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IEQ Capital’s EverQuote EVER Stock Holding History

IEQ Capital’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 		$834K Buy
35,062
+15,339
+78% +$281K ﹤0.01% 1187
2026
Q1 		$304K Sell
19,723
-46,264
-70% -$875K ﹤0.01% 1509
2025
Q4 		$1.78M Sell
65,987
-15,607
-19% -$378K 0.01% 835
2025
Q3 		$1.87M Buy
81,594
+12,464
+18% +$301K 0.01% 787
2025
Q2 		$1.67M Buy
69,130
+40,830
+144% +$967K 0.01% 695
2025
Q1 		$741K Buy
28,300
+11,249
+66% +$258K 0.01% 836
2024
Q4 		$341K Buy
+17,051
New +$322K ﹤0.01% 981

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

IEQ Capital's EVER Position: Q2 2026 in Review

IEQ Capital increased its EverQuote (EVER) stake by 78% in Q2 2026, buying an estimated $281K and bringing the position to 35,062 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

IEQ Capital first reported a position in EVER in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q3 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • IEQ Capital held 35,062 shares of EverQuote worth $834K as of Q2 2026.
  • IEQ Capital bought 15,339 EverQuote shares in Q2 2026, an estimated $281K.
  • EverQuote made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1187 holding.
  • IEQ Capital first reported a position in EverQuote in Q4 2024 and has held it in 7 quarters since.
  • IEQ Capital's EverQuote position peaked at $1.87M in Q3 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.