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, Q1 2025
Institutional positions in EverQuote, Inc. as of Mar 31, 2025. 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
- 216
- +43 vs. Q4 2024
- Shares held
- 25.7M
- +579.8K (+2.3%) vs. Q4 2024
- Total value
- $674.1M
- +$171.4M (+34.1%) vs. Q4 2024
- New holders
- 61
- 62 more added
- Sold out
- 18
- 70 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding EverQuote, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 2 | $54 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6 | $157 | 0.00% | +6 | New |
| Stephens Consulting, LLC | 15 | $393 | 0.00% | +15 | New |
| Boston Private Wealth LLC | 16 | $419 | 0.00% | +16 | New |
| Advisor Group Holdings, Inc. | 18 | $471 | 0.00% | −533−96.7% | Reduced |
| TD Capital Management LLC | 20 | $524 | 0.00% | +20 | New |
| Larson Financial Group LLC | 25 | $655 | 0.00% | +10+66.7% | Added |
| Parkside Financial Bank & Trust | 25 | $656 | 0.00% | +25 | New |
| Sterling Capital Management LLC | 26 | $681 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 33 | $864 | 0.00% | −25−43.1% | Reduced |
| Signaturefd, LLC | 35 | $917 | 0.00% | +21+150.0% | Added |
| Smartleaf Asset Management LLC | 35 | $940 | 0.00% | −197−84.9% | Reduced |
| South State Corp. | 39 | $1.02K | 0.00% | +39 | New |
| Skopos Labs, Inc. | 42 | $1.10K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 46 | $1.21K | 0.00% | +46 | New |
| Rothschild Investment LLC | 50 | $1.31K | 0.00% | +50 | New |
| Parallel Advisors, LLC | 66 | $1.73K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 67 | $1.75K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 72 | $1.89K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 111 | $2.98K | 0.00% | +111 | New |
| EverSource Wealth Advisors, LLC | 127 | $3.33K | 0.00% | +118+1,311.1% | Added |
| IFP Advisors, Inc | 140 | $3.67K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 174 | $4.56K | 0.00% | +104+148.6% | Added |
| True Wealth Design, LLC | 186 | $4.87K | 0.00% | +145+353.7% | Added |
| Berbice Capital Management LLC | 200 | $5.24K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 259 | $6.78K | 0.00% | +259 | New |
| Cullen/Frost Bankers, Inc. | 262 | $6.86K | 0.00% | +81+44.8% | Added |
| Federation des caisses Desjardins du Quebec | 275 | $7.20K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 311 | $8.14K | 0.01% | +311 | New |
| CIBC Private Wealth Group, LLC | 400 | $8.20K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 332 | $8.70K | 0.00% | +97+41.3% | Added |
| Leonteq Securities AG | 350 | $9.17K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 366 | $9.60K | 0.00% | +231+171.1% | Added |
| Ameriflex Group, Inc. | 370 | $9.69K | 0.00% | +370 | New |
| Steward Partners Investment Advisory, LLC | 400 | $10.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 564 | $14.8K | 0.00% | +339+150.7% | Added |
| SBI Securities Co., Ltd. | 663 | $17.4K | 0.00% | +399+151.1% | Added |
| Allworth Financial LP | 802 | $18.6K | 0.00% | +43+5.7% | Added |
| Quadrant Capital Group LLC | 872 | $22.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 878 | $23.0K | 0.00% | −8,090−90.2% | Reduced |
| Amalgamated Bank | 866 | $23.0K | 0.00% | +103+13.5% | Added |
| Quarry LP | 889 | $23.3K | 0.01% | −1,402−61.2% | Reduced |
| Covestor Ltd | 918 | $24.0K | 0.02% | −656−41.7% | Reduced |
| Walleye Trading LLC | 1,745 | $45.7K | 0.00% | +1,745 | New |
| Simplex Trading, LLC | 1,965 | $51.0K | 0.00% | +1,965 | New |
| Federated Hermes, Inc. | 1,972 | $51.6K | 0.00% | −50,352−96.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,223 | $58.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,302 | $61.9K | 0.01% | +2,302 | New |
| Great West Life Assurance Co | 3,079 | $81.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,209 | $84.0K | 0.01% | −4,495−58.3% | Reduced |
| Asset Management One Co.,Ltd. | 3,638 | $95.3K | 0.00% | −944−20.6% | Reduced |
| KLP Kapitalforvaltning AS | 4,500 | $117.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,090 | $133.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 6,000 | $157.0K | 0.10% | +6,000 | New |
| Aquatic Capital Management LLC | 6,444 | $168.8K | 0.00% | −11,952−65.0% | Reduced |
| New York State Common Retirement Fund | 6,983 | $182.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7,553 | $197.8K | 0.00% | −7,854−51.0% | Reduced |
| Arizona State Retirement System | 7,729 | $202.4K | 0.00% | +7,729 | New |
| State of Wyoming | 7,752 | $203.0K | 0.03% | −3,601−31.7% | Reduced |
| Brevan Howard Capital Management LP | 7,837 | $205.3K | 0.01% | +7,837 | New |
| Creative Planning | 7,950 | $208.2K | 0.00% | +7,869+9,714.8% | Added |
| Linden Thomas Advisory Services, LLC | 8,231 | $215.6K | 0.03% | +8,231 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,403 | $220.1K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 8,598 | $225.2K | 0.02% | −19,965−69.9% | Reduced |
| Cornerstone Investment Partners, LLC | 8,600 | $225.2K | 0.01% | +8,600 | New |
| LPL Financial LLC | 8,672 | $227.1K | 0.00% | +8,672 | New |
| Manufacturers Life Insurance Company, The | 8,977 | $235.1K | 0.00% | +8,977 | New |
| Integrated Quantitative Investments LLC | 9,308 | $243.8K | 0.12% | −5,563−37.4% | Reduced |
| Concurrent Investment Advisors, LLC | 9,309 | $243.8K | 0.01% | +9,309 | New |
| Strategic Blueprint, LLC | 9,371 | $245.4K | 0.01% | +9,371 | New |
| Toroso Investments, LLC | 9,386 | $245.8K | 0.00% | +9,386 | New |
| Bokf, NA | 9,517 | $249.3K | 0.00% | −6,705−41.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,188 | $250.8K | 0.00% | +9,188 | New |
| Y-Intercept (Hong Kong) Ltd | 9,605 | $251.6K | 0.02% | −12,038−55.6% | Reduced |
| Canada Pension Plan Investment Board | 9,700 | $254.0K | 0.00% | −45,900−82.6% | Reduced |
| Entropy Technologies, LP | 10,900 | $285.5K | 0.03% | +10,900 | New |
| Virtus ETF Advisers LLC | 11,000 | $288.1K | 0.19% | +11,000 | New |
| Mach-1 Financial Group, Inc. | 11,001 | $288.1K | 0.09% | +11,001 | New |
| Sigma Planning Corp | 11,045 | $289.3K | 0.01% | +11,045 | New |
| Amundi | 11,884 | $290.1K | 0.00% | +11,884 | New |
| Price T Rowe Associates Inc | 11,110 | $291.0K | 0.00% | +11,110 | New |
| Quadrature Capital Ltd | 11,380 | $298.2K | 0.01% | +1,201+11.8% | Added |
| Aigen Investment Management, LP | 11,964 | $313.3K | 0.05% | −491−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,038 | $315.3K | 0.01% | +12,038 | New |
| Corebridge Financial, Inc. | 12,298 | $322.1K | 0.00% | −183−1.5% | Reduced |
| Gsa Capital Partners LLP | 12,538 | $328.0K | 0.03% | −21,294−62.9% | Reduced |
| Janus Henderson Group PLC | 12,300 | $330.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12,701 | $333.0K | 0.00% | +7,038+124.3% | Added |
| Alps Advisors Inc | 12,810 | $335.5K | 0.00% | +12,810 | New |
| MetLife Investment Management | 14,099 | $369.3K | 0.00% | −197−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,007 | $393.0K | 0.00% | +624+4.3% | Added |
| Cetera Investment Advisers | 15,529 | $406.7K | 0.00% | +15,529 | New |
| Intech Investment Management LLC | 15,889 | $416.1K | 0.00% | +4,105+34.8% | Added |
| Bayesian Capital Management, LP | 16,598 | $434.7K | 0.07% | +16,598 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,824 | $440.6K | 0.00% | +16,824 | New |
| STRS Ohio | 16,900 | $442.6K | 0.00% | −11,800−41.1% | Reduced |
| Centiva Capital, LP | 17,489 | $458.0K | 0.03% | +17,489 | New |
| SG Americas Securities, LLC | 18,317 | $480.0K | 0.00% | −8,964−32.9% | Reduced |
| Moody National Bank Trust Division | 18,679 | $489.2K | 0.05% | −18,465−49.7% | Reduced |
| Options Solutions, LLC | 19,282 | $505.0K | 0.24% | +19,282 | New |