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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's EVER Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust held its EverQuote (EVER) position steady in Q1 2026 at 411,606 shares worth $6.35M. The position accounts for 0.31% of the portfolio, ranked #102.

Emerald Mutual Fund Advisers Trust first reported a position in EVER in Q3 2019 and has held it in 17 quarters since. The position peaked at $20.9M in Q1 2021. 226 funds tracked by Wall St. Rank hold EVER as of Q1 2026.

  • Emerald Mutual Fund Advisers Trust held 411,606 shares of EverQuote worth $6.35M as of Q1 2026.
  • Emerald Mutual Fund Advisers Trust left its EverQuote share count unchanged in Q1 2026.
  • EverQuote made up 0.31% of Emerald Mutual Fund Advisers Trust's portfolio in Q1 2026, its #102 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in EverQuote in Q3 2019 and has held it in 17 quarters since.
  • Emerald Mutual Fund Advisers Trust's EverQuote position peaked at $20.9M in Q1 2021.
  • 226 funds tracked by Wall St. Rank held EverQuote as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.