Envestnet Asset Management
EVER icon

Envestnet Asset Management’s EverQuote EVER Stock Holding History

Envestnet Asset Management’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 		$4.43M Buy
186,226
+32,332
+21% +$592K ﹤0.01% 2551
2026
Q1 		$2.37M Buy
153,894
+83,380
+118% +$1.58M ﹤0.01% 2886
2025
Q4 		$1.9M Buy
70,514
+17,943
+34% +$435K ﹤0.01% 2869
2025
Q3 		$1.2M Buy
52,571
+7,425
+16% +$179K ﹤0.01% 3225
2025
Q2 		$1.09M Buy
45,146
+7,616
+20% +$180K ﹤0.01% 3235
2025
Q1 		$983K Buy
+37,530
New +$859K ﹤0.01% 3218
2024
Q4 		– Sell
-110,943
Closed -$2.34M – 4332
2024
Q3 		$2.34M Sell
110,943
-110,161
-50% -$2.52M ﹤0.01% 2548
2024
Q2 		$4.61M Sell
221,104
-119,845
-35% -$2.53M ﹤0.01% 2072
2024
Q1 		$6.33M Sell
340,949
-107,829
-24% -$1.58M ﹤0.01% 1813
2023
Q4 		$5.49M Sell
448,778
-268,087
-37% -$2.44M ﹤0.01% 1827
2023
Q3 		$5.18M Buy
716,865
+472,821
+194% +$3.08M ﹤0.01% 1774
2023
Q2 		$1.59M Buy
244,044
+98,456
+68% +$830K ﹤0.01% 2427
2023
Q1 		$2.02M Sell
145,588
-131,786
-48% -$1.97M ﹤0.01% 2192
2022
Q4 		$4.09M Buy
277,374
+116,527
+72% +$1.09M ﹤0.01% 1711
2022
Q3 		$1.1M Buy
160,847
+52,672
+49% +$493K ﹤0.01% 2494
2022
Q2 		$956K Sell
108,175
-2,162
-2% -$24.7K ﹤0.01% 2628
2022
Q1 		$1.78M Buy
+110,337
New +$1.67M ﹤0.01% 2266
2020
Q4 		– Sell
-7,539
Closed -$291K – 3292
2020
Q3 		$291K Buy
7,539
+3,612
+92% +$163K ﹤0.01% 2743
2020
Q2 		$228K Buy
+3,927
New +$185K ﹤0.01% 2820

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Envestnet Asset Management's EVER Position: Q2 2026 in Review

Envestnet Asset Management increased its EverQuote (EVER) stake by 21% in Q2 2026, buying an estimated $592K and bringing the position to 186,226 shares worth $4.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Envestnet Asset Management first reported a position in EVER in Q2 2020 and has held it in 19 quarters since. The position peaked at $6.33M in Q1 2024. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Envestnet Asset Management held 186,226 shares of EverQuote worth $4.43M as of Q2 2026.
  • Envestnet Asset Management bought 32,332 EverQuote shares in Q2 2026, an estimated $592K.
  • EverQuote made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2551 holding.
  • Envestnet Asset Management first reported a position in EverQuote in Q2 2020 and has held it in 19 quarters since.
  • Envestnet Asset Management's EverQuote position peaked at $6.33M in Q1 2024.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.