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EverQuote

242 hedge funds and large institutions have $750M invested in EverQuote in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,007% more call options, than puts

Call options by funds: $3.11M | Put options by funds: $281K

92% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $639M → $750M (+$111M)

10% more funds holding

Funds holding: 220242 (+22)

1.33% more ownership

Funds ownership: 84.69%86.02% (+1.3%)

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
90
Reduced
84
Closed
25
Calls
$3.11M
Puts
$281K
Net Calls
+$2.83M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$7.1M -$4.21M -173,645 -40%
Northern Trust
27
Northern Trust
Illinois
$6.86M -$149K -6,139 -2%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$6.8M +$367K +15,128 +6%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$6.8M -$885K -36,500 -13%
UBS Group
30
UBS Group
Switzerland
$6.78M +$396K +16,360 +7%
Boston Partners
31
Boston Partners
Massachusetts
$6.63M +$556K +22,927 +10%
VA
32
VestGen Advisors
Illinois
$6.63M -$2.36M -97,179 -28%
SG Americas Securities
33
SG Americas Securities
New York
$6.61M +$5.44M +224,535 +1,101%
Charles Schwab
34
Charles Schwab
California
$6.26M -$484K -19,977 -8%
EIM
35
Essex Investment Management
Massachusetts
$6.25M -$106K -4,358 -2%
HIM
36
Hillsdale Investment Management
Ontario, Canada
$6.17M -$82.4K -3,400 -1%
Morgan Stanley
37
Morgan Stanley
New York
$6.15M -$1.87M -77,116 -25%
Bank of America
38
Bank of America
North Carolina
$6.14M -$3.11M -128,468 -36%
Squarepoint
39
Squarepoint
New York
$5.87M +$184K +7,586 +4%
OAM
40
OP Asset Management
$5.75M +$2.16M +89,194 +72%
SEI Investments
41
SEI Investments
Pennsylvania
$5.03M +$1.19M +49,000 +36%
CA
42
CSM Advisors
Pennsylvania
$4.78M +$4.29M +177,090 New
Two Sigma Investments
43
Two Sigma Investments
New York
$4.57M +$1.01M +41,866 +33%
FGP
44
Freestone Grove Partners
California
$4.48M +$4.02M +165,880 New
LCG
45
Lisanti Capital Growth
New York
$3.85M +$3.46M +142,710 New
JAM
46
Jacobs Asset Management
New York
$3.63M -$1.48M -61,035 -31%
Franklin Resources
47
Franklin Resources
California
$3.47M +$238K +9,820 +8%
Pacer Advisors
48
Pacer Advisors
Pennsylvania
$3.19M -$994K -41,019 -26%
AllianceBernstein
49
AllianceBernstein
Tennessee
$2.95M -$357K -14,750 -12%
American Century Companies
50
American Century Companies
Missouri
$2.69M -$97.1K -4,008 -4%