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Institutional Ownership · SEC Form 13F

Who owns EverQuote, Inc. (EVER)


Which tracked institutional funds hold EVER, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVER company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

223
Institutional holders
30M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on EVER is one-sided between 2025-Q4 and 2026-Q1: 31 added or opened and 94 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

EVER’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EVER more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in EVER divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 223 tracked filers holding EVER, 138 increased or opened the position and 122 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in EVER between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 11

  • VANGUARD CAPITAL MANAGEMENT LLC$19M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$14M
  • JACOBS LEVY EQUITY MANAGEMENT, INC$4M
  • VANGUARD FIDUCIARY TRUST CO$3M
  • Vanguard Global Advisers, LLC$2M
  • Occam Crest Management LP$1M

Full exits 19

  • VANGUARD GROUP INC$54M
  • ROYCE & ASSOCIATES LP$8M
  • Squarepoint Ops LLC$6M
  • Lisanti Capital Growth, LLC$4M
  • Pacer Advisors, Inc.$3M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2M

Largest adds

  • PRICE T ROWE ASSOCIATES INC /MD/$11M
  • MONIMUS CAPITAL MANAGEMENT, LP$4M
  • JACOBS ASSET MANAGEMENT, LLC$3M
  • GOLDMAN SACHS GROUP INC$2M
  • CITIGROUP INC$2M
  • XTX Topco Ltd$1M

Largest trims

  • BlackRock, Inc.$35M
  • AMERIPRISE FINANCIAL INC$20M
  • LAZARD ASSET MANAGEMENT LLC$17M
  • BALYASNY ASSET MANAGEMENT L.P.$16M
  • Nuveen, LLC$13M
  • D. E. Shaw & Co., Inc.$10M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,497,509$54M9.6%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added1,344,838$21M3.7%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added1,283,327$20M3.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,218,683$19M3.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added941,467$15M2.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new912,964$14M2.5%2026-Q1
Qube Research & Technologies Ltd added869,806$13M2.4%2026-Q1
Allspring Global Investments Holdings, LLC added909,877$13M2.4%2026-Q1
MILLENNIUM MANAGEMENT LLC added775,262$12M2.1%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added743,869$11M2.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added695,716$11M1.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed691,168$11M1.9%2026-Q1
EMERALD ADVISERS, LLC trimmed691,266$11M1.9%2026-Q1
STATE STREET CORP added688,739$11M1.9%2026-Q1
GOLDMAN SACHS GROUP INC added575,186$9M1.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed569,133$9M1.6%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed519,707$8M1.4%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed495,946$8M1.4%2026-Q1
UBS Group AG added462,608$7M1.3%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST411,606$6M1.1%2026-Q1
JACOBS ASSET MANAGEMENT, LLC added403,300$6M1.1%2026-Q1
HENNESSY ADVISORS INC trimmed353,600$5M1.0%2026-Q1
DEUTSCHE BANK AG\ added336,397$5M0.9%2026-Q1
VestGen Advisors, LLC added246,253$5M0.8%2026-Q1
MONIMUS CAPITAL MANAGEMENT, LP added304,110$5M0.8%2026-Q1
Toronado Partners, LLC added297,024$5M0.8%2026-Q1
MORGAN STANLEY added283,624$4M0.8%2026-Q1
NORTHERN TRUST CORP added258,513$4M0.7%2026-Q1
Boston Partners added256,673$4M0.7%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added237,501$4M0.7%2026-Q1
First Eagle Investment Management, LLC trimmed231,957$4M0.6%2026-Q1
Hillsdale Investment Management Inc.228,400$4M0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed224,707$3M0.6%2026-Q1
AMERIPRISE FINANCIAL INC trimmed224,639$3M0.6%2026-Q1
Nuveen, LLC trimmed223,777$3M0.6%2026-Q1
S SQUARED TECHNOLOGY, LLC added223,148$3M0.6%2026-Q1
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed217,075$3M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed203,506$3M0.6%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed195,082$3M0.5%2026-Q1
ALLIANCEBERNSTEIN L.P.109,430$3M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new189,952$3M0.5%2026-Q1
OP Asset Management Ltd trimmed156,273$3M0.5%2026-Q1
CSM Advisors, LLC trimmed176,395$3M0.5%2026-Q1
SEI INVESTMENTS CO trimmed169,953$3M0.5%2026-Q1
AMERICAN CENTURY COMPANIES INC added166,415$3M0.5%2026-Q1
CITIGROUP INC added157,770$2M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added153,894$2M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added145,887$2M0.4%2026-Q1
Vanguard Global Advisers, LLC new140,810$2M0.4%2026-Q1
MACKENZIE FINANCIAL CORP added139,427$2M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added137,574$2M0.4%2026-Q1
FRANKLIN RESOURCES INC added137,071$2M0.4%2026-Q1
Engineers Gate Manager LP added129,039$2M0.4%2026-Q1
XTX Topco Ltd added128,641$2M0.4%2026-Q1
MEEDER ASSET MANAGEMENT INC added128,116$2M0.4%2026-Q1
SG Americas Securities, LLC trimmed127,598$2M0.4%2026-Q1
Jackson Creek Investment Advisors LLC added121,837$2M0.3%2026-Q1
Amundi added119,848$2M0.3%2026-Q1
Trexquant Investment LP added116,233$2M0.3%2026-Q1
D. E. Shaw & Co., Inc. trimmed116,209$2M0.3%2026-Q1
Quantinno Capital Management LP added115,013$2M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed114,100$2M0.3%2026-Q1
Inspire Investing, LLC added99,131$2M0.3%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added92,586$1M0.3%2026-Q1
Occam Crest Management LP new90,000$1M0.2%2026-Q1
Bank of New York Mellon Corp trimmed87,704$1M0.2%2026-Q1
CITADEL ADVISORS LLC added87,519$1M0.2%2026-Q1
Point72 Asset Management, L.P. trimmed86,761$1M0.2%2026-Q1
Russell Investments Group, Ltd. added76,116$1M0.2%2026-Q1
Wakefield Asset Management LLLP added75,374$1M0.2%2026-Q1
GILDER GAGNON HOWE & CO LLC new74,422$1M0.2%2026-Q1
SEGALL BRYANT & HAMILL, LLC added69,803$1M0.2%2026-Q1
VANGUARD GROUP INC trimmed1,997,756$54M9.6%2025-Q4 stale
Driehaus Capital Management LLC trimmed379,543$9M1.6%2025-Q2 stale
ROYCE & ASSOCIATES LP trimmed291,334$8M1.4%2025-Q4 stale
Squarepoint Ops LLC added217,362$6M1.0%2025-Q4 stale
BAILLIE GIFFORD & CO trimmed221,286$6M1.0%2025-Q1 stale
Philadelphia Financial Management of San Francisco, LLC added236,077$5M1.0%2025-Q3 stale
Granahan Investment Management, LLC trimmed200,076$5M0.9%2025-Q1 stale
Divisadero Street Capital Management, LP trimmed187,589$4M0.8%2025-Q3 stale
Lisanti Capital Growth, LLC added142,710$4M0.7%2025-Q4 stale
Informed Momentum Co LLC added126,449$3M0.6%2025-Q1 stale
Pacer Advisors, Inc. trimmed118,151$3M0.6%2025-Q4 stale
MARSHALL WACE, LLP trimmed100,617$3M0.5%2025-Q1 stale
Portolan Capital Management, LLC trimmed100,552$3M0.5%2025-Q1 stale
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed88,769$2M0.4%2025-Q4 stale
DARK FOREST CAPITAL MANAGEMENT LP added97,498$2M0.4%2025-Q2 stale
TUDOR INVESTMENT CORP ET AL91,338$2M0.4%2025-Q4 stale
SUMMIT WEALTH GROUP LLC / CO new7,603$2M0.4%2025-Q3 stale
Sanctuary Advisors, LLC new86,940$2M0.4%2025-Q3 stale
Warm Springs Advisors Inc.75,000$2M0.3%2025-Q1 stale
INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed80,000$2M0.3%2025-Q3 stale
Y-Intercept (Hong Kong) Ltd trimmed66,800$2M0.3%2025-Q4 stale
Schonfeld Strategic Advisors LLC added56,800$1M0.3%2025-Q1 stale
Lighthouse Investment Partners, LLC trimmed64,511$1M0.3%2025-Q3 stale
ExodusPoint Capital Management, LP added54,629$1M0.3%2025-Q4 stale
TWO SIGMA ADVISERS, LP added49,200$1M0.2%2025-Q4 stale
JANE STREET GROUP, LLC added45,586$1M0.2%2025-Q4 stale
Integrated Quantitative Investments LLC added50,338$1M0.2%2025-Q2 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added49,000$1M0.2%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership