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EverCommerce

90 hedge funds and large institutions have $1.86B invested in EverCommerce in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 8890 (+2)

0.59% more ownership

Funds ownership: 91.04%91.63% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

6% less capital invested

Capital invested by funds: $1.98B → $1.86B (-$118M)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $119K

Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
24
Reduced
25
Closed
15
Calls
$1K
Puts
$119K
Net Calls
-$118K
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$31K -$229K -20,140 -88%
TRCT
52
Tower Research Capital (TRC)
New York
$23.5K -$29.7K -2,616 -56%
GI
53
GAMMA Investing
California
$20.2K +$10.4K +917 +108%
AIP
54
Ameritas Investment Partners
Nebraska
$17.1K
Russell Investments Group
55
Russell Investments Group
United Kingdom
$16.9K -$1.36K -120 -8%
Legal & General Group
56
Legal & General Group
United Kingdom
$15.6K -$2.4K -211 -13%
AF
57
Allworth Financial
California
$13.3K +$12.5K +1,099 +1,773%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$12.3K +$420 +37 +4%
Citigroup
59
Citigroup
New York
$11.5K -$7.95K -700 -41%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$11K +$6.52K +574 +134%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$9.09K -$1.25K -110 -12%
VCM
62
Versant Capital Management
Arizona
$6.64K +$2.13K +188 +48%
QCG
63
Quadrant Capital Group
Ohio
$5.65K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$4.95K +$375 +33 +8%
S
65
SignatureFD
Georgia
$4.12K +$2.63K +232 +181%
Optiver Holding
66
Optiver Holding
Netherlands
$3.48K
HNB
67
Huntington National Bank
Ohio
$3.42K
EWA
68
EverSource Wealth Advisors
Alabama
$2.55K -$1.45K -128 -36%
AAP
69
Arax Advisory Partners
Colorado
$2.38K +$2.36K +208 New
1IA
70
1620 Investment Advisors
Massachusetts
$2.14K
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$1.6K
SCM
72
Sterling Capital Management
North Carolina
$1.1K
ACM
73
Aster Capital Management
United Arab Emirates
$968 -$318 -28 -23%
RIL
74
Rothschild Investment LLC
Illinois
$594 +$23 +2 +4%
Osaic Holdings
75
Osaic Holdings
Arizona
$594 +$148 +13 +33%

EVCM Hedge Fund Activity: Q1 2026 in Review

90 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q1 2026, worth a combined $1.86B — down 5.9% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EVCM positions and 15 closed out — a net gain of 3 holders — while 24 added to existing stakes and 25 trimmed.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $416K. The largest seller was Skandinaviska Enskilda Banken (SEB), exiting entirely with an estimated $2.66M sold.

  • 90 institutional investors held EverCommerce (EVCM) as of Q1 2026, up from 88 in Q4 2025.
  • Funds reported $1.86B of EverCommerce stock for Q1 2026, down 5.9% quarter-over-quarter.
  • 18 funds opened new EverCommerce positions in Q1 2026 and 15 closed out, a net change of +3 holders.
  • The largest EverCommerce buyer in Q1 2026 was State of Wisconsin Investment Board, an estimated $416K added.
  • The largest EverCommerce seller in Q1 2026 was Skandinaviska Enskilda Banken (SEB), an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2026.