Bailard’s EverQuote EVER Stock Holding History

Bailard’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-8,700	Closed	-$207K	–	781
2026 Q2	$207K	Buy	+8,700	New	+$159K	﹤0.01%	729
2024 Q2	–	Sell	-14,500	Closed	-$269K	–	751
2024 Q1	$269K	Buy	+14,500	New	+$213K	0.01%	587
2019 Q3	–	Sell	-19,300	Closed	-$251K	–	546
2019 Q2	$251K	Buy	+19,300	New	+$201K	0.02%	456

Other funds holding EVER

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Bailard's EVER Position: Q3 2026 in Review

Bailard sold out of EverQuote (EVER) in Q3 2026, closing a stake of 8,700 shares — an estimated $207K sold.

Bailard first reported a position in EVER in Q2 2019 and held it in 3 quarters. The position peaked at $269K in Q1 2024. 12 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

Bailard reported no remaining EverQuote position as of Q3 2026 after selling out during the quarter.
Bailard sold 8,700 EverQuote shares in Q3 2026, an estimated $207K.
Bailard first reported a position in EverQuote in Q2 2019 and held it in 3 quarters.
Bailard's EverQuote position peaked at $269K in Q1 2024.
12 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.