We are live on ! Find out more
EVCM icon

EverCommerce
EVCM

55 hedge funds and large institutions have $1.92B invested in EverCommerce in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44.53% more ownership

Funds ownership: 43.1% → 87.63% (+45%)

38% more capital invested

Capital invested by funds: $1.39B → $1.92B (+$533M)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 54 → 55 (+1)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
23
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
Standard Investments
New York
+$30M
2
BCM
BlueCrest Capital Management
Jersey
+$21.4M
3
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$3.25M
4
MFA
Mayflower Financial Advisors
Massachusetts
+$2.62M
5
Marshall Wace
Marshall Wace
United Kingdom
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$10.9M
2
IM
Islet Management
New York
-$9.07M
3
Fidelity International
Fidelity International
Bermuda
-$7.38M
4
UI
Untitled Investments
New York
-$4.12M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
1
Silver Lake Group
California
$1.06B – – –
PE
2
PSG Equity
Massachusetts
$571M +$1.52B +85,464,516 New
SI
3
Standard Investments
New York
$92.4M +$30M +1,685,506 +40%
Fidelity International
4
Fidelity International
Bermuda
$49.5M -$7.38M -414,400 -12%
1WCM
5
12 West Capital Management
New York
$20.1M – – –
Goldman Sachs
6
Goldman Sachs
New York
$19M +$35K +1,967 +0.2%
BCM
7
BlueCrest Capital Management
Jersey
$18.9M +$21.4M +1,200,000 New
BlackRock
8
BlackRock
New York
$15.8M +$1.12M +62,588 +7%
GCM
9
Ghisallo Capital Management
Massachusetts
$12.6M – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.94M +$752K +42,224 +11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$6.59M -$919K -51,600 -11%
Public Employees Retirement Association of Colorado
12
Public Employees Retirement Association of Colorado
Colorado
$6.43M +$3.25M +182,338 +81%
Vanguard Group
13
Vanguard Group
Pennsylvania
$5.58M +$626K +35,155 +11%
Marshall Wace
14
Marshall Wace
United Kingdom
$5.56M +$2.36M +132,204 +60%
WFO
15
Wealthgate Family Office
Colorado
$4.63M -$524K -29,411 -9%
State Street
16
State Street
Massachusetts
$4.25M +$1.4M +78,317 +41%
Northern Trust
17
Northern Trust
Illinois
$2.44M -$28.9K -1,622 -1%
Skandinaviska Enskilda Banken (SEB)
18
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.43M +$445K +25,000 +20%
MFA
19
Mayflower Financial Advisors
Massachusetts
$2.32M +$2.62M +147,058 New
Millennium Management
20
Millennium Management
New York
$2.1M +$2.12M +119,183 +859%
Charles Schwab
21
Charles Schwab
California
$2.05M +$32.3K +1,814 +1%
HI
22
HBK Investments
Texas
$1.57M -$1.78M -100,000 -50%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.53M +$1.62M +90,835 +1,426%
Jane Street
24
Jane Street
New York
$1.48M +$541K +30,375 +48%
E
25
Ergoteles
New York
$959K +$1.09M +60,910 New
1
2 3

EVCM Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2021, worth a combined $1.92B — up 38% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EVCM positions and 9 closed out — a net gain of 2 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Standard Investments, adding an estimated $30M. The largest seller was Invesco, exiting entirely with an estimated $10.9M sold.

  • 55 institutional investors held EverCommerce (EVCM) as of Q4 2021, up from 54 in Q3 2021.
  • Funds reported $1.92B of EverCommerce stock for Q4 2021, up 38% quarter-over-quarter.
  • 11 funds opened new EverCommerce positions in Q4 2021 and 9 closed out, a net change of +2 holders.
  • The largest EverCommerce buyer in Q4 2021 was Standard Investments, an estimated $30M added.
  • The largest EverCommerce seller in Q4 2021 was Invesco, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2021.