Wakefield Asset Management’s EverQuote EVER Stock Holding History

Wakefield Asset 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	$1.82M	Buy	76,411 +1,037	+1%	+$19K	0.41%	69
2026 Q1	$1.16M	Buy	75,374 +35,518	+89%	+$672K	0.31%	99
2025 Q4	$1.08M	Buy	39,856 +28	+0.1%	+$679	0.29%	111
2025 Q3	$911K	Sell	39,828 -65	-0.2%	-$1.57K	0.25%	131
2025 Q2	$965K	Buy	+39,893	New	+$945K	0.27%	126

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

Wakefield Asset Management's EVER Position: Q2 2026 in Review

Wakefield Asset Management increased its EverQuote (EVER) stake by 1.4% in Q2 2026, buying an estimated $19K and bringing the position to 76,411 shares worth $1.82M. The position accounts for 0.41% of the portfolio, ranked #69.

Wakefield Asset Management first reported a position in EVER in Q2 2025 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Wakefield Asset Management held 76,411 shares of EverQuote worth $1.82M as of Q2 2026.
Wakefield Asset Management bought 1,037 EverQuote shares in Q2 2026, an estimated $19K.
EverQuote made up 0.41% of Wakefield Asset Management's portfolio in Q2 2026, its #69 holding.
Wakefield Asset Management first reported a position in EverQuote in Q2 2025 and has held it in 5 quarters since.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.