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, Q4 2023
Institutional positions in EverQuote, Inc. as of Dec 31, 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
- 97
- +12 vs. Q3 2023
- Shares held
- 20.8M
- +798.4K (+4.0%) vs. Q3 2023
- Total value
- $254.8M
- +$110.1M (+76.1%) vs. Q3 2023
- New holders
- 23
- 27 more added
- Sold out
- 11
- 37 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding EverQuote, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,722,524 | $21.1M | 0.00% | +58,014+3.5% | Added |
| Bank of America Corp | 1,704,812 | $20.9M | 0.00% | −357,477−17.3% | Reduced |
| Granahan Investment Management Inc | 1,491,009 | $18.2M | 0.60% | −77,448−4.9% | Reduced |
| Millennium Management LLC | 1,265,480 | $15.5M | 0.01% | +1,265,480 | New |
| Vanguard Group Inc | 1,127,137 | $13.8M | 0.00% | +76,856+7.3% | Added |
| Driehaus Capital Management LLC | 1,119,963 | $13.7M | 0.17% | +1,119,963 | New |
| Royce & Associates LP | 941,356 | $11.5M | 0.11% | +79,500+9.2% | Added |
| Earnest Partners LLC | 918,028 | $11.2M | 0.06% | −1,015,569−52.5% | Reduced |
| Baillie Gifford & Co | 897,234 | $11.0M | 0.01% | −336,385−27.3% | Reduced |
| Toronado Partners, LLC | 677,673 | $8.29M | 4.36% | +677,673 | New |
| Clearline Capital LP | 677,056 | $8.29M | 0.93% | −554,069−45.0% | Reduced |
| Wells Fargo & Company | 587,491 | $7.19M | 0.00% | −262,941−30.9% | Reduced |
| Portolan Capital Management, LLC | 562,455 | $6.88M | 0.60% | +562,455 | New |
| First Eagle Investment Management, LLC | 513,615 | $6.29M | 0.02% | −40,889−7.4% | Reduced |
| Geode Capital Management, LLC | 462,531 | $5.66M | 0.00% | +35,203+8.2% | Added |
| Balyasny Asset Management LLC | 450,204 | $5.51M | 0.02% | −77,502−14.7% | Reduced |
| Envestnet Asset Management Inc | 448,778 | $5.49M | 0.00% | −268,087−37.4% | Reduced |
| State Street Corp | 410,809 | $5.03M | 0.00% | +51,107+14.2% | Added |
| Divisadero Street Capital Management, LP | 400,000 | $4.90M | 1.11% | +283,490+243.3% | Added |
| Marshall Wace, LLP | 368,010 | $4.50M | 0.01% | −97,030−20.9% | Reduced |
| Hanlon Investment Management, Inc. | 356,914 | $4.37M | 1.38% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 334,077 | $4.09M | 0.00% | +84,882+34.1% | Added |
| HST Ventures, LLC | 291,705 | $3.57M | 1.26% | +35,624+13.9% | Added |
| Jacobs Asset Management, LLC | 225,000 | $2.75M | 2.15% | −121,569−35.1% | Reduced |
| D. E. Shaw & Co., Inc. | 218,549 | $2.68M | 0.00% | −29,727−12.0% | Reduced |
| Private Capital Management, LLC | 202,666 | $2.48M | 0.28% | 00.0% | Unchanged |
| Northern Trust Corp | 195,633 | $2.39M | 0.00% | −3,990−2.0% | Reduced |
| Morgan Stanley | 144,506 | $1.77M | 0.00% | +43,333+42.8% | Added |
| Acadian Asset Management LLC | 103,658 | $1.27M | 0.00% | −116,593−52.9% | Reduced |
| Renaissance Technologies LLC | 103,408 | $1.27M | 0.00% | −73,335−41.5% | Reduced |
| Goldman Sachs Group Inc | 101,019 | $1.24M | 0.00% | +44,641+79.2% | Added |
| Manatuck Hill Partners, LLC | 100,000 | $1.22M | 0.52% | +100,000 | New |
| Summit Partners Public Asset Management, LLC | 98,912 | $1.21M | 0.07% | +98,912 | New |
| SEI Investments Co | 98,650 | $1.21M | 0.00% | +3,565+3.7% | Added |
| AQR Capital Management LLC | 91,239 | $1.12M | 0.00% | −359,892−79.8% | Reduced |
| Citadel Advisors LLC | 86,683 | $1.06M | 0.00% | +81,557+1,591.0% | Added |
| Mackenzie Financial Corp | 81,681 | $999.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 76,624 | $937.9K | 0.00% | −3,917−4.9% | Reduced |
| Bridgeway Capital Management, LLC | 73,600 | $900.9K | 0.02% | −20,400−21.7% | Reduced |
| First Hawaiian Bank | 73,459 | $899.1K | 0.03% | −2,837−3.7% | Reduced |
| Moody National Bank Trust Division | 65,183 | $797.8K | 0.06% | 00.0% | Unchanged |
| EAM Investors, LLC | 64,648 | $791.3K | 0.14% | +64,648 | New |
| Brown Advisory Inc | 64,429 | $788.6K | 0.00% | −21,067−24.6% | Reduced |
| Charles Schwab Investment Management Inc | 59,126 | $723.7K | 0.00% | +2,378+4.2% | Added |
| Arrowstreet Capital, Limited Partnership | 58,828 | $720.0K | 0.00% | +58,828 | New |
| New York State Common Retirement Fund | 53,026 | $649.0K | 0.00% | +10,813+25.6% | Added |
| Nuveen Asset Management, LLC | 50,730 | $620.9K | 0.00% | +8,566+20.3% | Added |
| Raymond James & Associates | 43,986 | $538.4K | 0.00% | −718−1.6% | Reduced |
| Stifel Financial Corp | 40,492 | $495.6K | 0.00% | −5,103−11.2% | Reduced |
| STRS Ohio | 38,800 | $474.0K | 0.00% | −1,100−2.8% | Reduced |
| Gsa Capital Partners LLP | 36,373 | $445.0K | 0.04% | +36,373 | New |
| Barclays PLC | 35,538 | $435.0K | 0.00% | +19,418+120.5% | Added |
| Rhumbline Advisers | 29,470 | $360.7K | 0.00% | −34−0.1% | Reduced |
| Eschler Asset Management LLP | 25,628 | $314.0K | 0.25% | +25,628 | New |
| UBS Group AG | 24,357 | $298.1K | 0.00% | +14,585+149.3% | Added |
| BNP Paribas Arbitrage, SA | 24,056 | $294.4K | 0.00% | −3,219−11.8% | Reduced |
| Deutsche Bank AG | 22,552 | $276.0K | 0.00% | +13,701+154.8% | Added |
| NewEdge Wealth, LLC | 21,536 | $263.6K | 0.01% | +21,536 | New |
| MML Investors Services, LLC | 21,522 | $263.0K | 0.00% | −10,959−33.7% | Reduced |
| Occudo Quantitative Strategies LP | 20,962 | $256.6K | 0.03% | +20,962 | New |
| Jane Street Group, LLC | 19,638 | $240.4K | 0.00% | +19,638 | New |
| Tudor Investment Corp Et Al | 17,609 | $215.5K | 0.00% | +17,609 | New |
| JPMorgan Chase & Co | 16,468 | $201.6K | 0.00% | +1,493+10.0% | Added |
| Alliancebernstein L.P. | 15,130 | $185.2K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 13,768 | $168.5K | 0.02% | +13,768 | New |
| Lombard Odier Asset Management (USA) Corp | 12,610 | $154.3K | 0.02% | +12,610 | New |
| Brevan Howard Capital Management LP | 12,415 | $152.0K | 0.02% | +12,415 | New |
| Susquehanna International Group, LLP | 11,361 | $139.1K | 0.00% | −35,195−75.6% | Reduced |
| American International Group, Inc. | 10,674 | $130.7K | 0.00% | +103+1.0% | Added |
| MetLife Investment Management | 10,626 | $130.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,852 | $121.0K | 0.00% | +2,326+30.9% | Added |
| State of Wyoming | 7,740 | $94.7K | 0.02% | +7,740 | New |
| FMR LLC | 6,314 | $77.3K | 0.00% | +218+3.6% | Added |
| Asset Management One Co.,Ltd. | 5,024 | $65.8K | 0.00% | +5,024 | New |
| Qube Research & Technologies Ltd | 5,269 | $64.5K | 0.00% | −29,310−84.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,159 | $63.1K | 0.00% | +4,215+446.5% | Added |
| California State Teachers Retirement System | 3,535 | $43.3K | 0.00% | −1,139−24.4% | Reduced |
| First Horizon Advisors, Inc. | 3,436 | $42.1K | 0.00% | −2,319−40.3% | Reduced |
| FNY Investment Advisers, LLC | 3,300 | $40.0K | 0.04% | +3,300 | New |
| Citigroup Inc | 3,064 | $37.5K | 0.00% | +2,991+4,097.3% | Added |
| Advisor Group Holdings, Inc. | 3,058 | $37.4K | 0.00% | −8,686−74.0% | Reduced |
| Amalgamated Bank | 2,873 | $35.0K | 0.00% | −203−6.6% | Reduced |
| Simplex Trading, LLC | 2,916 | $35.0K | 0.00% | +2,122+267.3% | Added |
| Legal & General Group Plc | 2,385 | $29.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,223 | $27.2K | 0.00% | +984+79.4% | Added |
| Principal Securities, Inc. | 1,358 | $16.6K | 0.00% | +1,358 | New |
| Aquatic Capital Management LLC | 1,300 | $16.0K | 0.00% | +1,300 | New |
| Metropolitan Life Insurance Co | 1,257 | $15.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,117 | $13.7K | 0.00% | −132−10.6% | Reduced |
| Proequities, Inc. | 663 | $8.12K | 0.00% | −617−48.2% | Reduced |
| Group One Trading, L.P. | 585 | $7.16K | 0.00% | −515−46.8% | Reduced |
| CWM, LLC | 389 | $5.00K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 228 | $2.79K | 0.00% | −47−17.1% | Reduced |
| Russell Investments Group, Ltd. | 120 | $1.47K | 0.00% | +81+207.7% | Added |
| Versant Capital Management, Inc | 41 | $502 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $441 | 0.00% | −15−29.4% | Reduced |
| Nisa Investment Advisors, LLC | 33 | $404 | 0.00% | +33 | New |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −99,939−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −54,964−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −49,277−100.0% | Sold out |