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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 2024

Institutional positions in EverQuote, Inc. as of Sep 30, 2024. 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
192
+34 vs. Q2 2024
Shares held
24.8M
+3.71M (+17.6%) vs. Q2 2024
Total value
$521.9M
+$82.9M (+18.9%) vs. Q2 2024
New holders
47
70 more added
Sold out
13
55 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 192 institutions
Q1 2021: 124 institutionsQ2 2021: 110 institutionsQ3 2021: 119 institutionsQ4 2021: 121 institutionsQ1 2022: 116 institutionsQ2 2022: 104 institutionsQ3 2022: 98 institutionsQ4 2022: 97 institutionsQ1 2023: 117 institutionsQ2 2023: 95 institutionsQ3 2023: 85 institutionsQ4 2023: 97 institutionsQ1 2024: 125 institutionsQ2 2024: 159 institutionsQ3 2024: 192 institutionsQ4 2024: 175 institutionsQ1 2025: 216 institutionsQ2 2025: 219 institutionsQ3 2025: 220 institutionsQ4 2025: 242 institutionsQ1 2026: 226 institutionsQ2 2026: 243 institutions
Value heldQ3 2024: $521.9M
Q1 2021: $605.3MQ2 2021: $544.9MQ3 2021: $280.0MQ4 2021: $238.4MQ1 2022: $253.5MQ2 2022: $149.0MQ3 2022: $113.5MQ4 2022: $262.3MQ1 2023: $250.1MQ2 2023: $123.7MQ3 2023: $144.7MQ4 2023: $254.8MQ1 2024: $386.1MQ2 2024: $484.0MQ3 2024: $521.9MQ4 2024: $511.3MQ1 2025: $674.1MQ2 2025: $647.6MQ3 2025: $636.1MQ4 2025: $749.8MQ1 2026: $466.2MQ2 2026: $734.6M
Institutions holding EVER and their total value by quarter
QuarterHoldersValue
Q2 2026243$734.6M
Q1 2026226$466.2M
Q4 2025242$749.8M
Q3 2025220$636.1M
Q2 2025219$647.6M
Q1 2025216$674.1M
Q4 2024175$511.3M
Q3 2024192$521.9M
Q2 2024159$484.0M
Q1 2024125$386.1M
Q4 202397$254.8M
Q3 202385$144.7M
Q2 202395$123.7M
Q1 2023117$250.1M
Q4 202297$262.3M
Q3 202298$113.5M
Q2 2022104$149.0M
Q1 2022116$253.5M
Q4 2021121$238.4M
Q3 2021119$280.0M
Q2 2021110$544.9M
Q1 2021124$605.3M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding EverQuote, Inc.; share changes are against Q2 2024.

Institutions holding EVER in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Jones Financial Companies LLLP2$420.00%+2New
Signaturefd, LLC14$2950.00%00.0%Unchanged
C M Bidwell & Associates Ltd18$3800.00%00.0%Unchanged
Sterling Capital Management LLC26$5480.00%+26New
Lindbrook Capital, LLC30$6330.00%+17+130.8%Added
Rothschild Investment LLC35$7380.00%+20+133.3%Added
Versant Capital Management, Inc41$8650.00%00.0%Unchanged
Parallel Advisors, LLC50$1.05K0.00%00.0%Unchanged
Huntington National Bank58$1.22K0.00%+58New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC58$1.22K0.00%+58New
Truvestments Capital LLC72$1.52K0.00%+72New
US Bancorp75$1.58K0.00%+32+74.4%Added
Capital Performance Advisors LLP85$1.79K0.00%+85New
GAMMA Investing LLC85$1.79K0.00%+85New
Continuum Advisory, LLC99$1.86K0.00%+99New
Proequities, Inc.120$2.53K0.00%−174−59.2%Reduced
Bryn Mawr Trust Co123$2.59K0.00%+123New
IFP Advisors, Inc129$2.72K0.00%+129New
Comerica Bank135$2.85K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.156$3.29K0.00%+156New
Nisa Investment Advisors, LLC166$3.50K0.00%+88+112.8%Added
True Wealth Design, LLC169$3.56K0.00%+169New
Smartleaf Asset Management LLC177$3.72K0.00%+177New
Point72 Hong Kong Ltd194$4.09K0.00%+194New
Jaffetilchin Investment Partners, LLC195$4.11K0.00%+195New
GWM Advisors LLC215$4.53K0.00%+215New
The PNC Financial Services Group, Inc.260$5.48K0.00%−263−50.3%Reduced
Principal Securities, Inc.314$6.62K0.00%−340−52.0%Reduced
Leonteq Securities AG350$7.38K0.00%+350New
CIBC Private Wealth Group, LLC400$8.44K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC400$8.44K0.00%+400New
Hanseatic Management Services Inc406$8.56K0.01%00.0%Unchanged
Macroview Investment Management LLC408$8.61K0.01%+7+1.7%Added
Advisor Group Holdings, Inc.553$11.7K0.00%+413+295.0%Added
Allworth Financial LP721$15.2K0.00%00.0%Unchanged
Amalgamated Bank763$16.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC872$18.4K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC922$19.4K0.00%+922New
Point72 (DIFC) Ltd926$19.5K0.00%+926New
Gladius Capital Management LP1,244$26.2K0.02%+1,244New
Aster Capital Management (DIFC) Ltd1,354$28.6K0.01%+1,354New
Covestor Ltd1,479$31.0K0.02%−88−5.6%Reduced
Ameritas Investment Partners, Inc.2,223$46.9K0.00%00.0%Unchanged
nVerses Capital, LLC2,400$50.6K0.02%+700+41.2%Added
Asset Management One Co.,Ltd.2,540$53.6K0.00%−68−2.6%Reduced
Quarry LP2,894$61.0K0.02%+1,452+100.7%Added
Great West Life Assurance Co3,079$65.0K0.00%00.0%Unchanged
Quantbot Technologies LP3,502$73.9K0.00%+1,874+115.1%Added
Meeder Asset Management Inc3,642$76.8K0.01%00.0%Unchanged
CWM, LLC4,522$95.0K0.00%+2,661+143.0%Added
Quest Partners LLC5,006$105.6K0.01%−9,921−66.5%Reduced
Royal Bank of Canada5,900$124.0K0.00%+312+5.6%Added
FMR LLC6,612$139.4K0.00%+174+2.7%Added
New York State Common Retirement Fund6,983$147.3K0.00%−4,200−37.6%Reduced
Tower Research Capital LLC (TRC)7,244$152.8K0.00%+4,717+186.7%Added
State of Wyoming7,495$158.1K0.02%−2,349−23.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund7,500$158.2K0.00%+7,500New
Zurcher Kantonalbank (Zurich Cantonalbank)8,403$177.2K0.00%+1,363+19.4%Added
Bridgeway Capital Management, LLC10,000$210.9K0.00%−6,500−39.4%Reduced
Raymond James & Associates10,349$218.3K0.00%−31,411−75.2%Reduced
Verition Fund Management LLC10,368$218.7K0.00%+10,368New
Fox Run Management, L.L.C.10,416$219.7K0.05%+10,416New
Quadrature Capital Ltd11,084$233.8K0.01%+11,084New
Campbell & CO Investment Adviser LLC12,123$255.7K0.02%−4,460−26.9%Reduced
Janus Henderson Group PLC12,300$259.6K0.00%00.0%Unchanged
Empower Advisory Group, LLC12,420$261.9K0.00%+12,420New
Wiley Bros.-Aintree Capital, LLC12,702$267.9K0.01%+12,702New
Brevan Howard Capital Management LP13,179$277.9K0.01%+13,179New
SG Americas Securities, LLC13,303$281.0K0.00%−25,433−65.7%Reduced
Corebridge Financial, Inc.13,422$283.1K0.00%−84−0.6%Reduced
MML Investors Services, LLC13,730$290.0K0.00%+13,730New
Mirae Asset Global ETFs Holdings Ltd.13,775$290.5K0.00%+2,386+21.0%Added
MetLife Investment Management14,442$304.6K0.00%00.0%Unchanged
Bayesian Capital Management, LP15,425$325.3K0.04%+15,425New
Versor Investments LP15,500$326.9K0.05%+15,500New
Centiva Capital, LP17,407$367.1K0.02%+17,407New
Avantax Advisory Services, Inc.17,909$377.7K0.00%−23,164−56.4%Reduced
Citigroup Inc18,287$385.7K0.00%+7,141+64.1%Added
Sherbrooke Park Advisers LLC18,634$393.0K0.09%+1,669+9.8%Added
Graham Capital Management, L.P.18,796$396.4K0.01%+2,995+19.0%Added
Point72 Asset Management, L.P.19,198$404.9K0.00%+5,495+40.1%Added
Options Solutions, LLC19,320$407.5K0.20%+19,320New
BNP Paribas Arbitrage, SA19,570$412.7K0.00%+4,506+29.9%Added
Fuller & Thaler Asset Management, Inc.19,635$414.1K0.00%−67,975−77.6%Reduced
Corton Capital Inc.20,878$440.3K0.21%−3,293−13.6%Reduced
Legal & General Group Plc20,973$442.3K0.00%−2,572−10.9%Reduced
Alpha DNA Investment Management LLC21,108$445.2K0.24%−1,875−8.2%Reduced
HSBC Holdings PLC21,419$447.4K0.00%+21,419New
Caxton Associates LP21,401$451.3K0.02%+21,401New
Counterpoint Mutual Funds LLC21,836$460.5K0.09%+21,836New
Calamos Advisors LLC22,098$466.0K0.00%−73,989−77.0%Reduced
California State Teachers Retirement System22,157$467.3K0.00%−1,633−6.9%Reduced
EAM Investors, LLC22,726$479.3K0.07%−27,793−55.0%Reduced
XTX Topco Ltd24,555$517.9K0.04%−11,686−32.2%Reduced
FJ Capital Management LLC25,708$542.2K0.06%−39,386−60.5%Reduced
Cinctive Capital Management LP26,131$551.1K0.03%+26,131New
Occudo Quantitative Strategies LP26,285$554.4K0.10%+3,387+14.8%Added
Alliancebernstein L.P.26,690$562.9K0.00%00.0%Unchanged
STRS Ohio27,600$582.1K0.00%00.0%Unchanged
Deutsche Bank AG27,760$585.5K0.00%+3,544+14.6%Added