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EverCommerce

85 hedge funds and large institutions have $1.84B invested in EverCommerce in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $1.59B → $1.84B (+$250M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.06% more ownership

Funds ownership: 90.27%90.33% (+0.06%)

0% more funds holding

Funds holding: 8585 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
28
Reduced
18
Closed
18
Calls
$243K
Puts
Net Calls
+$243K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$82.6K +$2.71K +281 +4%
Barclays
52
Barclays
United Kingdom
$80.3K -$87.2K -9,036 -55%
UBS Group
53
UBS Group
Switzerland
$71.5K -$172K -17,796 -73%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$68K -$5.37K -556 -8%
Lazard Asset Management
55
Lazard Asset Management
New York
$67K +$23.6K +2,450 +66%
TRCT
56
Tower Research Capital (TRC)
New York
$56.4K +$48.3K +5,004 +3,849%
Citigroup
57
Citigroup
New York
$51.4K +$6.82K +707 +18%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$29K +$15.1K +1,560 +142%
Legal & General Group
59
Legal & General Group
United Kingdom
$25.9K -$1.3K -135 -5%
AIP
60
Ameritas Investment Partners
Nebraska
$25.6K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$24K +$5.43K +563 +35%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$17K -$7.74K -802 -34%
CFM
63
Catalyst Funds Management
Australia
$13.2K
AB
64
Amalgamated Bank
New York
$9K
GI
65
GAMMA Investing
California
$4.73K +$2.48K +257 +148%
CMBA
66
C.M. Bidwell & Associates
Hawaii
$4.56K +$4K +415 New
Deutsche Bank
67
Deutsche Bank
Germany
$4.38K -$98.8K -10,238 -96%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$3K +$357 +37 +15%
AAP
69
Arax Advisory Partners
Colorado
$2.89K +$2.54K +263 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$2.56K +$1.92K +199 +585%
Osaic Holdings
71
Osaic Holdings
Arizona
$2.37K +$2.08K +216 New
1IA
72
1620 Investment Advisors
Massachusetts
$2.05K +$1.8K +187 New
FFA
73
Farther Finance Advisors
California
$1.53K
Macquarie Group
74
Macquarie Group
Australia
$922 +$811 +84 New
LC
75
Lindbrook Capital
California
$845

EVCM Hedge Fund Activity: Q2 2024 in Review

85 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q2 2024, worth a combined $1.84B — up 16% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVCM positions and 18 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $3.03M. The largest seller was Vanguard Group, cutting an estimated $11.9M.

  • 85 institutional investors held EverCommerce (EVCM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.84B of EverCommerce stock for Q2 2024, up 16% quarter-over-quarter.
  • 19 funds opened new EverCommerce positions in Q2 2024 and 18 closed out, a net change of +1 holder.
  • The largest EverCommerce buyer in Q2 2024 was Janus Henderson Group, an estimated $3.03M added.
  • The largest EverCommerce seller in Q2 2024 was Vanguard Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.