EVERCOMMERCE INC (EVCM): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EVERCOMMERCE INC (EVCM)

88 + Investors. Track Smart Money conviction in EVCM. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EVCM

Based on 87 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their EVCM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 89% of 3.0Y peak

89% of all-time peak

87 funds currently hold this stock — 89% of the 3.0-year high of 98 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding EVCM is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🔴

Heavy selling pressure — only 31% buying

27 buying60 selling

Last quarter: 60 funds sold vs only 27 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 17 → 18 → 17 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 17% new

50 out of 87 hedge funds have held EVCM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -2%, value -90%

Value

-90%

-1%

Last quarter: funds added -2% more shares while total portfolio value only changed -90%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

14 → 17 → 18 → 17 → 10 new funds/Q

New funds entering each quarter: 17 → 18 → 17 → 10. EVCM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 14% 1-2yr ■ 26% new

Of 88 current holders: 53 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

24 of 87 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	88	98	-10.2%
13F Shares	163M	166M	-1.66%
Total Value	$1.98B	$20.10B	-90.16%
New Positions	11	17	-6
Increased Positions	17	27	-10
Closed Positions	21	15	+6
Reduced Positions	39	26	+13
Total Calls	2	0	100%
Total Puts	2	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-10.2%

13F Shares

163M

166M

-1.66%

Total Value

$1.98B

$20.10B

-90.16%

New Positions

-6

Increased Positions

-10

Closed Positions

Reduced Positions

+13

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q1)

88 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVCM. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 17 institutional holders of EVCM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	RIA Advisory Group LLC	0.05%	17,605	$201K
2	Investors Research Corp	0.02%	8,822	$101K
3	HARBOR CAPITAL ADVISORS, INC.	0.00%	4,450	—
4	AlphaQuest LLC	0.00%	3,550	$43K
5	State of Alaska, Department of Revenue	0.00%	8,523	—
6	GAMMA Investing LLC	0.00%	1,766	$20K
7	Versant Capital Management, Inc	0.00%	581	$7K
8	Police & Firemen's Retirement System of New Jersey	0.00%	4,593	$52K
9	SIGNATUREFD, LLC	0.00%	360	$4K
10	MassMutual Private Wealth & Trust, FSB	0.00%	140	$2K
11	True Wealth Design, LLC	0.00%	10	—
12	Sterling Capital Management LLC	0.00%	96	$1K
13	SBI Securities Co., Ltd.	0.00%	33	—
14	Root Financial Partners, LLC	0.00%	14	—
15	Farther Finance Advisors, LLC	0.00%	37	—
16	JFS WEALTH ADVISORS, LLC	0.00%	4	—
17	NISA INVESTMENT ADVISORS, LLC	0.00%	35	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — EVERCOMMERCE INC (EVCM)

What does the Smart Money Trend signal show for EVCM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EVCM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EVCM?

Heavy selling pressure — only 31% buying: Last quarter: 60 funds sold vs only 27 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for EVCM holders?

Smaller funds dominant — 2% AUM from top-100: 24 of 87 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EVCM?

57% of holders stayed for 2+ years: 50 out of 87 hedge funds have held EVCM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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EVERCOMMERCE INC (EVCM)

Smart Money Signals — EVCM

Selling streak — 1 quarter in a row

High ownership — 89% of 3.0Y peak

Stable — ownership unchanged year-over-year

Heavy selling pressure — only 31% buying

Fewer new buyers each quarter (-7 vs last Q)

57% of holders stayed for 2+ years

Buying through price weakness — shares -2%, value -90%

Peak discovery — momentum slowing

Deep conviction — 60% of holders stayed 2+ years

Smaller funds dominant — 2% AUM from top-100

Hedge Fund Ownership: EVCM

Market Analysis: EVCM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EVCM

Hedge Fund Positioning: EVCM

Statistics: EVCM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EVERCOMMERCE INC (EVCM)

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