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EverQuote

226 hedge funds and large institutions have $466M invested in EverQuote in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 66

49% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $956K

6.91% more ownership

Funds ownership: 86.02%92.93% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 242226 (-16)

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

38% less capital invested

Capital invested by funds: $750M → $466M (-$284M)

Holders
226
Holders Change
-16
Holders Change %
-6.61%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
100
Reduced
66
Closed
51
Calls
$1.42M
Puts
$956K
Net Calls
+$467K
Net Calls Change
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
TP
26
Toronado Partners
California
$4.58M +$122K +6,475 +2%
Morgan Stanley
27
Morgan Stanley
New York
$4.37M +$1.06M +55,901 +25%
Northern Trust
28
Northern Trust
Illinois
$3.99M +$82.3K +4,351 +2%
Boston Partners
29
Boston Partners
Massachusetts
$3.96M +$207K +10,934 +4%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$3.66M +$4.49M +237,501 New
First Eagle Investment Management
31
First Eagle Investment Management
New York
$3.58M -$378K -20,000 -8%
HIM
32
Hillsdale Investment Management
Ontario, Canada
$3.52M
Charles Schwab
33
Charles Schwab
California
$3.46M -$137K -7,224 -3%
Ameriprise
34
Ameriprise
Minnesota
$3.46M -$11.9M -631,798 -74%
N
35
Nuveen
North Carolina
$3.45M -$7.09M -374,829 -63%
SST
36
S Squared Technology
New York
$3.44M +$2.78M +147,101 +193%
EIM
37
Essex Investment Management
Massachusetts
$3.35M -$271K -14,349 -6%
Pacer Advisors
38
Pacer Advisors
Pennsylvania
$3.31M +$1.83M +96,796 +82%
Raymond James Financial
39
Raymond James Financial
Florida
$3.14M -$1.84M -97,313 -32%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$3.01M -$1.08M -56,916 -23%
AllianceBernstein
41
AllianceBernstein
Tennessee
$2.95M
VFT
42
Vanguard Fiduciary Trust
Pennsylvania
$2.93M +$3.59M +189,952 New
CA
43
CSM Advisors
Pennsylvania
$2.72M -$13.1K -695 -0.4%
SEI Investments
44
SEI Investments
Pennsylvania
$2.62M -$309K -16,358 -9%
American Century Companies
45
American Century Companies
Missouri
$2.57M +$1.26M +66,770 +67%
Citigroup
46
Citigroup
New York
$2.43M +$2.49M +131,548 +502%
OAM
47
OP Asset Management
$2.41M -$1.07M -56,734 -27%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.37M +$1.58M +83,380 +118%
Victory Capital Management
49
Victory Capital Management
Texas
$2.25M +$1.9M +100,645 +222%
VGA
50
Vanguard Global Advisers
Pennsylvania
$2.17M +$2.66M +140,810 New