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EverCommerce
EVCM

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.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 94 → 98 (+4)

4% more capital invested

Capital invested by funds: $1.68B → $1.75B (+$69.3M)

0.39% more ownership

Funds ownership: 90.96% → 91.35% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

37% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 35

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.29%
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

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.53M
2
WP
Woodline Partners
California
+$1.09M
3
Morgan Stanley
Morgan Stanley
New York
+$639K
4
Squarepoint
Squarepoint
New York
+$572K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$557K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.19M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$2.72M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.68M
4
HC
Hamilton Capital
Ohio
-$813K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$6.93K +$262 +26 +4%
EWA
77
EverSource Wealth Advisors
Alabama
$4.44K +$4.17K +413 +4,130%
ACM
78
Aster Capital Management
United Arab Emirates
$4.14K +$3.98K +394 New
Osaic Holdings
79
Osaic Holdings
Arizona
$3.24K +$3.13K +310 New
VCM
80
Versant Capital Management
Arizona
$2.79K +$2.68K +266 New
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$2.5K +$2.39K +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 -$1.34K -133 -51%
BIG
85
Brooklyn Investment Group
New York
$1.09K – – –
AAP
86
Arax Advisory Partners
Colorado
$851 +$817 +81 New
IA
87
IFP Advisors
Florida
$503 – – –
PFBT
88
Parkside Financial Bank & Trust
Missouri
$473 +$454 +45 New
FFA
89
Farther Finance Advisors
California
$420 -$1.01K -100 -71%
RIL
90
Rothschild Investment LLC
Illinois
$420 -$151 -15 -27%
SCM
91
Sterling Capital Management
North Carolina
$378 -$797 -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 -$71 -7 -25%
TWD
95
True Wealth Design
Ohio
$158 +$30 +3 +25%
JWA
96
JFS Wealth Advisors
Pennsylvania
$42 – – –
AF
97
Allworth Financial
California
$21 -$2.42K -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
1 2 3
4
5

EVCM Hedge Fund Activity: Q2 2025 in Review

98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q2 2025, worth a combined $1.75B — up 4.1% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EVCM positions and 12 closed out — a net gain of 5 holders — while 22 added to existing stakes and 35 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $5.53M. The largest seller was BlackRock, cutting an estimated $3.19M.

  • 98 institutional investors held EverCommerce (EVCM) as of Q2 2025, up from 94 in Q1 2025.
  • Funds reported $1.75B of EverCommerce stock for Q2 2025, up 4.1% quarter-over-quarter.
  • 17 funds opened new EverCommerce positions in Q2 2025 and 12 closed out, a net change of +5 holders.
  • The largest EverCommerce buyer in Q2 2025 was Arrowstreet Capital, an estimated $5.53M added.
  • The largest EverCommerce seller in Q2 2025 was BlackRock, an estimated $3.19M sold.

Based on aggregated 13F filings for Q2 2025.