Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EVERCOMMERCE INC (EVCM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — EVCM

Based on 88 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
88 funds currently hold this stock — 88% of the 3.0-year high of 100 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold EVCM compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

40 buying44 selling
Last quarter: 44 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new EVCM position: 19 → 18 → 10 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 26% medium 25% new
43 out of 88 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.
📊

Peak discovery — momentum slowing

17 → 19 → 18 → 10 → 18 new funds/Q
New funds entering each quarter: 19 → 18 → 10 → 18. 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 — 55% of holders stayed 2+ years

55% veterans 17% 1-2yr 28% new
Of 88 current holders: 48 (55%) 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 — 1% AUM from top-100

1% from top-100 AUM funds
27 of 88 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Institutional Sentiment Summary — EVCM

In 2026 Q1, 40 hedge funds were net buyers of EVCM (18 opened a new position, 22 added to an existing one), while 44 reduced or exited (26 trimmed, 18 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 88.

Hedge Fund Ownership: EVCM

How many hedge funds hold EVCM — quarterly history vs. share price
Quarterly hedge fund ownership of EVCM vs. share price

Market Analysis: EVCM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVCM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy EVERCOMMERCE INC (EVCM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EVCM has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 54d ago
EVCM
-6.9%
XLK
+35.7%

EVCM outperformed XLK by -42.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
EVCM
+12.1%
XLK
+2.3%

Since the filing became public, EVCM outperformed XLK by +9.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: EVCM
87 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 87 88 -1.14%
13F Shares 163M 163M -0.4%
Total Value $1.86B $1.98B -5.96%
New Positions 17 10 +7
Increased Positions 22 17 +5
Closed Positions 18 22 -4
Reduced Positions 26 39 -13
Total Calls 0 2 -100.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: EVCM

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Institutional Holders (2026 Q1)

87 + investors

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

QUARTER:
Top 25 institutional holders of EVCM — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PSG Equity L.L.C. 100.00% 85,464,516 $976.9M
2 Silver Lake Group, L.L.C. 20.84% 67,085,136 $766.8M
3 Standard Investments LLC 3.82% 6,115,000 $69.9M
4 RIA Advisory Group LLC 0.05% 17,605 $201K
5 Investors Research Corp 0.02% 8,822 $101K
6 MIRABELLA FINANCIAL SERVICES LLP 0.01% 12,231 $140K
7 Cornerstone Investment Partners, LLC 0.01% 24,056 $275K
8 Quinn Opportunity Partners LLC 0.01% 15,000 $171K
9 XTX Topco Ltd 0.01% 37,945 $434K
10 HARBOR CAPITAL ADVISORS, INC. 0.00% 4,450
11 ZACKS INVESTMENT MANAGEMENT 0.00% 37,570 $429K
12 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% 482,754 $5.5M
13 Engineers Gate Manager LP 0.00% 17,839 $204K
14 AlphaQuest LLC 0.00% 3,550 $43K
15 1620 INVESTMENT ADVISORS, INC. 0.00% 187 $2K
16 Aquatic Capital Management LLC 0.00% 3,527 $40K
17 State of Alaska, Department of Revenue 0.00% 8,523
18 STATE OF WISCONSIN INVESTMENT BOARD 0.00% 36,667 $419K
19 GAMMA Investing LLC 0.00% 1,766 $20K
20 Quantinno Capital Management LP 0.00% 48,290 $552K
21 Versant Capital Management, Inc 0.00% 581 $7K
22 Tower Research Capital LLC (TRC) 0.00% 2,056 $24K
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 10,173 $116K
24 EverSource Wealth Advisors, LLC 0.00% 320 $18K
25 Ameritas Investment Partners, Inc. 0.00% 1,500 $17K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for EVCM?

More sellers than buyers — 48% buying: Last quarter: 44 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EVCM holders?

Smaller funds dominant — 1% AUM from top-100: 27 of 88 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EVCM?

49% of holders stayed for 2+ years: 43 out of 88 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.

Is it too late to buy EVERCOMMERCE INC (EVCM) following the 2026 Q1 hedge fund 13F filings?

As of today, EVCM has moved +12.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.3% for the XLK sector ETF — an outperformance of +9.8%. Since the quarter end (March 31, 2026), EVCM has gained -6.9% vs +35.7% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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