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Occam Crest Management’s EverQuote EVER Stock Holding History

Occam Crest 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 		$5.85M Buy
217,991
+127,991
+142% +$2.35M 3.04% 12
2026
Q1 		$1.39M Buy
+90,000
New +$1.7M 0.84% 23

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

Occam Crest Management's EVER Position: Q2 2026 in Review

Occam Crest Management increased its EverQuote (EVER) stake by 142% in Q2 2026, buying an estimated $2.35M and bringing the position to 217,991 shares worth $5.85M. The position accounts for 3.04% of the portfolio, ranked #12.

Occam Crest Management first reported a position in EVER in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • Occam Crest Management held 217,991 shares of EverQuote worth $5.85M as of Q2 2026.
  • Occam Crest Management bought 127,991 EverQuote shares in Q2 2026, an estimated $2.35M.
  • EverQuote made up 3.04% of Occam Crest Management's portfolio in Q2 2026, its #12 holding.
  • Occam Crest Management first reported a position in EverQuote in Q1 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Occam Crest Management's 13F filing for Q2 2026, filed 14 Aug 2026.