SEI Investments
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SEI Investments’s EverQuote EVER Stock Holding History

SEI Investments’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 		$2.82M Sell
118,691
-51,262
-30% -$939K ﹤0.01% 1775
2026
Q1 		$2.62M Sell
169,953
-16,358
-9% -$309K ﹤0.01% 1873
2025
Q4 		$5.03M Buy
186,311
+49,000
+36% +$1.19M 0.01% 1371
2025
Q3 		$3.14M Sell
137,311
-9,143
-6% -$221K ﹤0.01% 1504
2025
Q2 		$3.54M Buy
146,454
+1,862
+1% +$44.1K ﹤0.01% 1408
2025
Q1 		$3.79M Buy
144,592
+19,829
+16% +$454K ﹤0.01% 1380
2024
Q4 		$2.49M Sell
124,763
-20,953
-14% -$396K ﹤0.01% 1599
2024
Q3 		$3.07M Sell
145,716
-10,802
-7% -$247K ﹤0.01% 1497
2024
Q2 		$3.27M Buy
156,518
+68,866
+79% +$1.46M ﹤0.01% 1412
2024
Q1 		$1.63M Sell
87,652
-10,998
-11% -$162K ﹤0.01% 1705
2023
Q4 		$1.21M Buy
98,650
+3,565
+4% +$32.4K ﹤0.01% 1810
2023
Q3 		$687K Buy
95,085
+36,778
+63% +$240K ﹤0.01% 1999
2023
Q2 		$379K Buy
58,307
+10,924
+23% +$92.1K ﹤0.01% 2238
2023
Q1 		$659K Buy
47,383
+10,597
+29% +$158K ﹤0.01% 2030
2022
Q4 		$542K Buy
36,786
+6,641
+22% +$62.4K ﹤0.01% 1978
2022
Q3 		$205K Buy
30,145
+1,226
+4% +$11.5K ﹤0.01% 2447
2022
Q2 		$263K Buy
28,919
+118
+0.4% +$1.35K ﹤0.01% 2384
2022
Q1 		$475K Buy
+28,801
New +$436K ﹤0.01% 2110
2020
Q4 		– Sell
-33,737
Closed -$1.3M – 2475
2020
Q3 		$1.3M Buy
33,737
+600
+2% +$27K ﹤0.01% 1476
2020
Q2 		$1.93M Buy
33,137
+8,613
+35% +$405K 0.01% 1281
2020
Q1 		$643K Buy
24,524
+800
+3% +$28.2K ﹤0.01% 1652
2019
Q4 		$815K Sell
23,724
-2,084
-8% -$58.1K ﹤0.01% 1723
2019
Q3 		$551K Buy
+25,808
New +$487K ﹤0.01% 1834

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

SEI Investments's EVER Position: Q2 2026 in Review

SEI Investments reduced its EverQuote (EVER) stake by 30% in Q2 2026, selling an estimated $939K and leaving 118,691 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

SEI Investments first reported a position in EVER in Q3 2019 and has held it in 23 quarters since. The position peaked at $5.03M in Q4 2025. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • SEI Investments held 118,691 shares of EverQuote worth $2.82M as of Q2 2026.
  • SEI Investments sold 51,262 EverQuote shares in Q2 2026, an estimated $939K.
  • EverQuote made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1775 holding.
  • SEI Investments first reported a position in EverQuote in Q3 2019 and has held it in 23 quarters since.
  • SEI Investments's EverQuote position peaked at $5.03M in Q4 2025.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.