Y-Intercept (HK)’s EverQuote EVER Stock Holding History

Y-Intercept (HK)’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	$1.02M	Buy	+50,824	New	+$1.24M	0.02%	1006
2026 Q1	–	Sell	-66,800	Closed	-$1.8M	–	1694
2025 Q4	$1.8M	Sell	66,800 -47,651	-42%	-$1.15M	0.04%	667
2025 Q3	$2.62M	Buy	114,451 +49,205	+75%	+$1.19M	0.06%	465
2025 Q2	$1.58M	Buy	65,246 +55,641	+579%	+$1.32M	0.04%	710
2025 Q1	$252K	Sell	9,605 -12,038	-56%	-$276K	0.02%	959
2024 Q4	$433K	Sell	21,643 -14,263	-40%	-$269K	0.03%	798
2024 Q3	$757K	Buy	+35,906	New	+$820K	0.05%	565
2024 Q2	–	Sell	-11,636	Closed	-$216K	–	1522
2024 Q1	$216K	Buy	+11,636	New	+$171K	0.02%	1118
2023 Q3	–	Sell	-31,080	Closed	-$202K	–	1192
2023 Q2	$202K	Buy	+31,080	New	+$262K	0.02%	939

Other funds holding EVER

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

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

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

VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Y-Intercept (HK)'s EVER Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in EverQuote (EVER) in Q3 2026: 50,824 shares worth $1.02M. The stake represents 0.02% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in EVER as recently as Q4 2025.

Y-Intercept (HK) first reported a position in EVER in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.62M in Q3 2025. 69 funds tracked by Wall St. Rank hold EVER as of Q3 2026.

Y-Intercept (HK) held 50,824 shares of EverQuote worth $1.02M as of Q3 2026.
EverQuote was a new Y-Intercept (HK) position in Q3 2026.
EverQuote made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1006 holding.
Y-Intercept (HK) first reported a position in EverQuote in Q2 2023 and has held it in 9 quarters since.
Y-Intercept (HK)'s EverQuote position peaked at $2.62M in Q3 2025.
69 funds tracked by Wall St. Rank held EverQuote as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.