Root Financial Partners’s EverQuote EVER Stock Holding History

Root Financial Partners’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 Q3	$2.51K	Buy	+125	New	+$3.04K	﹤0.01%	2532

Other funds holding EVER

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Root Financial Partners's EVER Position: Q3 2026 in Review

Root Financial Partners opened a new position in EverQuote (EVER) in Q3 2026: 125 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #2532 among its holdings.

181 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

Root Financial Partners held 125 shares of EverQuote worth $2.51K as of Q3 2026.
EverQuote was a new Root Financial Partners position in Q3 2026.
EverQuote made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2532 holding.
181 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.