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Formula Growth’s EverQuote EVER Stock Holding History

Formula Growth’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 		$606K Sell
25,469
-14,531
-36% -$266K 0.21% 124
2026
Q1 		$617K Buy
+40,000
New +$756K 0.28% 112
2018
Q3 		– Sell
-5,000
Closed -$91K – 147
2018
Q2 		$91K Buy
+5,000
New +$90.3K 0.01% 146

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

Formula Growth's EVER Position: Q2 2026 in Review

Formula Growth reduced its EverQuote (EVER) stake by 36% in Q2 2026, selling an estimated $266K and leaving 25,469 shares worth $606K. The position accounts for 0.21% of the portfolio, ranked #124.

Formula Growth first reported a position in EVER in Q2 2018 and has held it in 3 quarters since. The position peaked at $617K in Q1 2026. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Formula Growth held 25,469 shares of EverQuote worth $606K as of Q2 2026.
  • Formula Growth sold 14,531 EverQuote shares in Q2 2026, an estimated $266K.
  • EverQuote made up 0.21% of Formula Growth's portfolio in Q2 2026, its #124 holding.
  • Formula Growth first reported a position in EverQuote in Q2 2018 and has held it in 3 quarters since.
  • Formula Growth's EverQuote position peaked at $617K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Formula Growth's 13F filing for Q2 2026, filed 17 Aug 2026.