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EverCommerce

88 hedge funds and large institutions have $1.98B invested in EverCommerce in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $389K | Put options by funds: $314K

7% more capital invested

Capital invested by funds: $1.85B → $1.98B (+$129M)

0.6% less ownership

Funds ownership: 91.64%91.04% (-0.6%)

15% less funds holding

Funds holding: 10488 (-16)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
88
Holders Change
-16
Holders Change %
-15.38%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
7
Increased
18
Reduced
39
Closed
21
Calls
$389K
Puts
$314K
Net Calls
+$75K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$20.6K +$11.5K +1,079 +173%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$19.3K -$4.41K -415 -21%
Legal & General Group
53
Legal & General Group
United Kingdom
$19K -$1.23K -116 -7%
AIP
54
Ameritas Investment Partners
Nebraska
$18.2K
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$13K -$2.38K -224 -18%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$11K -$106 -10 -1%
GI
57
GAMMA Investing
California
$10.3K +$1.16K +109 +15%
AB
58
Amalgamated Bank
New York
$6K -$4.09K -385 -45%
QCG
59
Quadrant Capital Group
Ohio
$5.98K -$1.87K -176 -26%
UBS AM
60
UBS AM
Illinois
$5.62K +$4.93K +464 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$5K -$1.03M -96,778 -100%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$4.84K +$3.5K +329 +463%
VCM
63
Versant Capital Management
Arizona
$4.76K -$213 -20 -5%
EWA
64
EverSource Wealth Advisors
Alabama
$4.25K -$468 -44 -11%
Optiver Holding
65
Optiver Holding
Netherlands
$3.68K
HNB
66
Huntington National Bank
Ohio
$3.62K +$3.18K +299 New
1IA
67
1620 Investment Advisors
Massachusetts
$2.27K
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$1.7K
S
69
SignatureFD
Georgia
$1.55K
ACM
70
Aster Capital Management
United Arab Emirates
$1.5K -$7.15K -673 -84%
SCM
71
Sterling Capital Management
North Carolina
$1.16K +$638 +60 +167%
AF
72
Allworth Financial
California
$751 +$563 +53 +589%
RIL
73
Rothschild Investment LLC
Illinois
$606 +$106 +10 +25%
QL
74
Quarry LP
New York
$545 +$478 +45 New
BFS
75
Bare Financial Services
Pennsylvania
$521 +$457 +43 New

EVCM Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2025, worth a combined $1.98B — up 7% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EVCM and 7 opened new positions — a net loss of 14 holders — while 39 trimmed existing stakes and 18 added.

The largest buyer was Goldman Sachs, adding an estimated $541K. The largest seller was Blue Owl Capital Holdings, exiting entirely with an estimated $18.3M sold.

  • 88 institutional investors held EverCommerce (EVCM) as of Q4 2025, down from 104 in Q3 2025.
  • Funds reported $1.98B of EverCommerce stock for Q4 2025, up 7% quarter-over-quarter.
  • 7 funds opened new EverCommerce positions in Q4 2025 and 21 closed out, a net change of -14 holders.
  • The largest EverCommerce buyer in Q4 2025 was Goldman Sachs, an estimated $541K added.
  • The largest EverCommerce seller in Q4 2025 was Blue Owl Capital Holdings, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2025.