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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1K
Puts
$119K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$31K
TRCT
52
Tower Research Capital (TRC)
New York
$23.5K
GI
53
GAMMA Investing
California
$20.2K
AIP
54
Ameritas Investment Partners
Nebraska
$17.1K
Russell Investments Group
55
Russell Investments Group
United Kingdom
$16.9K
Legal & General Group
56
Legal & General Group
United Kingdom
$15.6K
AF
57
Allworth Financial
California
$13.3K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$12.3K
Citigroup
59
Citigroup
New York
$11.5K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$11K
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$9.09K
VCM
62
Versant Capital Management
Arizona
$6.64K
QCG
63
Quadrant Capital Group
Ohio
$5.65K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$4.95K
S
65
SignatureFD
Georgia
$4.12K
Optiver Holding
66
Optiver Holding
Netherlands
$3.48K
HNB
67
Huntington National Bank
Ohio
$3.42K
EWA
68
EverSource Wealth Advisors
Alabama
$2.55K
AAP
69
Arax Advisory Partners
Colorado
$2.38K
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
RIL
74
Rothschild Investment LLC
Illinois
$594
Osaic Holdings
75
Osaic Holdings
Arizona
$594