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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
Osaic Holdings
101
Osaic Holdings
Arizona
-$5.29K -480 Closed
AAP
102
Arax Advisory Partners
Colorado
-$2.9K -263 Closed
SAM
103
Smartleaf Asset Management
Massachusetts
-$1.73K -157 Closed
DPW
104
DiNuzzo Private Wealth
Pennsylvania
-$23 -2 Closed
SIC
105
SJS Investment Consulting
Ohio
-$23 -2 Closed
AW
106
Avion Wealth
Texas
+$550 +54 New

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.