EverCommerce (EVCM)


Market Price (9/7/2026): $7.91 | Market Cap: $1.4 BilSector: Information Technology | Industry: Application Software

EverCommerce (EVCM)


Market Price (9/7/2026): $7.91
Market Cap: $1.4 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%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -31%

Attractive yield
FCF Yield is 5.1%

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

Weak multi-year price returns
2Y Excs Rtn is -63%, 3Y Excs Rtn is -95%

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 11

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.9%

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 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -31%
2 Attractive yield
FCF Yield is 5.1%
3 Megatrend and thematic drivers
Megatrends include Cloud Computing, Fintech & Digital Payments, and Digitalization of Services. Themes include Software as a Service (SaaS), Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -63%, 3Y Excs Rtn is -95%
5 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 11
6 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.9%
7 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%
VTWO0.01%
ONEQ0.01%
SCHA0.00%
IWN0.00%
IWV0.00%
SCHB0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 9/1/2026

EverCommerce (EVCM) stock has lost about 30% since 5/31/2026 because of the following key factors:

1. EverCommerce reported a significant miss on its fiscal Q2 2026 earnings per share and provided lower full-year guidance. The company announced its Q2 2026 financial results on August 5, 2026, reporting an Earnings Per Share (EPS) of $0.05, which substantially missed analysts' consensus estimates of $0.15 by $0.10. While quarterly revenue rose 2.7% year-over-year to $152.02 million, it was slightly below the consensus estimate of $152.29 million. Concurrently, EverCommerce indicated that its full-year 2026 revenue is expected to be at the lower end of its previously stated range of $612 million to $632 million, contributing to investor concern.

2. Significant insider selling, particularly by the outgoing CEO, raised concerns among investors. Eric Richard Remer, who stepped down as CEO and Chairman on August 5, 2026, engaged in substantial stock sales throughout the period. On September 1, 2026, he sold 47,353 shares for approximately $390,188.72. On August 31, 2026, he sold 40,906 shares for about $364,472.46. In addition to direct sales, 212,227 shares were withheld by the company on August 28, 2026, to cover tax withholding obligations related to equity awards. Total sales by Remer for August alone exceeded $5 million, including, but not limited to, a total of 57,125 shares for an aggregate value of $519,922 between August 25 and August 27, 2026. This consistent pattern of selling by a key executive, particularly one transitioning out of a leadership role, likely contributed to negative sentiment.

Show more
Updated on 9/1/2026

EverCommerce (EVCM) stock has lost about 30% since 5/31/2026 because of the following key factors:

1. EverCommerce reported a significant miss on its fiscal Q2 2026 earnings per share and provided lower full-year guidance. The company announced its Q2 2026 financial results on August 5, 2026, reporting an Earnings Per Share (EPS) of $0.05, which substantially missed analysts' consensus estimates of $0.15 by $0.10. While quarterly revenue rose 2.7% year-over-year to $152.02 million, it was slightly below the consensus estimate of $152.29 million. Concurrently, EverCommerce indicated that its full-year 2026 revenue is expected to be at the lower end of its previously stated range of $612 million to $632 million, contributing to investor concern.

2. Significant insider selling, particularly by the outgoing CEO, raised concerns among investors. Eric Richard Remer, who stepped down as CEO and Chairman on August 5, 2026, engaged in substantial stock sales throughout the period. On September 1, 2026, he sold 47,353 shares for approximately $390,188.72. On August 31, 2026, he sold 40,906 shares for about $364,472.46. In addition to direct sales, 212,227 shares were withheld by the company on August 28, 2026, to cover tax withholding obligations related to equity awards. Total sales by Remer for August alone exceeded $5 million, including, but not limited to, a total of 57,125 shares for an aggregate value of $519,922 between August 25 and August 27, 2026. This consistent pattern of selling by a key executive, particularly one transitioning out of a leadership role, likely contributed to negative sentiment.

3. Analyst downgrades and reduced price targets reflected a more cautious outlook for the company. Following the Q2 2026 earnings report, several financial institutions adjusted their ratings and price targets for EverCommerce. On August 6, 2026, Royal Bank of Canada lowered its price objective from $11.00 to $10.00 and maintained a "sector perform" rating. Barclays, also on August 6, 2026, raised its price target from $8.50 to $10.00 but kept an "underweight" rating on the stock. Earlier in the period, on June 14, 2026, Wall Street Zen downgraded EverCommerce from a "strong-buy" to a "buy" rating. The consensus analyst rating for the stock is currently "Hold," with an average price target of $11.00.

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Stock Movement Drivers

Fundamental Drivers

The -29.6% change in EVCM stock from 5/31/2026 to 9/6/2026 was primarily driven by a -33.1% change in the company's P/E Multiple.
(LTM values as of)53120269062026Change
Stock Price ($)11.257.92-29.6%
Change Contribution By: 
Total Revenues ($ Mil)5945980.7%
Net Income Margin (%)5.5%5.7%4.1%
P/E Multiple61.541.2-33.1%
Shares Outstanding (Mil)1781770.4%
Cumulative Contribution-29.6%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2026 to 9/6/2026
ReturnCorrelation
EVCM-29.6% 
Market (SPY)1.8%18.9%
Sector (XLK)-2.0%5.2%

Fundamental Drivers

The -31.0% change in EVCM stock from 2/28/2026 to 9/6/2026 was primarily driven by a -34.4% change in the company's P/S Multiple.
(LTM values as of)22820269062026Change
Stock Price ($)11.487.92-31.0%
Change Contribution By: 
Total Revenues ($ Mil)5815982.9%
P/S Multiple3.62.3-34.4%
Shares Outstanding (Mil)1811772.3%
Cumulative Contribution-31.0%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 9/6/2026
ReturnCorrelation
EVCM-31.0% 
Market (SPY)12.6%18.3%
Sector (XLK)35.1%9.5%

Fundamental Drivers

The -31.4% change in EVCM stock from 8/31/2025 to 9/6/2026 was primarily driven by a -36.2% change in the company's P/S Multiple.
(LTM values as of)83120259062026Change
Stock Price ($)11.557.92-31.4%
Change Contribution By: 
Total Revenues ($ Mil)5745984.2%
P/S Multiple3.72.3-36.2%
Shares Outstanding (Mil)1831773.2%
Cumulative Contribution-31.4%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 9/6/2026
ReturnCorrelation
EVCM-31.4% 
Market (SPY)20.4%18.5%
Sector (XLK)43.3%9.4%

Fundamental Drivers

The -25.1% change in EVCM stock from 8/31/2023 to 9/6/2026 was primarily driven by a -23.3% change in the company's P/S Multiple.
(LTM values as of)83120239062026Change
Stock Price ($)10.577.92-25.1%
Change Contribution By: 
Total Revenues ($ Mil)651598-8.1%
P/S Multiple3.12.3-23.3%
Shares Outstanding (Mil)1881776.4%
Cumulative Contribution-25.1%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2023 to 9/6/2026
ReturnCorrelation
EVCM-25.1% 
Market (SPY)77.1%38.2%
Sector (XLK)117.2%29.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
EVCM Return-11%-53%48%-0%10%-35%-55%
Peers Return-29%-33%13%3%-3%-10%-52%
S&P 500 Return27%-19%24%23%16%13%106%

Monthly Win Rates [3]
EVCM Win Rate33%33%33%50%58%22% 
Peers Win Rate38%38%50%57%43%47% 
S&P 500 Win Rate75%42%67%75%67%56% 

Max Drawdowns [4]
EVCM Max Drawdown--62%-39%-23%-34%-38% 
Peers Max Drawdown-47%-52%-43%-33%-38%-43% 
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 9/4/2026 (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

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Asset Allocation

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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.

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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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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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  • 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.

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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.

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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.

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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)

Peer Outperformance in Application Software

EVCM has trailed 59% of its 122 Application Software peers over 5Y. Among the peers that beat it are MSTR, DBX and DLB. Application Software ranks 11th of 12 industries in Information Technology by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Application Software constituents that EVCM has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
42%
of 153 industry peers · -30.5% return
3Y
46%
of 140 industry peers · -21.4% return
5Y
41%
of 122 industry peers · -59.7% return
Application Software peers with revenue growth within 4pp of EVCM's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
Ticker Name Rev Growth 3Y Avg P/E 1Y3Y5Y 5Y Gap
EVCM EverCommerce -0.9% 41.2x -30.5%-21.4%-59.7%
MSTR Strategy 0.0% -1.7x -57.5%304.5%120.4% +180pp
DBX Dropbox 1.5% 17.7x 16.6%24.8%10.4% +70pp
DLB Dolby Laboratories 1.8% 25.8x -12.7%-22.0%-28.7% +31pp
BLKB Blackbaud 2.5% 14.0x -29.3%-35.2%-30.0% +30pp
TRMB Trimble 1.3% -132.3x -26.3%14.3%-37.1% +23pp
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Information Technology sector, ranked by 5Y. Application Software is EVCM's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Electronic Manufacturing Services 9 56.1%187.5%289.3% TTMI 809% · FLEX 683% · SANM 401%
Semiconductor Materials & Equipment 27 130.8%73.1%100.8% AEHR 837% · AXTI 538% · KLAC 470%
Technology Distributors 9 30.2%70.1%86.0% CLMB 351% · AVT 167% · SNX 119%
Communications Equipment 36 19.3%84.5%69.1% AAOI 1251% · LITE 902% · ANET 763%
Electronic Components 26 49.9%61.9%63.2% CLS 3269% · BELFA 1265% · COHR 356%
Semiconductors 55 21.1%25.4%18.1% POET 1845% · MU 1316% · NVDA 920%
Technology Hardware, Storage & Peripherals 21 37.2%82.6%16.8% DELL 1093% · STX 1020% · SMCI 978%
Internet Services & Infrastructure 6 19.8%39.3%14.1% DOCN 60% · VRSN 35% · GDDY 35%
Electronic Equipment & Instruments 27 -7.3%10.7%-7.7% PI 198% · OSIS 109% · NSSC 101%
IT Consulting & Other Services 28 -23.8%-11.6%-28.7% CHRN 533058% · APLD 1381% · TSSI 665%
Application Software ← 123 -23.9%-14.2%-46.2% VIDA 199900% · INLX 4861% · PLTR 553%
Systems Software 67 -5.4%2.4%-55.4% PAYS 445% · QNC 436% · ZETA 347%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

EVCMTTANROLPHRTDOCFTDRMedian
NameEverComm.ServiceT.Rollins Phreesia Teladoc .Frontdoor 
Mkt Price7.9287.9235.8610.946.2882.6023.40
Mkt Cap1.48.417.30.71.15.83.6
Rev LTM5981,0143,9245082,4892,1481,581
Op Inc LTM59-14473213-14642536
FCF LTM729861968118386108
FCF 3Y Avg87-59023155309155
CFO LTM10712364791261410192
CFO 3Y Avg114-61948299340299

Growth & Margins

EVCMTTANROLPHRTDOCFTDRMedian
NameEverComm.ServiceT.Rollins Phreesia Teladoc .Frontdoor 
Rev Chg LTM4.2%24.1%9.9%12.9%-2.1%9.3%9.6%
Rev Chg 3Y Avg-0.9%-11.0%16.8%-0.5%7.9%7.9%
Rev Chg Q2.7%24.6%7.9%10.4%-4.0%4.7%6.3%
QoQ Delta Rev Chg LTM0.7%5.5%2.1%2.5%-1.0%1.4%1.7%
Op Inc Chg LTM12.4%33.1%7.1%147.8%20.6%11.0%16.5%
Op Inc Chg 3Y Avg140.5%-11.3%85.8%12.7%25.7%25.7%
Op Mgn LTM9.9%-14.2%18.7%2.5%-5.9%19.8%6.2%
Op Mgn 3Y Avg7.8%-19.2%-9.5%-7.1%18.9%7.8%
QoQ Delta Op Mgn LTM0.2%2.8%-0.3%1.8%0.4%0.7%0.5%
CFO/Rev LTM17.9%12.1%16.5%18.0%10.5%19.1%17.2%
CFO/Rev 3Y Avg20.7%-17.3%9.9%11.7%17.1%17.1%
FCF/Rev LTM12.0%9.6%15.8%13.3%4.7%18.0%12.6%
FCF/Rev 3Y Avg15.9%-16.5%4.4%6.1%15.5%15.5%

Valuation

EVCMTTANROLPHRTDOCFTDRMedian
NameEverComm.ServiceT.Rollins Phreesia Teladoc .Frontdoor 
Mkt Cap1.48.417.30.71.15.83.6
P/S2.38.24.41.30.52.72.5
P/Op Inc23.6-58.123.654.0-7.813.618.6
P/EBIT23.6-65.523.652.4-7.013.118.3
P/E41.2-61.332.564.8-6.421.126.8
P/CFO13.167.826.77.44.414.113.6
Total Yield2.4%-1.6%5.1%1.5%-15.6%4.7%2.0%
Dividend Yield0.0%0.0%2.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg4.6%-2.5%3.4%9.8%7.7%4.6%
D/E0.40.00.10.10.90.20.2
Net D/E0.3-0.00.1-0.00.20.10.1

Returns

EVCMTTANROLPHRTDOCFTDRMedian
NameEverComm.ServiceT.Rollins Phreesia Teladoc .Frontdoor 
1M Rtn-27.5%2.4%-4.5%-12.5%-11.9%-9.1%-10.5%
3M Rtn-13.9%13.6%-23.5%14.7%-10.9%29.8%1.3%
6M Rtn-35.4%6.0%-38.0%-9.2%23.6%24.0%-1.6%
12M Rtn-30.5%-22.9%-35.6%-61.1%-19.7%31.0%-26.7%
3Y Rtn-21.4%-13.0%4.5%-53.7%-72.2%157.8%-17.2%
1M Excs Rtn-25.5%2.6%-2.3%-4.3%-6.1%-8.3%-5.2%
3M Excs Rtn-18.4%9.1%-28.0%10.1%-15.5%25.3%-3.2%
6M Excs Rtn-49.9%-8.5%-52.5%-23.7%9.1%9.5%-16.1%
12M Excs Rtn-48.7%-31.1%-54.7%-83.7%-36.4%11.8%-42.6%
3Y Excs Rtn-94.6%-83.9%-77.7%-132.2%-143.2%78.4%-89.2%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single segment589562535621 
Marketing technology solutions    118
Other    20
Subscription and transaction fees    352
Total589562535621490


Net Income by Segment
$ Mil2025202420232022
Single segment18-41-46-60
Total18-41-46-60


Price Behavior

Price Behavior
Market Price$7.92 
Market Cap ($ Bil)1.4 
First Trading Date07/01/2021 
Distance from 52W High-40.9% 
   50 Days200 Days
DMA Price$10.44$10.78
DMA Trendindeterminateup
Distance from DMA-24.2%-26.5%
 3M1YR
Volatility53.9%59.2%
Downside Capture209.58134.57
Upside Capture99.9863.81
Correlation (SPY)17.9%18.5%
EVCM Betas & Captures as of 8/31/2026

 1M2M3M6M1Y3Y
Beta1.490.520.700.760.831.13
Up Beta-0.50-1.340.600.500.871.17
Down Beta-2.61-2.97-0.70-0.380.541.05
Up Capture6%128%68%78%57%96%
Bmk +ve Days10213268138427
Stock +ve Days7213164126386
Down Capture777%305%179%155%115%107%
Bmk -ve Days11213259113324
Stock -ve Days14213261119349

[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-30.1%59.0%-0.37-
Sector ETF (XLK)43.4%26.2%1.349.4%
Equity (SPY)19.7%12.8%1.1318.5%
Gold (GLD)24.6%29.2%0.75-4.5%
Commodities (DBC)43.8%20.3%1.67-18.4%
Real Estate (VNQ)9.1%13.6%0.3911.0%
Bitcoin (BTCUSD)-28.1%43.8%-0.6310.2%

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-18.7%49.9%-0.24-
Sector ETF (XLK)19.7%25.9%0.6838.4%
Equity (SPY)12.8%17.2%0.5743.8%
Gold (GLD)19.1%18.8%0.823.5%
Commodities (DBC)10.7%19.5%0.432.1%
Real Estate (VNQ)1.7%18.9%-0.0136.8%
Bitcoin (BTCUSD)10.2%52.6%0.3825.3%

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-7.6%49.9%-0.13-
Sector ETF (XLK)24.4%25.0%0.8837.8%
Equity (SPY)15.3%17.9%0.7243.0%
Gold (GLD)12.4%16.3%0.623.3%
Commodities (DBC)7.9%18.1%0.352.0%
Real Estate (VNQ)4.8%20.7%0.1936.3%
Bitcoin (BTCUSD)63.7%66.2%1.0324.6%

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

Short Interest

Short Interest: As Of Date8142026
Short Interest: Shares Quantity1.7 Mil
Short Interest: % Change Since 7312026-4.5%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest11
Basic Shares Quantity176.9 Mil
Short % of Basic Shares1.0%

Earnings Returns History

Updated 9/7/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/5/2026-10.5%-15.9%-33.1%
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%
...
SUMMARY STATS   
# Positive1086
# Negative111315
Median Positive4.5%4.3%9.0%
Median Negative-9.6%-11.0%-6.6%
Max Positive20.0%11.6%27.2%
Max Negative-19.3%-24.8%-33.1%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/5/2026-10.5%-15.9%-33.1%
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
# Negative111315
Median Positive4.5%4.3%9.0%
Median Negative-9.6%-11.0%-6.6%
Max Positive20.0%11.6%27.2%
Max Negative-19.3%-24.8%-33.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202608/05/202610-Q
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
Collapse to Preview
Report DateFiling DateFiling
06/30/202608/05/202610-Q
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 8/6/2026

Latest: Q2 2026 Earnings Reported 8/5/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
Q3 2026 RevenueReported151.50 Mil153.00 Mil154.50 Mil0.7% Higher NewGuidance: 152.00 Mil for Q2 2026
Q3 2026 Adjusted EBITDAReported44.00 Mil45.00 Mil46.00 Mil7.1% Higher NewGuidance: 42.00 Mil for Q2 2026
2026 RevenueReported612.00 Mil622.00 Mil632.00 Mil0 AffirmedGuidance: 622.00 Mil for 2026
2026 Adjusted EBITDAReported183.00 Mil187.00 Mil191.00 Mil0 AffirmedGuidance: 187.00 Mil for 2026


Prior: Q1 2026 Earnings Reported 5/7/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
Q2 2026 RevenueReported150.50 Mil152.00 Mil153.50 Mil3.4% Higher NewGuidance: 147.00 Mil for Q1 2026
Q2 2026 Adjusted EBITDAReported41.00 Mil42.00 Mil43.00 Mil5.0% Higher NewGuidance: 40.00 Mil for Q1 2026
2026 RevenueReported612.00 Mil622.00 Mil632.00 Mil0 AffirmedGuidance: 622.00 Mil for 2026
2026 Adjusted EBITDAReported183.00 Mil187.00 Mil191.00 Mil0 AffirmedGuidance: 187.00 Mil for 2026

Q4 2025 Earnings Reported 3/12/2026

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
Q1 2026 RevenueReported145.50 Mil147.00 Mil148.50 Mil-2.0% Lower NewGuidance: 150.00 Mil for Q4 2025
Q1 2026 Adjusted EBITDAReported39.00 Mil40.00 Mil41.00 Mil-1.2% Lower NewGuidance: 40.50 Mil for Q4 2025
2026 RevenueReported612.00 Mil622.00 Mil632.00 Mil5.8% Higher NewGuidance: 588.00 Mil for 2025
2026 Adjusted EBITDAReported183.00 Mil187.00 Mil191.00 Mil5.6% Higher NewGuidance: 177.00 Mil for 2025

Q3 2025 Earnings Reported 11/6/2025

Forward GuidanceGuidance Change
MetricSourceLowMidHigh% Chg% DeltaChangePrior
Q4 2025 RevenueReported148.00 Mil150.00 Mil152.00 Mil   
Q4 2025 Adjusted EBITDAReported39.50 Mil40.50 Mil41.50 Mil   
2025 RevenueReported584.00 Mil588.00 Mil592.00 Mil-0.5% LoweredGuidance: 591.00 Mil for 2025
2025 Adjusted EBITDAReported174.50 Mil177.00 Mil179.50 Mil1.7% RaisedGuidance: 174.00 Mil for 2025

Insider Activity

Updated 9/4/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Remer, Eric Richard DirectSell90420268.022,99724,02640,149,161Form
2Remer, Eric Richard DirectSell90420268.076,35451,26740,431,761Form
3Remer, Eric Richard DirectSell90420268.035,31342,66940,295,374Form
4Remer, Eric Richard DirectSell90120268.2447,353390,05141,373,240Form
5Remer, Eric Richard DirectSell90120268.9140,906364,61645,192,737Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Remer, Eric Richard DirectSell90420268.022,99724,02640,149,161Form
2Remer, Eric Richard DirectSell90420268.076,35451,26740,431,761Form
3Remer, Eric Richard DirectSell90420268.035,31342,66940,295,374Form
4Remer, Eric Richard DirectSell90120268.2447,353390,05141,373,240Form
5Remer, Eric Richard DirectSell90120268.9140,906364,61645,192,737Form
6Remer, Eric Richard DirectSell90120269.2123,824219,52949,051,877Form
7Remer, Eric Richard DirectSell82720269.2414,594134,88549,420,654Form
8Remer, Eric Richard DirectSell82720268.9821,821195,98848,156,652Form
9Remer, Eric Richard DirectSell82720269.1320,710189,05049,143,031Form
10Remer, Eric Richard DirectSell82420269.5713,974133,69351,703,861Form
11Storey, Lisa EChief Legal OfficerDirectSell82420269.641,22811,8382,133,891Form
12Remer, Eric Richard DirectSell82420269.6316,602159,87652,176,734Form
13Remer, Eric Richard DirectSell82020269.7826,530259,35753,130,634Form
14Remer, Eric Richard DirectSell820202610.1720,913212,70955,548,081Form
15Siurek, Ryan HChief Financial OfficerDirectSell820202610.163,18832,3983,497,164Form
16Remer, Eric Richard DirectSell818202610.0129,119291,51054,882,754Form
17Siurek, Ryan HChief Financial OfficerDirectSell818202610.2116,812171,5953,544,879Form
18Remer, Eric Richard DirectSell818202610.0323,947240,14155,267,968Form
19Storey, Lisa EChief Legal OfficerDirectSell817202610.0117,012170,3632,229,043Form
20Remer, Eric RichardChief Executive OfficerDirectSell813202610.0017,285172,78655,332,639Form
21Remer, Eric RichardChief Executive OfficerDirectSell81320269.8724,802244,80254,805,451Form
22Remer, Eric RichardChief Executive OfficerDirectSell81320269.8925,252249,79255,171,407Form
23Feierstein, Matthew DavidPresidentDirectSell807202610.205,00050,99520,364,129Form
24Remer, Eric RichardChief Executive OfficerDirectSell805202611.835,75768,11866,291,687Form
25Feierstein, Matthew DavidPresidentDirectSell805202611.8310,000118,26323,672,456Form
26Remer, Eric RichardChief Executive OfficerDirectSell805202611.8513,443159,23266,431,593Form
27Feierstein, Matthew DavidPresidentDirectSell805202611.8610,000118,63623,865,755Form
28Feierstein, Matthew DavidPresidentDirectSell805202612.1310,000121,26424,515,688Form
29Remer, Eric RichardChief Executive OfficerDirectSell730202611.978,709104,27767,313,233Form
30Remer, Eric RichardChief Executive OfficerDirectSell730202612.0710,491126,67667,987,323Form
31Remer, Eric RichardChief Executive OfficerDirectSell722202611.067,10078,50262,370,844Form
32Remer, Eric RichardChief Executive OfficerDirectSell722202611.2712,100136,36563,653,532Form
33Remer, Eric RichardChief Executive OfficerDirectSell714202610.7719,200206,69460,934,300Form
34Feierstein, Matthew DavidPresidentDirectSell713202610.031,97119,76120,369,817Form
35Remer, Eric RichardChief Executive OfficerDirectSell70920269.868,74286,19655,999,387Form
36Remer, Eric RichardChief Executive OfficerDirectSell709202610.0811,269113,53957,310,251Form
37Feierstein, Matthew DavidPresidentDirectSell708202610.001,79817,98320,340,161Form
38Feierstein, Matthew DavidPresidentDirectSell708202610.1010,000101,01420,560,874Form
39Feierstein, Matthew DavidPresidentDirectSell708202610.0310,000100,28220,512,162Form
40Remer, Eric RichardChief Executive OfficerDirectSell706202610.2018,950193,37058,158,450Form
41Feierstein, Matthew DavidPresidentDirectSell702202610.4310,000104,27721,433,595Form
42Remer, Eric RichardChief Executive OfficerDirectSell702202610.6817,295184,74961,085,221Form
43Feierstein, Matthew DavidPresidentDirectSell702202610.3410,000103,39421,355,493Form
44Remer, Eric RichardChief Executive OfficerDirectSell70220269.8914,800146,40256,737,614Form
45Feierstein, Matthew DavidPresidentDirectSell702202610.025,17951,88520,792,668Form
46Remer, Eric RichardChief Executive OfficerDirectSell62520269.031,1009,92951,908,677Form
47Remer, Eric RichardChief Executive OfficerDirectSell61820269.054,64442,04452,071,599Form
48Remer, Eric RichardChief Executive OfficerDirectSell61120269.157,51768,78725,103,545Form
49Remer, Eric RichardChief Executive OfficerDirectSell61120269.0811,683106,13824,990,504Form
50Remer, Eric RichardChief Executive OfficerDirectSell60320269.575,65854,15726,833,833Form
51Feierstein, Matthew DavidPresidentDirectSell603202610.051,05210,57221,056,571Form
52Remer, Eric RichardChief Executive OfficerDirectSell603202610.5313,542142,61929,584,149Form
53Feierstein, Matthew DavidPresidentDirectSell603202610.5310,000105,34222,082,359Form
54Feierstein, Matthew DavidPresidentDirectSell603202611.2610,000112,63023,722,739Form
55Remer, Eric RichardChief Executive OfficerDirectSell528202610.754,50048,37630,344,076Form
56Remer, Eric RichardChief Executive OfficerDirectSell528202610.535,97462,88829,761,155Form
57Remer, Eric RichardChief Executive OfficerDirectSell528202610.588,72692,28429,962,299Form
58Storey, Lisa EChief Legal OfficerDirectSell526202610.384,00041,5322,543,849Form
59Remer, Eric RichardChief Executive OfficerDirectSell521202610.233,21032,82729,202,773Form
60Remer, Eric RichardChief Executive OfficerDirectSell521202610.278,53687,68529,366,819Form
61Remer, Eric RichardChief Executive OfficerDirectSell521202610.207,45476,05829,257,231Form
62Remer, Eric RichardChief Executive OfficerDirectSell51320269.669,14588,35227,790,664Form
63Remer, Eric RichardChief Executive OfficerDirectSell513202610.2510,055103,09529,587,043Form
64Remer, Eric RichardChief Executive OfficerDirectSell507202610.727,20877,29031,050,259Form
65Feierstein, Matthew DavidPresidentDirectSell507202610.835,00054,13722,960,649Form
66Remer, Eric RichardChief Executive OfficerDirectSell507202611.1711,992133,99932,437,351Form
67Feierstein, Matthew DavidPresidentDirectSell505202611.2810,000112,75223,966,633Form
68Feierstein, Matthew DavidPresidentDirectSell505202611.8710,000118,73325,356,691Form
69Feierstein, Matthew DavidPresidentDirectSell505202611.9410,000119,43125,625,187Form
70Remer, Eric RichardChief Executive OfficerDirectSell430202611.495,86767,38833,480,514Form
71Remer, Eric RichardChief Executive OfficerDirectSell430202611.517,76689,37833,615,080Form
72Remer, Eric RichardChief Executive OfficerDirectSell430202611.845,56765,88834,660,925Form
73Remer, Eric RichardChief Executive OfficerDirectSell423202611.555,50363,53533,876,211Form
74Remer, Eric RichardChief Executive OfficerDirectSell423202611.995,44365,23635,232,299Form
75Remer, Eric RichardChief Executive OfficerDirectSell423202612.118,25499,96335,667,142Form
76Remer, Eric RichardChief Executive OfficerDirectSell416202611.981,59619,11935,379,628Form
77Remer, Eric RichardChief Executive OfficerDirectSell416202611.965,60467,04535,351,764Form
78Remer, Eric RichardChief Executive OfficerDirectSell416202611.7712,000141,21034,837,954Form
79Feierstein, Matthew DavidPresidentDirectSell408202611.405,00056,99224,570,459Form
80Feierstein, Matthew DavidPresidentDirectSell408202611.9010,000118,97825,706,458Form
81Remer, Eric RichardChief Executive OfficerDirectSell402202611.427,78688,91934,166,673Form
82Remer, Eric RichardChief Executive OfficerDirectSell402202611.5311,414131,56834,575,040Form
83Remer, Eric RichardChief Executive OfficerDirectSell325202611.062,70329,89627,811,564Form
84Remer, Eric RichardChief Executive OfficerDirectSell325202610.7916,497178,07927,172,383Form
85Remer, Eric RichardChief Executive OfficerDirectSell318202610.042,89629,08325,444,346Form
86Remer, Eric RichardChief Executive OfficerDirectSell318202610.3116,304168,06226,147,407Form
87Remer, Eric RichardChief Executive OfficerDirectSell312202612.131,87422,72830,962,543Form
88Remer, Eric RichardChief Executive OfficerDirectSell312202612.056,27975,68430,794,173Form
89Remer, Eric RichardChief Executive OfficerDirectSell312202611.8711,047131,07730,388,120Form
90Feierstein, Matthew DavidPresidentDirectSell306202612.175,00060,86524,162,687Form
91Feierstein, Matthew DavidPresidentDirectSell306202612.0310,000120,30423,939,786Form
92Remer, Eric RichardChief Executive OfficerDirectSell303202611.4319,200219,36429,625,509Form
93Feierstein, Matthew DavidPresidentDirectSell303202611.3810,000113,83122,814,168Form
94Feierstein, Matthew DavidPresidentDirectSell303202611.3410,000113,39722,840,582Form
95Remer, Eric RichardChief Executive OfficerDirectSell225202610.5211,490120,90427,525,660Form
96Remer, Eric RichardChief Executive OfficerDirectSell224202610.297,71079,30527,025,190Form
97Siurek, Ryan HChief Financial OfficerDirectSell218202610.258328,5282,318,601Form
98Remer, Eric RichardChief Executive OfficerDirectSell212202610.268,35785,74527,341,832Form
99Remer, Eric RichardChief Executive OfficerDirectSell212202610.4510,843113,33327,940,560Form
100Feierstein, Matthew DavidPresidentDirectSell210202610.835,00054,13421,988,151Form
101Remer, Eric RichardChief Executive OfficerDirectSell204202610.772,79730,12728,910,363Form
102Feierstein, Matthew DavidPresidentDirectSell204202610.8010,000107,98821,985,482Form
103Remer, Eric RichardChief Executive OfficerDirectSell204202610.9016,403178,87229,299,326Form
104Feierstein, Matthew DavidPresidentDirectSell204202610.9910,000109,90322,485,262Form
105Feierstein, Matthew DavidPresidentDirectSell204202612.0610,000120,58724,791,710Form
106Remer, Eric RichardChief Executive OfficerDirectSell129202611.623,09035,89531,401,932Form
107Remer, Eric RichardChief Executive OfficerDirectSell129202611.958,26898,77732,331,991Form
108Remer, Eric RichardChief Executive OfficerDirectSell129202612.167,84295,39533,021,731Form
109Remer, Eric RichardChief Executive OfficerDirectSell126202612.705,23066,42334,575,525Form
110Remer, Eric RichardChief Executive OfficerDirectSell122202612.226,77682,79733,329,404Form
111Remer, Eric RichardChief Executive OfficerDirectSell122202612.267,19488,18833,520,210Form
112Remer, Eric RichardChief Executive OfficerDirectSell115202611.888,31898,80532,566,035Form
113Remer, Eric RichardChief Executive OfficerDirectSell115202611.8210,882128,63832,507,543Form
114Feierstein, Matthew DavidPresidentDirectSell106202611.6210,000116,16124,056,002Form
115Feierstein, Matthew DavidPresidentDirectSell106202611.6610,000116,55324,253,735Form
116Feierstein, Matthew DavidPresidentDirectSell106202611.3710,000113,74923,783,995Form
117Remer, Eric RichardChief Executive OfficerDirectSell1231202512.075,32664,27133,547,589Form
118Remer, Eric RichardChief Executive OfficerDirectSell1231202512.207,30389,10533,984,261Form
119Remer, Eric RichardChief Executive OfficerDirectSell1231202512.116,57179,55233,809,460Form
120Remer, Eric RichardChief Executive OfficerDirectSell1229202512.0610,717129,22233,752,131Form
121Remer, Eric RichardChief Executive OfficerDirectSell1217202513.6119,200261,34838,248,554Form
122Storey, Lisa EChief Legal OfficerDirectSell1217202514.288,435120,4482,509,337Form
123Siurek, Ryan HChief Financial OfficerDirectSell1217202512.348,300102,4462,802,295Form
124Feierstein, Matthew DavidPresidentDirectSell1210202510.0310,921109,48521,062,133Form
125Remer, Eric RichardChief Executive OfficerDirectSell121020259.994,00439,98328,251,176Form
126Feierstein, Matthew DavidPresidentDirectSell1210202510.019,77997,84621,130,437Form
127Remer, Eric RichardChief Executive OfficerDirectSell121020259.8732,706322,74327,957,416Form
128Feierstein, Matthew DavidPresidentDirectSell1210202510.044,30043,18421,307,207Form
129Storey, Lisa EChief Legal OfficerDirectSell120820259.847,65175,2981,828,028Form
130Remer, Eric RichardChief Executive OfficerDirectSell120820259.5026,090247,79027,349,162Form
131Remer, Eric RichardChief Executive OfficerDirectSell120420259.1828,044257,33526,787,137Form
132Remer, Eric RichardChief Executive OfficerDirectSell120420259.014,05636,54726,556,698Form
133Remer, Eric RichardChief Executive OfficerDirectSell111320259.015004,50226,766,678Form
134Remer, Eric RichardChief Executive OfficerDirectSell111320259.056005,43226,914,773Form
135Remer, Eric RichardChief Executive OfficerDirectSell1106202511.375,66664,39633,795,290Form
136Remer, Eric RichardChief Executive OfficerDirectSell1106202511.2713,534152,46733,562,065Form
137Feierstein, Matthew DavidPresidentDirectSell1105202511.3825,000284,49024,446,738Form
138Remer, Eric RichardChief Executive OfficerDirectSell1030202511.7710,643125,31235,236,632Form
139Remer, Eric RichardChief Executive OfficerDirectSell1030202512.088,557103,33936,270,162Form
140Remer, Eric RichardChief Executive OfficerDirectSell1023202511.427,46585,25334,397,377Form
141Remer, Eric RichardChief Executive OfficerDirectSell1023202511.4411,735134,19834,528,827Form
142Remer, Eric RichardChief Executive OfficerDirectSell1016202510.8619,200208,54732,923,463Form
143Remer, Eric RichardChief Executive OfficerDirectSell1008202511.0519,200212,15033,704,555Form
144Feierstein, Matthew DavidPresidentDirectSell1003202510.9325,000273,34023,761,938Form
145Remer, Eric RichardChief Executive OfficerDirectSell1001202511.024,53649,99933,834,442Form
146Remer, Eric RichardChief Executive OfficerDirectSell1001202511.1314,664163,16534,204,758Form
147Remer, Eric RichardChief Executive OfficerDirectSell924202511.654284,98535,973,133Form
148Remer, Eric RichardChief Executive OfficerDirectSell924202511.7118,772219,74536,161,613Form
149Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell918202511.864,13149,01160,856,975Form
150Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell918202511.8515,069178,61760,850,030Form
151Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell911202511.405,02157,22158,676,223Form
152Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell911202511.5614,979173,11259,561,126Form
153Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell903202511.134,07945,41557,546,860Form
154Feierstein, Matthew DavidPresidentDirectSell903202511.2425,000281,04824,860,147Form
155Remer, Eric RichardChief Executive OfficerBuckrail Partners, LLCSell903202511.2320,421229,41458,111,618Form

Investor Activity (13F)

Updated Sep 7, 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, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Standard Investments LLC$69.9 Mil4.1%11Hold13F
Active Manager
Active Manager
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Standard Investments LLC$69.9 Mil4.1%11Hold13F
Core Cache Last Updated: 9/6/2026