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EverCommerce
EVCM

85 hedge funds and large institutions have $1.84B invested in EverCommerce in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $1.59B → $1.84B (+$250M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.06% more ownership

Funds ownership: 90.27% → 90.33% (+0.06%)

0% more funds holding

Funds holding: 85 → 85 (0)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
28
Reduced
18
Closed
18
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
+$227K

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$3.03M
2
Millennium Management
Millennium Management
New York
+$2.72M
3
HF
HRT Financial
New York
+$1.35M
4
Jane Street
Jane Street
New York
+$1.26M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$926K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$11.9M
2
Fidelity International
Fidelity International
Bermuda
-$6.23M
3
GLA
Great Lakes Advisors
Illinois
-$1.92M
4
WCA
Whetstone Capital Advisors
Kansas
-$852K
5
HC
Hamilton Capital
Ohio
-$836K
Name Holding Trade Value Shares
Change 		Change in
Stake
PE
1
PSG Equity
Massachusetts
$938M – – –
SLG
2
Silver Lake Group
California
$737M – – –
SI
3
Standard Investments
New York
$67.1M – – –
BOCH
4
Blue Owl Capital Holdings
New York
$18M – – –
BlackRock
5
BlackRock
New York
$16M -$144K -14,945 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.16M +$9.32K +966 +0.1%
State Street
7
State Street
Massachusetts
$5.52M +$128K +13,311 +3%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.8M -$11.9M -1,228,179 -74%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.74M +$926K +95,934 +39%
Millennium Management
10
Millennium Management
New York
$3.55M +$2.72M +281,551 +673%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$3.45M +$3.03M +314,299 New
WP
12
Woodline Partners
California
$3.34M +$638K +66,152 +28%
WFO
13
Wealthgate Family Office
Colorado
$3.23M – – –
Skandinaviska Enskilda Banken (SEB)
14
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.41M – – –
Northern Trust
15
Northern Trust
Illinois
$2.26M -$60.4K -6,256 -3%
Charles Schwab
16
Charles Schwab
California
$1.93M -$20.6K -2,134 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.81M +$92.6K +9,595 +6%
Jane Street
18
Jane Street
New York
$1.63M +$1.26M +131,070 +758%
MFA
19
Mayflower Financial Advisors
Massachusetts
$1.6M – – –
HF
20
HRT Financial
New York
$1.54M +$1.35M +140,263 New
Morgan Stanley
21
Morgan Stanley
New York
$1.21M -$12.7K -1,316 -1%
Goldman Sachs
22
Goldman Sachs
New York
$1.14M +$821K +85,123 +447%
HC
23
Hamilton Capital
Ohio
$951K -$836K -86,640 -50%
AQR Capital Management
24
AQR Capital Management
Connecticut
$611K +$428K +44,378 +395%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$604K +$28.9K +3,000 +6%
1
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EVCM Hedge Fund Activity: Q2 2024 in Review

85 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q2 2024, worth a combined $1.84B — up 16% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EVCM positions and 18 closed out — a net gain of 1 holder — while 28 added to existing stakes and 18 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $3.03M. The largest seller was Vanguard Group, cutting an estimated $11.9M.

  • 85 institutional investors held EverCommerce (EVCM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.84B of EverCommerce stock for Q2 2024, up 16% quarter-over-quarter.
  • 19 funds opened new EverCommerce positions in Q2 2024 and 18 closed out, a net change of +1 holder.
  • The largest EverCommerce buyer in Q2 2024 was Janus Henderson Group, an estimated $3.03M added.
  • The largest EverCommerce seller in Q2 2024 was Vanguard Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.