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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 17 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
22
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
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