Emerald Mutual Fund Advisers Trust’s EverQuote EVER Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$9.45M	Sell	397,268 -14,338	-3%	-$263K	0.33%	102
2026 Q1	$6.35M	Hold	411,606	–	–	0.31%	102
2025 Q4	$11.1M	Sell	411,606 -5,056	-1%	-$123K	0.54%	81
2025 Q3	$9.53M	Buy	416,662 +53,695	+15%	+$1.3M	0.49%	80
2025 Q2	$8.78M	Buy	362,967 +42,870	+13%	+$1.02M	0.53%	71
2025 Q1	$8.38M	Buy	+320,097	New	+$7.33M	0.59%	67
2024 Q4	–	Sell	-504,081	Closed	-$10.6M	–	222
2024 Q3	$10.6M	Buy	504,081 +429,084	+572%	+$9.8M	0.55%	70
2024 Q2	$1.56M	Buy	+74,997	New	+$1.59M	0.08%	129
2023 Q2	–	Sell	-419,764	Closed	-$5.83M	–	258
2023 Q1	$5.83M	Buy	419,764 +298,175	+245%	+$4.45M	0.34%	99
2022 Q4	$1.79M	Buy	+121,589	New	+$1.14M	0.11%	127
2021 Q3	–	Sell	-610,545	Closed	-$20M	–	222
2021 Q2	$20M	Buy	610,545 +34,896	+6%	+$1.16M	0.65%	62
2021 Q1	$20.9M	Buy	575,649 +66,639	+13%	+$2.84M	0.69%	63
2020 Q4	$19M	Buy	509,010 +77,490	+18%	+$2.93M	0.66%	64
2020 Q3	$16.7M	Buy	431,520 +139,942	+48%	+$6.31M	0.74%	55
2020 Q2	$17M	Sell	291,578 -15,300	-5%	-$719K	0.8%	51
2020 Q1	$8.06M	Buy	306,878 +54,466	+22%	+$1.92M	0.51%	70
2019 Q4	$8.67M	Buy	252,412 +143,872	+133%	+$4.01M	0.35%	102
2019 Q3	$2.32M	Buy	+108,540	New	+$2.05M	0.1%	169

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

NAMI

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

Emerald Mutual Fund Advisers Trust's EVER Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust reduced its EverQuote (EVER) stake by 3.5% in Q2 2026, selling an estimated $263K and leaving 397,268 shares worth $9.45M. The position accounts for 0.33% of the portfolio, ranked #102.

Emerald Mutual Fund Advisers Trust first reported a position in EVER in Q3 2019 and has held it in 18 quarters since. The position peaked at $20.9M in Q1 2021. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 397,268 shares of EverQuote worth $9.45M as of Q2 2026.
Emerald Mutual Fund Advisers Trust sold 14,338 EverQuote shares in Q2 2026, an estimated $263K.
EverQuote made up 0.33% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #102 holding.
Emerald Mutual Fund Advisers Trust first reported a position in EverQuote in Q3 2019 and has held it in 18 quarters since.
Emerald Mutual Fund Advisers Trust's EverQuote position peaked at $20.9M in Q1 2021.
243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.