Essex Investment Management’s EverQuote EVER Stock Holding History

Essex Investment 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 Q1	$3.35M	Sell	217,075 -14,349	-6%	-$271K	0.53%	66
2025 Q4	$6.25M	Sell	231,424 -4,358	-2%	-$106K	0.95%	28
2025 Q3	$5.39M	Buy	235,782 +1,105	+0.5%	+$26.7K	0.83%	32
2025 Q2	$5.67M	Buy	234,677 +67,748	+41%	+$1.61M	1.03%	23
2025 Q1	$4.37M	Sell	166,929 -13,889	-8%	-$318K	0.91%	26
2024 Q4	$3.61M	Sell	180,818 -35,876	-17%	-$678K	0.65%	50
2024 Q3	$4.57M	Buy	216,694 +30,619	+16%	+$700K	0.8%	41
2024 Q2	$3.88M	Buy	+186,075	New	+$3.93M	0.73%	42
2020 Q4	–	Sell	-56,471	Closed	-$2.18M	–	487
2020 Q3	$2.18M	Sell	56,471 -2,489	-4%	-$112K	0.31%	105
2020 Q2	$3.43M	Sell	58,960 -11,481	-16%	-$540K	0.56%	41
2020 Q1	$1.85M	Sell	70,441 -6,717	-9%	-$237K	0.37%	74
2019 Q4	$2.65M	Buy	+77,158	New	+$2.15M	0.33%	93

Other funds holding EVER

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Essex Investment Management's EVER Position: Q1 2026 in Review

Essex Investment Management reduced its EverQuote (EVER) stake by 6.2% in Q1 2026, selling an estimated $271K and leaving 217,075 shares worth $3.35M. The position accounts for 0.53% of the portfolio, ranked #66.

Essex Investment Management first reported a position in EVER in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.25M in Q4 2025. 226 funds tracked by Wall St. Rank hold EVER as of Q1 2026.

Essex Investment Management held 217,075 shares of EverQuote worth $3.35M as of Q1 2026.
Essex Investment Management sold 14,349 EverQuote shares in Q1 2026, an estimated $271K.
EverQuote made up 0.53% of Essex Investment Management's portfolio in Q1 2026, its #66 holding.
Essex Investment Management first reported a position in EverQuote in Q4 2019 and has held it in 12 quarters since.
Essex Investment Management's EverQuote position peaked at $6.25M in Q4 2025.
226 funds tracked by Wall St. Rank held EverQuote as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.