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, Q2 2026
Institutional positions in EverQuote, Inc. as of Jun 30, 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
- 243
- +19 vs. Q1 2026
- Shares held
- 30.9M
- +758.4K (+2.5%) vs. Q1 2026
- Total value
- $734.6M
- +$268.9M (+57.7%) vs. Q1 2026
- New holders
- 43
- 102 more added
- Sold out
- 24
- 72 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding EverQuote, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 419 | $9.97K | 0.00% | +204+94.9% | Added |
| Steward Partners Investment Advisory, LLC | 415 | $9.87K | 0.00% | +15+3.8% | Added |
| Farther Finance Advisors, LLC | 417 | $9.86K | 0.00% | −547−56.7% | Reduced |
| True Wealth Design, LLC | 324 | $7.71K | 0.00% | +288+800.0% | Added |
| WealthCollab, LLC | 322 | $7.66K | 0.00% | +166+106.4% | Added |
| Smartleaf Asset Management LLC | 326 | $7.61K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 290 | $6.90K | 0.00% | +18+6.6% | Added |
| Cedar Mountain Advisors, LLC | 275 | $6.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 261 | $6.21K | 0.00% | +227+667.6% | Added |
| Brown Brothers Harriman & Co | 204 | $4.85K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 172 | $4.09K | 0.00% | +172 | New |
| SBI Securities Co., Ltd. | 161 | $3.83K | 0.00% | −2−1.2% | Reduced |
| Marquette Asset Management, LLC | 155 | $3.69K | 0.00% | −103−39.9% | Reduced |
| Colonial Trust Co | 146 | $3.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 129 | $3.07K | 0.00% | +129 | New |
| Bell Investment Advisors, Inc | 116 | $2.76K | 0.00% | +116 | New |
| Caitong International Asset Management Co., Ltd | 110 | $2.62K | 0.00% | +110 | New |
| Wealth Enhancement Trust Services, Inc. | 103 | $2.45K | 0.00% | +103 | New |
| Basecamp Wealth Advisors LLC | 93 | $2.21K | 0.00% | +22+31.0% | Added |
| Silver Grove Financial Group, Inc. | 91 | $2.17K | 0.00% | +91 | New |
| WPG Advisers, LLC | 89 | $2.12K | 0.00% | +89 | New |
| Optiver Holding B.V. | 88 | $2.09K | 0.00% | −124−58.5% | Reduced |
| Global Retirement Partners, LLC | 87 | $2.07K | 0.00% | +87 | New |
| New York State Teachers Retirement System | 100 | $2.00K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 80 | $1.90K | 0.00% | +68+566.7% | Added |
| Continuum Advisory, LLC | 65 | $1.55K | 0.00% | +65 | New |
| Assetmark, Inc | 62 | $1.48K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 49 | $1.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 71 | $1.00K | 0.00% | +33+86.8% | Added |
| Ameriflex Group, Inc. | 39 | $928 | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 36 | $857 | 0.00% | +17+89.5% | Added |
| UMA Financial Services, Inc. | 32 | $762 | 0.00% | +32 | New |
| Parallel Advisors, LLC | 32 | $761 | 0.00% | +22+220.0% | Added |
| US Bancorp | 32 | $761 | 0.00% | +23+255.6% | Added |
| Fortitude Family Office, LLC | 28 | $666 | 0.00% | +28 | New |
| GWM Advisors LLC | 22 | $523 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $357 | 0.00% | −1−6.3% | Reduced |
| Cornerstone Planning Group LLC | 13 | $324 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $310 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $309 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $285 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $24 | 0.00% | +1 | New |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −353,600−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −217,075−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −86,761−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −70,422−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −57,365−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −53,724−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −39,123−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −33,485−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −29,507−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −28,979−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −25,120−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,313−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,560−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |