EverCommerce Inc.

EVCM • NASDAQ

EverCommerce Inc. is a software - infrastructure company in the technology sector on NASDAQ, led by Eric Remer, with a market cap of $2.0B. As of Q3 2025, 92% of shares are held by 100 institutional investors, with PSG Equity L.L.C. as the largest holder at 47.15%.

Chief Executive OfficerEric Remer

Market Cap$2.0B

Software - Infrastructure

Technology

Employees2.1K

Websiteevercommerce.com

Country

United States of America

Overview

Overview of institutional ownership in EVCM as of Q3 2025 with a market cap of $2.0B

All Institutions

Institutions: 100
Value Held: $1.8B
Shares Held: 166.1M
Avg Position: $18.5M
Median Position: $163.2K

Hedge Funds

Hedge Funds: 15
Value Held: $82.4M
Shares Held: 7.4M
Avg Position: $5.5M
Median Position: $371.3K

Ownership Breakdown

Institutional (non-HF)

87.54%

$1.8B

Hedge Funds

4.08%

$82.4M

Retail & Other

8.37%

$168.9M

Based on market cap of $2.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EVCM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
PSG Equity L.L.C. Private Equity	Mark Edward Hastings CEO	$951.2M 100.00% of portfolio	47.15% 85.5M shares	Q4 2021 Held for 3y 11m	$951.2M
Silver Lake Group, L.L.C. RIA/Wealth	David Timothy Malleck Managing Partner	$746.7M 14.54% of portfolio	37.01% 67.1M shares	Q3 2021 Held for 4y 2m	$5.1B
40 North Management LLC Hedge Fund•Multi-Strategy	Tunde Jain Reddy CFO	$68.1M 3.36% of portfolio	3.37% 6.1M shares	Q3 2021 Held for 4y 2m	$2.0B
B Blue Owl Capital Holdings LP Institution	-	$18.3M 5.73% of portfolio	0.91% 1.6M shares	Q1 2024 Held for 1y 8m	$318.8M
B BlackRock, Inc. Institution	-	$12.4M 0.00% of portfolio	0.61% 1.1M shares	Q3 2021 Held for 4y 2m	$5.67T
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$8.0M 0.01% of portfolio	0.39% 714.5K shares	Q2 2023 Held for 2y 5m	$158.92B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$6.3M 0.00% of portfolio	0.31% 568.7K shares	Q3 2021 Held for 4y 2m	$1.57T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$4.7M 0.00% of portfolio	0.23% 422.7K shares	Q3 2021 Held for 4y 2m	$2.88T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.4M 0.00% of portfolio	0.22% 396.5K shares	Q3 2021 Held for 4y 2m	$6.69T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$2.6M 0.00% of portfolio	0.13% 229.6K shares	Q3 2025 Held for 2 months	$571.21B

Net Capital Flow

Institutional buying and selling activity for EVCM in Q3 2025

Traded: −$11.9M
Buyers: 43
Sellers: 42
Total Bought: +$8.1M
Total Sold: −$20.1M
Avg Position: $15.8M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$2.6M +229.6K shares	$2.6M 229.6K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$932.6K +83.8K shares	$1.4M 125.6K shares
Marshall Wace LLP Institution	+$751.8K +67.6K shares	$751.8K 67.6K shares
R ROYAL BANK OF CANADA Institution	+$457.9K +41.1K shares	$1.1M 97.2K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	+$418.2K +37.6K shares	$418.2K 37.6K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$371.3K +33.4K shares	$371.3K 33.4K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$328.3K +29.5K shares	$6.3M 568.7K shares
Quest Partners LLC Hedge Fund•Quant Macro	+$309.2K +27.8K shares	$309.2K 27.8K shares
I INCEPTIONR LLC Hedge Fund•Quant	+$299.4K +26.9K shares	$468.0K 42.1K shares
X XTX Topco Ltd Institution	+$274.4K +24.7K shares	$274.4K 24.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Woodline Partners LP Hedge Fund•Long/Short	−$5.8M −518.4K shares	$1.7M 150.4K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$5.3M −503.4K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$744.9K −66.9K shares	$12.4M 1.1M shares
MORGAN STANLEY RIA/Wealth	−$651.0K −58.5K shares	$1.4M 128.5K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$585.9K −52.6K shares	$245.2K 22.0K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	−$565.4K −50.8K shares	$348.8K 31.3K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	−$557.8K −53.1K shares	Sold Off 0 shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	−$523.5K −49.9K shares	Sold Off 0 shares
H HRT FINANCIAL LLC Institution	−$462.4K −44.0K shares	Sold Off 0 shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$453.3K −43.2K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EVCM in Q3 2025

New Positions: 10
New Value: $3.5M
Exited Positions: 15
Exited Value: $9.1M

New Positions

Institution	Position Value
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$2.6M 229.6K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	$418.2K 37.6K shares
X XTX Topco Ltd Institution	$274.4K 24.7K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$143.8K 12.9K shares
S State of Alaska, Department of Revenue Institution	$91.5K 8.2K shares
P Point72 Asia Pte. Ltd. Institution	$24.6K 2.2K shares
O Optiver Holding B.V. Institution	$3.4K 304.0 shares
Rockefeller Capital Management L.P. Long Only Manager	$323.0 29.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$145.0 13.0 shares
A Advisory Services Network, LLC RIA/Wealth	$33.0 3.0 shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$5.3M 503.4K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$557.8K 53.1K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$523.5K 49.9K shares
H HRT FINANCIAL LLC Institution	$462.4K 44.0K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	$453.3K 43.2K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$342.0K 32.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$303.2K 28.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$301.8K 28.7K shares
MACKENZIE FINANCIAL CORP Long Only Manager	$276.9K 26.4K shares
O OXFORD ASSET MANAGEMENT Institution	$167.9K 16.0K shares

Options Activity

Institutions with the largest Call and Put options positions in EVCM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EVCM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
PSG Equity L.L.C. Private Equity	Mark Edward Hastings CEO	100.00% $951.2M	47.15% 85.5M shares	Q4 2021 Held for 3y 11m	$951.2M
Silver Lake Group, L.L.C. RIA/Wealth	David Timothy Malleck Managing Partner	14.54% $746.7M	37.01% 67.1M shares	Q3 2021 Held for 4y 2m	$5.1B
B Blue Owl Capital Holdings LP Institution	-	5.73% $18.3M	0.91% 1.6M shares	Q1 2024 Held for 1y 8m	$318.8M
40 North Management LLC Hedge Fund•Multi-Strategy	Tunde Jain Reddy CFO	3.36% $68.1M	3.37% 6.1M shares	Q3 2021 Held for 4y 2m	$2.0B
Windsor Advisory Group, LLC Family Office	Stephanie Gullifer Weir CCO	0.21% $240.9K	0.01% 21.6K shares	Q3 2024 Held for 1y 2m	$113.0M
I INCEPTIONR LLC Hedge Fund•Quant	Li Nmn Lu Managing Partner	0.11% $468.0K	0.02% 42.1K shares	Q2 2025 Held for 5 months	$414.3M
Mayflower Financial Advisors, LLC RIA/Wealth	Steven Dimitriou CEO	0.08% $602.2K	0.03% 54.1K shares	Q4 2021 Held for 3y 11m	$788.7M
R Squared Ltd Private Equity	-	0.05% $121.6K	0.01% 10.9K shares	Q3 2025 Held for 2 months	$232.5M
OCCUDO QUANTITATIVE STRATEGIES LP Hedge Fund•Market Neutral	Ricky Xiaoxiao Shi Partner	0.02% $203.1K	0.01% 18.3K shares	Q4 2024 Held for 11 months	$821.7M
Quest Partners LLC Hedge Fund•Quant Macro	Nigol (Nmn) Koulajian Founder	0.02% $309.2K	0.02% 27.8K shares	Q3 2025 Held for 2 months	$1.5B

Hedge Fund Spotlight

Discover hedge funds investing in EVCM

Woodline Partners LP

Hedge Fund • Long/Short

Portfolio ManagerKarl Heinz Kroeker

Portfolio Value: $21.3B
Positions: 868
Last Reported: Q3 2025

Sector Allocation

Position in EverCommerce Inc.

Market Value: $1.7M
Shares Held: 150.4K
Portfolio Weight: 0.01%
Owned Since: 2023-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$615.5M	2.90%
2 Nvidia NVDA	Semiconductors Technology	$603.3M	2.84%
3 Apple AAPL	Consumer Electronics Technology	$522.1M	2.46%