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EverCommerce

94 hedge funds and large institutions have $1.68B invested in EverCommerce in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 9194 (+3)

0.1% less ownership

Funds ownership: 91.06%90.96% (-0.1%)

9% less capital invested

Capital invested by funds: $1.84B → $1.68B (-$158M)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
16
Increased
22
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$2.48K +$2.46K +242 New
1IA
77
1620 Investment Advisors
Massachusetts
$1.89K
QCG
78
Quadrant Capital Group
Ohio
$1.77K +$1.79K +176 New
FFA
79
Farther Finance Advisors
California
$1.43K
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$1.41K +$173 +17 +14%
SCM
81
Sterling Capital Management
North Carolina
$1.16K -$967 -95 -45%
BIG
82
Brooklyn Investment Group
New York
$1.05K +$1.06K +104 New
Jones Financial Companies
83
Jones Financial Companies
Missouri
$688 +$692 +68 New
RIL
84
Rothschild Investment LLC
Illinois
$554 -$356 -35 -39%
CCM
85
Coldstream Capital Management
Washington
$403 +$407 +40 New
US Bancorp
86
US Bancorp
Minnesota
$312
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$282 -$204 -20 -42%
SS
88
SBI Securities
Japan
$282
TWD
89
True Wealth Design
Ohio
$121 +$122 +12 New
EWA
90
EverSource Wealth Advisors
Alabama
$101 -$326 -32 -76%
IA
91
IFP Advisors
Florida
$81
JWA
92
JFS Wealth Advisors
Pennsylvania
$41 -$61 -6 -60%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$10 -$81 -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

EVCM Hedge Fund Activity: Q1 2025 in Review

94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q1 2025, worth a combined $1.68B — down 8.6% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVCM positions and 13 closed out — a net gain of 3 holders — while 22 added to existing stakes and 30 trimmed.

The largest buyer was Millennium Management, adding an estimated $904K. The largest seller was Janus Henderson Group, cutting an estimated $1.62M.

  • 94 institutional investors held EverCommerce (EVCM) as of Q1 2025, up from 91 in Q4 2024.
  • Funds reported $1.68B of EverCommerce stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 16 funds opened new EverCommerce positions in Q1 2025 and 13 closed out, a net change of +3 holders.
  • The largest EverCommerce buyer in Q1 2025 was Millennium Management, an estimated $904K added.
  • The largest EverCommerce seller in Q1 2025 was Janus Henderson Group, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2025.