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EverCommerce
EVCM

Overview Fund Activity

98 hedge funds and large institutions have $1.75B invested in EverCommerce in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
22
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$7.5M
2
WP
2
Woodline Partners
California
$7.02M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.96M
4
Squarepoint
4
Squarepoint
New York
$595K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$589K

Top Sellers

1
BlackRock
1
BlackRock
New York
$12.4M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$453K
4
HC
4
Hamilton Capital
Ohio
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$6.93K +$273 +26 +4%
EWA
77
EverSource Wealth Advisors
Alabama
$4.44K +$4.34K +413 +4,130%
ACM
78
Aster Capital Management
United Arab Emirates
$4.14K +$4.14K +394 New
Osaic Holdings
79
Osaic Holdings
Arizona
$3.24K +$3.24K +310 New
VCM
80
Versant Capital Management
Arizona
$2.79K +$2.79K +266 New
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$2.5K +$2.49K +237 +23,700%
1IA
82
1620 Investment Advisors
Massachusetts
$1.96K – – –
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$1.47K – – –
S
84
SignatureFD
Georgia
$1.34K -$1.4K -133 -51%
BIG
85
Brooklyn Investment Group
New York
$1.09K – – –
AAP
86
Arax Advisory Partners
Colorado
$851 +$851 +81 New
IA
87
IFP Advisors
Florida
$503 -$81 – –
PFBT
88
Parkside Financial Bank & Trust
Missouri
$473 +$473 +45 New
FFA
89
Farther Finance Advisors
California
$420 -$1.05K -100 -71%
RIL
90
Rothschild Investment LLC
Illinois
$420 -$158 -15 -27%
SCM
91
Sterling Capital Management
North Carolina
$378 -$830 -79 -69%
US Bancorp
92
US Bancorp
Minnesota
$326 – – –
SS
93
SBI Securities
Japan
$294 – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$221 -$74 -7 -25%
TWD
95
True Wealth Design
Ohio
$158 +$32 +3 +25%
JWA
96
JFS Wealth Advisors
Pennsylvania
$42 – – –
AF
97
Allworth Financial
California
$21 -$2.52K -240 -99%
Janus Henderson Group
98
Janus Henderson Group
United Kingdom
– -$2.72M -268,903 Closed
HC
99
Hamilton Capital
Ohio
– -$813K -80,642 Closed
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
– -$344K -34,172 Closed
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4
5