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EverCommerce

91 hedge funds and large institutions have $1.84B invested in EverCommerce in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.73B → $1.84B (+$106M)

1% more funds holding

Funds holding: 9091 (+1)

0.27% more ownership

Funds ownership: 90.79%91.06% (+0.27%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
31
Reduced
19
Closed
11
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
PE
1
PSG Equity
Massachusetts
$941M
SLG
2
Silver Lake Group
California
$739M
SI
3
Standard Investments
New York
$67.3M
BOCH
4
Blue Owl Capital Holdings
New York
$18.1M
BlackRock
5
BlackRock
New York
$16.5M +$140K +12,534 +0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.83M -$82.4K -7,376 -1%
WP
7
Woodline Partners
California
$5.89M +$1.19M +106,359 +25%
State Street
8
State Street
Massachusetts
$5.58M -$87.8K -7,856 -2%
Vanguard Group
9
Vanguard Group
Pennsylvania
$5.05M +$29K +2,593 +0.6%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$4.72M +$1.23M +110,183 +35%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$3.27M -$1.13M -100,997 -25%
Skandinaviska Enskilda Banken (SEB)
12
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.42M
Northern Trust
13
Northern Trust
Illinois
$2.19M +$88.9K +7,954 +4%
Charles Schwab
14
Charles Schwab
California
$1.86M +$12.2K +1,092 +0.7%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.69M +$556K +49,745 +49%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.47M +$683K +61,144 +85%
Morgan Stanley
17
Morgan Stanley
New York
$1.3M -$151K -13,472 -10%
MFA
18
Mayflower Financial Advisors
Massachusetts
$1.12M -$487K -43,623 -30%
Jane Street
19
Jane Street
New York
$1.11M -$488K -43,669 -30%
Goldman Sachs
20
Goldman Sachs
New York
$892K +$123K +11,027 +16%
HC
21
Hamilton Capital
Ohio
$888K -$67K -6,000 -7%
UBS Group
22
UBS Group
Switzerland
$839K +$739K +66,141 +656%
WAG
23
Windsor Advisory Group
Ohio
$752K
Mariner
24
Mariner
Kansas
$702K +$252K +22,560 +55%
Raymond James Financial
25
Raymond James Financial
Florida
$694K +$704K +63,000 New

EVCM Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2024, worth a combined $1.84B — up 6.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVCM positions and 11 closed out — a net gain of 4 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $1.23M. The largest seller was Dimensional Fund Advisors, cutting an estimated $1.13M.

  • 91 institutional investors held EverCommerce (EVCM) as of Q4 2024, up from 90 in Q3 2024.
  • Funds reported $1.84B of EverCommerce stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 15 funds opened new EverCommerce positions in Q4 2024 and 11 closed out, a net change of +4 holders.
  • The largest EverCommerce buyer in Q4 2024 was Janus Henderson Group, an estimated $1.23M added.
  • The largest EverCommerce seller in Q4 2024 was Dimensional Fund Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2024.