Concurrent Investment Advisors’s EverQuote EVER Stock Holding History

Concurrent Investment Advisors’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 Q2	$673K	Buy	28,299 +1,187	+4%	+$21.8K	0.01%	1228
2026 Q1	$418K	Buy	27,112 +1,155	+4%	+$21.8K	﹤0.01%	1302
2025 Q4	$701K	Buy	25,957 +14,785	+132%	+$358K	0.01%	993
2025 Q3	$256K	Buy	11,172 +1,168	+12%	+$28.2K	﹤0.01%	1226
2025 Q2	$242K	Buy	10,004 +695	+7%	+$16.5K	﹤0.01%	1171
2025 Q1	$244K	Buy	+9,309	New	+$213K	0.01%	1028

Other funds holding EVER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Concurrent Investment Advisors's EVER Position: Q2 2026 in Review

Concurrent Investment Advisors increased its EverQuote (EVER) stake by 4.4% in Q2 2026, buying an estimated $21.8K and bringing the position to 28,299 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #1228.

Concurrent Investment Advisors first reported a position in EVER in Q1 2025 and has held it in 6 quarters since. The position peaked at $701K in Q4 2025. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Concurrent Investment Advisors held 28,299 shares of EverQuote worth $673K as of Q2 2026.
Concurrent Investment Advisors bought 1,187 EverQuote shares in Q2 2026, an estimated $21.8K.
EverQuote made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1228 holding.
Concurrent Investment Advisors first reported a position in EverQuote in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's EverQuote position peaked at $701K in Q4 2025.
243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.