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EverCommerce
EVCM

Overview Fund Activity

94 hedge funds and large institutions have $1.68B invested in EverCommerce in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
22
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$895K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$404K
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$349K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$337K
5
CM
Capula Management
Cayman Islands
+$319K

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.61M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$878K
3
EP
Edgestream Partners
New Jersey
-$570K
4
UBS Group
UBS Group
Switzerland
-$535K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Allworth Financial
California
$2.48K +$2.48K +242 New
1IA
77
1620 Investment Advisors
Massachusetts
$1.89K – – –
QCG
78
Quadrant Capital Group
Ohio
$1.78K +$1.78K +176 New
FFA
79
Farther Finance Advisors
California
$1.43K – – –
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$1.41K +$171 +17 +14%
SCM
81
Sterling Capital Management
North Carolina
$1.16K -$957 -95 -45%
BIG
82
Brooklyn Investment Group
New York
$1.05K +$1.05K +104 New
Jones Financial Companies
83
Jones Financial Companies
Missouri
$688 +$688 +68 New
RIL
84
Rothschild Investment LLC
Illinois
$554 -$353 -35 -39%
CCM
85
Coldstream Capital Management
Washington
$403 +$403 +40 New
US Bancorp
86
US Bancorp
Minnesota
$312 – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$282 -$201 -20 -42%
SS
88
SBI Securities
Japan
$282 – – –
TWD
89
True Wealth Design
Ohio
$121 +$121 +12 New
EWA
90
EverSource Wealth Advisors
Alabama
$101 -$323 -32 -76%
IA
91
IFP Advisors
Florida
$81 -$88 – –
JWA
92
JFS Wealth Advisors
Pennsylvania
$41 -$62 -6 -60%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$10 -$80 -8 -89%
EP
94
Edgestream Partners
New Jersey
– -$570K -51,754 Closed
ECM
95
ExodusPoint Capital Management
New York
– -$517K -46,980 Closed
SOW
96
State of Wyoming
Wyoming
– -$362K -32,875 Closed
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
– -$171K -15,500 Closed
OQS
98
Occudo Quantitative Strategies
Florida
– -$143K -12,953 Closed
RS
99
R Squared
Hong Kong
– -$13.3K -1,210 Closed
ACM
100
Aquatic Capital Management
Illinois
– -$5.66K -514 Closed
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4
5