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EverCommerce

88 hedge funds and large institutions have $1.98B invested in EverCommerce in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $389K | Put options by funds: $314K

7% more capital invested

Capital invested by funds: $1.85B → $1.98B (+$129M)

0.6% less ownership

Funds ownership: 91.64%91.04% (-0.6%)

15% less funds holding

Funds holding: 10488 (-16)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
88
Holders Change
-16
Holders Change %
-15.38%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
7
Increased
18
Reduced
39
Closed
21
Calls
$389K
Puts
$314K
Net Calls
+$75K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$472 -$1.34K -126 -76%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$424 -$2.16K -203 -85%
PWPS
78
Pinnacle Wealth Planning Services
Ohio
$375 +$330 +31 New
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$351
SS
80
SBI Securities
Japan
$266 -$64 -6 -21%
FFA
81
Farther Finance Advisors
California
$182 -$425 -40 -73%
TWD
82
True Wealth Design
Ohio
$134 -$43 -4 -27%
EP
83
Essential Partners
California
$109 +$64 +6 +200%
SS
84
Sunbelt Securities
Texas
$73 -$74 -7 -54%
IA
85
IFP Advisors
Florida
$61 -$32 -3 -38%
JWA
86
JFS Wealth Advisors
Pennsylvania
$49
BOCH
87
Blue Owl Capital Holdings
New York
-$18.3M -1,641,929 Closed
Wellington Management Group
88
Wellington Management Group
Massachusetts
-$2.56M -229,603 Closed
WP
89
Woodline Partners
California
-$1.67M -150,425 Closed
Tudor Investment Corp
90
Tudor Investment Corp
Connecticut
-$1.4M -125,553 Closed
Marshall Wace
91
Marshall Wace
United Kingdom
-$752K -67,550 Closed
Jane Street
92
Jane Street
New York
-$664K -62,467 Closed
MFA
93
Mayflower Financial Advisors
Massachusetts
-$602K -54,106 Closed
Squarepoint
94
Squarepoint
New York
-$542K -48,708 Closed
I
95
InceptionR
California
-$468K -42,051 Closed
Two Sigma Investments
96
Two Sigma Investments
New York
-$371K -33,359 Closed
Verition Fund Management
97
Verition Fund Management
Connecticut
-$246K -22,109 Closed
Millennium Management
98
Millennium Management
New York
-$245K -22,027 Closed
WAG
99
Windsor Advisory Group
Ohio
-$241K -21,641 Closed
OQS
100
Occudo Quantitative Strategies
Florida
-$203K -18,252 Closed

EVCM Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2025, worth a combined $1.98B — up 7% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EVCM and 7 opened new positions — a net loss of 14 holders — while 39 trimmed existing stakes and 18 added.

The largest buyer was Goldman Sachs, adding an estimated $541K. The largest seller was Blue Owl Capital Holdings, exiting entirely with an estimated $18.3M sold.

  • 88 institutional investors held EverCommerce (EVCM) as of Q4 2025, down from 104 in Q3 2025.
  • Funds reported $1.98B of EverCommerce stock for Q4 2025, up 7% quarter-over-quarter.
  • 7 funds opened new EverCommerce positions in Q4 2025 and 21 closed out, a net change of -14 holders.
  • The largest EverCommerce buyer in Q4 2025 was Goldman Sachs, an estimated $541K added.
  • The largest EverCommerce seller in Q4 2025 was Blue Owl Capital Holdings, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2025.