EverQuote, Inc.
EVER- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001640428
In the last 90 days, EverQuote, Inc. insiders filed 0 open-market purchases and 12 sales; 243 institutions reported holding it in 13F filings for Q2 2026, worth $734.6M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in EverQuote, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 85
- −9 vs. Q2 2023
- Shares held
- 20.0M
- +1.02M (+5.3%) vs. Q2 2023
- Total value
- $144.7M
- +$21.0M (+17.0%) vs. Q2 2023
- New holders
- 11
- 36 more added
- Sold out
- 20
- 26 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVER on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 243 | $734.6M |
| Q1 2026 | 226 | $466.2M |
| Q4 2025 | 242 | $749.8M |
| Q3 2025 | 220 | $636.1M |
| Q2 2025 | 219 | $647.6M |
| Q1 2025 | 216 | $674.1M |
| Q4 2024 | 175 | $511.3M |
| Q3 2024 | 192 | $521.9M |
| Q2 2024 | 159 | $484.0M |
| Q1 2024 | 125 | $386.1M |
| Q4 2023 | 97 | $254.8M |
| Q3 2023 | 85 | $144.7M |
| Q2 2023 | 95 | $123.7M |
| Q1 2023 | 117 | $250.1M |
| Q4 2022 | 97 | $262.3M |
| Q3 2022 | 98 | $113.5M |
| Q2 2022 | 104 | $149.0M |
| Q1 2022 | 116 | $253.5M |
| Q4 2021 | 121 | $238.4M |
| Q3 2021 | 119 | $280.0M |
| Q2 2021 | 110 | $544.9M |
| Q1 2021 | 124 | $605.3M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding EverQuote, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2,062,289 | $14.9M | 0.00% | +73,622+3.7% | Added |
| Earnest Partners LLC | 1,933,597 | $14.0M | 0.08% | +592,262+44.2% | Added |
| BlackRock Inc. | 1,664,510 | $12.0M | 0.00% | +17,449+1.1% | Added |
| Granahan Investment Management Inc | 1,568,457 | $11.3M | 0.40% | +154,177+10.9% | Added |
| Baillie Gifford & Co | 1,233,619 | $8.92M | 0.01% | −128,000−9.4% | Reduced |
| Clearline Capital LP | 1,231,125 | $8.90M | 0.88% | +306,595+33.2% | Added |
| Vanguard Group Inc | 1,050,281 | $7.59M | 0.00% | −61,654−5.5% | Reduced |
| Royce & Associates LP | 861,856 | $6.23M | 0.06% | +87,608+11.3% | Added |
| Wells Fargo & Company | 850,432 | $6.15M | 0.00% | +203,425+31.4% | Added |
| Envestnet Asset Management Inc | 716,865 | $5.18M | 0.00% | +472,821+193.7% | Added |
| First Eagle Investment Management, LLC | 554,504 | $4.01M | 0.01% | +45,813+9.0% | Added |
| Balyasny Asset Management LLC | 527,706 | $3.82M | 0.01% | +85,973+19.5% | Added |
| Marshall Wace, LLP | 465,040 | $3.36M | 0.01% | +13,029+2.9% | Added |
| AQR Capital Management LLC | 451,131 | $3.26M | 0.01% | +106,109+30.8% | Added |
| Geode Capital Management, LLC | 427,328 | $3.09M | 0.00% | +17,992+4.4% | Added |
| State Street Corp | 359,702 | $2.60M | 0.00% | +968+0.3% | Added |
| Hanlon Investment Management, Inc. | 356,914 | $2.58M | 0.78% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 346,569 | $2.51M | 1.95% | −17,769−4.9% | Reduced |
| HST Ventures, LLC | 256,081 | $1.85M | 0.66% | +88,392+52.7% | Added |
| Dimensional Fund Advisors LP | 249,195 | $1.80M | 0.00% | −21,506−7.9% | Reduced |
| D. E. Shaw & Co., Inc. | 248,276 | $1.80M | 0.00% | −50,401−16.9% | Reduced |
| Acadian Asset Management LLC | 220,251 | $1.59M | 0.01% | +38,663+21.3% | Added |
| Private Capital Management, LLC | 202,666 | $1.47M | 0.18% | +202,666 | New |
| Northern Trust Corp | 199,623 | $1.44M | 0.00% | +10,213+5.4% | Added |
| Renaissance Technologies LLC | 176,743 | $1.28M | 0.00% | −129,885−42.4% | Reduced |
| Divisadero Street Capital Management, LP | 116,510 | $842.4K | 0.27% | −306,146−72.4% | Reduced |
| Morgan Stanley | 101,173 | $731.5K | 0.00% | −45,410−31.0% | Reduced |
| B. Riley Asset Management, LLC | 99,939 | $722.6K | 0.29% | +99,939 | New |
| SEI Investments Co | 95,085 | $687.4K | 0.00% | +36,778+63.1% | Added |
| Bridgeway Capital Management, LLC | 94,000 | $679.6K | 0.02% | +64,500+218.6% | Added |
| Brown Advisory Inc | 85,496 | $618.1K | 0.00% | −961−1.1% | Reduced |
| Bank of New York Mellon Corp | 80,541 | $582.3K | 0.00% | −26,571−24.8% | Reduced |
| Mackenzie Financial Corp | 81,681 | $565.2K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 76,296 | $551.6K | 0.02% | +27,172+55.3% | Added |
| Moody National Bank Trust Division | 65,183 | $471.3K | 0.03% | +20,833+47.0% | Added |
| Charles Schwab Investment Management Inc | 56,748 | $410.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 56,378 | $407.6K | 0.00% | −4,776−7.8% | Reduced |
| Boothbay Fund Management, LLC | 54,964 | $397.4K | 0.01% | +33,400+154.9% | Added |
| G2 Investment Partners Management LLC | 49,277 | $356.3K | 0.09% | −8,044−14.0% | Reduced |
| Susquehanna International Group, LLP | 46,556 | $336.6K | 0.00% | +46,556 | New |
| Stifel Financial Corp | 45,595 | $329.7K | 0.00% | +3,133+7.4% | Added |
| Raymond James & Associates | 44,704 | $323.2K | 0.00% | +18,295+69.3% | Added |
| New York State Common Retirement Fund | 42,213 | $305.2K | 0.00% | +5,684+15.6% | Added |
| Nuveen Asset Management, LLC | 42,164 | $304.8K | 0.00% | 00.0% | Unchanged |
| GMT Capital Corp | 41,800 | $302.2K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 39,900 | $288.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 34,579 | $250.0K | 0.00% | −66,237−65.7% | Reduced |
| MML Investors Services, LLC | 32,481 | $235.0K | 0.00% | +9,802+43.2% | Added |
| Rhumbline Advisers | 29,504 | $213.3K | 0.00% | −91−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 27,275 | $197.2K | 0.00% | +11,692+75.0% | Added |
| Jump Financial, LLC | 26,300 | $190.1K | 0.01% | −25,000−48.7% | Reduced |
| Invesco Ltd. | 25,466 | $184.1K | 0.00% | +25,466 | New |
| XTX Topco Ltd | 24,306 | $175.7K | 0.03% | +24,306 | New |
| Barclays PLC | 16,120 | $116.5K | 0.00% | −604−3.6% | Reduced |
| Alliancebernstein L.P. | 15,130 | $109.4K | 0.00% | −2,200−12.7% | Reduced |
| JPMorgan Chase & Co | 14,975 | $108.3K | 0.00% | −3,155−17.4% | Reduced |
| Walleye Capital LLC | 13,556 | $98.0K | 0.00% | +13,556 | New |
| Norges Bank | 13,200 | $95.4K | 0.00% | −117,700−89.9% | Reduced |
| Gilbert & Cook, Inc. | 11,808 | $85.4K | 0.01% | +11,808 | New |
| Advisor Group Holdings, Inc. | 11,744 | $84.9K | 0.00% | +5,171+78.7% | Added |
| MetLife Investment Management | 10,626 | $76.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 10,571 | $76.4K | 0.00% | +376+3.7% | Added |
| Allspring Global Investments Holdings, LLC | 9,952 | $72.0K | 0.00% | −15,895−61.5% | Reduced |
| UBS Group AG | 9,772 | $70.7K | 0.00% | −3,803−28.0% | Reduced |
| Deutsche Bank AG | 8,851 | $64.0K | 0.00% | −13,701−60.8% | Reduced |
| Royal Bank of Canada | 7,526 | $55.0K | 0.00% | +2,838+60.5% | Added |
| FMR LLC | 6,096 | $44.1K | 0.00% | +5,188+571.4% | Added |
| First Horizon Advisors, Inc. | 5,755 | $41.6K | 0.00% | +1,981+52.5% | Added |
| Citadel Advisors LLC | 5,126 | $37.1K | 0.00% | +2,350+84.7% | Added |
| California State Teachers Retirement System | 4,674 | $33.8K | 0.00% | −2,372−33.7% | Reduced |
| Amalgamated Bank | 3,076 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,385 | $17.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,280 | $9.25K | 0.00% | +408+46.8% | Added |
| Metropolitan Life Insurance Co | 1,257 | $9.09K | 0.00% | −35−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,249 | $9.03K | 0.00% | +846+209.9% | Added |
| Ameritas Investment Partners, Inc. | 1,239 | $8.96K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,100 | $7.95K | 0.00% | +1,100 | New |
| Tower Research Capital LLC (TRC) | 944 | $6.83K | 0.00% | −1,656−63.7% | Reduced |
| Simplex Trading, LLC | 794 | $5.00K | 0.00% | +794 | New |
| CWM, LLC | 389 | $3.00K | 0.00% | +364+1,456.0% | Added |
| Comerica Bank | 275 | $1.99K | 0.00% | +275 | New |
| Citigroup Inc | 73 | $527 | 0.00% | −6,298−98.9% | Reduced |
| Glassman Wealth Services | 51 | $369 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $296 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 39 | $282 | 0.00% | +39 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −430,170−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −122,468−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −76,676−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −67,402−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −61,011−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −30,737−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −31,080−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −12,356−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −15,325−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −13,463−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,147−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,233−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −8,005−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −4,084−100.0% | Sold out |