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EverQuote

220 hedge funds and large institutions have $639M invested in EverQuote in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 67

2.42% more ownership

Funds ownership: 82.26%84.69% (+2.4%)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

0% more funds holding

Funds holding: 219220 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $648M → $639M (-$8.92M)

1% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.83M

Holders
220
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
98
Reduced
67
Closed
31
Calls
$2.79M
Puts
$2.83M
Net Calls
-$41K
Net Calls Change
-$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$6.97M -$467K -19,322 -6%
First Eagle Investment Management
27
First Eagle Investment Management
New York
$6.6M -$72.5K -3,000 -1%
GIPM
28
G2 Investment Partners Management
New York
$6.46M -$910K -37,684 -12%
Northern Trust
29
Northern Trust
Illinois
$5.95M +$73.2K +3,028 +1%
Charles Schwab
30
Charles Schwab
California
$5.76M -$136K -5,610 -2%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$5.42M -$67.6K -2,800 -1%
PFMOSF
32
Philadelphia Financial Management of San Francisco
California
$5.4M +$5.7M +236,077 New
EIM
33
Essex Investment Management
Massachusetts
$5.39M +$26.7K +1,105 +0.5%
UBS Group
34
UBS Group
Switzerland
$5.37M -$8.72M -361,034 -61%
HIM
35
Hillsdale Investment Management
Ontario, Canada
$5.3M -$60.4K -2,500 -1%
Boston Partners
36
Boston Partners
Massachusetts
$5.1M +$466K +19,273 +9%
Squarepoint
37
Squarepoint
New York
$4.8M +$1.98M +82,150 +64%
Raymond James Financial
38
Raymond James Financial
Florida
$4.67M +$3.55M +146,759 +255%
JAM
39
Jacobs Asset Management
New York
$4.47M -$336K -13,894 -7%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$4.45M +$4.36M +180,483 +1,298%
DSCM
41
Divisadero Street Capital Management
Florida
$4.29M -$6.42M -265,631 -59%
Ameriprise
42
Ameriprise
Minnesota
$4.01M +$1.87M +77,254 +79%
Pacer Advisors
43
Pacer Advisors
Pennsylvania
$3.64M -$244K -10,090 -6%
TI
44
Trexquant Investment
Connecticut
$3.52M -$2.3M -95,400 -38%
SEI Investments
45
SEI Investments
Pennsylvania
$3.14M -$221K -9,143 -6%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$3M +$209K +8,631 +7%
Two Sigma Investments
47
Two Sigma Investments
New York
$2.92M -$358K -14,824 -10%
AllianceBernstein
48
AllianceBernstein
Tennessee
$2.84M +$1.08M +44,830 +56%
OAM
49
OP Asset Management
$2.83M +$1.52M +62,747 +103%
Franklin Resources
50
Franklin Resources
California
$2.72M +$324K +13,393 +13%