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