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Principal Securities’s EverQuote EVER Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-654
Closed -$15K – 2013
2025
Q3 		$15K Buy
654
+318
+95% +$7.68K ﹤0.01% 2544
2025
Q2 		$8.12K Buy
+336
New +$7.96K ﹤0.01% 2701
2024
Q4 		– Sell
-314
Closed -$6.62K – 3569
2024
Q3 		$6.62K Sell
314
-340
-52% -$7.77K ﹤0.01% 2577
2024
Q2 		$13.6K Sell
654
-354
-35% -$7.49K ﹤0.01% 2256
2024
Q1 		$18.7K Sell
1,008
-350
-26% -$5.14K ﹤0.01% 2039
2023
Q4 		$16.6K Buy
+1,358
New +$12.3K ﹤0.01% 2023

Other funds holding EVER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Principal Securities's EVER Position: Q4 2025 in Review

Principal Securities sold out of EverQuote (EVER) in Q4 2025, closing a stake of 654 shares — an estimated $15K sold.

Principal Securities first reported a position in EVER in Q4 2023 and held it in 6 quarters. The position peaked at $18.7K in Q1 2024. 242 funds tracked by Wall St. Rank hold EVER as of Q4 2025.

  • Principal Securities reported no remaining EverQuote position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 654 EverQuote shares in Q4 2025, an estimated $15K.
  • Principal Securities first reported a position in EverQuote in Q4 2023 and held it in 6 quarters.
  • Principal Securities's EverQuote position peaked at $18.7K in Q1 2024.
  • 242 funds tracked by Wall St. Rank held EverQuote as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.