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Hennessy Advisors Inc’s EverQuote EVER Stock Holding History

Hennessy Advisors Inc’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 		– Sell
-353,600
Closed -$5.45M – 340
2026
Q1 		$5.45M Sell
353,600
-12,200
-3% -$231K 0.2% 150
2025
Q4 		$9.88M Sell
365,800
-23,800
-6% -$577K 0.35% 73
2025
Q3 		$8.91M Sell
389,600
-31,000
-7% -$749K 0.31% 92
2025
Q2 		$10.2M Buy
+420,600
New +$9.97M 0.34% 81

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

Hennessy Advisors Inc's EVER Position: Q2 2026 in Review

Hennessy Advisors Inc sold out of EverQuote (EVER) in Q2 2026, closing a stake of 353,600 shares — an estimated $5.45M sold.

Hennessy Advisors Inc first reported a position in EVER in Q2 2025 and held it in 4 quarters. The position peaked at $10.2M in Q2 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Hennessy Advisors Inc reported no remaining EverQuote position as of Q2 2026 after selling out during the quarter.
  • Hennessy Advisors Inc sold 353,600 EverQuote shares in Q2 2026, an estimated $5.45M.
  • Hennessy Advisors Inc first reported a position in EverQuote in Q2 2025 and held it in 4 quarters.
  • Hennessy Advisors Inc's EverQuote position peaked at $10.2M in Q2 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.