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EverCommerce

88 hedge funds and large institutions have $1.98B invested in EverCommerce in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $389K | Put options by funds: $314K

7% more capital invested

Capital invested by funds: $1.85B → $1.98B (+$129M)

0.6% less ownership

Funds ownership: 91.64%91.04% (-0.6%)

15% less funds holding

Funds holding: 10488 (-16)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

67% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 21

Holders
88
Holders Change
-16
Holders Change %
-15.38%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
7
Increased
18
Reduced
39
Closed
21
Calls
$389K
Puts
$314K
Net Calls
+$75K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
PE
1
PSG Equity
Massachusetts
$1.03B
SLG
2
Silver Lake Group
California
$812M
SI
3
Standard Investments
New York
$74.1M
BlackRock
4
BlackRock
New York
$13M -$430K -40,433 -4%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$7.71M -$823K -77,468 -11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.52M -$321K -30,165 -5%
State Street
7
State Street
Massachusetts
$5.09M -$23.2K -2,184 -0.5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.77M -$26K -2,442 -0.6%
Skandinaviska Enskilda Banken (SEB)
9
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.66M
Northern Trust
10
Northern Trust
Illinois
$2.27M -$113K -10,607 -5%
Charles Schwab
11
Charles Schwab
California
$1.8M -$32.5K -3,062 -2%
Morgan Stanley
12
Morgan Stanley
New York
$1.53M -$20.1K -1,894 -1%
Goldman Sachs
13
Goldman Sachs
New York
$1.27M +$541K +50,854 +95%
Los Angeles Capital Management
14
Los Angeles Capital Management
California
$749K +$372K +34,979 +112%
XT
15
XTX Topco
Cayman Islands
$628K +$289K +27,224 +110%
DekaBank Deutsche Girozentrale
16
DekaBank Deutsche Girozentrale
Germany
$552K
UBS Group
17
UBS Group
Switzerland
$519K +$373K +35,063 +448%
Raymond James Financial
18
Raymond James Financial
Florida
$509K -$170K -16,000 -28%
ZIM
19
Zacks Investment Management
Illinois
$455K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$426K -$24.5K -2,306 -6%
AllianceBernstein
21
AllianceBernstein
Tennessee
$408K -$90.2K -8,490 -20%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$389K +$189K +17,754 +124%
N
23
Nuveen
North Carolina
$387K
American Century Companies
24
American Century Companies
Missouri
$359K
Barclays
25
Barclays
United Kingdom
$277K +$11.7K +1,101 +5%

EVCM Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in EverCommerce (EVCM) for Q4 2025, worth a combined $1.98B — up 7% from $1.85B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EVCM and 7 opened new positions — a net loss of 14 holders — while 39 trimmed existing stakes and 18 added.

The largest buyer was Goldman Sachs, adding an estimated $541K. The largest seller was Blue Owl Capital Holdings, exiting entirely with an estimated $18.3M sold.

  • 88 institutional investors held EverCommerce (EVCM) as of Q4 2025, down from 104 in Q3 2025.
  • Funds reported $1.98B of EverCommerce stock for Q4 2025, up 7% quarter-over-quarter.
  • 7 funds opened new EverCommerce positions in Q4 2025 and 21 closed out, a net change of -14 holders.
  • The largest EverCommerce buyer in Q4 2025 was Goldman Sachs, an estimated $541K added.
  • The largest EverCommerce seller in Q4 2025 was Blue Owl Capital Holdings, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2025.