Counterpoint Mutual Funds’s EverQuote EVER Stock Holding History

Counterpoint Mutual Funds’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	$529K	Buy	+26,378	New	+$642K	0.05%	180
2025 Q3	–	Sell	-29,557	Closed	-$715K	–	379
2025 Q2	$715K	Sell	29,557 -47,368	-62%	-$1.12M	0.06%	99
2025 Q1	$2.01M	Buy	76,925 +38,872	+102%	+$890K	0.29%	22
2024 Q4	$761K	Buy	38,053 +16,217	+74%	+$306K	0.1%	67
2024 Q3	$461K	Buy	+21,836	New	+$499K	0.09%	105
2024 Q2	–	Sell	-36,204	Closed	-$672K	–	246
2024 Q1	$672K	Buy	+36,204	New	+$532K	0.16%	24

Other funds holding EVER

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Counterpoint Mutual Funds's EVER Position: Q3 2026 in Review

Counterpoint Mutual Funds opened a new position in EverQuote (EVER) in Q3 2026: 26,378 shares worth $529K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in EVER as recently as Q2 2025.

Counterpoint Mutual Funds first reported a position in EVER in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.01M in Q1 2025. 181 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

Counterpoint Mutual Funds held 26,378 shares of EverQuote worth $529K as of Q3 2026.
EverQuote was a new Counterpoint Mutual Funds position in Q3 2026.
EverQuote made up 0.05% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #180 holding.
Counterpoint Mutual Funds first reported a position in EverQuote in Q1 2024 and has held it in 6 quarters since.
Counterpoint Mutual Funds's EverQuote position peaked at $2.01M in Q1 2025.
181 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.