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, Q1 2026
Institutional positions in EverQuote, Inc. as of Mar 31, 2026. 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
- 226
- −12 vs. Q4 2025
- Shares held
- 30.1M
- +4.53M (+17.7%) vs. Q4 2025
- Total value
- $466.2M
- −$223.6M (−32.4%) vs. Q4 2025
- New holders
- 39
- 100 more added
- Sold out
- 51
- 66 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding EverQuote, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 38 | $0 | 0.00% | +38 | New |
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 9 | $139 | 0.00% | +1+12.5% | Added |
| Parallel Advisors, LLC | 10 | $154 | 0.00% | −62−86.1% | Reduced |
| Massmutual Trust Co FSB | 12 | $185 | 0.00% | −43−78.2% | Reduced |
| Stone House Investment Management, LLC | 12 | $185 | 0.00% | −30−71.4% | Reduced |
| CoreCap Advisors, LLC | 13 | $200 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $201 | 0.00% | +13 | New |
| Rossby Financial, LCC | 16 | $236 | 0.00% | +16 | New |
| TD Private Client Wealth LLC | 16 | $247 | 0.00% | +16 | New |
| Rachor Investment Advisory Services, LLC | 18 | $278 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $293 | 0.00% | −11−36.7% | Reduced |
| Cornerstone Planning Group LLC | 13 | $310 | 0.00% | +13 | New |
| GWM Advisors LLC | 22 | $339 | 0.00% | −13,201−99.8% | Reduced |
| Parkside Financial Bank & Trust | 25 | $386 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $524 | 0.00% | −265−88.6% | Reduced |
| True Wealth Design, LLC | 36 | $556 | 0.00% | −181−83.4% | Reduced |
| Torren Management, LLC | 49 | $756 | 0.00% | −850−94.5% | Reduced |
| Bare Financial Services, Inc | 60 | $925 | 0.00% | +38+172.7% | Added |
| Assetmark, Inc | 62 | $956 | 0.00% | +62 | New |
| Basecamp Wealth Advisors LLC | 71 | $1.09K | 0.00% | +71 | New |
| Group One Trading, L.P. | 100 | $1.54K | 0.00% | −3,237−97.0% | Reduced |
| Signaturefd, LLC | 103 | $1.59K | 0.00% | +103 | New |
| YANKCOM Partnership | 110 | $1.70K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 137 | $2.11K | 0.00% | +137 | New |
| Colonial Trust Co | 146 | $2.29K | 0.00% | +18+14.1% | Added |
| WealthCollab, LLC | 156 | $2.41K | 0.00% | +105+205.9% | Added |
| SBI Securities Co., Ltd. | 163 | $2.51K | 0.00% | +30+22.6% | Added |
| Brown Brothers Harriman & Co | 204 | $3.15K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 212 | $3.27K | 0.00% | +24+12.8% | Added |
| Rothschild Investment LLC | 215 | $3.31K | 0.00% | −16−6.9% | Reduced |
| Fifth Third Bancorp | 245 | $3.77K | 0.00% | +245 | New |
| Marquette Asset Management, LLC | 258 | $3.98K | 0.00% | +89+52.7% | Added |
| Essential Partners LLC | 272 | $4.19K | 0.00% | −3,336−92.5% | Reduced |
| Cedar Mountain Advisors, LLC | 275 | $4.24K | 0.00% | +275 | New |
| Federation des caisses Desjardins du Quebec | 300 | $4.63K | 0.00% | +300 | New |
| Smartleaf Asset Management LLC | 326 | $5.11K | 0.00% | −62−16.0% | Reduced |
| The PNC Financial Services Group, Inc. | 382 | $5.89K | 0.00% | +313+453.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 400 | $6.17K | 0.00% | −1,529−79.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 400 | $6.17K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 406 | $6.26K | 0.00% | +299+279.4% | Added |
| Nisa Investment Advisors, LLC | 416 | $6.42K | 0.00% | −67−13.9% | Reduced |
| SRS Capital Advisors, Inc. | 484 | $7.79K | 0.00% | +451+1,366.7% | Added |
| BFSG, LLC | 538 | $8.30K | 0.00% | +538 | New |
| Private Wealth Asset Management, LLC | 600 | $9.25K | 0.00% | +600 | New |
| MAI Capital Management | 642 | $9.90K | 0.00% | +625+3,676.5% | Added |
| Advisory Services Network, LLC | 655 | $10.1K | 0.00% | +655 | New |
| GAMMA Investing LLC | 660 | $10.2K | 0.00% | +174+35.8% | Added |
| Advisor Group Holdings, Inc. | 710 | $10.9K | 0.00% | +192+37.1% | Added |
| EverSource Wealth Advisors, LLC | 724 | $11.2K | 0.00% | −82−10.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 749 | $11.6K | 0.00% | +74+11.0% | Added |
| Farther Finance Advisors, LLC | 964 | $14.2K | 0.00% | +836+653.1% | Added |
| Federated Hermes, Inc. | 1,042 | $16.1K | 0.00% | +25+2.5% | Added |
| Quadrant Capital Group LLC | 1,232 | $19.0K | 0.00% | +360+41.3% | Added |
| Covestor Ltd | 1,515 | $23.0K | 0.02% | +271+21.8% | Added |
| Allworth Financial LP | 1,565 | $24.1K | 0.00% | +365+30.4% | Added |
| IFP Advisors, Inc | 1,609 | $24.8K | 0.00% | +1,273+378.9% | Added |
| Signature Equity Partners, LLC | 2,127 | $32.8K | 0.02% | +842+65.5% | Added |
| Versant Capital Management, Inc | 2,309 | $35.6K | 0.00% | +1,819+371.2% | Added |
| Tower Research Capital LLC (TRC) | 2,319 | $35.8K | 0.00% | −635−21.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,319 | $35.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,428 | $37.4K | 0.00% | −1,563−39.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 2,661 | $41.0K | 0.00% | +2,661 | New |
| Kemnay Advisory Services Inc. | 2,743 | $42.3K | 0.01% | +2,743 | New |
| Asset Management One Co.,Ltd. | 3,054 | $47.1K | 0.00% | −85−2.7% | Reduced |
| Great West Life Assurance Co | 3,079 | $48.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3,339 | $51.5K | 0.00% | +2,457+278.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,178 | $79.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 6,919 | $106.7K | 0.00% | +6,919 | New |
| New York State Common Retirement Fund | 6,983 | $107.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,650 | $118.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 7,697 | $118.7K | 0.00% | −4,333−36.0% | Reduced |
| BNP Paribas Arbitrage, SA | 9,652 | $148.8K | 0.00% | −13,374−58.1% | Reduced |
| LPL Financial LLC | 10,142 | $156.4K | 0.00% | −3,289−24.5% | Reduced |
| Cornerstone Investment Partners, LLC | 10,373 | $160.0K | 0.01% | +2,354+29.4% | Added |
| Sigma Planning Corp | 10,560 | $162.8K | 0.00% | +1,125+11.9% | Added |
| State of Alaska, Department of Revenue | 10,921 | $167.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 11,195 | $172.6K | 0.02% | +11,195 | New |
| State of Wyoming | 11,845 | $182.7K | 0.02% | +3,690+45.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,140 | $184.3K | 0.00% | −7,124−37.0% | Reduced |
| Janus Henderson Group PLC | 12,300 | $189.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,474 | $207.8K | 0.00% | −58−0.4% | Reduced |
| Aquatic Capital Management LLC | 13,483 | $207.9K | 0.01% | +13,483 | New |
| Prelude Capital Management, LLC | 14,313 | $220.7K | 0.02% | +14,313 | New |
| State of Tennessee, Treasury Department | 15,045 | $232.0K | 0.00% | +4,800+46.9% | Added |
| Mercer Global Advisors Inc | 15,902 | $245.2K | 0.00% | +2,559+19.2% | Added |
| Linden Thomas Advisory Services, LLC | 16,147 | $249.0K | 0.02% | +7,026+77.0% | Added |
| Cetera Investment Advisers | 17,101 | $263.7K | 0.00% | −229−1.3% | Reduced |
| Mariner, LLC | 17,378 | $268.0K | 0.00% | +1,283+8.0% | Added |
| Vanguard Asset Management, Ltd | 17,927 | $276.4K | 0.00% | +17,927 | New |
| Brevan Howard Capital Management LP | 17,986 | $277.3K | 0.00% | +8,899+97.9% | Added |
| MetLife Investment Management | 18,001 | $277.6K | 0.00% | +1,856+11.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 18,241 | $281.3K | 0.00% | −9,107−33.3% | Reduced |
| CWM, LLC | 19,009 | $293.1K | 0.00% | −9,617−33.6% | Reduced |
| Ieq Capital, LLC | 19,723 | $304.1K | 0.00% | −46,264−70.1% | Reduced |
| Two Sigma Investments, LP | 20,800 | $320.7K | 0.00% | −148,534−87.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,330 | $328.9K | 0.05% | +21,330 | New |
| Truist Financial Corp | 22,194 | $342.2K | 0.00% | +12,608+131.5% | Added |
| Bokf, NA | 23,259 | $358.7K | 0.01% | +14,120+154.5% | Added |
| KLP Kapitalforvaltning AS | 23,400 | $360.8K | 0.00% | 00.0% | Unchanged |