Rockefeller Capital Management’s EverQuote EVER Stock Holding History

Rockefeller Capital 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	$729K	Buy	30,656 +30,250	+7,451%	+$554K	﹤0.01%	1887
2026 Q1	$6.26K	Buy	406 +299	+279%	+$5.65K	﹤0.01%	4182
2025 Q4	$2.89K	Buy	+107	New	+$2.59K	﹤0.01%	4231
2023 Q1	–	Sell	-1,132	Closed	-$16K	–	2567
2022 Q4	$16K	Buy	1,132 +1,000	+758%	+$9.39K	﹤0.01%	2878
2022 Q3	$0	Buy	+132	New	+$1.24K	﹤0.01%	4007
2020 Q4	–	Sell	-16	Closed	–	–	2889
2020 Q3	$0	Buy	+16	New	+$721	﹤0.01%	2636

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

Rockefeller Capital Management's EVER Position: Q2 2026 in Review

Rockefeller Capital Management increased its EverQuote (EVER) stake by 7,451% in Q2 2026, buying an estimated $554K and bringing the position to 30,656 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Rockefeller Capital Management first reported a position in EVER in Q3 2020 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Rockefeller Capital Management held 30,656 shares of EverQuote worth $729K as of Q2 2026.
Rockefeller Capital Management bought 30,250 EverQuote shares in Q2 2026, an estimated $554K.
EverQuote made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1887 holding.
Rockefeller Capital Management first reported a position in EverQuote in Q3 2020 and has held it in 6 quarters since.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.