Tearsheet

EverCommerce (EVCM)


Market Price (7/11/2026): $10.18 | Market Cap: $1.8 BilSector: Information Technology | Industry: Application Software

EverCommerce (EVCM)


Market Price (7/11/2026): $10.18
Market Cap: $1.8 Bil
Sector: Information Technology
Industry: Application Software

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12%

Megatrend and thematic drivers
Megatrends include Cloud Computing, Fintech & Digital Payments, and Digitalization of Services. Themes include Software as a Service (SaaS), Show more.

Weak multi-year price returns
2Y Excs Rtn is -45%, 3Y Excs Rtn is -85%

Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.04

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.4%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.4%

Key risks
EVCM key risks include [1] a substantial debt load and high financial leverage, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12%
1 Megatrend and thematic drivers
Megatrends include Cloud Computing, Fintech & Digital Payments, and Digitalization of Services. Themes include Software as a Service (SaaS), Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -45%, 3Y Excs Rtn is -85%
3 Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.04
4 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.4%
5 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.4%
6 Key risks
EVCM key risks include [1] a substantial debt load and high financial leverage, Show more.

EVCM in ETFs

Weight = EVCM's share of each fund

IWM0.00%
IWO0.01%
ONEQ0.01%
VTWO0.00%
SCHA0.00%
IWN0.00%
IWV0.00%
SCHB0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 7/2/2026

EverCommerce (EVCM) stock has lost about 10% since 3/31/2026 because of the following key factors:

1. EverCommerce reported a significant earnings per share (EPS) miss for fiscal Q1 2026. The company announced an EPS of $0.04 on May 7, 2026, which substantially missed analysts' consensus estimates of $0.14 or $0.16, translating to a 75% negative surprise. This shortfall likely eroded investor confidence and contributed to the stock's decline.

2. Increased operating expenses pressured profitability during fiscal Q1 2026. Adjusted operating expenses rose to 50.3% of revenue in fiscal Q1 2026, up from 46.5% in the prior year, due to targeted investments in sales and product development, including the integration of ZyraTalk. This increase in expenses impacted the company's short-term margins and contributed to the earnings per share miss.

Show more
Updated on 7/2/2026

EverCommerce (EVCM) stock has lost about 10% since 3/31/2026 because of the following key factors:

1. EverCommerce reported a significant earnings per share (EPS) miss for fiscal Q1 2026. The company announced an EPS of $0.04 on May 7, 2026, which substantially missed analysts' consensus estimates of $0.14 or $0.16, translating to a 75% negative surprise. This shortfall likely eroded investor confidence and contributed to the stock's decline.

2. Increased operating expenses pressured profitability during fiscal Q1 2026. Adjusted operating expenses rose to 50.3% of revenue in fiscal Q1 2026, up from 46.5% in the prior year, due to targeted investments in sales and product development, including the integration of ZyraTalk. This increase in expenses impacted the company's short-term margins and contributed to the earnings per share miss.

3. Analyst sentiment softened with lowered price targets following the Q1 2026 results. Post-earnings, several analysts adjusted their price targets downwards, reflecting a more cautious outlook. For instance, David Hynes from Canaccord Genuity reduced his price target to $13.00 from $14.00 in May 2026, while Gabriela Borges from Goldman Sachs lowered her target to $8.00 from $9.00 in March 2026. The overall consensus rating for EverCommerce subsequently became "Hold," with an average price target ranging from $11.25 to $11.75, indicating limited upside potential according to market analysts.

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Stock Movement Drivers

Fundamental Drivers

The -11.0% change in EVCM stock from 3/31/2026 to 7/10/2026 was primarily driven by a -52.0% change in the company's P/E Multiple.
(LTM values as of)33120267102026Change
Stock Price ($)11.4310.17-11.0%
Change Contribution By: 
Total Revenues ($ Mil)5895940.9%
Net Income Margin (%)3.0%5.5%83.0%
P/E Multiple116.055.6-52.0%
Shares Outstanding (Mil)1791780.5%
Cumulative Contribution-11.0%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 7/10/2026
ReturnCorrelation
EVCM-11.0% 
Market (SPY)16.1%23.4%
Sector (XLK)39.8%16.4%

Fundamental Drivers

The -16.0% change in EVCM stock from 12/31/2025 to 7/10/2026 was primarily driven by a -19.3% change in the company's P/S Multiple.
(LTM values as of)123120257102026Change
Stock Price ($)12.1110.17-16.0%
Change Contribution By: 
Total Revenues ($ Mil)5815942.2%
P/S Multiple3.83.0-19.3%
Shares Outstanding (Mil)1811781.9%
Cumulative Contribution-16.0%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 7/10/2026
ReturnCorrelation
EVCM-16.0% 
Market (SPY)11.0%23.0%
Sector (XLK)29.2%15.4%

Fundamental Drivers

The -3.1% change in EVCM stock from 6/30/2025 to 7/10/2026 was primarily driven by a -10.5% change in the company's P/S Multiple.
(LTM values as of)63020257102026Change
Stock Price ($)10.5010.17-3.1%
Change Contribution By: 
Total Revenues ($ Mil)5675944.9%
P/S Multiple3.43.0-10.5%
Shares Outstanding (Mil)1831783.3%
Cumulative Contribution-3.1%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 7/10/2026
ReturnCorrelation
EVCM-3.1% 
Market (SPY)23.2%22.1%
Sector (XLK)47.3%13.6%

Fundamental Drivers

The -14.1% change in EVCM stock from 6/30/2023 to 7/10/2026 was primarily driven by a -13.7% change in the company's P/S Multiple.
(LTM values as of)63020237102026Change
Stock Price ($)11.8410.17-14.1%
Change Contribution By: 
Total Revenues ($ Mil)638594-6.9%
P/S Multiple3.53.0-13.7%
Shares Outstanding (Mil)1901787.0%
Cumulative Contribution-14.1%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2023 to 7/10/2026
ReturnCorrelation
EVCM-14.1% 
Market (SPY)76.3%39.9%
Sector (XLK)117.7%33.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
EVCM Return-11%-53%48%-0%10%-16%-42%
Peers Return-29%-33%13%3%-3%-5%-49%
S&P 500 Return27%-19%24%23%16%10%101%

Monthly Win Rates [3]
EVCM Win Rate33%33%33%50%58%29% 
Peers Win Rate38%38%50%57%43%51% 
S&P 500 Win Rate75%42%67%75%67%57% 

Max Drawdowns [4]
EVCM Max Drawdown--62%-39%-23%-34%-32% 
Peers Max Drawdown-47%-52%-43%-33%-38%-42% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: TTAN, ROL, PHR, TDOC, FTDR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/10/2026 (YTD)

How Low Can It Go

EventEVCMS&P 500
2025 US Tariff Shock
  % Loss-17.4%-18.8%
  % Gain to Breakeven21.1%23.1%
  Time to Breakeven57 days79 days
2024 Yen Carry Trade Unwind
  % Loss-11.6%-7.8%
  % Gain to Breakeven13.1%8.5%
  Time to Breakeven85 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-32.5%-9.5%
  % Gain to Breakeven48.1%10.5%
  Time to Breakeven250 days24 days
2023 SVB Regional Banking Crisis
  % Loss-16.5%-6.7%
  % Gain to Breakeven19.8%7.1%
  Time to Breakeven6 days31 days

Compare to TTAN, ROL, PHR, TDOC, FTDR

In The Past

EverCommerce's stock fell -17.4% during the 2025 US Tariff Shock. Such a loss loss requires a 21.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventEVCMS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-32.5%-9.5%
  % Gain to Breakeven48.1%10.5%
  Time to Breakeven250 days24 days

Compare to TTAN, ROL, PHR, TDOC, FTDR

In The Past

EverCommerce's stock fell -17.4% during the 2025 US Tariff Shock. Such a loss loss requires a 21.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About EverCommerce (EVCM)

EverCommerce Inc. (EVCM) is a technology company that provides integrated software-as-a-service (SaaS) solutions specifically designed for service-based small and medium-sized businesses (SMBs). Operating in the United States and internationally, the company aims to empower these businesses with a comprehensive suite of digital tools that streamline their operations, enhance customer engagement, and improve overall efficiency and profitability.

The company's core offerings span several critical business functions. These include specialized business management software for tasks like route-based dispatching, medical practice management, and gym member management. EverCommerce also provides billing and payment solutions, customer engagement applications suchce as reputation management and messaging, and marketing technology tools covering websites, hosting, and digital lead generation. Many of these solutions are organized into specialized suites such as EverPro for home services, EverHealth for health services, and EverWell for fitness and wellness, all supported by professional implementation and training services.

EverCommerce primarily serves a diverse range of service professionals across various industries. Its key customer segments include home service professionals like home improvement contractors and maintenance technicians, healthcare providers such as physician practices and therapists, and businesses within the fitness and wellness sectors, including personal trainers and salon owners. By focusing on these service-centric SMBs, EverCommerce addresses the unique operational and growth challenges faced by businesses that rely heavily on client interactions and recurring services.

AI Analysis | Feedback

Here are a few analogies to describe EverCommerce (EVCM):

  • Shopify for service businesses.
  • Square for the home, health, and wellness service industries.

AI Analysis | Feedback

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Major Products and Services of EverCommerce (EVCM)

  • Business Management Software: Provides solutions for operational tasks such as route-based dispatching, medical practice management, and gym member management.
  • Billing & Payment Solutions: Offers tools for e-invoicing, mobile payments, and integrated payment processing.
  • Customer Engagement Applications: Includes features for reputation management and messaging to connect with clients.
  • Marketing Technology Solutions: Delivers services such as website development, hosting, and digital lead generation.
  • EverPro Suite: A specialized set of solutions tailored for professionals in home services.
  • EverHealth Suite: A comprehensive package of solutions designed for health services providers.
  • EverWell Suite: Dedicated solutions catering to businesses in the fitness and wellness sectors.
  • Professional Services: Supports clients with implementation, configuration, installation, and training for their software solutions.
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AI Analysis | Feedback

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EverCommerce (EVCM) primarily sells its software-as-a-service solutions to other companies, specifically a wide range of service-based small and medium-sized businesses. Given the nature of its customer base, it does not have a few major identifiable corporate customers that can be listed by name and stock symbol. Instead, its customers are categorized into the following sectors:

  1. Home Service Professionals: This category includes businesses such as home improvement contractors, plumbers, electricians, landscapers, cleaning services, and other home maintenance technicians.
  2. Physician Practices and Therapists: Within the health services industry, EverCommerce serves various healthcare providers, including medical offices, clinics, mental health therapists, and other physician practices.
  3. Personal Trainers and Salon Owners: In the fitness and wellness sectors, its customers include fitness studios, personal trainers, massage therapists, barbers, and beauty salon owners.
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AI Analysis | Feedback

  • Amazon.com, Inc. (AMZN)
  • Alphabet Inc. (GOOGL)

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Eric Remer
Chief Executive Officer

Eric Remer is the Chief Executive Officer of EverCommerce. He co-founded and served as CEO of PaySimple, guiding its growth to a $50 million revenue company. Prior to PaySimple, Mr. Remer founded and was part of the management teams of several startups, including the Conclave Group, a direct marketing services company, and I-Behavior, a behavioral targeting and database marketing organization. I-Behavior successfully sold its online division, Acerno, to Akamai, and its offline data division to the KBM Group.

Ryan Siurek
Chief Financial Officer

Ryan Siurek was appointed Chief Financial Officer of EverCommerce effective September 6, 2024. He previously served as the company's Chief Accounting Officer since July 2023. Prior to EverCommerce, Mr. Siurek was the Chief Accounting Officer at Biodesix, Inc., a publicly traded lung diagnostics solutions company, where he helped scale and grow the company. He also served as Senior Vice President and Chief Accounting Officer at Vail Resorts, assisting in the integration of 28 resorts and expanding global accounting operations. His career includes various finance and accounting leadership roles at Sprint Corporation.

Matt Feierstein
President, EverCommerce & CEO, EverPro

Matt Feierstein is the President of EverCommerce, overseeing holistic business operations and responsible for the revenue and profitability of its subsidiaries. He also serves as CEO of EverPro. Mr. Feierstein has over two decades of cross-functional management experience in the online software space, including seven years as President of PaySimple and four years as COO of IAC's Pronto division.

Ellora Sengupta
Chief Information Officer

Ellora Sengupta is the Chief Information Officer of EverCommerce, responsible for enhancing and maintaining the company's corporate systems, infrastructure, security, enterprise technology, IT platforms, data infrastructure, and analytics. She brings over 25 years of experience leading information technology and digital transformation at various organizations, ranging from startups to large enterprises.

Lisa Storey
Chief Legal Officer, Corporate Secretary, and Chief Compliance Officer

Lisa Storey serves as EverCommerce's Chief Legal Officer, Corporate Secretary, and Chief Compliance Officer.

AI Analysis | Feedback

The key risks to EverCommerce's business include its significant financial leverage, intense competition coupled with slowing organic growth, and substantial regulatory compliance and cybersecurity challenges.

  1. High Financial Leverage and Debt Burden: EverCommerce carries a substantial debt load, estimated at around $1.2 billion in 2025, resulting in a high leverage multiple (e.g., 6.4x Debt-to-Adjusted EBITDA). This makes the company highly sensitive to interest rate fluctuations and impacts its ability to generate sufficient cash flow for growth initiatives, posing a significant structural threat to its financial stability. Servicing this debt requires consistent cash flow generation, often relying on the success of acquired businesses to deleverage.
  2. Intense Competition and Slowing Organic Revenue Growth: EverCommerce operates in a highly competitive Software-as-a-Service (SaaS) market across its various verticals. Despite strategic acquisitions, the company faces challenges in maintaining market share. Its core business performance, without the boost of new acquisitions, shows a slower organic growth rate (e.g., 5.3% year-over-year in Q3 2025) which trails the broader U.S. Software industry's growth forecast (e.g., 12% per annum), indicating potential difficulties in sustained growth solely from its existing portfolio.
  3. Regulatory Compliance and Cybersecurity Risks: As a provider of integrated software and payment solutions, particularly in health services, EverCommerce is subject to stringent and evolving regulations related to privacy, data protection, and information security. Failure to comply with these laws, as well as the requirements of payment card networks and processors, could lead to significant legal liabilities, financial penalties, reputational damage, or the suspension/termination of critical agreements, especially given the sensitive nature of the data it handles.

AI Analysis | Feedback

The clear emerging threats to EverCommerce are:

  1. Expansion of Large Platform Ecosystems: Major technology companies such as Google and Meta are increasingly integrating and offering comprehensive business management tools (including scheduling, booking, payments, and marketing) directly within their widely used consumer-facing platforms (e.g., Google Search, Maps, Facebook, and Instagram). This trend could enable service-based small and medium-sized businesses (SMBs) to manage their operations and customer interactions directly on these platforms, potentially reducing their reliance on third-party SaaS providers like EverCommerce.
  2. Payment Processors Evolving into All-in-One SMB Operating Systems: Companies that originated as payment processors, most notably Square (Block) and Stripe, are aggressively expanding their offerings beyond just payment processing into comprehensive software suites for SMBs. These suites often include features such as point-of-sale (POS), scheduling, customer relationship management (CRM), payroll, and marketing, directly competing with EverCommerce's integrated solutions, particularly in the home services, health, and fitness/wellness verticals. Their ability to bundle payments with software provides a strong incentive for SMBs to adopt their platforms as a complete operating system.

AI Analysis | Feedback

EverCommerce (EVCM) operates in a total addressable market (TAM) of $1.6 trillion globally, catering to over 450 million global service-based small and medium-sized businesses. The addressable markets for EverCommerce's main products and services are as follows:
  • Business Management Products: The global total addressable market for business management products is approximately $860 billion.
  • Payments Processing: The global total addressable market for payments processing is over $190 billion.
  • Home and Field Services: The global total addressable market for home and field services is approximately $170 billion.
  • Health Services: The global total addressable market for health services is approximately $270 billion.

AI Analysis | Feedback

EverCommerce (EVCM) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:

  1. AI-Driven Product Innovation: EverCommerce is aggressively investing in and integrating artificial intelligence (AI) into its platforms to enhance customer experiences and create new revenue streams. The company is developing "native AI-agentic features" across its solutions, with early successes such as the EverHealth Scribe AI tool, which has a high satisfaction rate and a waitlist of providers, and an AI-powered no-show predictor that has significantly reduced patient no-shows. This focus on AI is expected to accelerate revenue growth by delivering enhanced customer experiences and operational efficiencies.
  2. Expansion of Multi-Solution Offerings and Integrated Payment Solutions: A significant driver for EverCommerce is the increased adoption of multiple solutions by its customer base and the expansion of its integrated payment processing capabilities. Multi-solution customers demonstrate higher revenue generation and stronger retention. The company is focused on enabling payments at the point of initial SaaS sale and driving cross-sell into its existing customer base. Payments processing represents a high-margin opportunity, with the company's top six solutions driving significant total payment volume (TPV) growth and contributing substantially to incremental gross margins.
  3. Enhanced Go-to-Market Strategies and Operational Efficiency: EverCommerce is investing in its go-to-market organization and operational excellence to drive durable growth. This includes efforts to improve sales execution and achieve efficiencies, particularly after its strategic transformation in 2025, which involved divesting non-core assets like the Marketing Technology Solutions business to focus on its core verticals of EverHealth, EverPro, and EverWell. These investments are anticipated to lead to continued operating leverage and accelerate growth in key business segments.

AI Analysis | Feedback

Share Repurchases

  • In June 2022, EverCommerce announced a $50 million share repurchase program.
  • By May 2024, the company's Board of Directors increased the program authorization by $50 million and extended it through December 31, 2025, bringing the total authorized amount to $200 million. Through May 21, 2024, EverCommerce had repurchased approximately 14.6 million shares for $136 million.
  • In November 2025, the Board approved another $50 million increase, extending the program through December 31, 2026, for a total authorization of $300 million since the program's inception. As of December 31, 2025, $47.7 million remained available under this program, and the company repurchased 2.5 million shares for approximately $24.8 million in Q4 2025.

Share Issuance

  • EverCommerce issued common stock through its Employee Stock Purchase Plan, with proceeds of $3.036 million and $3.310 million (in thousands) reported for various periods.

Outbound Investments

  • In September 2025, EverCommerce acquired ZyraTalk, an AI-powered customer engagement solution, to expand and accelerate AI capabilities across its SaaS solutions, initially within its EverPro vertical.
  • In November 2021, the company completed the acquisition of DrChrono Inc., a mobile-first platform, to enhance its EverHealth suite of solutions for independent medical practices.
  • In July 2021, EverCommerce acquired Medical Design Technologies (MDTech), a provider of mobile charge capture solutions, further integrating it into the EverHealth suite.

Capital Expenditures

  • EverCommerce's capital expenditures were $15 million in 2021, $18 million in 2022, $23 million in 2023, and $19 million in 2024.
  • In Q3 2025, the company invested $941,000 in capital expenditures, representing an 88.6% increase from the prior quarter.
  • For 2026, EverCommerce plans continued investment in AI-based features, payments enablement, and go-to-market organization, with strategic capital investments in product.

Better Bets vs. EverCommerce (EVCM)

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

EVCMTTANROLPHRTDOCFTDRMedian
NameEverComm.ServiceT.Rollins Phreesia Teladoc .Frontdoor 
Mkt Price10.1777.6944.4710.729.2875.3127.59
Mkt Cap1.87.421.40.70.15.33.6
Rev LTM5941,0143,8454962,5142,1191,567
Op Inc LTM58-1447293-15740531
FCF LTM719862163127386112
FCF 3Y Avg88-58114169284169
CFO LTM10512365088288411206
CFO 3Y Avg114-61139311316311

Growth & Margins

EVCMTTANROLPHRTDOCFTDRMedian
NameEverComm.ServiceT.Rollins Phreesia Teladoc .Frontdoor 
Rev Chg LTM4.9%24.1%11.0%14.1%-1.5%12.1%11.5%
Rev Chg 3Y Avg-1.4%-11.7%18.1%0.7%8.1%8.1%
Rev Chg Q3.6%24.6%10.2%12.9%-2.5%6.4%8.3%
QoQ Delta Rev Chg LTM0.9%5.5%2.2%3.1%-0.6%1.3%1.8%
Op Inc Chg LTM27.7%33.1%9.2%108.2%15.8%15.1%21.7%
Op Inc Chg 3Y Avg135.6%-12.6%66.9%11.0%31.6%31.6%
Op Mgn LTM9.7%-14.2%19.0%0.7%-6.3%19.1%5.2%
Op Mgn 3Y Avg6.9%-19.2%-13.5%-7.4%17.8%6.9%
QoQ Delta Op Mgn LTM-0.4%2.8%-0.3%2.1%0.2%-0.0%0.1%
CFO/Rev LTM17.7%12.1%16.9%17.7%11.5%19.4%17.3%
CFO/Rev 3Y Avg20.4%-17.5%7.9%12.1%16.1%16.1%
FCF/Rev LTM12.0%9.6%16.2%12.8%5.0%18.2%12.4%
FCF/Rev 3Y Avg15.9%-16.7%2.0%6.6%14.5%14.5%

Valuation

EVCMTTANROLPHRTDOCFTDRMedian
NameEverComm.ServiceT.Rollins Phreesia Teladoc .Frontdoor 
Mkt Cap1.87.421.40.70.15.33.6
P/S3.07.35.61.30.02.52.8
P/Op Inc31.3-51.429.4190.8-0.413.121.2
P/EBIT31.3-57.929.284.0-0.312.721.0
P/E55.6-54.140.471.1-0.320.430.4
P/CFO17.159.933.07.40.212.915.0
Total Yield1.8%-1.8%4.0%1.4%-308.9%4.9%1.6%
Dividend Yield0.0%0.0%1.6%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg4.7%-2.3%3.5%338.8%9.1%4.7%
D/E0.30.00.00.118.70.20.2
Net D/E0.2-0.10.00.05.20.10.1

Returns

EVCMTTANROLPHRTDOCFTDRMedian
NameEverComm.ServiceT.Rollins Phreesia Teladoc .Frontdoor 
1M Rtn10.8%8.8%-6.9%17.3%32.0%12.2%11.5%
3M Rtn-6.9%40.5%-17.7%33.0%82.0%32.8%32.9%
6M Rtn-14.8%-28.9%-26.2%-37.8%24.4%22.9%-20.5%
12M Rtn-6.2%-30.0%-19.1%-62.6%5.3%29.0%-12.6%
3Y Rtn-12.8%-23.1%5.8%-66.1%-62.5%125.1%-17.9%
1M Excs Rtn10.4%7.3%-9.0%12.8%31.4%11.8%11.1%
3M Excs Rtn-21.9%21.2%-31.0%21.5%65.8%19.6%20.4%
6M Excs Rtn-25.7%-36.0%-34.2%-48.3%13.1%19.3%-29.9%
12M Excs Rtn-26.9%-50.3%-40.3%-83.9%-16.1%8.9%-33.6%
3Y Excs Rtn-84.8%-93.4%-62.9%-134.0%-132.6%66.1%-89.1%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single segment589562675  
Marketing technology solutions   135118
Other   2120
Subscription and transaction fees   465352
Total589562675621490


Net Income by Segment
$ Mil202520242023
Single segment18-41-46
Total18-41-46


Price Behavior

Price Behavior
Market Price$10.17 
Market Cap ($ Bil)1.8 
First Trading Date07/01/2021 
Distance from 52W High-24.1% 
   50 Days200 Days
DMA Price$10.08$10.85
DMA Trenddowndown
Distance from DMA0.8%-6.2%
 3M1YR
Volatility58.3%57.5%
Downside Capture130.35104.54
Upside Capture49.3272.80
Correlation (SPY)23.2%22.1%
EVCM Betas & Captures as of 6/30/2026

 1M2M3M6M1Y3Y
Beta0.890.700.710.961.001.16
Up Beta3.192.310.931.311.271.23
Down Beta0.190.620.100.801.131.13
Up Capture-14%-24%17%55%64%88%
Bmk +ve Days11244067140429
Stock +ve Days9203159130384
Down Capture104%77%147%119%99%106%
Bmk -ve Days10172358112321
Stock -ve Days11193063115351

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EVCM
EVCM-5.9%57.4%0.11-
Sector ETF (XLK)44.9%24.3%1.4713.5%
Equity (SPY)22.1%12.5%1.3122.1%
Gold (GLD)23.5%27.8%0.75-5.6%
Commodities (DBC)23.6%18.7%0.99-16.4%
Real Estate (VNQ)13.4%13.9%0.6710.4%
Bitcoin (BTCUSD)-43.4%42.8%-1.2114.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EVCM
EVCM-10.3%49.7%-0.04-
Sector ETF (XLK)21.1%25.5%0.7439.5%
Equity (SPY)13.4%17.1%0.6143.9%
Gold (GLD)17.8%18.3%0.793.3%
Commodities (DBC)7.3%19.5%0.272.9%
Real Estate (VNQ)2.9%18.9%0.0536.3%
Bitcoin (BTCUSD)13.5%53.4%0.4425.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EVCM
EVCM-5.3%49.7%-0.04-
Sector ETF (XLK)25.4%24.7%0.9339.5%
Equity (SPY)15.6%17.9%0.7543.9%
Gold (GLD)11.6%16.1%0.593.3%
Commodities (DBC)6.0%18.0%0.262.9%
Real Estate (VNQ)5.1%20.7%0.2136.3%
Bitcoin (BTCUSD)58.3%66.2%0.9825.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date6152026
Short Interest: Shares Quantity1.5 Mil
Short Interest: % Change Since 53120262.3%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest10.0 days
Basic Shares Quantity177.7 Mil
Short % of Basic Shares0.9%

Earnings Returns History

Updated 6/10/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/7/20261.5%-19.2%-23.2%
3/12/2026-16.6%-13.4%-3.7%
11/6/2025-19.3%-24.8%-14.0%
8/6/20259.8%5.6%10.9%
5/8/20256.3%3.0%-0.5%
3/13/20254.6%11.6%12.7%
11/12/2024-7.0%-6.5%0.3%
8/6/2024-5.3%-7.1%-2.2%
...
SUMMARY STATS   
# Positive1086
# Negative101214
Median Positive4.5%4.3%9.0%
Median Negative-8.4%-9.1%-6.5%
Max Positive20.0%11.6%27.2%
Max Negative-19.3%-24.8%-23.2%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/7/20261.5%-19.2%-23.2%
3/12/2026-16.6%-13.4%-3.7%
11/6/2025-19.3%-24.8%-14.0%
8/6/20259.8%5.6%10.9%
5/8/20256.3%3.0%-0.5%
3/13/20254.6%11.6%12.7%
11/12/2024-7.0%-6.5%0.3%
8/6/2024-5.3%-7.1%-2.2%
5/9/20244.1%10.0%-2.0%
3/14/2024-9.6%-3.3%-8.1%
11/6/2023-15.3%-17.5%0.3%
8/7/20234.5%-0.7%-4.8%
5/9/20233.8%-7.3%-6.4%
3/15/202320.0%10.6%27.2%
11/10/2022-16.3%-17.5%-22.4%
8/8/2022-0.9%0.2%-6.6%
5/9/2022-7.2%-11.0%-9.8%
3/14/20223.1%0.5%7.0%
11/8/20216.5%0.5%-16.5%
8/9/2021-4.8%-0.3%-3.1%
SUMMARY STATS   
# Positive1086
# Negative101214
Median Positive4.5%4.3%9.0%
Median Negative-8.4%-9.1%-6.5%
Max Positive20.0%11.6%27.2%
Max Negative-19.3%-24.8%-23.2%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/07/202610-Q
12/31/202503/12/202610-K
09/30/202511/06/202510-Q
06/30/202508/06/202510-Q
03/31/202505/08/202510-Q
12/31/202403/13/202510-K
09/30/202411/12/202410-Q
06/30/202408/06/202410-Q
03/31/202405/09/202410-Q
12/31/202303/14/202410-K
09/30/202311/07/202310-Q
06/30/202308/08/202310-Q
03/31/202305/10/202310-Q
12/31/202203/16/202310-K
09/30/202211/10/202210-Q
06/30/202208/09/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/07/202610-Q
12/31/202503/12/202610-K
09/30/202511/06/202510-Q
06/30/202508/06/202510-Q
03/31/202505/08/202510-Q
12/31/202403/13/202510-K
09/30/202411/12/202410-Q
06/30/202408/06/202410-Q
03/31/202405/09/202410-Q
12/31/202303/14/202410-K
09/30/202311/07/202310-Q
06/30/202308/08/202310-Q
03/31/202305/10/202310-Q
12/31/202203/16/202310-K
09/30/202211/10/202210-Q
06/30/202208/09/202210-Q
03/31/202205/09/202210-Q
12/31/202103/15/202210-K
09/30/202111/09/202110-Q
06/30/202108/12/202110-Q
03/31/202107/06/2021424B4

Recent Forward Guidance

Updated 7/8/2026

Latest: Q1 2026 Earnings Reported 5/7/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q2 2026 Revenue150.50 Mil152.00 Mil153.50 Mil3.4% Higher NewGuidance: 147.00 Mil for Q1 2026
Q2 2026 Adjusted EBITDA41.00 Mil42.00 Mil43.00 Mil5.0% Higher NewGuidance: 40.00 Mil for Q1 2026
2026 Revenue612.00 Mil622.00 Mil632.00 Mil0 AffirmedGuidance: 622.00 Mil for 2026
2026 Adjusted EBITDA183.00 Mil187.00 Mil191.00 Mil0 AffirmedGuidance: 187.00 Mil for 2026

Prior: Q4 2025 Earnings Reported 3/12/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Revenue145.50 Mil147.00 Mil148.50 Mil-2.0% Lower NewGuidance: 150.00 Mil for Q4 2025
Q1 2026 Adjusted EBITDA39.00 Mil40.00 Mil41.00 Mil-1.2% Lower NewGuidance: 40.50 Mil for Q4 2025
2026 Revenue612.00 Mil622.00 Mil632.00 Mil5.8% Higher NewGuidance: 588.00 Mil for 2025
2026 Adjusted EBITDA183.00 Mil187.00 Mil191.00 Mil5.6% Higher NewGuidance: 177.00 Mil for 2025

Q3 2025 Earnings Reported 11/6/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Revenue148.00 Mil150.00 Mil152.00 Mil   
Q4 2025 Adjusted EBITDA39.50 Mil40.50 Mil41.50 Mil   
2025 Revenue584.00 Mil588.00 Mil592.00 Mil-0.5% LoweredGuidance: 591.00 Mil for 2025
2025 Adjusted EBITDA174.50 Mil177.00 Mil179.50 Mil1.7% RaisedGuidance: 174.00 Mil for 2025

Insider Activity

Updated 7/9/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Remer, Eric RichardChief Executive OfficerDirectSell70920269.868,74286,19655,999,387Form
2Remer, Eric RichardChief Executive OfficerDirectSell709202610.0811,269113,53957,310,251Form
3Feierstein, Matthew DavidPresidentDirectSell708202610.001,79817,98320,340,161Form
4Feierstein, Matthew DavidPresidentDirectSell708202610.1010,000101,01420,560,874Form
5Feierstein, Matthew DavidPresidentDirectSell708202610.0310,000100,28220,512,162Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Remer, Eric RichardChief Executive OfficerDirectSell70920269.868,74286,19655,999,387Form
2Remer, Eric RichardChief Executive OfficerDirectSell709202610.0811,269113,53957,310,251Form
3Feierstein, Matthew DavidPresidentDirectSell708202610.001,79817,98320,340,161Form
4Feierstein, Matthew DavidPresidentDirectSell708202610.1010,000101,01420,560,874Form
5Feierstein, Matthew DavidPresidentDirectSell708202610.0310,000100,28220,512,162Form
6Remer, Eric RichardChief Executive OfficerDirectSell706202610.2018,950193,37058,158,450Form
7Feierstein, Matthew DavidPresidentDirectSell702202610.4310,000104,27721,433,595Form
8Remer, Eric RichardChief Executive OfficerDirectSell702202610.6817,295184,74961,085,221Form
9Feierstein, Matthew DavidPresidentDirectSell702202610.3410,000103,39421,355,493Form
10Remer, Eric RichardChief Executive OfficerDirectSell70220269.8914,800146,40256,737,614Form
11Feierstein, Matthew DavidPresidentDirectSell702202610.025,17951,88520,792,668Form
12Remer, Eric RichardChief Executive OfficerDirectSell62520269.031,1009,92951,908,677Form
13Remer, Eric RichardChief Executive OfficerDirectSell61820269.054,64442,04452,071,599Form
14Remer, Eric RichardChief Executive OfficerDirectSell61120269.157,51768,78725,103,545Form
15Remer, Eric RichardChief Executive OfficerDirectSell61120269.0811,683106,13824,990,504Form
16Remer, Eric RichardChief Executive OfficerDirectSell60320269.575,65854,15726,833,833Form
17Feierstein, Matthew DavidPresidentDirectSell603202610.051,05210,57221,056,571Form
18Remer, Eric RichardChief Executive OfficerDirectSell603202610.5313,542142,61929,584,149Form
19Feierstein, Matthew DavidPresidentDirectSell603202610.5310,000105,34222,082,359Form
20Feierstein, Matthew DavidPresidentDirectSell603202611.2610,000112,63023,722,739Form
21Remer, Eric RichardChief Executive OfficerDirectSell528202610.754,50048,37630,344,076Form
22Remer, Eric RichardChief Executive OfficerDirectSell528202610.535,97462,88829,761,155Form
23Remer, Eric RichardChief Executive OfficerDirectSell528202610.588,72692,28429,962,299Form
24Storey, Lisa EChief Legal OfficerDirectSell526202610.384,00041,5322,543,849Form
25Remer, Eric RichardChief Executive OfficerDirectSell521202610.233,21032,82729,202,773Form
26Remer, Eric RichardChief Executive OfficerDirectSell521202610.278,53687,68529,366,819Form
27Remer, Eric RichardChief Executive OfficerDirectSell521202610.207,45476,05829,257,231Form
28Remer, Eric RichardChief Executive OfficerDirectSell51320269.669,14588,35227,790,664Form
29Remer, Eric RichardChief Executive OfficerDirectSell513202610.2510,055103,09529,587,043Form
30Remer, Eric RichardChief Executive OfficerDirectSell507202610.727,20877,29031,050,259Form
31Feierstein, Matthew DavidPresidentDirectSell507202610.835,00054,13722,960,649Form
32Remer, Eric RichardChief Executive OfficerDirectSell507202611.1711,992133,99932,437,351Form
33Feierstein, Matthew DavidPresidentDirectSell505202611.2810,000112,75223,966,633Form
34Feierstein, Matthew DavidPresidentDirectSell505202611.8710,000118,73325,356,691Form
35Feierstein, Matthew DavidPresidentDirectSell505202611.9410,000119,43125,625,187Form
36Remer, Eric RichardChief Executive OfficerDirectSell430202611.495,86767,38833,480,514Form
37Remer, Eric RichardChief Executive OfficerDirectSell430202611.517,76689,37833,615,080Form
38Remer, Eric RichardChief Executive OfficerDirectSell430202611.845,56765,88834,660,925Form
39Remer, Eric RichardChief Executive OfficerDirectSell423202611.555,50363,53533,876,211Form
40Remer, Eric RichardChief Executive OfficerDirectSell423202611.995,44365,23635,232,299Form
41Remer, Eric RichardChief Executive OfficerDirectSell423202612.118,25499,96335,667,142Form
42Remer, Eric RichardChief Executive OfficerDirectSell416202611.981,59619,11935,379,628Form
43Remer, Eric RichardChief Executive OfficerDirectSell416202611.965,60467,04535,351,764Form
44Remer, Eric RichardChief Executive OfficerDirectSell416202611.7712,000141,21034,837,954Form
45Feierstein, Matthew DavidPresidentDirectSell408202611.405,00056,99224,570,459Form
46Feierstein, Matthew DavidPresidentDirectSell408202611.9010,000118,97825,706,458Form
47Remer, Eric RichardChief Executive OfficerDirectSell402202611.427,78688,91934,166,673Form
48Remer, Eric RichardChief Executive OfficerDirectSell402202611.5311,414131,56834,575,040Form
49Remer, Eric RichardChief Executive OfficerDirectSell325202611.062,70329,89627,811,564Form
50Remer, Eric RichardChief Executive OfficerDirectSell325202610.7916,497178,07927,172,383Form
51Remer, Eric RichardChief Executive OfficerDirectSell318202610.042,89629,08325,444,346Form
52Remer, Eric RichardChief Executive OfficerDirectSell318202610.3116,304168,06226,147,407Form
53Remer, Eric RichardChief Executive OfficerDirectSell312202612.131,87422,72830,962,543Form
54Remer, Eric RichardChief Executive OfficerDirectSell312202612.056,27975,68430,794,173Form
55Remer, Eric RichardChief Executive OfficerDirectSell312202611.8711,047131,07730,388,120Form
56Feierstein, Matthew DavidPresidentDirectSell306202612.175,00060,86524,162,687Form
57Feierstein, Matthew DavidPresidentDirectSell306202612.0310,000120,30423,939,786Form
58Remer, Eric RichardChief Executive OfficerDirectSell303202611.4319,200219,36429,625,509Form
59Feierstein, Matthew DavidPresidentDirectSell303202611.3810,000113,83122,814,168Form
60Feierstein, Matthew DavidPresidentDirectSell303202611.3410,000113,39722,840,582Form
61Remer, Eric RichardChief Executive OfficerDirectSell225202610.5211,490120,90427,525,660Form
62Remer, Eric RichardChief Executive OfficerDirectSell224202610.297,71079,30527,025,190Form
63Siurek, Ryan HChief Financial OfficerDirectSell218202610.258328,5282,318,601Form
64Remer, Eric RichardChief Executive OfficerDirectSell212202610.268,35785,74527,341,832Form
65Remer, Eric RichardChief Executive OfficerDirectSell212202610.4510,843113,33327,940,560Form
66Feierstein, Matthew DavidPresidentDirectSell210202610.835,00054,13421,988,151Form
67Remer, Eric RichardChief Executive OfficerDirectSell204202610.772,79730,12728,910,363Form
68Feierstein, Matthew DavidPresidentDirectSell204202610.8010,000107,98821,985,482Form
69Remer, Eric RichardChief Executive OfficerDirectSell204202610.9016,403178,87229,299,326Form
70Feierstein, Matthew DavidPresidentDirectSell204202610.9910,000109,90322,485,262Form
71Feierstein, Matthew DavidPresidentDirectSell204202612.0610,000120,58724,791,710Form
72Remer, Eric RichardChief Executive OfficerDirectSell129202611.623,09035,89531,401,932Form
73Remer, Eric RichardChief Executive OfficerDirectSell129202611.958,26898,77732,331,991Form
74Remer, Eric RichardChief Executive OfficerDirectSell129202612.167,84295,39533,021,731Form
75Remer, Eric RichardChief Executive OfficerDirectSell126202612.705,23066,42334,575,525Form
76Remer, Eric RichardChief Executive OfficerDirectSell122202612.226,77682,79733,329,404Form
77Remer, Eric RichardChief Executive OfficerDirectSell122202612.267,19488,18833,520,210Form
78Remer, Eric RichardChief Executive OfficerDirectSell115202611.888,31898,80532,566,035Form
79Remer, Eric RichardChief Executive OfficerDirectSell115202611.8210,882128,63832,507,543Form
80Feierstein, Matthew DavidPresidentDirectSell106202611.6210,000116,16124,056,002Form
81Feierstein, Matthew DavidPresidentDirectSell106202611.6610,000116,55324,253,735Form
82Feierstein, Matthew DavidPresidentDirectSell106202611.3710,000113,74923,783,995Form
83Remer, Eric RichardChief Executive OfficerDirectSell1231202512.075,32664,27133,547,589Form
84Remer, Eric RichardChief Executive OfficerDirectSell1231202512.207,30389,10533,984,261Form
85Remer, Eric RichardChief Executive OfficerDirectSell1231202512.116,57179,55233,809,460Form
86Remer, Eric RichardChief Executive OfficerDirectSell1229202512.0610,717129,22233,752,131Form
87Remer, Eric RichardChief Executive OfficerDirectSell1217202513.6119,200261,34838,248,554Form
88Storey, Lisa EChief Legal OfficerDirectSell1217202514.288,435120,4482,509,337Form
89Siurek, Ryan HChief Financial OfficerDirectSell1217202512.348,300102,4462,802,295Form
90Feierstein, Matthew DavidPresidentDirectSell1210202510.0310,921109,48521,062,133Form
91Remer, Eric RichardChief Executive OfficerDirectSell121020259.994,00439,98328,251,176Form
92Feierstein, Matthew DavidPresidentDirectSell1210202510.019,77997,84621,130,437Form
93Remer, Eric RichardChief Executive OfficerDirectSell121020259.8732,706322,74327,957,416Form
94Feierstein, Matthew DavidPresidentDirectSell1210202510.044,30043,18421,307,207Form
95Storey, Lisa EChief Legal OfficerDirectSell120820259.847,65175,2981,828,028Form
96Remer, Eric RichardChief Executive OfficerDirectSell120820259.5026,090247,79027,349,162Form
97Remer, Eric RichardChief Executive OfficerDirectSell120420259.1828,044257,33526,787,137Form
98Remer, Eric RichardChief Executive OfficerDirectSell120420259.014,05636,54726,556,698Form
99Remer, Eric RichardChief Executive OfficerDirectSell111320259.015004,50226,766,678Form
100Remer, Eric RichardChief Executive OfficerDirectSell111320259.056005,43226,914,773Form
101Remer, Eric RichardChief Executive OfficerDirectSell1106202511.375,66664,39633,795,290Form
102Remer, Eric RichardChief Executive OfficerDirectSell1106202511.2713,534152,46733,562,065Form
103Feierstein, Matthew DavidPresidentDirectSell1105202511.3825,000284,49024,446,738Form
104Remer, Eric RichardChief Executive OfficerDirectSell1030202511.7710,643125,31235,236,632Form
105Remer, Eric RichardChief Executive OfficerDirectSell1030202512.088,557103,33936,270,162Form
106Remer, Eric RichardChief Executive OfficerDirectSell1023202511.427,46585,25334,397,377Form
107Remer, Eric RichardChief Executive OfficerDirectSell1023202511.4411,735134,19834,528,827Form
108Remer, Eric RichardChief Executive OfficerDirectSell1016202510.8619,200208,54732,923,463Form
109Remer, Eric RichardChief Executive OfficerDirectSell1008202511.0519,200212,15033,704,555Form
110Feierstein, Matthew DavidPresidentDirectSell1003202510.9325,000273,34023,761,938Form
111Remer, Eric RichardChief Executive OfficerDirectSell1001202511.024,53649,99933,834,442Form
112Remer, Eric RichardChief Executive OfficerDirectSell1001202511.1314,664163,16534,204,758Form
113Remer, Eric RichardChief Executive OfficerDirectSell924202511.654284,98535,973,133Form
114Remer, Eric RichardChief Executive OfficerDirectSell924202511.7118,772219,74536,161,613Form
115Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell918202511.864,13149,01160,856,975Form
116Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell918202511.8515,069178,61760,850,030Form
117Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell911202511.405,02157,22158,676,223Form
118Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell911202511.5614,979173,11259,561,126Form
119Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell903202511.134,07945,41557,546,860Form
120Feierstein, Matthew DavidPresidentDirectSell903202511.2425,000281,04824,860,147Form
121Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell903202511.2320,421229,41458,111,618Form
122Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell821202510.792,40025,90056,043,576Form
123Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell821202510.8822,100240,50856,541,753Form
124Siurek, Ryan HChief Financial OfficerDirectSell815202510.6210,000106,2002,607,730Form
125Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell813202510.702,36125,26755,837,864Form
126Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell813202510.5422,139233,26354,999,739Form
127Storey, Lisa EChief Legal OfficerDirectSell813202510.548,34287,9052,120,439Form
128Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell807202510.1612,068122,58153,247,271Form
129Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell807202510.0912,432125,40252,999,428Form
130Feierstein, Matthew DavidPresidentDirectSell804202510.1825,000254,41022,852,857Form
131Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell731202511.1212,639140,51858,553,706Form
132Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell731202511.3911,861135,14560,152,895Form
133Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell723202511.434,75354,30560,454,183Form
134Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell723202511.4019,747225,15560,384,034Form
135Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell716202510.559,527100,50956,079,713Form
136Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell716202510.6514,973159,52156,734,042Form
137Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell710202510.708,20487,80857,156,299Form
138Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell710202510.7516,296175,17257,491,736Form
139Feierstein, Matthew DavidPresidentDirectSell703202510.5325,000263,25023,910,176Form

Investor Activity (13F)

Updated Jul 11, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank and community-bank filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Silver Lake Group, L.L.C.$766.8 Mil20.8%13Hold13F
Standard Investments LLC$69.9 Mil4.1%11Hold13F
Active Manager
Active Manager
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Silver Lake Group, L.L.C.$766.8 Mil20.8%13Hold13F
Standard Investments LLC$69.9 Mil4.1%11Hold13F
Core Cache Last Updated: 7/10/2026