Zacks Investment Management’s EverQuote EVER Stock Holding History

Zacks Investment 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	$1.4M	Sell	58,906 -10,596	-15%	-$194K	0.01%	400
2026 Q1	$1.07M	Buy	69,502 +3,221	+5%	+$60.9K	0.01%	401
2025 Q4	$1.79M	Buy	66,281 +782	+1%	+$19K	0.01%	366
2025 Q3	$1.5M	Buy	65,499 +3,835	+6%	+$92.6K	0.01%	367
2025 Q2	$1.49M	Buy	61,664 +746	+1%	+$17.7K	0.01%	356
2025 Q1	$1.6M	Buy	60,918 +8,744	+17%	+$200K	0.01%	354
2024 Q4	$1.04M	Buy	52,174 +107	+0.2%	+$2.02K	0.01%	413
2024 Q3	$1.1M	Buy	52,067 +37,182	+250%	+$850K	0.01%	396
2024 Q2	$310K	Buy	+14,885	New	+$315K	﹤0.01%	502

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

Zacks Investment Management's EVER Position: Q2 2026 in Review

Zacks Investment Management reduced its EverQuote (EVER) stake by 15% in Q2 2026, selling an estimated $194K and leaving 58,906 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #400.

Zacks Investment Management first reported a position in EVER in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.79M in Q4 2025. 243 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

Zacks Investment Management held 58,906 shares of EverQuote worth $1.4M as of Q2 2026.
Zacks Investment Management sold 10,596 EverQuote shares in Q2 2026, an estimated $194K.
EverQuote made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #400 holding.
Zacks Investment Management first reported a position in EverQuote in Q2 2024 and has held it in 9 quarters since.
Zacks Investment Management's EverQuote position peaked at $1.79M in Q4 2025.
243 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.