|
ETF | Fidelity | 0.01% | $757,645.56 | 65,997 | Feb 28, 2026 | Apr 24, 2026 |
|
CSOAX
Credit Suisse Strategic Income Fund
|
MF | Independent / Boutique | 0.06% | $705,219.80 | 718,695 | Apr 30, 2026 | Jun 26, 2026 |
|
PPT
Putnam Premier Income Trust
|
CEF | Independent / Boutique | 0.16% | $585,683.59 | 596,875 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Invesco Senior Loan Fund
|
CEF | Invesco | 0.14% | $452,937.46 | 464,949 | Feb 28, 2026 | Apr 29, 2026 |
|
ZSCCX
Zacks Small-Cap Core Fund
|
MF | Independent / Boutique | 1.40% | $431,303.60 | 37,570 | Feb 28, 2026 | Apr 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $369,865.65 | 32,023 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $363,812.68 | 31,691 | Feb 28, 2026 | Apr 24, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.01% | $318,351.88 | 27,731 | Feb 28, 2026 | Apr 29, 2026 |
|
PDVYX
Putnam Diversified Income Trust
|
MF | Independent / Boutique | 0.03% | $310,639.22 | 318,333 | Mar 31, 2026 | May 27, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $297,320.52 | 25,899 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $287,087.31 | 25,117 | Mar 31, 2026 | May 28, 2026 |
|
PIM
Putnam Master Intermediate Income Trust
|
CEF | Independent / Boutique | 0.16% | $262,101.84 | 268,594 | Mar 31, 2026 | May 27, 2026 |
|
-
EQ/Small Company Index Portfolio
|
ETF | Independent / Boutique | 0.01% | $226,314.00 | 19,800 | Mar 31, 2026 | May 26, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $218,930.25 | 18,955 | Apr 30, 2026 | Jun 24, 2026 |
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