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Sierra Summit Advisors’s EverQuote EVER Stock Holding History

Sierra Summit Advisors’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
-35,282
Closed -$807K – 187
2025
Q3 		$807K Buy
35,282
+7,881
+29% +$190K 0.12% 127
2025
Q2 		$663K Sell
27,401
-8,978
-25% -$213K 0.12% 130
2025
Q1 		$953K Buy
36,379
+7,124
+24% +$163K 0.21% 75
2024
Q4 		$585K Buy
+29,255
New +$552K 0.12% 94

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.1B AUM 33.53% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Sierra Summit Advisors's EVER Position: Q4 2025 in Review

Sierra Summit Advisors sold out of EverQuote (EVER) in Q4 2025, closing a stake of 35,282 shares — an estimated $807K sold.

Sierra Summit Advisors first reported a position in EVER in Q4 2024 and held it in 4 quarters. The position peaked at $953K in Q1 2025. 242 funds tracked by Wall St. Rank hold EVER as of Q4 2025.

  • Sierra Summit Advisors reported no remaining EverQuote position as of Q4 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 35,282 EverQuote shares in Q4 2025, an estimated $807K.
  • Sierra Summit Advisors first reported a position in EverQuote in Q4 2024 and held it in 4 quarters.
  • Sierra Summit Advisors's EverQuote position peaked at $953K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held EverQuote as of Q4 2025.

Based on Sierra Summit Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.