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EverCommerce
EVCM

104 hedge funds and large institutions have $1.85B invested in EverCommerce in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

6% more funds holding

Funds holding: 98 → 104 (+6)

6% more capital invested

Capital invested by funds: $1.75B → $1.85B (+$98.2M)

0.3% more ownership

Funds ownership: 91.35% → 91.64% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

Holders
104
Holders Change
+6
Holders Change %
+6.12%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
26
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.56M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$935K
3
Marshall Wace
Marshall Wace
United Kingdom
+$754K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$459K
5
ZIM
Zacks Investment Management
Illinois
+$419K

Top Sellers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
-$5.79M
2
BlackRock
BlackRock
New York
-$747K
3
Morgan Stanley
Morgan Stanley
New York
-$653K
4
Millennium Management
Millennium Management
New York
-$588K
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
76
GAMMA Investing
California
$8.24K +$670 +60 +9%
QCG
77
Quadrant Capital Group
Ohio
$7.46K +$7.48K +670 New
Citigroup
78
Citigroup
New York
$6.93K -$51.3K -4,595 -88%
VCM
79
Versant Capital Management
Arizona
$4.6K +$1.64K +147 +55%
AAP
80
Arax Advisory Partners
Colorado
$4.6K +$3.71K +332 +410%
EWA
81
EverSource Wealth Advisors
Alabama
$4.4K -$313 -28 -7%
Optiver Holding
82
Optiver Holding
Netherlands
$3.38K +$3.39K +304 New
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$2.65K – – –
1IA
84
1620 Investment Advisors
Massachusetts
$2.08K – – –
Osaic Holdings
85
Osaic Holdings
Arizona
$1.84K -$1.62K -145 -47%
MPWT
86
MassMutual Private Wealth & Trust
Connecticut
$1.56K – – –
S
87
SignatureFD
Georgia
$1.43K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$790 +$558 +50 +238%
FFA
89
Farther Finance Advisors
California
$612 +$167 +15 +38%
PFBT
90
Parkside Financial Bank & Trust
Missouri
$501 – – –
RIL
91
Rothschild Investment LLC
Illinois
$445 – – –
SCM
92
Sterling Capital Management
North Carolina
$401 – – –
US Bancorp
93
US Bancorp
Minnesota
$345 – – –
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$323 +$324 +29 New
SS
95
SBI Securities
Japan
$312 – – –
TWD
96
True Wealth Design
Ohio
$167 – – –
SS
97
Sunbelt Securities
Texas
$145 +$145 +13 New
AF
98
Allworth Financial
California
$101 +$78 +7 +350%
IA
99
IFP Advisors
Florida
$89 +$89 +8 New
JWA
100
JFS Wealth Advisors
Pennsylvania
$45 – – –
1 2 3
4
5

EVCM Hedge Fund Activity: Q3 2025 in Review

104 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q3 2025, worth a combined $1.85B — up 5.6% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EVCM positions and 14 closed out — a net gain of 6 holders — while 26 added to existing stakes and 26 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $2.56M. The largest seller was Woodline Partners, cutting an estimated $5.79M.

  • 104 institutional investors held EverCommerce (EVCM) as of Q3 2025, up from 98 in Q2 2025.
  • Funds reported $1.85B of EverCommerce stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 20 funds opened new EverCommerce positions in Q3 2025 and 14 closed out, a net change of +6 holders.
  • The largest EverCommerce buyer in Q3 2025 was Wellington Management Group, an estimated $2.56M added.
  • The largest EverCommerce seller in Q3 2025 was Woodline Partners, an estimated $5.79M sold.

Based on aggregated 13F filings for Q3 2025.