Hillsdale Investment Management’s EverQuote EVER Stock Holding History

Hillsdale 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 Q2	$6.12M	Buy	257,200 +28,800	+13%	+$528K	0.14%	197
2026 Q1	$3.52M	Hold	228,400	–	–	0.1%	253
2025 Q4	$6.17M	Sell	228,400 -3,400	-1%	-$82.4K	0.17%	155
2025 Q3	$5.3M	Sell	231,800 -2,500	-1%	-$60.4K	0.16%	192
2025 Q2	$5.67M	Buy	234,300 +17,200	+8%	+$408K	0.21%	126
2025 Q1	$5.69M	Buy	217,100 +6,400	+3%	+$147K	0.29%	57
2024 Q4	$4.21M	Buy	210,700 +41,500	+25%	+$784K	0.21%	116
2024 Q3	$3.57M	Buy	169,200 +8,700	+5%	+$199K	0.27%	146
2024 Q2	$3.35M	Buy	+160,500	New	+$3.39M	0.26%	146
2023 Q2	–	Sell	-295,820	Closed	-$4.11M	–	588
2023 Q1	$4.11M	Buy	+295,820	New	+$4.42M	0.35%	106

Other funds holding EVER

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Hillsdale Investment Management's EVER Position: Q2 2026 in Review

Hillsdale Investment Management increased its EverQuote (EVER) stake by 13% in Q2 2026, buying an estimated $528K and bringing the position to 257,200 shares worth $6.12M. The position accounts for 0.14% of the portfolio, ranked #197.

Hillsdale Investment Management first reported a position in EVER in Q1 2023 and has held it in 10 quarters since. The position peaked at $6.17M in Q4 2025. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Hillsdale Investment Management held 257,200 shares of EverQuote worth $6.12M as of Q2 2026.
Hillsdale Investment Management bought 28,800 EverQuote shares in Q2 2026, an estimated $528K.
EverQuote made up 0.14% of Hillsdale Investment Management's portfolio in Q2 2026, its #197 holding.
Hillsdale Investment Management first reported a position in EverQuote in Q1 2023 and has held it in 10 quarters since.
Hillsdale Investment Management's EverQuote position peaked at $6.17M in Q4 2025.
243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.