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EverCommerce

90 hedge funds and large institutions have $1.73B invested in EverCommerce in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

6% more funds holding

Funds holding: 8590 (+5)

0.46% more ownership

Funds ownership: 90.33%90.79% (+0.46%)

6% less capital invested

Capital invested by funds: $1.84B → $1.73B (-$103M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
23
Reduced
20
Closed
11
Calls
$110K
Puts
Net Calls
+$110K
Net Calls Change
-$133K
Name Holding Trade Value Shares
Change
Change in
Stake
PE
1
PSG Equity
Massachusetts
$885M
SLG
2
Silver Lake Group
California
$695M
SI
3
Standard Investments
New York
$63.4M
BOCH
4
Blue Owl Capital Holdings
New York
$17M
BlackRock
5
BlackRock
New York
$15.4M +$377K +34,870 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.5M -$263K -24,365 -4%
State Street
7
State Street
Massachusetts
$5.34M +$131K +12,156 +2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.72M +$208K +19,226 +4%
WP
9
Woodline Partners
California
$4.44M +$1.35M +124,698 +41%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.13M +$621K +57,460 +17%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$3.3M +$41.5K +3,837 +1%
WFO
12
Wealthgate Family Office
Colorado
$3.05M
Skandinaviska Enskilda Banken (SEB)
13
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.28M
Northern Trust
14
Northern Trust
Illinois
$1.98M -$158K -14,663 -7%
Charles Schwab
15
Charles Schwab
California
$1.74M -$91.5K -8,464 -5%
MFA
16
Mayflower Financial Advisors
Massachusetts
$1.51M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.5M -$208K -19,280 -12%
Jane Street
18
Jane Street
New York
$1.5M -$40.1K -3,711 -3%
Morgan Stanley
19
Morgan Stanley
New York
$1.37M +$239K +22,072 +20%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.06M +$682K +63,139 +161%
HC
21
Hamilton Capital
Ohio
$911K
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$748K +$610K +56,459 +358%
Goldman Sachs
23
Goldman Sachs
New York
$725K -$369K -34,174 -33%
HF
24
HRT Financial
New York
$711K -$774K -71,607 -51%
WAG
25
Windsor Advisory Group
Ohio
$708K +$738K +68,341 New

EVCM Hedge Fund Activity: Q3 2024 in Review

90 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q3 2024, worth a combined $1.73B — down 5.6% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVCM positions and 11 closed out — a net gain of 5 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Woodline Partners, adding an estimated $1.35M. The largest seller was Millennium Management, cutting an estimated $3.07M.

  • 90 institutional investors held EverCommerce (EVCM) as of Q3 2024, up from 85 in Q2 2024.
  • Funds reported $1.73B of EverCommerce stock for Q3 2024, down 5.6% quarter-over-quarter.
  • 16 funds opened new EverCommerce positions in Q3 2024 and 11 closed out, a net change of +5 holders.
  • The largest EverCommerce buyer in Q3 2024 was Woodline Partners, an estimated $1.35M added.
  • The largest EverCommerce seller in Q3 2024 was Millennium Management, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2024.